Legal & conveyancing
More time on the matter, less on the admin.
Lexi prepares the file notes, reminders and time entries, and shows you what needs your decision.
Is any of this yours?
What we see in legal practices
The same documents, chased on every matter.
One document missing
Most of the checklist is in. One item is not.
Lexi prepares the reminder
It names exactly what is still outstanding.
You check it before it goes
Nothing moves until the legal secretary says yes.
Prepared by Lexi
Reminder to the client
Ready to check
With the legal secretary
Legal secretary
Waits for a yes.
We still need your council certificate.
Waiting for youSent to the client.
Voicemail worked through by ear, every morning.
Messages are waiting
Overnight voicemail and web enquiries, and the phone is already ringing.
Lexi drafts the file note
It takes the name, the matter type and the urgency, and ranks the callbacks.
You confirm the file note
Accepting the matter stays with the principal.
Prepared by Lexi
Draft file note
Ready to check
With the legal secretary
Legal secretary
Waits for a yes.
New enquiry from overnight. Callback ranked first.
Waiting for youFiled to the matter.
A month of time, rebuilt from memory.
The work is done, the time is not
Calls, drafting and emails, not yet entered.
Lexi drafts the time entries
From calendar events, emails sent and documents worked on.
You confirm before it bills
Nothing bills until the fee earner says yes.
Prepared by Lexi
Draft time entries
Ready to check
With the fee earner
Fee earner
Waits for a yes.
A client call and a draft contract review.
Waiting for youSaved to the matter.
A settlement date that depends on someone looking.
Every matter has its own dates
Cooling off, finance and settlement, each in its own diary.
Lexi keeps every date in view
It warns a person before a date is missed.
The conveyancer decides
Any date extension is a person's decision.
Prepared by Lexi
Dates at risk
Ready to check
With the conveyancer
Conveyancer
Waits for a yes.
Finance date is close. What happens next?
Waiting for youRecorded on the matter.
Your Lexi workspace
Your week, without the guesswork.
Your week at a glance
Sample Legal Co. / Across the business
2 waiting on a person, 2 running, 2 done, 2 did not happen in this sample week.
The week in view
8 work items across the week
Waiting on you
Sample Legal Co. / Decisions and the work behind them
Billing, WIP and trust / Bookkeeper, Principal
Conveyancing and settlements / Conveyancer, Paralegal
On their queue
Solicitor / One person's day
Matter work and correspondence / Solicitor, Principal
Waiting on someone else
Solicitor / One person's day
Conveyancing and settlements / Conveyancer, Paralegal
Conveyancing and settlements / Conveyancer, Paralegal
Matter work and correspondence / Paralegal, Legal secretary
Finished
Solicitor / One person's day
Billing, WIP and trust / Bookkeeper, Principal
Reception and new matters / Legal secretary, Receptionist
A working estimate for your practice
What it is worth to you
Pick the work. Watch Lexi do it. See what comes back.
A$58,503 back each year
994.5 hours back for other work each year.
A$1,219 and 20.7 hours a weekA$4,875 and 82.9 hours a month
This work costs you A$95,435 a year today.
Potential value of enquiries caught: a year.
Reception and new matters
Not counted. Tick it above to count it.
Reception and new matters
- Approve the legal matter call greeting and intake scriptPrincipal decides
- Use the approved legal matter call greeting and questionsAutomation
- Capture the legal matter call into a draft intake noteReads and drafts
- Work through overnight voicemail by earReads and drafts
- Run the conflict checkAutomation
- Decide whether to act, given the conflict resultPrincipal decides
- Collect AML/CTF customer identificationReads and drafts
- Decide the AML/CTF risk ratingPrincipal decides
- Prepare the proposed matter recordAutomation
- Draft the costs agreement and disclosureReads and drafts
- Approve the costs agreement and disclosureSolicitor decides
- Approve sending and filing the executed costs agreementLegal secretary decides
Conveyancing and settlements
- Extract the contract into a draft conveyancing recordReads and drafts
- Confirm the conveyancing matter recordConveyancer decides
- Approve and order the required searchesParalegal decides
- Summarise search results with source referencesReads and drafts
- Review the search findingsConveyancer decides
- Advise the client on what a search revealedConveyancer decides
- Track the milestone datesAutomation
- Approve the outstanding-item request and follow-up scopeConveyancer decides
- Chase the other side and the agent for what is outstandingAutomation
- Draft settlement workspace fields and figuresReads and drafts
- Approve the settlement workspace updatesConveyancer decides
- Check and sign off the settlement figuresSupervising solicitor or conveyancer decides
- SettleNever automated
- Approve the post-settlement letter and file closureParalegal decides
Matter work and correspondence
- Classify inbound correspondence into a proposed matter fileReads and drafts
- Confirm the correspondence filingSolicitor decides
