Make a great first impression with LEX's 24/7 legal receptionists. Our legal intake professionals act as an extension of your firm, ensuring no opportunity is missed during the onboarding process.
Designed for lawyers, handled by intake experts.
LEX's legal client intake services alleviate the pressures of modern legal practices, creating a better client experience and a lighter workload for your firm. LEX agents ask the right questions so you don't have to, freeing up your time to focus on your caseload.
Get your time back and make onboarding new clients simple with LEX.
Initial contact and screening
LEX receptionists will collect relevant details from every caller to set the stage for a productive relationship.
Consultation scheduling
LEX can schedule an initial consultation synced to your diary. Clients can be sent appointment reminders - no more no-shows.
Qualification and evaluation
Each potential client is qualified to make sure they align with your expertise and practice areas.
Documentation
LEX receptionists can send required intake documentation, ensuring they arrive prepared for their consultations.
Follow-up
LEX agents will follow up based on your custom workflow to cement client relationships and advance your cases.
Customer verdict.
It has made managing calls so much easier. The setup process was a breeze and their customer service team was incredibly helpful and friendly. One of the best things about LEX Reception is how user-friendly it is. I could customize my call handling preferences easily and make changes whenever needed.
Mark nicholson
Law office of Mark NicholSon
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FAQs.
LEX's legal intake service simplifies the process of managing inquiries and potential cases so that each client interaction is optimized for conversion and client satisfaction. By handling initial screenings, documentation, and follow-ups, we free your team to focus on legal matters and enhance the overall efficiency of your firm.
Will the legal intake service be able to adapt to the specific needs and practice areas of my law firm?
Of course! Our legal intake answering service is designed to be flexible, adapting to the unique specialisms and practice areas of your law firm. We work closely with you to understand your client management style so we can be the best possible team for all of your client onboarding needs.
How does the legal intake answering service handle sensitive client information and maintain confidentiality?
We understand that client confidentiality is paramount. At LEX, our team is trained in handling sensitive information with the utmost discretion. We employ strict protocols and modern technology to ensure all client data is securely managed, respecting privacy and legal confidentiality standards.
How can I ensure a personal touch in my legal client intake process?
Maintaining a personal touch through the legal intake process is crucial. Personalization can be achieved by carefully designing intake forms and call scripts to reflect your firm's values and persnality. We will work with you to perfect these, adding that human element to your legal client intake. LEX's balance of efficiency and personal attention works to show your firm's commitment to client care and helps build stronger lawyer-client relationships moving forward.
Giving More Time.
LEX Reception is giving back 1% monthly to global conservation projects, meaning your firm will help support endangered species around the world.