Reasoning AI — Not a Decision Tree

AI Legal Intake Software for Law Firms

Most "AI" intake tools are decision-tree bots with if/then logic. LexiFlow's Reasoning AI listens to the caller's full narrative, extracts case elements in natural language, and dynamically generates follow-up questions — just as a senior partner would.

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3.2x

Higher Conversion

<5s

Response Time

80%

Less Leakage

500+

Firms

How AI Legal Intake Works

Capture

Embed the AI widget on your site. Voice AI handles after-hours calls. Every lead is captured instantly — no form fills, no missed opportunities.

Qualify

Reasoning AI asks structured intake questions and scores each lead in real time across four weighted vectors — just like a senior partner would.

Route

High-value cases are auto-pushed to your team via email, SMS, and CRM. Zero manual entry. Bi-directional sync with Clio, Filevine, and MyCase.

The Technical Distinction

Reasoning AI vs. Decision-Tree Bots

Most "AI" intake tools on the market today are not AI at all — they operate on pre-programmed if/then logic. LexiFlow is fundamentally different.

LexiFlow Reasoning AI

Uses an LLM fine-tuned on tens of thousands of real intake conversations
Trained on medical records, clinical terminology, and state-specific SOL requirements
Listens to the caller's full narrative in natural language
Extracts key case elements: date, facilities, injuries, opposing parties
Dynamically generates follow-up questions to probe liability, causation, and damages

Decision-Tree Bots

Pre-programmed if/then logic: "if auto accident, show Q1-5"
Cannot understand nuance or follow a caller's narrative
Breaks when caller says something the programmer didn't anticipate
Rigid menus, no adaptive questioning
No cross-referencing against medical records or case law

Case Merit Scoring

The 0–100 Merit Scoring System

Every qualified lead is assigned a Case Merit Score calculated across four weighted vectors. Each vector is backed by specific citations from the caller's conversation transcript.

Vector	Weight	What It Measures
Liability Strength	35%	Clearness of fault, existence of direct evidence, admission by opposing party, regulatory violation
Damages Severity	30%	Medical bill totals, permanency of injury, pain and suffering indicators, lost wage documentation
Causation Clarity	20%	Direct temporal link between incident and injury, pre-existing condition separation, expert report availability
Statute & Procedural	15%	Remaining SOL window, certificate of merit requirements met, jurisdiction filing status

80–100

High-Value

Auto-qualify, route to senior partner, immediate scheduling

50–79

Moderate

Flag for intake team review, schedule standard consultation

20–49

Low

Review for niche practice fit, may need more information

0–19

Decline

Outside firm's practice areas or below minimum case value

CRM Integration

Bi-Directional CRM Data Sync

When a lead is qualified and approved, data syncs automatically to your firm's CRM — and any updates made in the CRM flow back to LexiFlow's dashboard.

Clio Grow / Clio Manage

Full contact details (name, phone, email, address)
Case type and practice area classification
Incident date and location
AI Merit Score (stored as custom field)
Summary of liability narrative (intake notes)
Statute of limitations deadline (calendar reminder)
Referral source (web chat, SMS, voice, etc.)

Filevine / Lead Docket

All Clio fields, plus:
Treating facility names and addresses
Insurance carrier information (if disclosed)
Opposing party name and counsel (if known)
Damage amount estimated range
Custom project template by case type
Bidirectional sync: retainer → dashboard pipeline

🤖 AI-Powered Intake

Submit a Case for AI Merit Review

Complete the form below to submit a prospective client's case for AI-powered merit scoring, classification, and CRM staging. Processing is powered by LexiFlow Advanced Legal AI Resources.

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