About Lexamica

Lexamica is the first platform dedicated to legal referrals.

Lexamica operations on Zapier

Start a workflow when this happens

Case Attachment Created — Triggers when a new attachment is created for a case.
Law Firm List — Triggers when a law firm is found in the list.
Referral Details Updated — Triggers when a case details is changed by either the sending or receiving law firm.
Referral Invitation Received — Triggers when my law firm receives a new referral invitation.
Referral Invitation Updated — Triggers when a referral invitation is updated by either the sending or receiving law firm.

Show 6 more triggers

Referral Received — Triggers when a new referral is received by my law firm.
Referral Resolution Created — Triggers when case resolution has been initiated by either the sending or receiving law firm.
Referral Sent — Triggers when my law firm sends a new referral.
Referral Update Created — Triggers when a new referral update is created by either the sending or receiving law firm.
Relay Match Found — Triggers when a relay match is found for a referral.
Relay Match Not Found — Triggers when a relay match is not found for a referral.

Things Salesflare can make it do

Change Referral Details — Updates case details for a referral my law firm has accepted.
Convert to Existing Case — This is an advanced action! Converts a case to Open. Useful for importing pre-signed cases and referrals that existed before you started using Lexamica.
Create Referral — Creates a new referral in my law firm.
Create Referral Invitation — Creates a new referral invitation direct to a new firm for an existing referral.
Create Referral Update — Creates a new referral update for a case belonging to my law firm.

Show 5 more actions

Create a Case Attachment — Creates a new attachment for a case belonging to my law firm.
Project Relay Run — Projects a future relay run.
Resolve a Case — Close a case and generate a recovery report.
Respond to a Referral Invitation — Accept, decline, evaluate, or extend a referral invitation that was sent to my firm.
Submit Case to Relay — Submits a case to the Lexmaica Network.

Look up existing records

Find Law Firm — Finds a Law Firm by name.
Find a Case Invitation by Case ID and Law Firm Role — Finds a case invitation by case ID and law firm role.
Find a Referral by ID — Finds a referral in my law firm by ID.
Find an Attachment by ID — Find a Attachment ID.
Get Law Firm by ID — Gets a law firm by ID.

Show 1 more searches

Search Relay Nodes (Advanced) — Retrieves the relay nodes for a user's law firm. This action returns a list of line items.

Lexamica and Salesflare