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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

This software serves as a basic case management and intake solution designed for efficient handling of client and matter information, allowing for quick access and retrieval of data. It includes features like intake label printing, report generation, and a variety of forms and labels, ensuring comprehensive document management. The bar code functionality enhances file tracking, making it easier to locate and organize documents. Additionally, it offers 12 pre-installed FLIP Memos, such as Documents Enclosed and Transmittal Memorandum, along with the capability to create CUSTOM MEMOS for frequent use. FLIP efficiently prepares these memos for distribution to clients and opposing counsel, facilitating mailing in window envelopes. Memos can be printed on standard paper or specifically designed FLIP Memo forms. To assist with organization, the software also includes large file labels meant to identify expandable pockets and wallets, which can be easily affixed to the side of these storage solutions. Users can print labels seamlessly through an envelope feeder, ensuring that each file is clearly identified with pertinent data sourced from the client, matter, or opposition database, along with a corresponding bar code for easy scanning and retrieval. This comprehensive system streamlines case management, making it an invaluable tool for legal professionals.

Description

Lexidesk is a specialized AI intake solution designed specifically for law firms that serve consumers, providing 24/7 support for phone calls and online inquiries. It engages in real conversations for intake, effectively qualifies and scores prospective clients, schedules consultations, transfers urgent issues immediately, follows up automatically, and integrates a well-organized summary into the firm's customer relationship management system. Unlike traditional chatbots or phone trees, Lexidesk offers a cohesive reception and intake experience through seamless dialogue. It accommodates over 25 languages, identifies returning clients, and directs non-lead calls to the appropriate personnel. With built-in integrations for platforms like Clio, HubSpot, Lawmatics, HighLevel, Calendly, and Acuity, as well as the ability to create custom webhooks for other applications, it ensures compatibility with various systems. The deployment suite enhances its functionality with agent versioning, AI simulation tests, and quick rollback features. Onboarding is a premium, hands-on service that gets firms operational within just two to three days. Additionally, Lexidesk caters to various practice areas, including family law, immigration, criminal defense, personal injury, estate planning, and employment law, making it a versatile tool for diverse legal practices.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Acuity Scheduling No 
Calendly No 
Clio No 
GoHighLevel No 
HubSpot CRM No 
Lawmatics No 

Integrations

Acuity Scheduling Yes 
Calendly Yes 
Clio Yes 
GoHighLevel Yes 
HubSpot CRM Yes 
Lawmatics Yes 

Pricing Details

$99.95 one-time payment
Free Trial No 
Free Version No 

Pricing Details

$500/month
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

BlumbergExcelsior

Website

www.blumberg.com

Vendor Details

Company Name

Lexidesk

Founded

2025

Country

United Kingdom

Website

lexidesk.ai/us

Product Features

Legal Case Management

Billing Management No 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking No 
Conflict Management Yes 
Corporations No 
Court Management No 
Discovery Management No 
Docket Management No 
Document Management No 
Expense Tracking No 
Government No 
Law Firms No 
Records Management Yes 
Task Management No 
Time Tracking No 
Trust Accounting No 

Product Features

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