AI Intake for Medical Malpractice Law Firms
You no longer need someone with a medical background to run intake. Lexidesk asks every screening question on every call, 24/7, and gives your attorneys the full picture.
What medical malpractice firms say about Lexidesk
“We tested the system and it works great. We trialed a different company, and Lexidesk is much better.”
Stephanie HofferPartner, Hoffer & Sheremet, PLC“I include Lexidesk in my presentations: how my office uses it and how it has helped us with our intake.”
Brian SnyderPartner, Snyder & Wenner, P.C.“We’re a very happy client, and I’d be happy to recommend Lexidesk to others.”
Adam WerbachFractional Head of Marketing, The Veen Firm“This is much more efficient than what we’ve been doing.”
Chris WinterAttorney, Merkel & Cocke, P.A.
Intake in action
Professional intake without staff training
The AI follows the path your best screener would. It asks what happened, who provided the care, when it happened, what harm remains, and more. Your attorneys get the full picture before the first callback.
Screens any case type
- Birth injury
- Surgical error
- Misdiagnosis and delayed diagnosis
- Hospital negligence
- Medication error
- Wrongful death
- And more
Fits your workflow
From the first call to your case review
Every intake reaches your team in the tools they already use, in the caller’s language, with the next step ready.
Synced to your CRM
Each intake lands in Clio, Lawmatics, HubSpot, or GoHighLevel with the summary, the lead score, and the recording. See all integrations.
New medical malpractice lead
Score 8/10Nerve injury during shoulder surgery. On oxygen at home. Records available.
Summaries where you work
Attorneys get the case summary by email, or in Slack or Microsoft Teams, as soon as the call ends.
- ENWhen did the surgery take place?
- ES¿Cuándo fue la cirugía?
English and Spanish
Spanish-speaking callers get the same full intake. 60+ languages are available.
Retainer ready for review
Surgical error, Arizona. Lasting harm confirmed on the call.
Retainers you approve
For a case that fits, Lexidesk drafts the retainer for your approval. If you reject it, the client gets a courteous decline email that you review first.
- Script built from your questions
- Test calls before launch
- Your calls reviewed for 2 weeks
Trained on real intake calls
Built on thousands of real law-firm intake calls. Our team reviews your calls in the first weeks and tunes the script with you.
Birth injury
Transferring to your intake team
Best cases transfer to you
Urgent or high-value cases can transfer to your team during office hours, with the facts read out first.
Medical details stay confidential
Callers tell the AI about their surgeries, diagnoses, and losses. That information is protected like the rest of your case file.
Data & Service Commitments- Hosted on Microsoft Azure
- Your intake data is stored on Microsoft Azure infrastructure.
- Encrypted at rest and in transit
- Recordings, transcripts, and summaries are encrypted in storage and in transit.
- Role-based access
- Lexidesk staff open your data only when they need it to support your account.
- Aligned with ISO 27001 and SOC 2 controls
- Our security controls follow both frameworks.
Call as a medical malpractice client
Describe a treatment that went wrong, real or made up, and hear how the AI follows up.
+1 313 474 7939- 1Call the number and describe what happened.
- 2Answer the follow-up questions the way a client would.
This is a generic demo line. Each firm’s assistant is set up with that firm’s own questions, screening rules, and routing.
Get a free intake audit for your medical malpractice calls
See where cases slip through. See what Lexidesk would capture.
Medical malpractice intake FAQ
Do we still need a nurse or someone with a medical background on intake?
No. Lexidesk asks your full screening script on every call, from what happened and who provided the care to the harm that remains, and more. Your attorneys and any nurse consultant then read a complete written summary, so their time goes to case review instead of first calls.
How specific can the medical questions get?
As specific as your intake script. We build the agent from your own questions during onboarding, and the AI asks follow-ups based on what the caller says
Does the AI decide whether a caller has a case?
No. Lexidesk does not give legal advice or judge the merits of a claim. When a caller asks whether they have a good case, it explains that the attorneys will review the details and follow up. Your rules decide what happens to matters you do not take, and your attorneys make the final decision on every rejection.
Can it check the medical malpractice statute of limitations?
Lexidesk records the key dates on every call and can flag calls that fall outside the time limits you set. It does not tell callers whether their deadline has passed. That decision stays with your attorneys.
Does the AI tell callers it is an AI? Can they reach a person?
Yes. Lexidesk can introduce itself as an AI intake specialist at the start of the call, as in the recording at the top of this page. Callers who ask for a person can be transferred to your team during the hours you set, or they can leave a message.
Which CRMs does Lexidesk work with?
Native integrations include Clio Grow, Clio Manage, Lawmatics, HubSpot, GoHighLevel, and Neos. Filevine, Litify, CASEpeer, and SmartAdvocate connections are built on request, and any other system can receive leads through a webhook, Zapier, or Make. Summaries can also go to email, Slack, or Microsoft Teams.
How is caller information kept confidential?
Calls and transcripts are hosted on Microsoft Azure and encrypted at rest and in transit. Access is role-based, and Lexidesk staff open your data only when they need it to support your account. Our security controls are aligned with ISO 27001 and SOC 2.
How much does Lexidesk cost for a medical malpractice firm?
Pricing depends on your firm. Book a demo so we can learn about your intake, and we give you a price on the call.
How fast can we go live?
Most firms go live in 2 to 3 days. We build the agent from your intake script, run test calls before launch, and review your real calls with you during the first two weeks.
Didn't find what you're looking for? Email us at hello@lexidesk.ai