Lexidesk

Agent Details

Lexidesk is an AI intake agent built specifically for consumer-facing law firms — family law, immigration, personal injury, criminal defence and estate planning. It picks up phone calls and website enquiries at any hour, holds a natural intake conversation rather than routing callers through a menu, captures case details, screens each lead against firm-specific criteria and assigns a priority score with reasoning. Qualified callers are booked into a consultation slot or transferred live to an available attorney; the rest receive automated SMS and email follow-up until they respond. Structured summaries, recordings and transcripts sync into Clio, HubSpot, Lawmatics and HighLevel after every conversation. Firms using it report measurable shif

Key Features

• Answers unlimited concurrent calls and web chats 24/7 in 74 languages
• Scores each lead 1-10 against firm-set criteria and explains the reasoning
• Books consultations or live-transfers urgent callers with a spoken briefing
• SMS and email follow-up sequences run until the lead books or replies
• Syncs summaries, transcripts and scores into Clio, Lawmatics and HubSpot

Use Cases

• Night and weekend arrest calls for criminal defence firms
• Instant callbacks on ad form fills before a competitor responds
• Spanish-language intake for immigration practices without bilingual staff
• Overflow coverage while the intake team is already on other calls
• Claim viability triage for injury leads shopping several firms at once

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