Reduce inaccuracies & incorrect documentation
AI-validated uploads, progress checks, and automated paystub and bank statement retrievals keep manual errors out of your workflow.
Eliminate the frustration of messy paperwork. Lexria offers custom intake solutions for an efficient and seamless experience for your clients.
Our tools stay grounded in a simple, functional design for both you and your client.
AI-validated uploads, progress checks, and automated paystub and bank statement retrievals keep manual errors out of your workflow.
Thoughtful reminders, real-time intake updates, and customized document collection keep your team out of the chasing loop.
Clients focus on the exact documents they need, while your team gets a modern experience that reduces friction and delays.
Clients can submit information anywhere, on any device.
Two-seat collaboration with smooth handoffs.
Document-driven auto-population and validation keep the process moving.
The pricing structure is simple, but the experience scales from solo practitioners to growing teams without losing the polished, client-friendly feel.
Start at a price point that matches current workflow demands.
Upgrade seamlessly as your staff, caseload, and support requirements expand.
Adaptive intake bends to the client’s data instead of forcing the client to match rigid software.
Start with the plan that matches your staff size and automation needs, then move up as your workflows demand more customization and support. All plans start with a free 10-day trial.
The Essential Foundation
Recommended for solo practitioners managing a small caseload.
The Workflow Accelerator
Designed for small firms ready to reclaim their time through smart automation.
The Scalable Powerhouse
The premium option for growing firms that want a branded, integrated intake experience.
Add additional team members for $99/month per seat.
Custom support for larger teams
Everything in Pro, plus premium support paths for firms planning beyond the standard seat model.
Our monthly subscription plans are designed for small and growing firms.
Both add-ons use credits sold in blocks of 25 that never expire, with usage applied only after the initial retrieval completes successfully.
Unlimited pay-stubs per employer for six months from the initial connection.
Unlimited financial statements per account for six months from the initial connection.
Flexible entry, flexible growth, and flexible tech keep the software aligned with your caseload instead of trapping you in a rigid workflow.
Lexria gives solo practitioners, small firms, and growing teams a modern intake foundation with room to expand.