The Nexl for lawyers mobile app helps you walk into every meeting prepared and capture what happened straight after. Everything you add on mobile appears in Nexl on the web for your BD team.
We’ve upgraded the Nexl mobile app
Nexl for Lawyers is built around how lawyers work between meetings, with meeting reminders, who-knows-who and quick capture of activities, notes and business cards in one place. It will replace Nexl360 Mobile from late 2026.
Need help moving your firm across? Contact the Nexl client success team.
Find your way around the mobile app
The app opens on Home. Use the navigation bar at the bottom of the screen to move between the main areas.
Button | What you'll find |
Home | Today's meetings, tasks and notes in one view. Tap a meeting to open its details. |
Contacts and Companies | Search your contacts, filter by All or My, and open a contact to see who-knows-who, news, notes, tasks and opportunities. |
+ Add | Tap it to add a contact, scan a business card or create a task. |
Workspaces | Your workspaces and the contact, company and activity lists inside them. |
≡ More | Tasks & Notes: Your open and completed tasks, and all of your notes in one place. |
AI Chat (part of paid AI add-on) | Click on the magic button to ask Nexl AI about your contacts, companies and meetings. Available when your firm has turned it on. |
Stay in touch with important contacts
Nexl reminds you to stay in touch with your most important relationships. As we all know, it's not the reaching out to someone that is challenging - it's remembering to do it. The first thing you'll see on Home are your stay in touch reminders, shown to you every time you open the app.
To set up a new stay in touch reminder for an important contact:
Open Contacts, select a contact, and under Stay in touch click Set reminder.
From there, select a cadence for how often you would like to receive a reminder. This reminder will appear on your Home after X amount of time.
On the app, there is also a dedicated Stay in touch page to see all of your contact reminders in one place, ordered by urgency, easy for managing and actioning.
When you receive any new Stay in touch reminder, you can action this one of three ways:
Click the card to view the contact's details
Click the "email" button to draft an email to the contact
Click the bell button to adjust the reminder cadence
View and prepare for meetings
You can view upcoming meetings with any external contact. Before any meeting, you will receive a push notification, where you can open it to view meeting details. Reminders need notifications turned on for Nexl in your phone's settings.
Under meeting details, you'll see:
Participants: each external contact and their company.
Activities: colleagues at your firm with a relationship to each attendee.
Log a BD activity
You can log a BD activity directly from a meeting or via the + button on the main Home menu.
From a meeting
Open a meeting and tap Log activity.
Check the pre-filled details, adjust attendees if needed, add a description, and click Log activity.
To change it later, open the activity and tap edit.
From Home
Open home, click + button in main menu, and select BD Activity.
From there, complete fields including Date & Time, Title, Description, Notes, Contacts & Company involved.
When you are done, click Log Activity. You will then be able to view this activity logged under a Contact or Company profile.
Create a follow-up task
Tap Create task from a meeting, contact or company, or from the add button.
Enter what needs doing and when, and assign it to yourself or a colleague then press Save.
Company, News, and Contact AI Summaries
With the help of AI, you can quickly view a brief overview recent news about the attendees and their companies as well as a summary of any notes from earlier meetings with the same people. You can see this from a meeting, contact, or company profile in the mobile app.
From a meeting
To do this, open the meeting and click on the AI icon in the top right corner.
From there, select:
AI Brief: Nexl to summarizes key contact information and relationship history about meeting attendees
News: Nexl summarizes recent news about the company pulled from public web sources.
From a contact
To do this, open a contact and click on the AI icon in the top right corner.
From there, select:
AI Summary: Nexl summarizes company relationship history with your firm or;
News: Nexl summarizes recent news about the company pulled from public web sources.
From a company
To do this, open the meeting and click on the AI icon in the top right corner.
From there, select:
AI Summary: Nexl summarizes company relationship history with your firm or;
News: Nexl summarizes recent news about the company pulled from public web sources.
Scan a business card to add a new contact
Tap the + button and select Scan business card.
Next, take a photo of the card and Nexl will auto-populate contact details for you to review.
Check the name, job title, company, email and phone number Nexl has read, correct anything that's wrong, then click Save as new contact.
View, add and edit contacts
You can view your personal contacts by clicking the Contact button on the main Home menu and add a new contact at any time.
To add a new contact, tap the + button, choose Create contact
From there, enter the contact’s email address and Nexl will create a profile for that contact and enrich that contacts data including their company, role, industry, and LinkedIn profile.
To edit an existing contact’s details, open the contact and tap edit to change their first name, last name, job title, phone number, LinkedIn URL or country. You can also add them to a list from their contact page.