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features
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support

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Description

No more integration with multiple third-party platform. Lexicon has been offering a holistic approach for practice management for over 12 years. We offer a wide range of legal support services that seamlessly integrate into our all-in-one practice software suite. This allows you to optimize your practice from one intuitive platform. Lexicon is your trusted partner in all things legal practice.

Description

The MyPrivate Family Office Software offers comprehensive coverage across all essential areas for families. It is installed locally, ensuring that no data is kept in the cloud, which greatly enhances data privacy and protection against fraud. The system features highly automated payment processing, accommodating various methods including the Swiss QR bill and online banking for Switzerland and the EU, along with real-time access to stock quotes and forex rates. The integrated EDM system allows seamless access to original documents such as invoices, certificates, and protocols across all modules. Designed to be a global solution, MyPrivate caters to every aspect of personal and family life, regardless of how intricate or large it may be. This makes it an invaluable tool for families seeking to maintain control and oversight over their financial affairs.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 No 
Microsoft Outlook No 
Windows 11 No 

Integrations

Microsoft 365 Yes 
Microsoft Outlook Yes 
Windows 11 Yes 

Pricing Details

$63 per user per month
Emerging Tier - $63
Ascending Tier - $83
Iconic Tier - $99
Free Trial No 
Free Version No 

Pricing Details

$384 per license
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 No 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Lexicon

Country

United States

Website

lexiconservices.com

Vendor Details

Company Name

MyPrivate

Founded

2013

Country

Switzerland

Website

myprivate.ch/en/

Product Features

Law Practice Management

Billing & Invoicing Yes 
CRM Yes 
Calendar Management Yes 
Client Portal Yes 
Conflict Management Yes 
Contract Management Yes 
Document Management Yes 
Email Management Yes 
Legal Case Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Legal Case Management

Billing Management Yes 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking Yes 
Conflict Management Yes 
Corporations Yes 
Court Management Yes 
Discovery Management Yes 
Docket Management Yes 
Document Management Yes 
Expense Tracking Yes 
Government Yes 
Law Firms Yes 
Records Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Product Features

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