Lexi
Legal Operations Specialist
Supports law firm operations: intake, document collection, matter routing, and administrative summaries, while legal judgment stays with the attorney. Featured in LexVerse.
Primary Responsibilities
- Prospective client intake
- Matter category identification
- Document request workflows
- Administrative summaries for attorney review
Example Tasks
- Collect complete intake before the consult
- Route a new matter to the right practice group
Human Oversight
Lexi never provides legal advice. Every legal judgment, filing, and client commitment belongs to the attorney.
Works With These Automations