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Step by step guides for LeadLex and Lexi, written for the people who use them every day.
Getting started
Set up your workspace, bring your contacts in, connect your inbox and meet Lexi.
4 articlesCRM basics
Contacts, companies, deals, tasks and lists, and how they fit together.
4 articlesLexi and channels
Talk to Lexi where you already work, and what its skills can do.
2 articlesBusiness development
Find prospects, read the IP registers and work a conference.
2 articlesAI assistants and API
Connect Claude or ChatGPT to LeadLex, and create API keys.
2 articlesAccount and security
Where your data lives, who can see it, and how GDPR is handled.
1 article
Where most teams start.
- Create your workspace and invite your teamSign in for the first time, let Lexi set up your firm's workspace, then invite colleagues as members or admins.
- Import contacts and companies from CSV or HubSpotBring your existing contacts, companies and deals into LeadLex from a CSV file or straight from HubSpot.
- Connect Gmail or Outlook, and Google CalendarLink your mailbox and calendar so LeadLex can match email and meetings to your clients, and learn the other ways to get email into your CRM.
- Meet Lexi: what to delegate on day oneHow to open Lexi, how much freedom to give it, and the first jobs worth handing over once your mailbox is connected.
- Contacts, companies and how they linkAdd people and companies, understand what each record shows, and keep your network clean with merging and bulk actions.
- Deals and pipelines for mattersTrack each mandate as a deal, move it through your stages, record the conflict check and set up pipelines to match how your firm works.
- Talk to Lexi on Teams, Slack, WhatsApp or TelegramConnect the chat app you already use so you can ask Lexi about contacts, deals and tasks without opening LeadLex.
- Find prospects with Prospector and the IP registersSearch for the right people at the right companies, and use public register filings to see who is filing, who has counsel and who may need it.
- Conference mode: from the event floor to follow-upSet up an event, switch on conference mode, capture contacts and meetings as you go, and turn the day's conversations into follow-ups.
- Connect Claude or ChatGPT to LeadLexAdd LeadLex as a connector in Claude, ChatGPT or Cursor so you can ask your assistant about contacts, deals and tasks, and revoke access at any time.
- Security, data location and GDPRWhere your data is stored, how to secure your account and workspace, how to handle a deletion request, and where to find the DPA and sub-processor list.
Quick answers. The rest is in the articles.
No. Emails Lexi drafts wait in your approval queue, and nothing goes out until you approve it. When you do, it is sent from your own mailbox.
In Frankfurt, Germany. AI requests go to the model providers on our sub-processor list, under the EU-US Data Privacy Framework or Standard Contractual Clauses. The security page has the detail.
Microsoft Teams and WhatsApp today, with Slack and Telegram in beta. Lexi also runs in the LeadLex web app, which is the only place some skills work, such as Prospector and data import.
Yes. LeadLex runs an MCP server at https://mcp.leadlex.com/mcp. You sign in with your LeadLex account, and the assistant only sees the data you can see.
Write to lexi@leadlex.com with what you tried and what happened. A screenshot helps.
Still stuck? Write to us.
Tell us what you were trying to do and what happened. Screenshots help.
Email lexi@leadlex.com