Lexidesk

Lexidesk is AI client intake software built only for consumer-facing law firms: family law, immigration, personal injury, criminal defense, employment, and estate planning. It combines an AI receptionist with a complete intake workflow in a single system. Every inbound call and website enquiry is answered instantly, at any hour, in a natural conversation rather than a press-one phone menu.

During each conversation Lexidesk captures the case details, screens the caller against the firm's own qualification criteria, assigns a priority score from 1 to 10 with the reasoning behind it, and then takes the right next step: booking a paid or free consultation through the firm's scheduling page, warm-transferring an urgent caller to a live person with a spoken briefing, or filtering out spam and out-of-scope enquiries. Leads who do not book receive automated SMS and email follow-up until they do.

Where a legal answering service takes a message, Lexidesk finishes the intake. Every call produces a structured summary, a qualification decision, a recording, and a transcript, all pushed automatically into the firm's practice management or CRM system.

Core capabilities: • 24/7 AI phone answering with unlimited concurrent calls, after-hours and overflow coverage • Web intake chat that replaces static contact forms • Outbound callbacks on form fills for faster speed-to-lead • Lead qualification, scoring, and routing by matter type • Automated appointment booking and follow-up sequences • Support for 74 languages, including Spanish-language intake • Agent versioning, simulation testing, and instant rollback before any change goes live

Native integrations include Clio Manage, Clio Grow, Lawmatics, HubSpot, HighLevel, Actionstep, Neos, Calendly, and Acuity, with webhook, Zapier, Make, and n8n support for everything else. Hosted on Microsoft Azure with encryption in transit and at rest, role-based access, and ABA-aware AI disclosure settings.

Used by 50+ law firms across the US, UK, and Canada. Implementation is done-for-you, with agents typically live in 2 to 3 days.