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AI Intake for Law Firms

Stop losing clients to missed calls and slow responses 

AI that runs your intake 24/7 across phone and website chat: it answers instantly, qualifies every lead, converts the right ones, and delivers the results to your CRM.

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Trusted by firms that fixed their intake

  • Billie Tarascio
    Within weeks, Lexidesk changed the way our intake operates. Our lead-to-schedule rate went from 31% to 49% in just two months. That's quite a jump!

    Billie Tarascio

    Founder & Managing Attorney at Modern Law

    Showing testimonial 1 of 7

Watch AI intake handle one case

Now see what missed calls cost your firm

1/4

How many calls does your firm receive per month?

Include every inbound call in and outside business hours, new and existing clients alike

200calls
505,000+

Why alternative intake solutions still lose cases

Nothing, or voicemail
Leads go cold, 80% of people hang up on voicemail, and you never know how much you lost.
A human answering service
Inconsistent, expensive, limited in what it can do, and it does not sound like the brand you want.
A generic AI answering service
You have to set it up yourself, it will not integrate well with your systems or understand how intake works in your practice, and in the end it will not deliver the result you want.
Staff answering around the clock
Not feasible for most firms. It needs constant training, turnover is high, and it still misses potential clients.

Lexidesk is built to solve intake once and for all: one suite of products that removes every one of these issues, augments your intake team, and gets the most out of your marketing spend.

AI intake that answers, qualifies, converts

  • Intelligent Lead Qualification

    Advanced AI systematically qualifies every inquiry using attorney-level questioning, filtering out unsuitable cases and prioritizing high-value opportunities.

  • Smart Appointment Scheduling

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

  • Multi-Channel Intake System

    Engages clients with an AI phone line, voice/text web chat, and email. Combining channels for a unified intake experience.

  • Lead Lock™ Follow-Up

    Automated nurture sequences keep every opportunity engaged and moving forward with intelligent timing and persistent multi-channel outreach.

  • Real-Time Analytics Dashboard

    Full reporting on lead sources, case summaries, practice areas, and other qualitative insights to help you understand your client intake process.

  • 24/7 Professional Coverage

    Never miss another opportunity with round-the-clock intake coverage that maintains your firm's professional standards.

  • Smart Escalation Protocols

    Summarizes the caller's needs and routes the call to the right team member, with full context, so the handover feels like one conversation.

  • Global Language Support

    Serve diverse client bases with natural communication in 25+ languages, expanding your market reach and breaking down barriers.

Syncs with the law firm software you use

Clio Manage
Clio Grow
HubSpot
HighLevel
Lawmatics
Actionstep
Assembly Neos
Calendly
Acuity Scheduling
CallRail
Dialpad
Clio Manage
Clio Grow
HubSpot
HighLevel
Lawmatics
Actionstep
Assembly Neos
Calendly
Acuity Scheduling
CallRail
Dialpad

Enterprise-grade security for client data

  • Azure Infrastructure

    Hosted on Microsoft Azure

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

  • Role-Based Access

    Access Control

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

  • Privacy

    Data Encryption

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

Trusted by law firms handling sensitive client data
Live Now

Call our AI receptionist yourself

Experience our AI-powered client intake system firsthand

+1 313 474 7939
  • Call as a potential client seeking legal services

  • Experience how our AI client intake system qualifies cases with lawyer-level intelligence.

  • After your call, you'll receive an SMS with your case summary and a link to schedule a discovery call for your firm.

Now Speaking With

Emma

from Thompson Adler

Thank you for calling Thompson Adler. This is Emma, how may I assist you today?

Hello, I had a slip and fall accident at work yesterday. I injured my back and my employer didn't have proper safety measures in place.

I'm sorry to hear about your accident. That sounds concerning. I understand this must be a difficult time. Let me help you understand your options. Could you tell me where the accident happened and if there were any witnesses?

Live Demo Available 24/7

The next missed call or chat could be your best case.

Every call and chat answered. Every lead qualified. Nothing slips through.

Practice areas

AI intake built for your area of law

Every practice area has unique client needs. Lexidesk delivers specialist-level intake tailored to each one.

Questions firms ask before they switch

Can Lexidesk answer calls after hours and when our lines are busy?

Yes. The AI answers every inbound call and website chat around the clock, so nobody reaches a voicemail at 9pm or gets a busy tone while your front desk is on another line. You can run it as your full reception, as after-hours and overflow cover, or as the first response before a human picks up.

Does it sound like a real person, and does it tell callers it's AI?

