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.
Click to Start
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
Billie Tarascio
Founder & Managing Attorney at Modern Law
“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!”
See How Much Revenue Your Probate Firm Is Leaving on the Table
Answer 3 quick questions to get your personalised revenue impact assessment.
How many calls does your firm receive per month?
Include all inbound calls in and outside business hours, not just new enquiries
More retainers. Sensitive handling.
AI that understands the delicate nature of probate work and converts bereaved families into loyal, high-value clients.
Handle grieving families with the sensitivity they need while gathering essential estate information for efficient processing.
Automated, compassionate follow-ups convert uncertain families into paying clients for the administration of estates.
Our AI automatically qualifies and scores leads against your criteria so you can focus on genuine high value inquiries.
Our AI handles calls autonomously. When human guidance is needed, warm transfers include complete probate context for seamless handovers.
Phone calls and web chat widget work seamlessly together. Clients can reach you however they prefer, all feeding one system.
See live insights into client communications, qualification rates, booking percentages, lead sources and UTM tracking data to optimize your marketing spend intelligently.
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.
Hosted on Microsoft Azure
Our service runs on Microsoft Azure infrastructure aligned with ISO 27001, SOC 1, SOC 2 Type II, and GDPR requirements.
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.
Data Encryption
Client data is hosted on Azure and encrypted both at rest and in transit to protect confidentiality throughout its lifecycle.
Live Demo Line
Experience our AI-powered client intake system firsthand
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?
Transform your firm's client intake process
Capture every opportunity. Qualify leads intelligently. Convert more clients.
Frequently Asked Questions
How does Lexidesk integrate with our existing systems?
Can we customize the intake process for different practice areas?
Can we monitor performance and ROI?
How quickly can large firms implement Lexidesk?
Does AI intake work for complex legal matters?
What support do you provide for enterprise clients?
Didn't find what you're looking for? Email us at support@lexidesk.ai