See exactly what happens when a client calls.
Choose who is calling your law firm:
New Clients
Potential clients calling for the first time, seeking legal services
Existing Clients
Current clients calling about their ongoing cases or matters
Solicitors / Agents / Other third parties
Other law firms, agents, or professional contacts calling about cases
When the call happens:
In-Hours
During business hours when staff are available
Out-of-Hours
Evenings, weekends, holidays when office is closed
How to view the comparison:
Side-by-side view of both scenarios
Current process without Lexidesk
Improved process with Lexidesk
Inbound enquiry (Call / Email / Web)
Reception manually gathers info (e.g. "I need a divorce lawyer")
A person (legal secretary or lawyer) asks follow-up/qualifying questions: "How many children?" "How long married?" "Financial issues?"
Then explains next steps
Clients would usually then ask a few more questions via email
The lawyer will respond, and the engagement then depends on the client
Often no one follows up
Inbound enquiry (Call / Email / Web)
Lexidesk handles the full conversation: Captures all lead details Collects case-specific information, usually enough for a ballpark quote in a natural empathetic way
Lexidesk can: Transfer to a lawyer immediately or Book an appointment
If not qualified, respond with referrals or a custom message
AI analyzes case → Generates a summary → Syncs to Lexidesk dashboard & CRM/PMS
If no qualified appointment is booked, Lexidesk follows up in a personalised way until the target is reached