LEX-SME · SME DEAL-TO-CASH CONTROL TOWER
One place where a deal is captured, checked, quoted, contracted, delivered, invoiced and collected, with Lex on hand at every decision.
Download the product overview (PDF)A small business carries the same deal risks as an enterprise: counterparties nobody checked, paper nobody signed, quotes that leak margin, invoices that age into bad debt. What it doesn't have is a legal department, a credit controller, or the time. Lex-SME packages that discipline into a journey a one-person business can run between site visits, and a 200-seat business can govern with approval chains.
NDAs, contracts and special conditions get signed on trust, or not signed at all, because lawyer time costs more than the deal is worth.
Quotes go unanswered and invoices age, because chasing payment is an awkward phone call that keeps not happening.
Tax clearances, B-BBEE certificates and letters of good standing expire quietly, and get discovered the night before a tender closes.
Every deal passes four gates, Trust, Terms, Quote Health and Sign, that stop trouble before signature. The gate cards explain themselves and every check ends in an action rather than a dead end. The Trust gate runs a live web search on the counterparty and scores it.
An in-journey quote builder with a managed price catalogue and market-rate comparison. At quote time the ledger gives its verdict on how this client actually pays, so payment behaviour informs the price. Clients accept, decline and countersign with real ink on a share link, and any signed document goes to WhatsApp in one tap.
NDA generation with an escalation ladder, full drafting and review federated to the enterprise LexSphere clause library, deviation tracking, and fixes that re-draft the paper before signature freezes it. Decision replay can show exactly why a binding decision was allowed.
Branded outbound mail with every send recorded, and live inbound email threaded onto the right deal and counterparty. Bounces come back as something you can act on. Lex briefs the correspondence and clears the unread pile.
Invoices, statements, overdue interest and a gated dunning ladder that escalates from a friendly reminder to a letter of demand. Month-end reports, debtors book and cash-flow outlook, with old invoices imported so the book is truthful from day one.
The vault reads expiry dates off the uploaded paper itself and keeps a calendar of what lapses when. Tender packs assemble in one click, and the radar surfaces relevant public opportunities.
South African data protection throughout
Electronic signatures & records
Classification & tender evidence
Information Security Management
Append-only, HMAC-signed binding actions
Isolation enforced at the database
Lex-SME runs on the same platform as the enterprise modules: single sign-on, per-tenant isolation enforced at the database, and an append-only signed audit ledger behind every binding action. Small business pricing, the same governance underneath.
Contract review federates to the enterprise clause library, so an SME deal is checked against the same clause intelligence that reviews mining-house contracts.
The conversational layer's foundations power Lex: briefing mail, advising on quotes and drafting paper through the journey.
Keycloak SSO, row-level tenant isolation, HMAC-signed audit events, and a QA voting gate on agent output, smoke-tested in production.
A five-stage evidence-based grade of the business. It never gates features; it shows the path. A scale pack adds approval chains, divisions and an executive pack when the team grows.
Runs the whole journey from a phone between jobs: quote accepted and countersigned online, invoice chased automatically, renewals surfaced before they lapse.
Deal ownership routes work across people, and authority limits keep binding actions with those entitled to take them.
A vault that's always current, tender packs in one click, B-BBEE classification captured at onboarding, and a radar that finds the opportunities.
Approval chains, divisions, an obligations book and an executive pack, added as the organisation grows into needing them.
Onboarding is a three-step wizard built around five questions about your business, and those answers shape everything after them. The startup kit helps a new business set itself up properly, with brand assets, an email signature and document templates generated in your own colours.
Deal to cash, guarded at every gate.
Five questions that calibrate the journey, the gates and the paperwork to how you actually trade.
Bring old invoices in, so the debtors book and cash-flow outlook are honest from day one.
Email signatures, Word and PowerPoint templates and a public storefront page, in your colours.
LEX-SME · SME DEAL-TO-CASH CONTROL TOWER