Create your workspace and invite your team
Sign in for the first time, let Lexi set up your firm's workspace, then invite colleagues as members or admins.
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Your firm gets one LeadLex workspace. Everyone you invite works in it, sees the same companies and deals, and Lexi works across all of it.
LeadLex is onboarding a limited number of firms at a time, so new accounts are not open for self sign-up. If your firm is not set up yet, book a demo or join the waitlist. If a colleague already uses LeadLex, ask them for an invitation.
Sign in for the first time
- Go to app.leadlex.com.
- Choose Continue with Microsoft, Continue with Google, or sign in with your email and password. If your firm uses single sign-on, choose Sign in with SSO and enter your work email.
- If colleagues on your email domain already use LeadLex, you will see We Found Your Team! Choose Request to Join and a workspace admin gets your request, or Create My Own Workspace if you need a separate one.
- Otherwise Lexi opens Getting set up with Lexi and creates your workspace, named after your email domain.
Getting set up with Lexi
The setup is a short chat. Lexi asks for your name and confirms your firm's website, so it can read what your firm does.
Lexi then offers Connect Google Workspace or Connect Microsoft 365. Connecting your mailbox here is the fastest way to a useful workspace, because LeadLex can start linking your email and meetings to your clients straight away. You can also choose Not right now and do it later from Settings. See Connect Gmail or Outlook, and Google Calendar.
When Lexi shows a snapshot of what it found, check it and choose Approve & prepare Lexi. The last step lets you invite colleagues, or skip with Continue and finish with Open dashboard.
You can leave the setup at any time with Skip setup in the top bar.
Invite your team
Only workspace admins can invite people.
- Open Settings (the last item in the left rail), then Team.
- Choose Invite Team Members.
- Pick people from the suggested list for your email domain, or type addresses under Or add email addresses manually, separated by commas or new lines.
- Under Assign role to all invitees, choose Member or Admin.
- Choose Send Invitation.
Each person gets an email titled "Your name added you to Firm on LeadLex". The invitation link works for 14 days. Pending invitations show on the Team page, where an admin can resend one (which starts a new 14 days) or cancel it.
The Team page also shows how many seats your plan has left.
Member or admin
| Member | Admin | |
|---|---|---|
| Works with contacts, companies, deals, tasks and Lexi | Yes | Yes |
| Invites people and changes roles | No | Yes |
| Billing, API keys, data export and task rules | No | Yes |
A workspace always keeps at least one admin, so the last admin cannot be removed.
Accepting an invitation
The invitation opens a Team Invitation card showing who invited you, your role and when the invitation expires. New users choose Create Account & Join Team; people who already have a LeadLex login choose Sign In & Join Team.
Only the email address the invitation was sent to can accept it. If you want to join with a different address, ask the admin to send a new invitation to that address.
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