Lexitas offers legal services and litigation support including record retrieval. They support firms of all sizes and focus on litigation for a variety of case types, e.g., Personal Injury, Mass Tort, Medical Malpractice, and Workers' Compensation, etc.
Lexitas will work with your firm to configure the setup in Neos, using a User Defined Tab for Record Requests, the Documents Tab, and the Value Tab. They will send status updates and push records directly into Neos.
Benefits of using Lexitas include the following all without having to exit Neos:
Ability to place a record request order
Receive real-time follow-up notes
Automatic push and pull of data (e.g., authorizations and records received) to and from the Documents Tab
Expenses (e.g., ARC Fee and any custodian fees paid) are added to the Value Tab
Assigned firm user will receive email notifications of all changes
Lexitas performs all work in their own proprietary software that is then sent to or obtained from Neos.
NOTE: Your firm must already have one of their offered services before activating the integration in Neos. Contact Lexitas to request a demo and pricing information.
To activate the Lexitas integration:
In Neos, navigate to Settings (on the left navigation pane) and click the Integrations button.
Select the Lexitas tab.
NOTE: Please contact Neos Support if "Lexitas" is not listed as an available integration.
Use the Staff field to select the Neos user email address that should be used to enable the Lexitas integration.
NOTE: For security purposes, Neos recommends an integration-specific staff be created for enabling each integration (e.g., "Lexitas Integration") and given the proper permissions. Add the following details to the Staff Profile for this integration-specific staff:
Full Name, e.g., "Lexitas Integration"
Staff Code, e.g., "Lexitas "
Job Title – Create a job title, e.g., "Integrations" in the Job Title Mini Directory that can be selected for this required field.
Time Zone, as applicable to your firm
First Name, e.g., "Lexitas "
Last Name, e.g., "Integration"
Active – checked
Email Address, e.g., "[email protected]"
Password – meet minimum qualifications
Since the entered email address does not need to be connected to an Office 365 account, it is recommended to enter a dummy email address, such as "[email protected]". Once the integration-specific staff has been added, you must refresh Neos to see that staff in the "Email address to connect to" dropdown. Using this configuration, the integration-specific staff will not count towards your firm's billable users.
To limit the necessary permissions required for this integration, creating a separate integration-specific staff for each integration at your firm is recommended.
The Lexitas Integration user should have full administrator permissions (enabled, add, modify, and delete) to General > Interfaces and all Case Folder tabs. Contact Lexitas for a full list of permissions needed to integrate with Neos.
4. Click the Activate button.
5. When complete, the connected email of the selected staff will display.
The connected email can be disconnected by clicking the Disable button.
For questions on using Lexitas, contact their customer support at [email protected] or 1-800-676-2401.