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Lawmatics
CRM

Your Lawmatics, powered by AI intake

Lexidesk syncs every conversation into Lawmatics: contacts with your field mapping, tags by your rules, and matters routed to the right practice area, stage, and team.

Lexidesk
Lexidesk
Lawmatics
Lawmatics
Contact Created
Note Created
Lead Qualified

How it works

Three steps. Fully automatic. No manual work required.

  1. Step 1

    Client calls or chats

    Lexidesk AI handles the conversation, qualifies the lead, and captures every detail.

  2. Step 2

    AI processes the intake

    Summarized, scored, and all case data extracted, in seconds.

  3. Step 3

    Lawmatics is updated

    Contact filled in, tags applied, and a matter created or updated, all by rules you set.

Setup in minutes

Connect once, then every conversation syncs automatically.

How to connect

  1. 1Click "Connect Lawmatics" in your Lexidesk dashboard
  2. 2Authorize Lexidesk with your Lawmatics login, no API keys to copy
  3. 3Choose which conversations to sync, then set your rules for fields, tags, and matters

What appears in Lawmatics

Contact
Matched by email or phone, updated if found, created if new. Intake details fill the Lawmatics fields you choose, standard or custom.
Note
Attached to the contact with conversation summary, lead qualification (yes/no with reason), priority score (0–10), and a link to the full transcript.
Tags
Your existing Lawmatics tags, applied when a conversation matches your rules. Lexidesk never invents new tags, so your tag list stays clean.
Matter
Created for the conversations you choose, already placed in the right practice area and stage, with the owner and lead attorney assigned. Open matters get the note instead of a duplicate.

What this means for your firm

With Lexidesk AI Intake you can keep using Lawmatics exactly as you do today.

  • Your data, in the fields you already use

    Every intake detail lands in the Lawmatics fields your team already works with, standard or custom. You choose what goes where, and Lexidesk never overwrites what your team keeps by hand.

  • Matters created and routed automatically

    New matters land in the right practice area and pipeline stage based on what the caller needed. Open matters are reused, so no duplicates are created.

  • Tags that fire your automations

    Tag "Hot Lead" the moment a call ends and let your Lawmatics automations run on real intake data.

  • The right people on every new matter

    Family cases go straight to your family attorney, everything else to your intake manager. Every new matter arrives with its owner and lead attorney already assigned.

Lawmatics CRM for law firm intake, kept up to date by AI

Lexidesk is an AI receptionist and client intake system for law firms that connects natively with Lawmatics. Every phone call and website chat is answered 24/7, qualified with practice-area-aware questioning, and synced into Lawmatics as a contact with a structured note. Your intake team works from complete, current records instead of voicemails and missed calls.

The integration goes beyond contact syncing. Everything Lexidesk captures, from case summary and lead priority to marketing source, can fill the Lawmatics fields your firm already uses, without overwriting what your team keeps by hand. Rules you set apply tags, create matters in the right practice area and pipeline stage, and assign the matter owner and lead attorney, so every new lead shows up ready to work.

Whether your firm handles personal injury, immigration, family, employment, or estate planning enquiries, Lexidesk keeps Lawmatics the single source of truth for your lead pipeline, from first call to booked consultation.

See Lexidesk work with your Lawmatics

Book a 30-minute demo. We'll show you contacts, tags, and matters flowing into Lawmatics, live.