Your Assembly Neos, powered by AI intake
Lexidesk creates contacts, intakes, and detailed notes in Assembly Neos the moment a conversation ends. No copy-pasting. No missed leads.
How it works
Three steps. Fully automatic. No manual work required.
Client calls or chats
Lexidesk AI handles the conversation, qualifies the lead, and captures every detail.
AI processes the intake
Summarized, scored, and all case data extracted, in seconds.
Neos is updated
Existing intake found by phone number? A new note is added. No match? A new contact and intake are created.
Setup in minutes
Connect once, then every conversation syncs automatically.
How to connect
What appears in Assembly Neos
Created when no existing intake is found for the caller's phone number.
Created for new contacts, or located by phone number for returning callers.
Attached to the intake with conversation summary, lead qualification (yes/no with reason), priority score (0–10), and a link to the full transcript.
What this means for your firm
Keep using Assembly Neos exactly as you do today. Lexidesk just makes it better.
No duplicate records
Lexidesk searches Neos by phone number first. Existing intakes get an updated note; new clients get a fresh contact and case.
Detailed notes on every conversation
Conversation summary, lead qualification, priority score, and a link to the full transcript — all attached as an intake note.
Zero disruption to your workflow
Your team keeps working in Assembly Neos exactly as they do today. Lexidesk just fills it with data.
See Lexidesk work with your Assembly Neos
Book a 30-minute demo. We'll show you how conversations flow into Assembly Neos, live.