- Approve the client's missing-document request and remindersSolicitor decides
- Chase the client for the document still missingAutomation
- Draft routine matter correspondenceReads and drafts
- Review and send the matter correspondenceSolicitor decides
- Summarise a long document or a matter's historyReads and drafts
- Advise the clientSolicitor decides
- Prepare and lodge a court documentNever automated
- Confirm limitation and procedural dates before diarisingLegal secretary decides
Billing, WIP and trust
- Draft time entries against the matterReads and drafts
- Approve the matter time entriesFee earner decides
- Review WIP and decide what to billPrincipal decides
- Approve the matter invoice and disbursementsPractice manager decides
- Confirm trust receipts and allocationsBookkeeper decides
- Prepare the monthly trust reconciliationReads and drafts
- Sign the trust reconciliationPrincipal decides
- Transfer from trust to officeNever automated
- Approve debtor reminder wording and escalation limitsPrincipal decides
- Chase the overdue ladderAutomation
- Appoint the external examiner and lodge the reportPrincipal decides
Practice compliance
- Track practising-certificate dates and prepare renewal detailsAutomation
- Approve and lodge the practising-certificate renewalSolicitor decides
- Track CPD units per practitionerAutomation
- Draft the AML/CTF programme review and evidence packReads and drafts
- Approve the legal practice's AML/CTF recordsPrincipal decides
- Renew professional indemnity insurancePrincipal decides
- Report a suspicious matterPrincipal decides
The principal's numbers
- Assemble the weekly numbersReads and drafts
- Read where the time wentPrincipal decides
- Watch matters at risk of a missed dateAutomation
New matters
Conveyancing
Matter work
Billing and trust
Compliance
Principal's numbers
Your practice
All inclusive
Fully managed AI transformation
We set Lexi up around how your practice works, and it is kept working by our team. Your price covers setup, integrations, maintenance and Lexi's AI usage. Lexi Memory and Lexi Workspace are included too.
Included in your price
- Custom setup and tool connections
- Ongoing maintenance and support
- Lexi's AI usage
- Lexi Memory
- Lexi Workspace
We connect to the tools you already use
- PR
- LE
- AP
- SY
Get started
Built around your practice. Kept working by our team.
We set it up, tailor it to your way of working and keep it running, so you get the value without the extra workload.
Map the work
We learn how your practice operates and identify the best place for Lexi to help.
Start with one workflow
We set it up, test it together and make sure it's working as expected.
Keep it useful
Our team monitors and refines it, so it continues to deliver for your practice.
See where Lexi could help first
Tell us a bit about your practice and we'll show you where AI can make the biggest difference.
Show me where AI can help my businessLexi does the work. You keep the yes.
Legal & conveyancing
More time on the matter, less on the admin.
Lexi prepares the file notes, reminders and time entries, and shows you what needs your decision.
Is any of this yours?
What we see in legal practices
01Chasing documents
The same documents, chased on every matter.
One document missing
Most of the checklist is in. One item is not.
Lexi prepares the reminder
It names exactly what is still outstanding.
You check it before it goes
Nothing moves until the legal secretary says yes.
Prepared by Lexi
Reminder to the client
Ready to check
With the legal secretary
Legal secretary
Waits for a yes.
We still need your council certificate.
Waiting for youSent to the client.
02Overnight messages
Voicemail worked through by ear, every morning.
Messages are waiting
Overnight voicemail and web enquiries, and the phone is already ringing.
Lexi drafts the file note
It takes the name, the matter type and the urgency, and ranks the callbacks.
You confirm the file note
Accepting the matter stays with the principal.
Prepared by Lexi
Draft file note
Ready to check
With the legal secretary
Legal secretary
Waits for a yes.
New enquiry from overnight. Callback ranked first.
Waiting for youFiled to the matter.
03Time capture
A month of time, rebuilt from memory.
The work is done, the time is not
Calls, drafting and emails, not yet entered.
Lexi drafts the time entries
From calendar events, emails sent and documents worked on.
You confirm before it bills
Nothing bills until the fee earner says yes.
Prepared by Lexi
Draft time entries
Ready to check
With the fee earner
Fee earner
Waits for a yes.
A client call and a draft contract review.
Waiting for youSaved to the matter.
04Key dates
A settlement date that depends on someone looking.
Every matter has its own dates
Cooling off, finance and settlement, each in its own diary.
Lexi keeps every date in view
It warns a person before a date is missed.
The conveyancer decides
Any date extension is a person's decision.
Prepared by Lexi
Dates at risk
Ready to check
With the conveyancer
Conveyancer
Waits for a yes.
Finance date is close. What happens next?
Waiting for youRecorded on the matter.
Your Lexi workspace
Your week, without the guesswork.
