LexOS™ Attorney Intake Portal
Autonomous client intake pipeline for modern law practices. 24/7 AI voice screening, instant conflict-of-interest checks, encrypted evidence dropboxes, and 1-click retainer e-signature dispatch directly into Clio and MyCase.
⚡ Interactive Client Intake Simulator
Simulate an incoming client completing their intake questionnaire on web or phone.
📑 Autonomous Pipeline Output
Enterprise Legal Engineering Specifications
24/7 AI Phone Screening
Natural voice operators pick up prospective client calls in seconds. Conducts structured screening questions, logs case specifics, and transfers qualified high-value cases to on-call attorneys.
Real-Time Conflict of Interest Search
Instant fuzzy search against your firm's historical matter databases and client directories. Blocks prospective adverse party intakes before any sensitive disclosures are made.
Instant Retainer E-Sign Dispatch
Dynamically populates firm contingency or hourly fee agreements with client names and case details. Sends SMS/email signing links to lock in retainers while client intent is at its peak.
Clio, MyCase & LawPay 2-Way Sync
Auto-creates Contacts, Matters, Tasks, and Notes in your legal practice management platform without manual copy-pasting. Handles trust account deposits via LawPay securely.
Encrypted Evidence Dropzone
Secure portal for clients to upload photos, medical bills, wage verifications, and police reports from their phones with automatic OCR and indexation into chronological case folders.
Self-Hosted Private Cloud
Isolated single-tenant architecture. No client data is ever used for public model training. Total compliance with state Bar confidentiality and data custody rules.
Ready to Automate Your Firm's Intake?
Contact our engineering team to schedule a custom practice intake demo and review API compatibility with your existing case management stack.