Lexi · OpenLawRun a report
Workflow catalog

Every workflow we check firms against.

Lexi maps the firm to a short list of agents, then sizes the weekly hours and first pilot. The scanner decides which of these are worth showing.

Agent
7-day pilot

Missed lead recovery

Every lead, answered within a minute.

Auto-answers web forms, missed calls, and email inquiries the moment they arrive. Qualifies on your criteria, runs the conflict check, books the consult.

Setup
30 min
Signal
Most firms recover 18–34% of leads they're losing today.
Agent
10-day pilot

Intake → matter packet

A new matter, opened and packaged before lunch.

Runs conflicts, pulls records, drafts engagement letters, opens the matter in case management, and assembles the first packet — from one conversation.

Setup
30 min
Signal
Intake-to-matter drops from days to under an hour.
Agent
5-day pilot

Deadline & docket watch

Calendar risk, eliminated.

Watches PACER, state dockets, and your matter calendar. Cross-checks jurisdictional rules. Surfaces conflicts in the case channel before counsel asks.

Setup
30 min
Signal
Highest-leverage risk reduction. Pays for itself in week one.
Agent
14-day pilot

Drafting & document QA

Drafts in minutes. Errors caught before the partner sees them.

Lexi reviews long documents — motions, contracts, discovery — flagging citation errors, defined-term drift, and inconsistencies, then files the marked-up draft back into the matter.

Setup
30 min
Signal
Best fit for firms drafting 20+ substantive documents per week.
Agent
10-day pilot

Research → review-ready memo

Memo on the partner's desk by 9am.

Lexi reads across long-context filings and authority, then delivers a partner-ready memo with every citation linked to its source paragraph.

Setup
30 min
Signal
Cuts research time per memo by 60–80% with full citation checking.
Agent
14-day pilot

Discovery review at scale

Thousands of pages, reviewed overnight.

Lexi runs the bulk first-pass of large document sets — privilege, relevance, hot-document tagging — then close-reads everything it flags.

Setup
30 min
Signal
Used at AmLaw scale — 2M-token context is the unlock.
Agent
7-day pilot

Client update autopilot

Clients informed, attorneys focused.

Sends matter updates on cadence. Answers FAQs from the matter file. Books status calls automatically. Clients feel attended to; attorneys get their inbox back.

Setup
30 min
Signal
Biggest single driver of client NPS in firms we've audited.
Agent
10-day pilot

Billing & retainer follow-up

The realization rate jumps. Without nagging anyone.

Reconciles activity across email, calendar, and the matter file into time entries. Chases retainer top-ups and overdue invoices on a schedule you control.

Setup
30 min
Signal
Firms recover 7–11% in previously-unbilled time.
Agent
7-day pilot

Accounting agent

Books, billing, and trust accounting — reconciled nightly.

Keeps the firm's books current: drafts invoices from matter activity, reconciles trust/IOLTA ledgers, syncs QuickBooks and LawPay, and chases receivables before they age.

Setup
30 min
Signal
Month-end close drops from days to an afternoon.
Agent
7-day pilot

Customer service agent

Every call and email answered like your best front desk — 24/7.

Answers inbound calls, emails, and chat around the clock: handles FAQs, checks matter status, books and reschedules appointments, and routes anything substantive to the right person.

Setup
30 min
Signal
First response drops to under a minute, around the clock.
Agent
21-day pilot

Bespoke integration

The thing nobody can sell you off the shelf.

When off-the-shelf doesn't model your firm's workflow, Lexi's team builds the missing connectors, internal tools, and quality gates. Reviewed, tested, version-controlled.

Setup
30 min
Signal
Reserved for firms with workflows their case management doesn't model.
Want this scored for your firm?

Run a four-minute report.

Enter the firm site. Answer two questions. Review the estimate.

Start your report