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Automation

Lexi's guides on automation: practical advice for law firms choosing and running AI in their operations, written for partners and administrators who have to decide, with the trade-offs spelled out and the sources shown. New guides are added as the tools and the rules change.

A law office desk at dusk with a laptop showing an abstract workflow diagram beside case folders, a pen on a signed document and a desk phone.October 14, 2026Law Automation: How Law Firms Automate Intake, Documents and Deadlines with AILaw automation means using software and AI to handle a law firm's repeatable work: intake, document assembly, deadlines, billing and client updates, while lawyers keep judgment calls. Start by mapping one process, automate the first response, connect your practice management system, and keep a lawyer reviewing every output.AutomationGordon MeyerA law office desk at dusk with a laptop showing an abstract workflow, a desk phone, signed documents and a calendar.October 14, 2026Law Firm Automation: What to Automate First and Which Tools FitLaw firm automation hands repeatable work to software so lawyers keep the judgment calls. That work includes answering and qualifying leads, intake forms, conflict checks, engagement letters, deadlines and first drafts. Start with intake, connect your practice management system, keep a lawyer reviewing every output, and follow ABA Formal Opinion 512 on confidentiality and fees.AutomationGordon MeyerLexi product interface shown on a laptop.June 18, 2026The Modern AI Stack for Law FirmsLegal AI is splitting into distinct layers — most firms are still evaluating all of them as if they were the same product category. Over the last two years, legal AI has moved from curiosity to infrastructure.AutomationGordon MeyerLexi product interface shown on a laptop.June 18, 2026AI for Law Firm OperationsMost firms do not have a legal work problem — they have an operational coordination problem. How operational AI structures intake, scheduling, follow-up, and communication across the practice. The drafting and research get done.AutomationGordon MeyerLexi product interface shown on a laptop.February 28, 20255 Ways to Reduce Administrative Overhead at Your Law FirmFive practical ways to reduce administrative drag so attorneys and staff spend more time on work that drives client outcomes and revenue. Every law firm knows the feeling: attorneys and staff spending hours on tasks that don't directly serve clients.AutomationGordon MeyerLexi product interface shown on a laptop.February 20, 2025Law Firm Automation in 2025: The Complete GuideWhat law firms should automate, what should stay human, and how to implement automation from intake to invoicing by firm size. The legal industry has historically been one of the slowest to adopt technology.AutomationGordon MeyerLexi product interface shown on a laptop.January 5, 2025From Intake to Invoice: Automating the Full Client LifecycleHow one connected AI workflow can reduce friction across client intake, matter creation, drafting, deadlines, billing, and follow-up. Walk through a typical client matter at most law firms and you'll find a patchwork of disconnected systems.AutomationGordon Meyer