Easy Intake

Field requests and manage intake from the tools your business already knows (and loves)

Intake, triage, task management and more in one intuitive platform

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Intake From Anywhere

Easily field task requests from the systems your stakeholders already use
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Easily Customizable

Create intake forms and automated workflows to match your processes
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No-Code Implementation

Get started today with no outside vendors or IT support required
Coming Soon: Intelligent Intake
Automate even more of your intake process with intake powered by AI
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.

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Get a Demo Today

Ready to streamline your intake process?