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AI Intake Auditor

Understand your whole intake.In five minutes.

Lexidesk answers every call. Your AI Intake Auditor reviews them all. See why leads hesitate and where you lose clients, with clear answers in seconds in your AI assistant.

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A question about last week's calls for Lexidesk inside an AI assistant, with the Claude, ChatGPT, Gemini, and Microsoft Copilot logos

Your clients tell you what needs to change

Better intake = more revenue

Go from raw call recordings to a structured understanding of what your clients want.

An AI assistant lists the main reasons why leads hesitate
Client insight

Understand why leads hesitate

Find the objections, the unanswered questions, and the moments where conversations stall.

A line of an intake script is replaced with a suggested line
Intake script

Improve your intake script

Refine your questions and next steps with evidence from real client conversations.

An AI assistant lists the leads that need a follow-up today
Follow-up

Know who needs attention

Find qualified leads with no appointment or no signed retainer. Read their concerns before you call.

A chart of signed cases for each marketing source
Marketing

See which marketing brings results

Compare channels by qualified leads and booked appointments. Trace signed cases back to their source.

A list of three intake priorities for the week
Team priorities

Give your team a clear action list

See what worked, what needs attention, and what to change next.

A monthly intake report with three measures and a trend line
Reports

Produce custom intake reports

Choose the questions, dates, and measures that matter to your firm.

For everyone who moves your firm forward

Intake teams

Find what slows your team down.

Firm owners

See where you lose clients.

Marketing leaders

Spend on the channels that bring qualified leads.

Customer quotes

“In 20 years of practicing, I have never been so excited to implement a piece of software as I am with Lexidesk.”
Billie TarascioFounder & Managing Attorney, Modern Law
“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. RadoManaging Attorney, Law Offices of Rachel L. Rado, LLC

Connect your AI and let it do the intake audits for you

Your questions, answered

What is the AI Intake Auditor?

The AI Intake Auditor connects your Lexidesk intake to your AI assistant through the Lexidesk MCP. It reviews the calls and chats that Lexidesk handles. Ask about your conversations, leads, and results to find what to fix in your intake.

Is the AI Intake Auditor conversation intelligence for law firms?

Yes. It is conversation intelligence for legal intake. It reads your intake calls and chats together with the details that Lexidesk keeps: practice area, qualification, appointments, retainers, and marketing source. Ask your question in plain English and get the answer in your AI assistant.

Which AI assistants can I use?

Use Claude, ChatGPT, Gemini, Microsoft Copilot, or another compatible AI assistant. Select an assistant in the connection section for its setup steps and account requirements.

How do I connect Lexidesk?

Choose your assistant in the connection section above. Follow the setup steps, sign in with your Lexidesk account, and authorize the connection. Then ask your question inside your AI assistant.

What does the AI Intake Auditor check?

Find recurring questions, objections, and the reasons leads hesitate. Compare intake outcomes, identify leads for follow-up, and prepare for consultations with the context of previous conversations.

Can I produce my own reports?

Yes. Ask for a report in your own words. Choose a time period, practice area, marketing channel, or intake outcome. Ask follow-up questions to examine the results in more detail.

Can I combine intake data with other business tools?

Yes. Connect your other business tools to the same AI assistant, or add your files to the conversation. Ask for a combined report across your intake, CRM, marketing, and other business data.

Can my team or agency use it?

Yes. Team members and agency partners can use the connection with their authorized Lexidesk access. Each person signs in with their own account. Contact us for help with access for your team or partner.

Who controls access to my intake data?

You authorize the connection with your Lexidesk account. Your account permissions control which firm data the assistant can access. You can disconnect Lexidesk from your AI assistant at any time.

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

Your next intake audit can take five minutes

See it in action