Lexidy’s onboarding transformation: 64% fewer emails and a sharper legal team

Meet Lexidy

Lexidy is a law firm with over 100 lawyers, specializing in international mobility procedures. Service digitalization is at the heart of the firm’s value. They currently operate in 6 countries and reported over €7 million in revenue in 2024.

The challenge: Simplifying the client experience and easing lawyer workload

Before working with Parallel, Lexidy’s onboarding process was manual and prone to human error. Each new client had to provide a large amount of information and legal documents, which often led to endless email threads.

The situation became even more complex because many of Lexidy’s clients sign up for multiple services at different times—immigration, real estate, corporate, tax, and more. This meant they had to resubmit the same documents over and over again.

“There were cases where a client had to send us their passport up to five times—once for each service they contracted. It was frustrating for them, and for our team as well.” — David Planes

“A lot of clients would ask us why they had to send the same information every year.” — Sara Rinaldi

At the end of the day, lawyers were spending hours on admin work—digging through emails, chasing additional information, filing the right documents... Everything was handled manually, delaying the start of actual legal procedures.

As the firm grew, this system only amplified the bottlenecks: more clients meant more email back-and-forth, heavier workloads, and—most critically—a higher risk of errors.

The solution: Automated onboarding and one centralized space for documents

Cleared inboxes

Lexidy can now guide clients through the onboarding process directly within the platform—anticipating common questions and exchanging feedback without ever leaving the digital environment. Thanks to Parallel, email has taken a back seat, significantly reducing inbox overload for lawyers.

“We used to send around 100 emails to manage a single case—now it’s down to just 36. And during the most intense phase of the relationship—onboarding—we went from 66 emails to only 18. Most of them are now sent directly from the platform.” — David Planes

More control, less lawyer burnout

With Parallel’s dashboard, lawyers can instantly see where each onboarding stands, and dive into each case to review the documents submitted by the client.

✅ Once onboarding is complete, the legal team can get to work right away.

“I can’t imagine working without Parallel. It gives me peace of mind. I can see everything the client has submitted, when they submitted it, review their comments, and decide exactly when to close the process. It’s a true enabler.” — Sara Rinaldi

‍Automation: Lexidy’s greatest ally

Here are a few automations that have made a real difference for the Lexidy team:

Automatic reminders to keep clients moving

Lawyers no longer have to chase clients to complete the onboarding. Instead, they schedule automated reminders at just the right moments—saving time and avoiding unnecessary friction.

Expiration alerts to stay ahead of renewals

The system sends automatic alerts when documents are nearing expiration, allowing the Lexidy team to proactively request updated versions and stay one step ahead.

Two-way integration with HubSpot CRM

Parallel integrates seamlessly with HubSpot, allowing client data entered in Parallel to sync automatically with the CRM. This prevents data duplication, reduces errors, and saves time on repetitive tasks.

Connection to politically exposed persons (PEP) and sanctions lists

As a law firm, Lexidy is subject to anti-money laundering (AML) regulations. These require firms to “know their customer,” apply appropriate internal controls, and report any suspicious activity to the relevant authorities. Thanks to Parallel’s integration with official databases, Lexidy can easily verify whether a client is a politically exposed person (PEP) or has been sanctioned.

‍The shift: Less admin → more efficiency → happier clients

By adopting Parallel, Lexidy has been able to deliver a more efficient service—fully aligned with its vision of being a 100% digital law firm. By cutting down on time-consuming admin tasks, the firm has not only improved the client experience but also made life much easier for its legal team.

The benefits of implementing Parallel at Lexidy have been substantial:

• 64% reduction in emails exchanged with clients

• 25% increase in lawyer capacity to handle more cases

• Zero client complaints in 3 years, thanks to a smoother digital experience

“The internal feedback has been amazing. A colleague from our Istanbul office even messaged me just to say thank you—Parallel has changed her life. She can now focus on strategic work instead of chasing emails and documents.”  — David Planes

Ultimately, adopting Parallel has supported Lexidy’s growth by enabling a more solid and efficient operation.

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