Lexidesk

“Logs a summary, recording, and full transcript to your dashboard and CRM”

“Emma qualifies in detail and records the reasoning behind it, scores the lead from 1 to 10, and saves a full transcript and recording you can read or listen to in real time.”

“Your firm configures call recording, consent, and how the AI discloses itself to match your jurisdiction.”

“We enforce strict, role-based access control. Our personnel can only access your data with a legitimate operational need, ensuring confidentiality and integrity.”

“Our service runs on Microsoft Azure infrastructure aligned with ISO 27001, SOC 1, SOC 2 Type II, and GDPR requirements.”

“you decide whether that happens up front or only when asked, so it fits your state bar rules”

“During the hours you set, it can warm-transfer a qualified caller and read out their name and the matter first, so the attorney is never picking up cold. Outside those hours it books the consultation instead and sends the scheduling link by text and email, so the caller still leaves having taken a real next step.”

“If a caller would rather speak to a person, it hands them to your team.”

“She holds a conversation, works through your intake questions, and ends the call on the right next step for your firm: a booked consultation, a scheduling or payment link, or a warm transfer to your team.”

“Takes the next step you set: books a consultation, sends a scheduling or payment link, or warm-transfers a qualified caller to your team”

“Multi-Channel Intake System Engages clients with an AI phone line, voice/text web chat, and email.”

“Lead Lock™ Follow-Up Automated nurture sequences keep every opportunity engaged and moving forward with intelligent timing and persistent multi-channel outreach.”

“Callers are told it is an AI and can ask for a person at any point, so nothing is hidden”

“Lexidesk provides intake and reception for consumer-facing law firms. It is not a substitute for an attorney and does not provide legal advice to callers.”

“Client data is hosted on Azure and encrypted both at rest and in transit to protect confidentiality throughout its lifecycle.”

“Pricing is a flat monthly fee that scales with your call and chat volume, and it excludes spam and duplicate contacts, so you never pay for junk traffic.”

“24/7 Professional Coverage Never miss another opportunity with round-the-clock intake coverage that maintains your firm's professional standards.”

“It connects natively to Clio Grow, Clio Manage, HubSpot, Lawmatics, and HighLevel, and to almost anything else through Zapier, Make, or a custom webhook.”

“For the first two weeks afterward we make unlimited tweaks and review calls with you, and then you keep a dedicated contact after that during your working hours.”

“The full conversation payload, including contact, case data, qualification, priority, and the audio recording URL, sent as JSON to Zapier, Make, n8n, or your own system”

“Automatically books qualified, paid consultations directly into your calendars while respecting practice area expertise and attorney availability.”

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“Firms across family, personal injury, immigration, criminal defense, and more run Lexidesk for legal client intake and follow up automation.”

“24/7 AI Intake for Law Firms”

“24/7 AI Intake for Law Firms”