Actionstep matters, created automatically
Lexidesk creates participants, actions, and file notes in Actionstep after every qualified conversation. Your practice management stays current.
How it works
Three steps. Fully automatic. No manual work required.
- Step 1
Client calls or chats
Lexidesk AI handles the conversation and captures all relevant information.
- Step 2
AI qualifies and extracts
Lead qualification, priority, case summary, and contact details, all processed instantly.
- Step 3
Actionstep is updated
Participant, action, and file note created, your practice management reflects reality.
Setup in minutes
Connect once, then every conversation syncs automatically.
How to connect
- 1Click "Connect Actionstep" in your Lexidesk dashboard
- 2Authorize Lexidesk in your Actionstep account
- 3Conversations start syncing immediately after each call
What appears in Actionstep
- Participant
- Created with the client's name and contact details.
- Action (Matter)
- Created and linked to the participant automatically.
- File Note
- Attached to the action with case summary, client details, qualification (yes/no with reason), priority score (0–10), and a link to the full transcript.
What this means for your firm
Keep using Actionstep exactly as you do today. Lexidesk just makes it better.
Matters & participants created
New actions and participants appear in Actionstep automatically, with all the right details.
File notes with full context
Every action gets a file note with conversation summary, qualification, and a transcript link.
Hands-free practice management
Actionstep stays up to date without your team entering a single record manually.
See Lexidesk work with Actionstep
Book a 30-minute demo and see matters appear in your Actionstep, live.