Main Modules of the System

Quotation Management

The system offers a professional Quotation Management module that helps prepare and send quotations to clients.

In LexPro, the Quotation Management module enables law firms to organize and create professional quotations for both prospective and existing clients quickly and efficiently. This tool is designed to simplify the preparation of legal estimates, whether for advisory services, legal case fees, or long-term legal projects, helping you present a transparent and reliable image to clients from the first interaction.

The module uses customized quotation templates, reducing the time required to prepare quotes and providing flexibility to adjust items according to the service type or client request. It also allows internal approval management for quotations before sending, and links them to relevant cases or projects, ensuring full tracking and financial integration with the rest of the LexPro system. Finally, you can monitor quotations from the moment they are sent until client acceptance, with the option to convert them into invoices upon approval.

Key Tools and Services in the Quotation Management Module:

  • Create legal and financial quotations using pre-designed templates.
  • Customize quotation items (e.g., attorney fees, court fees, expenses) according to client or project.
  • Link quotations to the related case or project within the system.
  • Internal approval workflow for quotations before sending to clients.
  • Send quotations directly via email from within the system.
  • Quickly edit quotations based on client requests or negotiations.
  • Track quotation status: Draft, Sent, Accepted, Rejected.
  • Convert accepted quotations directly into invoices in the system.
  • Reports and charts on quotations: number of quotations, acceptance rate, total value.
  • Flexible user permissions: define who can create, approve, or edit quotations.
  • Secure archiving of sent quotations for review or future use.