It holds a natural back-and-forth conversation and acknowledges what the caller says rather than reading from a rigid script. It discloses that it is an AI assistant, and you decide whether that happens up front or only when asked, so it fits your state bar rules. If a caller would rather speak to a person, it hands them to your team.

How does it decide which callers are worth your team's time?

During onboarding you set the qualification rules for your firm, and the AI applies them on every call. It runs your intake script, scores each lead from 1 to 10 on fit and urgency, and writes up a summary so your team can see the strongest cases first and call the best unbooked leads back before anyone else.

Can it transfer a qualified caller straight to an attorney?

Yes. 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.

Where does our client and intake data go?

Everything runs on Microsoft Azure infrastructure, encrypted in transit and at rest, with role-based access so our team only touches what an operational need requires. Your firm configures call recording, consent, and how the AI discloses itself to match your jurisdiction. See our privacy policy and data commitments for the full detail.

Will it work with Clio, Lawmatics, or our CRM?

It connects natively to Clio Grow, Clio Manage, HubSpot, Lawmatics, and HighLevel, and to almost anything else through Zapier, Make, or a custom webhook. Each contact lands in your system with the call summary, qualification status, lead score, and a link to the recording and transcript. You choose which call types route to which system.

How long until we go live?

Most firms are live within 3 to 5 business days. You fill in an onboarding form, our team builds and configures the agent for you, and you test it with real calls before launch. For the first two weeks after you go live we make unlimited tweaks and review calls with you so it behaves exactly how you want.

What happens to callers who do not book or do not qualify?

Leads who do not book get automated, personalized follow-up by text and email, built from your reviews, results, and attorney bios, and the sequence runs until they book or opt out. Follow-up is included in every plan. Callers who are not a fit can be passed to a partner firm through the built-in referral network and tracked in your dashboard.

How is Lexidesk priced?

Pricing is a flat monthly fee that scales with your call and chat volume, and it excludes spam and duplicate contacts so you are not paying for junk. The exact figure depends on your call and chat volume. Tell us roughly how many calls you handle and we will put a number to it.

Didn't find what you're looking for? Email us at hello@lexidesk.ai

How Lexidesk handles intake for your law firm

Lexidesk is an AI receptionist for law firms and a complete legal intake automation system, built only for consumer-facing firms. It answers your phones and your website chat around the clock, runs a real intake conversation, qualifies and scores each caller, and either books a consultation or live-transfers a qualified lead to your team. The sections below explain what this 24/7 legal intake for law firms captures, how it decides who is a fit, how it compares to a human answering service, and where your data goes. For the module-level detail, see AI phone intake and the AI receptionist.

How a call or chat actually goes

Every inbound call and chat is answered the moment it arrives, day or night, by an AI agent we call Emma. She is not a phone tree and not a voicemail. 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. It also works as law firm consultation booking software, putting the meeting on the calendar while the caller is still on the line.

  • Answers in seconds on phone or web chat, 24/7, so no caller hits a voicemail
  • Runs your intake script and qualifies the matter against your firm’s rules
  • Scores each lead from 1 to 10 on fit and urgency1
  • Takes the next step you set: books a consultation, sends a scheduling or payment link, or warm-transfers a qualified caller to your team
  • Sends the scheduling link by text and email, then follows up if the caller does not book
  • Logs a summary, recording, and full transcript to your dashboard and CRM

What it does not do

Emma handles intake and reception, not legal work. She does not give legal advice, and she discloses that she is an AI assistant, either up front or when asked, depending on how you configure it for your jurisdiction.2 Her job is to capture the matter accurately and get the right callers in front of your attorneys faster, not to practice law or make a judgment about the merits of a case.7

A human answering service vs Lexidesk

Most firms do not compare Lexidesk to other software. They compare it to the law firm answering service or the after-hours legal intake for law firms they already pay for. That is the comparison worth making in detail, because it is where the difference shows up.

The usual problem with a legal call answering service for law firms, or any after-hours or overflow desk, is not that nobody picks up. It is what comes back afterward. Coverage is inconsistent from one shift to the next, and the message you receive is a thin paragraph: someone called, here is a number, call them back. It tells you nothing about whether it was a strong case or a tire-kicker. Worse, the caller often had to give their story twice, once to the service and again to your team, which is exactly the friction that erodes trust before an attorney has said a word.

