The product
Everything a small firm needs to run intake — and nothing it doesn't.
From the first inquiry to an open, conflict-cleared matter with a client portal. Here's how each piece works.
All 50 states
Practice in any state — or federal.
Set your firm's home jurisdiction and open matters anywhere. Case law, statutes, statutes of limitations, and court forms all follow the matter's state. Switch it in one tap and the whole file re-scopes.
- 50 states + DC + territories + federal
- Real case law from every state's courts
- State-specific limitations & deadlines
- A link to each state's official court forms
Client intake
Intake that works the way clients do.
A branded form for each practice area asks for exactly what the matter needs — on the phone in a parking lot, at 11pm, without a phone call. Progress saves as they go.
- Per-practice-area questions
- Flawless on mobile
- Your logo and colors, no LexIntake branding
- Auto-saves so nothing is lost
Conflict checks
Never open a conflicted matter.
Every new client is screened against your existing clients — by name, by entity, even close spellings — before a file is ever opened. Waivers are reviewed and logged.
- Exact, fuzzy, and entity matching
- Seven-year look-back
- Owner/admin waiver workflow with notes
- Aligned to ABA Model Rules 1.7 / 1.9
Matter management
The whole matter, organized.
Accepting an intake opens a clean matter file — client details, tasks, time, documents, and a timeline — and routes it to the right attorney automatically.
- Auto-numbered matter files
- Paralegal task checklists
- Time & expense tracking
- One-click engagement letter for e-signature
Client portal
A portal that makes you look bigger.
Clients get a secure, firm-branded space to upload documents and message your team — no email attachments, no lost files, no back-and-forth.
- Token-scoped to a single matter
- Secure document exchange
- Two-way messaging
- White-labeled to your firm
Deadlines & SOL
Deadlines that don't sleep.
Statute-of-limitations and filing deadlines are computed from the incident date and tracked automatically. When a hearing moves, reschedule it — the original is preserved and the change is logged.
- SOL computed from the incident date
- Automatic reminders
- Reschedule with a reason, fully audited
- Firm-wide deadline view
Security & compliance
Built to the standard a law firm is held to.
Firm isolation
Every firm's data is scoped to that firm. Cross-firm access is impossible by design.
Encrypted at rest
Client PII and documents are encrypted; portal links are single-matter and expire.
Full audit trail
Creates, edits, waivers, reschedules, and downloads are all logged.
Ethics-aligned
Conflict screening follows the ABA Model Rules (1.7 / 1.9) the states adopt.
See it with your own firm's intake.
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