Case Management

Lexria

Est. 2019 United States Updated 2026-03-19
Unverified by r/legaltech members — this page is based on publicly available information, not hands-on testing or practitioner feedback. Verify your experience with Lexria

Modern bankruptcy client intake automation platform. Automates financial data collection (pay stubs, bank statements, debts) directly from clients’ financial institutions — replacing paper-based intake forms for bankruptcy petitions. Bankruptcy petitions require collecting detailed financial data (all debts, income sources, expenses, assets) — intake is typically the bottleneck. Confirmed integration with Jubilee (bankruptcy petition software) for ‘Client Payroll and Bank Statements.’ Founded 2019 in Claymont, DE by Max Morlocke (Villanova law professor per Reddit). Initially focused on student loan debt discharge through bankruptcy, now broader bankruptcy intake. WeFunder raise at $12M valuation cap (2021), SEC filing. ~97 LinkedIn followers. Two Reddit mentions: r/Lawyertalk (‘Lexria integration looks intriguing’) and r/StudentLoans (confirming founder background). YouTube demo by Miller Law Chronicles. Reclassified from contract-lifecycle to case-management — this is bankruptcy case intake, not CLM.

Company Info

  • Founded: 2019
  • Team size: 1-10 employees
  • Funding: $50K
  • HQ: United States
  • Sector: Transactions

What We Haven’t Verified

This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.

Workflows

Based on practitioner evidence, Lexria is used in these workflows:

What practitioners struggle with

Real frustrations from legal professionals — the problems Lexria addresses (or should address). Sourced from practitioner reviews, Reddit threads, and case studies.

New client calls the office, receptionist takes notes on paper, conflict check takes 48 hours — by then the prospect hired the first attorney who picked up the phone

Client & Matter Lifecycle 45 vendors affected Solo practitioner · Small firm (2–10) · Mid-size firm (11–50) · Large firm (51–200)

Estate planning attorney drowning in intake paperwork and document formatting spends more time on administrative tasks than substantive legal work, limiting how many clients they can serve

Document Drafting & Automation 8 vendors affected attorney · estate-planning-attorney · Paralegal · Solo practitioner

Where it fits in your workflow

Community Data

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