Lexverse Master Sheet

LxLEXVERSELEGAL
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Clients

Master Sheet

Clients, leads, matters, fee splits, the team and our collaborators, in one place.

Total Clients
0
Open Leads
0
Active Matters
0
Total Collected
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Pending Role Fees
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Review Shares Due
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Pipeline & clients ยท all matters

Pipeline by stage

Number of matters at each stage. Hover to see contract value.

Client health

Open and active matters only

Contract value vs collected

Top matters by contract value. The gap is still to collect.

Where clients come from

Lead source, split by outcome
No clients yet. Click "Add Client / Matter" to log the first one.

What each partner has earned from matters

Work-lead and review shares of money collected, plus one-time role fees paid. From the splits on each matter.
CodeNameRoleActive?Email Default Origination%Default Outreach%Default Onboarding%Default Work%Default Review%
No team members yet.
Collaborators Logged
0
In Discussion
0
Active Partners
0
Follow-ups Overdue
0
Name / OrganisationTypePartnershipExpertiseCity / Jurisdiction ContactStatusLexverse OwnerNext Follow-Up
No collaborators yet. Click "Add Collaborator / Partner" to log the first one.
Hosted on Firebase ยท shared live across everyone signed in ยท Lexverse Legal Partners

Add Client / Matter

Basic info

One-time fees (paid once by Lexverse, not tied to collections)

These are flat one-time payments, not percentages. Save the client first, then use "Mark as Paid" to log the actual expense in the Finance Tracker.

Work & Review splits (% of amount collected โ€” must total 100% or less, remainder goes to Lexverse)

Financials

Collected is synced live from Finance Tracker Income transactions tagged with this Client ID โ€” it can't be edited here.

Status & dates

Add Team Member

Add Collaborator / Partner

Who they are

Contact details

Relationship

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