Intake, triage, task management and more in one intuitive platform
Intake From Anywhere
Easily field task requests from the systems your stakeholders already use
Easily Customizable
Create intake forms and automated workflows to match your processes
No-Code Implementation
Get started today with no outside vendors or IT support required
Intake Made Easy
Intake stakeholder requests from email, your CRM, or inside Lexion
Lexion makes intake easy by allowing stakeholders to submit requests by email, or from the tools they're already using—like Salesforce or HubSpot. Minimal change management means maximum adoption.
Easily gather key task details with custom, dynamic intake forms
Create custom intake forms to collect details for any request in just a few clicks, including dynamic fields that automatically appear only when they're necessary. Get all the information you need to keep deals moving forward.
Manage all contract requests from one intuitive dashboard
Lexion brings your company's contracting together in one place, making it easy for every team to know where their requests stand, including task-related conversation, approvals, status, and more.
Automate workflows based on task and intake details
Lexion's no-code workflow automation makes it easy to automatically assign owners and followers, route for approval, generate documents, and more based on information gathered during intake.
Generate templated documents based on intake details
Empower stakeholders to self-serve high-volume, low-value agreements like NDAs themselves using legal-approved templates. With conditional logic, even complex contract generation is simple.
Gain deeper insight into intake volume, workloads, and more
Surface the KPIs and metrics you need to uncover roadblocks, improve processes, and make the case for additional resources, from the number of tasks requested to average time by status and more.
Lexion offers loads of ready-made integrations with popular platforms.
Contact Us
Ready to streamline your intake process?
