Lexidesk

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Lexidesk is an AI intake service built specifically for law firms. It handles inbound enquiries across phone and website chat, gathers and qualifies case information, and can book consultations or pass callers to staff with context. The service also supports outbound follow-up, with lead details and call outcomes syncing to a firm's systems. A dedicated AI engineer configures each firm's agent around its scripts and qualification rules.

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24/7 phone and chat intake

Answers enquiries through an AI phone line and website chat, including voice and text interactions, at any time.

Case qualification and scoring

Collects information using firm-specific intake rules, then provides a lead score from 1 to 10 with written reasons.

Consultation booking and transfers

Books consultations on the firm's calendar, supports paid consultations, and can warm-transfer callers to staff.

Automated lead follow-up

Follows up with leads by SMS and email, and can place outbound calls to new enquiries or selected lead lists.

CRM and practice software connections

Connects with Clio, Lawmatics, HubSpot, Actionstep, HighLevel, and CallRail; other systems can connect through Zapier, Make, or a custom webhook.

Multilingual conversations

Supports more than 60 languages on phone and chat, including Spanish and Portuguese, and can switch languages during a conversation.

사용 사례

“Capture after-hours enquiries”

Firms without overnight reception can collect and qualify calls when staff are unavailable, then route urgent matters with a summary.

“Respond to new web leads”

When a prospect submits a form or comes from an ad, Lexidesk can call back within seconds to begin intake while the enquiry is recent.

“Re-engage older leads”

Teams can upload lists of leads who did not book or seminar attendees who missed an appointment for outbound follow-up.

“Prepare staff for consultations”

Intake summaries, qualification scores, and call recordings or transcripts give staff context before they speak with a prospective client.

자주 묻는 질문

How is pricing determined?

Lexidesk charges one monthly fee based on call and chat volume, channels, and integrations. The firm receives a quote after a fit assessment; no fixed price is listed.

How long does setup take?

A dedicated AI engineer builds the firm's custom agent in 2 to 3 days. Firms can test it with real calls before launch, and the first two weeks after go-live include unlimited changes and call reviews.

Which legal and CRM systems does it connect to?

Native connections include Clio, Lawmatics, HubSpot, Actionstep, HighLevel, and CallRail. Other systems can connect through Zapier, Make, or a custom webhook.

Can it book paid consultations?

Yes. Lexidesk can book consultations directly on the firm's calendar, including paid consultations.

Is there a long-term contract?

No. The service is month to month, with no annual lock-in or long-term contract.