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Client intake
Lexi's guides on client intake: 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.
October 14, 2026How to Automate Client Intake at a Law FirmTo automate client intake at a law firm, map your current intake steps, then let software handle the repeatable ones: online intake forms, conflict checks, lead follow-up, scheduling, engagement letters and e-signature, and matter creation. Keep lawyers on the judgment calls, collect only what a conflict check and case evaluation need, and vet every AI tool for confidentiality.
February 15, 2025The Complete Guide to AI-Powered Client IntakeHow firms use conversational AI to capture, qualify, and convert leads around the clock without adding intake headcount. Client intake is more than paperwork — it is the first substantive interaction a potential client has with your firm.