Title 360Tokara Solutions
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Related Products
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About
Lexamica is a legal referral automation platform designed to simplify, standardize, and scale how law firms send, receive, track, and manage case referrals and fee sharing across a nationwide network of attorneys, replacing outdated methods like emails, phone calls, and spreadsheets with a streamlined digital workflow. It provides an intelligent lead matching and distribution system that finds appropriate firms by jurisdiction and practice area, supports direct sending or multi-look sequential referral distribution with configurable stop rules, and offers access to a nationwide attorney network with built-in standardized fee-sharing agreements. It tracks the full referral and case lifecycle by capturing updates such as evaluation stage changes, matter status, acceptance, decline reasons, and closeout outcomes, and lets users exchange free-text notes and case information between referring and handling firms.
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About
Title 360 CRM is a customer relationship management platform built specifically for Title & Escrow companies that centralizes client, referral, and transaction data in one system and tightly integrates with leading closing software such as Qualia and Resware to give users complete 360-degree views of relationship profiles, notes, history, and order status. It streamlines sales, marketing, and escrow workflows by automating routine tasks and alerts, improving communication, reducing manual work, and providing detailed dashboards and built-in reporting so teams can identify top referral sources, track pipeline performance, and optimize time with key contacts. Designed to be intuitive with minimal training required, Title 360 lets users manage leads, follow-ups, pipeline activity, document status, and client interactions from one cloud-accessible interface that works across devices, and it supports customization of workflows, fields, and reports to fit unique business needs.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Law firm referral and intake teams who need a to automate and track legal case referrals, fee sharing, and partner performance across a nationwide network
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Audience
Agencies and professionals interested in a tool that integrates with their closing software to automate workflows, centralize client data, and boost transaction management efficiency
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationLexamica
Founded: 2021
United States
lexamica.com
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Company InformationTokara Solutions
Founded: 2009
United States
title360crm.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Filevine
Lead Docket
Litify
Qualia
ResWare
SmartAdvocate
Zapier
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Integrations
Filevine
Lead Docket
Litify
Qualia
ResWare
SmartAdvocate
Zapier
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