Case Study: LexHelper achieves a 30% increase in close rate and simplified document workflow with PandaDoc

LexHelper - Customer Case Study

LexHelper is a virtual assistant service for small independent attorneys that handles administrative tasks like scheduling, client intake and basic legal document support. Using Pipedrive as its CRM, LexHelper faced a need to streamline proposals, quotes, contracts, forms and NDAs and remove time-consuming manual document steps so attorneys could spend more time in court.

LexHelper implemented PandaDoc to create, send and manage documents alongside Pipedrive, eliminating the need to print, scan and return paperwork. The streamlined workflow simplified operations and increased efficiency — driving at least a 30% improvement in close rate.

LexHelper

Rhett Marlow

President & CEO