Lexidesk qualifies every new lead by your rules and gets your retainer signed while they are still on the phone. Day, night and weekend.
Injured people call two or three firms and sign with the first one that sends an agreement. With Lexidesk, that firm is yours.
The call ends with a signed retainer, not a promise to call back.
A form comes in at 7:42 pm. By 8 pm the client has signed.
Website chat runs the same intake, and the retainer reaches the visitor’s phone as soon as the chat ends.
You decide which cases sign themselves and which wait for an attorney.
Send us your retainer and tell us who qualifies. A dedicated AI engineer with legal intake experience sets it up, tests it with you and connects it to the systems your team already uses.
Try it with certain case types after hours and on weekends, then expand as you see the results.
Electronic signatures that meet the ESIGN Act, UETA and eIDAS, with an audit trail on every signed file.
Your intake team and attorneys spend their time on the high-value cases and clients who you can help.
“Intake is emotionally draining. Lexidesk takes a lot of that load, so the conversations our intake team has are productive. It helps prevent burnout, whether you’re in the office, out of the office or it’s a holiday weekend.”
Kendra StephanskiIntake Manager, Modern Law16%
More retained clients a month at King Law Offices, from 229 to 266.
King Law Offices
On signing mass tort clients with Lexidesk
“That’s how we’ll grow to be a mass tort giant across the United States. We can do it faster than anybody else right now.”
Greg McIntyreFounder, McIntyre Elder LawOn how the AI treats callers
“Some of our previous intake specialists didn’t have the same level of empathy that Emma, our AI agent, does.”
Amber SmartLead Intake Specialist, Dellino Family Law GroupAI retainer signing means Lexidesk qualifies a new client against your criteria and sends your retainer agreement for e-signature during or right after the conversation. The client signs before they call another firm, and your team gets a signed client instead of a lead to chase.
Lexidesk does not sign for anyone: it sends your agreement and answers questions about it. The client signs electronically and your attorney countersigns. Lexidesk electronic signatures meet the ESIGN Act and UETA in the US and are simple electronic signatures under eIDAS in the UK and EU, with an audit trail and a tamper-proof seal on every signed file. Check the rules of your bar or regulator on fee agreements with your own counsel.
Lexidesk can tell callers it is AI, speaks with empathy and offers a person at any time. If a client wants an attorney before signing, they can reach one fast.
Lexidesk can hold every retainer for your attorney’s approval, send without review, or hold only the cases that meet your criteria.
Most firms start Lexidesk with straightforward case types, such as motor vehicle and car accidents, then add more. Trucking, wrongful death and medical malpractice usually go to an attorney first. More on personal injury intake and medical malpractice intake.
Lexidesk calls form leads within seconds and can send the retainer on that call. See outbound calling.
Your attorney rejects the case in the Lexidesk dashboard, and a polite decline email is drafted for the client. Your team can also call the client instead.
No, Lexidesk includes e-signature, so you do not need another tool.
Lexidesk fills in any field in your Word retainer, such as client name, incident date, injuries and insurance, from what the client said on the call.
Today each Lexidesk retainer has one signer. Retainers that need a parent, guardian or second client go to your team.
Lexidesk sends retainer status to Clio Grow, Clio Manage, Lawmatics, HubSpot, GoHighLevel and other connected systems, and to any tool by webhook.
Lexidesk handles contingency, flat fee and deposit retainers, and texts your payment link after signing.
Lexidesk runs calls, texts and emails in the client’s language, including Spanish.
Didn't find what you're looking for? Email us at hello@lexidesk.ai