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Description
Lexamica serves as an innovative platform for automating legal referrals, aimed at enhancing the efficiency, consistency, and scalability of how law firms manage the process of sending, receiving, tracking, and overseeing case referrals and fee sharing among a vast network of attorneys across the country. By modernizing traditional practices like emails, phone calls, and spreadsheets, it introduces a seamless digital workflow that transforms the referral process. This platform features a sophisticated lead matching and distribution mechanism that identifies suitable firms based on jurisdiction and specific practice areas, enables both direct referrals and sequential multi-look distribution with customizable stop rules, and provides access to a comprehensive network of attorneys equipped with standardized fee-sharing agreements. Additionally, it meticulously monitors the entire lifecycle of referrals and cases by recording critical updates, which include changes in evaluation stages, matter statuses, reasons for acceptance or decline, and final outcomes, while also allowing users to share free-text notes and pertinent case details between the referring and receiving firms. Overall, Lexamica not only improves communication and efficiency but also ensures that law firms can easily adapt to the demands of a rapidly changing legal landscape.
Description
Surplus Funds is a cloud-based CRM and lead research tool designed for professionals engaged in reclaiming excess proceeds from tax sales, foreclosure auctions, and mortgage overages. This platform integrates a variety of features, including case management, contact records, recovery pipelines, task management, and document handling, along with skip-traced claimant information, property analysis, a power dialer, SMS, email outreach, direct mail letters, and electronic signatures. Additionally, its Ivy AI assistant is capable of drafting communications for claimants and preparing claim documents while also providing summaries of case records. Users have the flexibility to utilize their own leads or incorporate selected-state or nationwide lead data, with the nationwide plans encompassing 47 states. The web application is further enhanced by dedicated apps for both iPhone and Android devices, and it seamlessly integrates with Gmail and Outlook for case-related email correspondence. This service is particularly suited for independent recovery agents, small teams, and larger firms looking to streamline their operations. While the surplus amounts displayed are estimates, it is crucial for users to verify these figures with the appropriate county or court for accuracy. Ultimately, Surplus Funds offers a comprehensive solution that empowers recovery professionals to maximize their efficiency and effectiveness.
API Access
Has API
No
API Access
Has API
No
Integrations
Filevine
Yes
Gmail
No
Lead Docket
Yes
Litify
Yes
Microsoft Outlook
No
SmartAdvocate
Yes
Zapier
Yes
Integrations
Filevine
No
Gmail
Yes
Lead Docket
No
Litify
No
Microsoft Outlook
Yes
SmartAdvocate
No
Zapier
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$99/month
The CRM Only plan costs $99/month and includes one seat. Starter starts at $229/month and includes two seats; Nationwide costs $499/month and includes three seats; Reserve costs $1,299/month and includes five seats and 40 hours/month of virtual-assistant time. Annual billing is available at 20% savings. The first three plans charge $40/month for each additional seat. There is no setup fee or long-term contract. Calls, texts, postage, skip-tracing and property-research credits, and Ivy AI use beyond plan allocations may incur additional charges.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Lexamica
Founded
2021
Country
United States
Website
lexamica.com
Vendor Details
Company Name
Excess Quest
Founded
2019
Country
United States
Website
surplusfundslist.com
Product Features
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Real Estate CRM
Campaign Management
No
Client / Property Matching
No
Contact Management
No
Dashboard
No
Email Marketing
No
Interaction Tracking
No
Lead Management
No
Property Alerts
No
Referral Tracking
No
Segmentation
No
