How firms work with LeadLex.
Every engagement starts with a demo on your own book and a clear proposal. No template pricing. No surprise fees.
Deployment first. Partnership when the system earns it.
Both start the same way — a demo run on your own book — and end with a written proposal you can take to the partnership.
Foundation deployment
For firms ready to replace spreadsheet BD with a live CRM foundation and Lexi.
- Scoped onboarding against your practices and stack.
- Core connectors: mail, calendar, CRM, and IP feeds where relevant.
- Supervised autonomy by default.
- Success criteria agreed upfront.
Growth partnership
For firms that want ongoing BD system design: watchlists, conference programmes, multi-office rollout, advanced automations.
- Shared roadmap with the BD lead and sponsoring partners.
- Quarterly optimisation of pipelines, watchlists, and automations.
- Optional expansion to additional practices and offices.
Minimum investment is discussed in the demo — matched to firm size and scope, not a public menu.
What is in every engagement.
A configured instance, not a trial
Your pipelines, your stages, your segments, your watchlists. Dedicated infrastructure with its own memory.
Partner-level control from day one
Approval defaults set per partner. Blocked contacts and matters agreed before anything runs.
A named owner on our side
One person accountable for the deployment, the first workflows, and the rollout beyond the first pod.
Start with a demo, not a quote.
We’ll map LeadLex to your book and your stack, then put the engagement shape in writing.
We take on a small number of firms at a time. Nothing is sent to a client until a partner has read it. Not this quarter? Join the waitlist.