2026-PI-00142Open matter
Whitfield v. Delmar Freight
Auto accident · Intake filed Jun 28
Conflicts cleared
Screened against 1,204 existing clients
- Assigned attorney
- R. Alvarez
- Client portal
- Invite sent
For solo & small law firms
Client intake,
done right.
Capture new clients, run conflict-of-interest checks, and manage every matter — in one secure workspace built for the way small firms actually work.
3-day free trial · No credit card · Cancel anytime
Personal Injury
Firm-isolatedEncrypted at restAudit-loggedAll 50 states + federal
From inquiry to open matter
Three steps, and the busywork is gone.
01
Client submits intake
A branded form — tuned to the practice area — captures exactly what the matter needs, on any device.
02
Conflicts screen automatically
Every submission is checked against your existing clients for name and entity conflicts before anyone opens a file.
03
Matter opens, portal invites
A clean matter file is created and routed to the right attorney; the client gets a secure portal to share documents.
One workspace
Every new client, in one place.
The dashboard shows what needs your attention — pending intakes, flagged conflicts, and deadlines closing in — so nothing slips.
lexintake.app/dashboard
Nationwide
One workspace. Every jurisdiction.
Set your firm's home state and open matters anywhere. Case law, statutes of limitations, court forms, and conflict checks all follow the matter's jurisdiction — all 50 states, DC, the U.S. territories, and federal court.
Case law, nationwide
Real opinions from every state's courts and the federal circuits — retrieved, never invented.
Deadlines in every state
Statute-of-limitations and filing dates computed from each state's own periods.
Official forms per state
A direct line to each state judiciary's official court forms.
One-tap jurisdiction
Switch a matter's state and the whole file re-scopes — law, deadlines, and forms.
50 states · DC · 5 territories · federal
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What's inside
Built for the practice of law.
Guided intake
Branded forms that ask for exactly what each practice area needs — and nothing a client won't understand.
Conflict checks
Automatic name and entity screening against your existing clients before any matter opens.
Client portal
A secure, firm-branded space where clients share documents and trade messages with your team.
Deadlines & SOL
Statute-of-limitations and filing deadlines computed from the incident date, with reminders that don't sleep.
E-signature
Send an engagement letter for signature the moment a matter is accepted — no third-party tool.
Audit trail
Every create, edit, waiver, and download is logged. Firm data is isolated, encrypted, and yours.
Simple pricing
From $299/mo. Add attorneys anytime.
Four plans from solo to enterprise — each with a 3-day free trial and no card required. Add per-seat attorneys as your firm grows.
Open your next matter the right way.
Set up your firm in minutes. Your first 3 days are on us.