Getting started with LexSheet

Welcome to LexSheet. This guide takes your firm from invitation to a live, branded Florida closing-cost calculator on your website.

Most firms can complete the first setup in about an hour. You will need a firm owner, your branding details, the fees your firm controls, and access to the website where you want the calculator to appear.

What LexSheet does

LexSheet gives your firm a branded calculator for Florida closing-cost estimates. Your team controls the firm information, calculator presentation, firm fees, municipal lien fees, lead delivery, and portal users. LexSheet maintains the Florida statutory rates and schedules that should not be edited at the firm level, including title-premium, documentary-stamp, intangible-tax, and recording fee schedules.

The calculator provides an estimate, not a final settlement statement. Your firm's disclaimer remains visible in the calculator and should be reviewed by your attorney before publishing.

Before you begin

Please have the following ready:

• Your firm's preferred name, phone number, and calculator disclaimer.
• A logo in PNG, JPEG, or WebP format, no larger than 512 KB. Transparent PNG is usually the best choice. SVG files are not accepted.
• Your preferred brand colors as hex values, if available.
• The firm-specific fees and assumptions you want the calculator to use.
• Municipal lien fees for the cities your firm serves.
• The exact HTTPS website origin or origins where the calculator will appear, such as https://www.examplelawfirm.com.
• The email address that should receive new estimate requests.
• The names and email addresses of any additional firm team members who need portal access.

1. Sign in to the firm portal

LexSheet sends the firm owner an invitation by email. Select Accept invitation and complete the sign-in step. Future sign-ins use a fresh link sent to your email address.

If a link has expired, return to the portal sign-in page and request another one. Do not forward sign-in links to another person.

2. Set your calculator branding

Open Calculator in the portal and complete the firm information section.

Enter or review:

• Firm name and phone number
• Calculator typeface
• Firm disclaimer
• Primary, accent, text, muted, border, and alert colors
• Firm logo

Use the built-in desktop and mobile preview as you work. Uploading a logo or changing any branding setting creates a draft; it does not change the live calculator until you publish it.

Logo guidance

For the cleanest result, use a horizontal or compact transparent PNG with ample space around the logo. Avoid a screenshot, a logo placed on a white rectangle, or an image with very small text. The portal accepts PNG, JPEG, and WebP files up to 512 KB.

3. Review your firm fees

In Calculator, review the values under Firm fees and assumptions. These are the fees your firm controls, such as closing, title-search, endorsement, municipal-lien, commission, or broker assumptions.

LexSheet shows a preview using your changes before they go live. If a value is unusually high or low, LexSheet displays a warning. A warning is a prompt to review—not an automatic block—but publishing requires the owner to acknowledge it.

Statutory rates are locked

Florida statutory rates and schedules are displayed for reference but cannot be edited in the portal. This protects your calculator from using a firm-specific version of a statewide tax, title-premium, or recording schedule. Contact LexSheet if you believe a statutory value needs review.

Add municipal lien fees

Add each city your firm serves and its fee under Municipal lien fees. Each city becomes an option in the calculator. A visitor choosing Other will not receive a municipal fee.

4. Save, review, and publish

Select Save draft when you have finished your changes. Review the calculator preview, including at least one financed transaction and one cash transaction.

When you are satisfied:

1. Review any fee warnings.
2. Check the acknowledgement box, if shown.
3. Select Publish configuration.

Publishing makes the complete saved draft live: branding, logo, disclaimer, firm fees, and municipal fees. Keep in mind that visitors see only the most recently published version; saving a draft alone does not alter your live calculator.

5. Add the calculator to your website

Open Add This Calculator To Your Website in the portal. Copy the complete embed code exactly as provided, then give it to the person who manages your website. They should place it in the page or site-builder custom-code area where you want the calculator to appear.

Do not edit the calculator address inside the code. If you need a different placement, copy the current embed code from the portal again.

Approve your website address first

For security, the calculator can be embedded only on website origins approved for your firm. Before embedding, email admin@lexsheet.app with every exact HTTPS origin where it will appear. Do not include a page path or a trailing slash. Include both www and non-www versions when both are used.

Example:

Please approve these LexSheet calculator website origins for Example Law Firm:
https://www.examplelawfirm.com
https://examplelawfirm.com

The calculator's direct link may work before approval, but it will not display inside your site until the website address is approved.

Test before announcing it

After your web team publishes the page:

1. Open the page in a private browser window.
2. Check the calculator on both desktop and mobile.
3. Run one cash and one financed sample estimate.
4. Confirm your logo, disclaimer, colors, and contact details are correct.
5. If you use estimate-request delivery, submit one test request and confirm it reaches the selected recipient.

6. Set estimate-request delivery

In the portal's Lead delivery area, choose the email recipient for each calculator. New estimate requests are sent immediately to that address when capture is enabled.

Use a shared inbox or a monitored firm address when possible. Update this recipient promptly when staff responsibilities change.

7. Invite your team

Firm owners can invite staff members from the portal. Enter each person's name and email address; LexSheet sends an invitation to sign in.

Use owner access sparingly. Owners can manage firm branding, fees, publishing, team access, and lead-delivery settings. Remove or disable access promptly when someone leaves the firm.

Ongoing updates

Return to the portal whenever your branding, contact information, firm fees, municipal fees, team, or lead recipient changes. Follow the same process every time: make changes, preview them, save a draft, and publish only after review.

LexSheet keeps a record of configuration changes so your firm can identify what was published and when.

Quick troubleshooting

The calculator does not appear on our website

Confirm that the embed code was copied in full and that the exact HTTPS website origin has been approved by LexSheet. If the origin changed after approval, send the new origin to admin@lexsheet.app.

I changed something but visitors still see the old calculator

The change is probably saved as a draft. Return to Calculator, review the draft, and select Publish configuration.

Our logo will not upload

Use PNG, JPEG, or WebP, keep the file under 512 KB, and remove SVG files or other unsupported formats. A transparent PNG usually produces the best result.

I cannot sign in

Request a new sign-in link from the portal with the same email address that was invited. Check spam or junk mail. If you still cannot access the portal, contact admin@lexsheet.app.

Support

For onboarding help, approved website addresses, access questions, or a review of your live calculator, contact admin@lexsheet.app.

When you contact support, include your firm name, the relevant page address, and a screenshot when possible. Do not include client financial information or closing documents in routine support email.