How does Lexidesk integrate with our existing systems?

Lexidesk seamlessly integrates with your existing CRM, practice management software, and calendar systems. Our API connects with popular PMS and CRM platforms to ensure all lead data flows directly into your existing workflows without disruption.

Can we customize the intake process for different practice areas?

Absolutely. Each practice area can have its own customized qualification criteria, questions, and escalation protocols. Our AI adapts its approach based on the type of legal matter, asking relevant questions for personal injury, corporate law, family law, or any other specialty your firm handles.

Can we monitor performance and ROI?

Yes. We provide a comprehensive dashboard with all conversations analyzed and categorized, as well as passing through your paid and UTM parameters so you can see exactly who converts and their case value. Track performance by practice area, source, and individual attorney to optimise your intake process.

How quickly can large firms implement Lexidesk?

We can implement a basic version within 3 working days, and more custom versions take 1-3 weeks. We provide dedicated project management, technical support, and change management assistance to ensure smooth deployment across all practice areas.

Does AI intake work for complex legal matters?

Our legal-specific AI has been trained on millions of legal intake conversations across all practice areas. It can handle complex qualification criteria, recognize jurisdictional issues, identify conflicts of interest, and apply sophisticated screening protocols. Testing shows 94% accuracy in identifying relevant legal issues.

What support do you provide for enterprise clients?

Enterprise clients receive dedicated account management, 24/7 technical support, regular performance reviews, and priority access to new features. We also provide ongoing training, system optimization, and strategic consulting to maximise your return on investment.

Turn probate inquiries into profitable retainers

Our 24/7 intake system helps grieving families when they need support most, qualifies estate matters with sensitivity, and lets your specialists focus on complex work while delivering compassionate first-class client service.

Get Started Now

Live demo: Speak with our Probate AI Assistant

Talk to Emma from Thompson Adler

Emma handles all probate calls with sensitivity and expertise, routing to your specialists with full context.

Emma will ask a few questions about the estate and your needs (2-3 minutes).
Speak naturally, she will understand and respond with appropriate sensitivity.
Your contact details (name, email, phone) may be collected for next steps.
After the conversation, you will see a concise summary and receive it by email and text.

Trusted by Leading Law Firms

“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
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“Lexidesk booked nine paid consultations over a single weekend, entirely outside business hours and without human staff involvement, a clear sign of what's possible when intake is no longer the bottleneck.”
Brian King
Founder and Managing Attorney at King Law Offices
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“Lexidesk gives us far more information before we ever speak to a client, which helps us determine which leads are truly valuable and saves my team a huge amount of time.”
Rachel L. Rado
Managing Attorney at Law Offices of Rachel L. Rado, LLC
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“This is the future of intake. It doesn't take breaks, it doesn't get overwhelmed, and it's available 24/7. There's no reason not to have this as part of your intake process.”
Marco Brown
Owner at Brown Family Law
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“Not having missed calls anymore has made a real difference. The fact that we have an email for every single call—so we know what happened with it—has helped us track so much better than before.”
Jessica Travis
Managing Partner at Fighter Law
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“We think Lexidesk is excellent and are happy we are using the service.”
Raiford D. Palmer
Managing Partner at STG Divorce Law, P.C.
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“Since implementing Lexidesk we've seen a noticeable increase in enquiry volume, with each enquiry perfectly summarised so our team can respond faster. I love the product, the team is incredibly responsive and actually implements our feedback, which means a lot to us.”
Marcin Durlak
Managing Partner at IMD Solicitors
View Success Story
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See How Much Revenue Your Probate Firm Is Leaving on the Table

Answer 3 quick questions to get your personalised revenue impact assessment.

1/3

How many calls does your firm receive per month?

Include all inbound calls in and outside business hours, not just new enquiries

200calls

505,000+

More retainers. Sensitive handling.

AI that understands the delicate nature of probate work and converts bereaved families into loyal, high-value clients.

Empathetic bereavement support
Handle grieving families with the sensitivity they need while gathering essential estate information for efficient processing.
Follow-up that builds trust and retainers
Automated, compassionate follow-ups convert uncertain families into paying clients for the administration of estates.
Lead qualification and scoring
Our AI automatically qualifies and scores leads against your criteria so you can focus on genuine high value inquiries.
Smart Call Transfer
Our AI handles calls autonomously. When human guidance is needed, warm transfers include complete probate context for seamless handovers.
Omni-channel client contact
Phone calls and web chat widget work seamlessly together. Clients can reach you however they prefer, all feeding one system.
Real-time analytics dashboard
See live insights into client communications, qualification rates, booking percentages, lead sources and UTM tracking data to optimize your marketing spend intelligently.

PoJaUkSpEn

25+ LanguagesGlobal support

Out-of-the-box integrations

All companies below have native integrations with us. Custom integrations available too.

Enterprise-Grade Security & Compliance

Your data is protected by industry-leading infrastructure and protocols.

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

View our Data & Service Commitments

Live Now

Live Demo Line

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 Ashbury & Clarke

Thank you for calling Ashbury & Clarke. This is Emma. How can I help you today?

My father died last month and left properties and a business. We don't know where to start with probate.

I'm so sorry for your loss. This must be an overwhelming time. I can help connect you with our probate specialists who handle complex estates. Could you tell me if your father left a will, and roughly how many properties are involved?

Live Demo Available 24/7

Transform your firm's client intake process

Capture every opportunity. Qualify leads intelligently. Convert more clients.

Book your discovery call

Frequently Asked Questions

: Lexidesk seamlessly integrates with your existing CRM, practice management software, and calendar systems. Our API connects with popular PMS and CRM platforms to ensure all lead data flows directly into your existing workflows without disruption.
: Absolutely. Each practice area can have its own customized qualification criteria, questions, and escalation protocols. Our AI adapts its approach based on the type of legal matter, asking relevant questions for personal injury, corporate law, family law, or any other specialty your firm handles.
: Yes. We provide a comprehensive dashboard with all conversations analyzed and categorized, as well as passing through your paid and UTM parameters so you can see exactly who converts and their case value. Track performance by practice area, source, and individual attorney to optimise your intake process.
: We can implement a basic version within 3 working days, and more custom versions take 1-3 weeks. We provide dedicated project management, technical support, and change management assistance to ensure smooth deployment across all practice areas.
: Our legal-specific AI has been trained on millions of legal intake conversations across all practice areas. It can handle complex qualification criteria, recognize jurisdictional issues, identify conflicts of interest, and apply sophisticated screening protocols. Testing shows 94% accuracy in identifying relevant legal issues.
: Enterprise clients receive dedicated account management, 24/7 technical support, regular performance reviews, and priority access to new features. We also provide ongoing training, system optimization, and strategic consulting to maximise your return on investment.

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

Turn probate inquiries into profitable retainers

Trusted by Leading Law Firms

See How Much Revenue Your Probate Firm Is Leaving on the Table

How many calls does your firm receive per month?

More retainers. Sensitive handling.

Empathetic bereavement support

Follow-up that builds trust and retainers

Lead qualification and scoring

Smart Call Transfer

Omni-channel client contact

Real-time analytics dashboard