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About LexiDesk AI
LexiDesk automates 24/7 AI client intake for law firms, handling phone, web chat, SMS and email.It captures contact details and generates attorney-level case summaries that sync to CRM and calendars.Intelligent lead qualification filters unsuitable inquiries, prioritizes high-value cases, and books consultations based on attorney availability.
Multi-channel intake and Lead Lock follow-up sequences maintain engagement and reduce missed opportunities.Real-time analytics report on lead sources, practice areas, case volume and intake performance for operations and business development teams.
Enterprise-grade security includes Microsoft Azure hosting, encryption in transit and at rest, role-based access, and ISO/SOC certifications.Multilingual support and customizable integrations enable tailored intake flows, warm transfers with full context, and referral tracking for additional revenue.
Key Features
Use Cases
Who is it for?
Multi-channel intake and Lead Lock follow-up sequences maintain engagement and reduce missed opportunities.Real-time analytics report on lead sources, practice areas, case volume and intake performance for operations and business development teams.
Enterprise-grade security includes Microsoft Azure hosting, encryption in transit and at rest, role-based access, and ISO/SOC certifications.Multilingual support and customizable integrations enable tailored intake flows, warm transfers with full context, and referral tracking for additional revenue.
Key Features
- 24/7 multi-channel AI client intake (phone, web chat, SMS, email)
- Attorney-level case summaries with CRM and calendar sync
- Intelligent lead qualification with prioritization and automated consultation booking based on attorney availability
- Automated follow-up sequences (Lead Lock), warm transfers with full context, and referral tracking
- Real-time analytics on lead sources, practice areas, case volume, and intake performance
Use Cases
- Automate 24/7 multi-channel client intake—phone, chat, SMS, and email—capturing contacts and generating attorney-level case summaries that sync to your CRM and calendars to streamline onboarding without manual data entry
- Qualify and prioritize leads with AI legal intake that scores cases, books consultations directly into attorneys' calendars, and runs automated follow-up sequences to increase consultation show-rates and conversion
- Centralize client communication and firm analytics by integrating secure multi-channel intake, automated workflows, and reporting—providing actionable metrics for marketing, staffing, and compliance while maintaining client data security
Who is it for?
- Intake managers
- Legal operations
- Business developers
- Receptionists
- It officers
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