AI intake changes the shape of that. 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 intake team can see which callers are eights, nines, and tens and call those back first, instead of working a stack of identical callback slips. Because Emma knows which attorney handles which type of matter, she can suggest the right attorney to the caller and send that attorney’s booking link, rather than dropping everyone onto one shared calendar.3

Callers are told it is an AI and can ask for a person at any point, so nothing is hidden, and the empathy stays consistent on the hundredth call of the night as much as the first. The cost works differently too. A flat monthly fee tends to land well below a staffed after-hours desk, and because the work is qualification and booking rather than message-taking, a single consultation that retains can outweigh a year of the service. It behaves like a virtual receptionist for attorneys who qualifies every caller and books the strong ones. Put your own numbers into the revenue calculator to see where the line sits for your firm.

Human answering service compared with Lexidesk AI intake
Human answering serviceLexidesk AI intake
AvailabilityBusiness hours, or premium 24/724/7, every call and chat
Detail captured per callName and callback numberFull matter, qualification, and reasoning
Lead scoringNoneEvery lead scored 1 to 10
Books consultationsRarelyBooks and sends the link
Routes to the right attorneyNoMatches matter type to attorney and calendar
Record of the callShort written noteSummary, recording, and full transcript
Follow-up if no bookingNonePersonalized text and email sequences
Cost as volume growsPer-minute or per-callFlat monthly, no extra agents

It is a different approach, not another tool

Lexidesk can run as your complete intake, answering every call and chat 24/7 on its own, or work alongside an in-house team. Plenty of firms keep their people and use Emma for first response, after hours, and overflow, so callers always reach a real conversation and the team spends its time on cases that are already qualified. For those firms, the detail Emma captures tends to raise the bar for the live intakers too, since it sets the standard everyone works to. Either way, it is full AI legal intake for law firms: it runs the first conversation, qualifies, and books.

If you want the side-by-side on specific providers, read Lexidesk vs Smith.ai, why voice AI beats outsourcing on nights and weekends, or browse every comparison in the knowledge hub.

Where your data lives

Lexidesk runs on Microsoft Azure infrastructure aligned with ISO 27001, SOC 1, SOC 2 Type II, and GDPR requirements, with client data encrypted in transit and at rest and strict role-based access internally.4 Your firm controls call recording, consent, and how Emma discloses herself, so the setup fits your state bar rules. The full detail is in our privacy policy and data and service commitments.

Integrations and where the detail lands

Every conversation flows into the systems you already run, so your legal intake CRM integration stays in sync without manual entry. As legal intake software for law firms, Lexidesk creates the contact and attaches the call summary, qualification status, lead score, and a link to the recording and transcript, and you decide which call types route to which destination.5

Native Lexidesk integrations and what each one receives
IntegrationWhat Lexidesk sends to it
Clio GrowA contact, plus a note with the summary, qualification (yes/no with reason), priority score, and transcript link
Clio ManageA contact (matched by email or phone, no duplicates), plus a detailed note with the summary, qualification, score, and transcript link
HubSpotA contact, plus a timeline note with the summary, qualification, priority score, and transcript link
LawmaticsA contact and note that fire your existing Lawmatics workflows
HighLevelA contact and note that trigger your HighLevel automations
Custom / webhookThe 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

Onboarding and what it costs

Most firms are live within 3 to 5 business days. You complete an onboarding form, our team builds and configures the agent for you, and you test it on real calls before it goes live. 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.

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.6

Results and where to go next

Firms across family, personal injury, immigration, criminal defense, and more run Lexidesk for legal client intake and follow up automation. See what changed for King Law Offices, Modern Law, and STG Divorce Law or read the client voices from people who spoke with the AI.

Notes

  1. Qualification criteria and the 1 to 10 score are defined by your firm during onboarding. Lexidesk applies them but does not make legal judgments about a matter’s merits.
  2. Emma discloses that she is an AI assistant and does not provide legal advice. Firms configure how and when this disclosure is made to fit their jurisdiction and bar rules.
  3. Per-attorney routing and booking depend on the calendars and matter-type rules your firm sets up. Live transfer applies during the hours your firm chooses; outside them, Emma books a consultation instead.
  4. Hosting is on Microsoft Azure infrastructure aligned with the listed standards. Your firm remains responsible for configuring recording, consent, and disclosure to meet the rules of its jurisdiction. See the privacy policy and data commitments for details.
  5. Native integrations cover Clio Grow, Clio Manage, HubSpot, Lawmatics, and HighLevel. Other destinations connect through Zapier, Make, n8n, or custom webhooks and may require setup on your side.
  6. Pricing is a flat monthly fee that scales with call and chat volume and excludes spam and duplicate contacts. Final pricing is quoted per firm.
  7. 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.