Your week at a glance
Sample Legal Co. / Across the business
2 waiting on a person, 2 running, 2 done, 2 did not happen in this sample week.
The week in view
8 work items across the week
Waiting on you
Sample Legal Co. / Decisions and the work behind them
Billing, WIP and trust / Bookkeeper, Principal
Conveyancing and settlements / Conveyancer, Paralegal
On their queue
Solicitor / One person's day
Matter work and correspondence / Solicitor, Principal
Waiting on someone else
Solicitor / One person's day
Conveyancing and settlements / Conveyancer, Paralegal
Conveyancing and settlements / Conveyancer, Paralegal
Matter work and correspondence / Paralegal, Legal secretary
Finished
Solicitor / One person's day
Billing, WIP and trust / Bookkeeper, Principal
Reception and new matters / Legal secretary, Receptionist
A working estimate for your practice
What it is worth to you
Pick the work. Watch Lexi do it. See what comes back.
A$58,503 back each year
994.5 hours back for other work each year.
A$1,219 and 20.7 hours a weekA$4,875 and 82.9 hours a month
This work costs you A$95,435 a year today.
Potential value of enquiries caught: a year.
Reception and new matters
Not counted. Tick it above to count it.
Reception and new matters
- Approve the legal matter call greeting and intake scriptPrincipal decides
- Use the approved legal matter call greeting and questionsAutomation
- Capture the legal matter call into a draft intake noteReads and drafts
- Work through overnight voicemail by earReads and drafts
- Run the conflict checkAutomation
- Decide whether to act, given the conflict resultPrincipal decides
- Collect AML/CTF customer identificationReads and drafts
- Decide the AML/CTF risk ratingPrincipal decides
- Prepare the proposed matter recordAutomation
- Draft the costs agreement and disclosureReads and drafts
- Approve the costs agreement and disclosureSolicitor decides
- Approve sending and filing the executed costs agreementLegal secretary decides
Conveyancing and settlements
- Extract the contract into a draft conveyancing recordReads and drafts
- Confirm the conveyancing matter recordConveyancer decides
- Approve and order the required searchesParalegal decides
- Summarise search results with source referencesReads and drafts
- Review the search findingsConveyancer decides
- Advise the client on what a search revealedConveyancer decides
- Track the milestone datesAutomation
- Approve the outstanding-item request and follow-up scopeConveyancer decides
- Chase the other side and the agent for what is outstandingAutomation
- Draft settlement workspace fields and figuresReads and drafts
- Approve the settlement workspace updatesConveyancer decides
- Check and sign off the settlement figuresSupervising solicitor or conveyancer decides
- SettleNever automated
- Approve the post-settlement letter and file closureParalegal decides
Matter work and correspondence
- Classify inbound correspondence into a proposed matter fileReads and drafts
- Confirm the correspondence filingSolicitor decides
- Approve the client's missing-document request and remindersSolicitor decides
- Chase the client for the document still missingAutomation
- Draft routine matter correspondenceReads and drafts
- Review and send the matter correspondenceSolicitor decides
- Summarise a long document or a matter's historyReads and drafts
- Advise the clientSolicitor decides
- Prepare and lodge a court documentNever automated
- Confirm limitation and procedural dates before diarisingLegal secretary decides
Billing, WIP and trust
- Draft time entries against the matterReads and drafts
- Approve the matter time entriesFee earner decides
- Review WIP and decide what to billPrincipal decides
- Approve the matter invoice and disbursementsPractice manager decides
- Confirm trust receipts and allocationsBookkeeper decides
- Prepare the monthly trust reconciliationReads and drafts
- Sign the trust reconciliationPrincipal decides
- Transfer from trust to officeNever automated
- Approve debtor reminder wording and escalation limitsPrincipal decides
- Chase the overdue ladderAutomation
- Appoint the external examiner and lodge the reportPrincipal decides
Practice compliance
- Track practising-certificate dates and prepare renewal detailsAutomation
- Approve and lodge the practising-certificate renewalSolicitor decides
- Track CPD units per practitionerAutomation
- Draft the AML/CTF programme review and evidence packReads and drafts
- Approve the legal practice's AML/CTF recordsPrincipal decides
- Renew professional indemnity insurancePrincipal decides
- Report a suspicious matterPrincipal decides
The principal's numbers
- Assemble the weekly numbersReads and drafts
- Read where the time wentPrincipal decides
- Watch matters at risk of a missed dateAutomation
New matters
Conveyancing
Matter work
Billing and trust
Compliance
Principal's numbers
Your practice
All inclusive
Fully managed AI transformation
We set Lexi up around how your practice works, and it is kept working by our team. Your price covers setup, integrations, maintenance and Lexi's AI usage. Lexi Memory and Lexi Workspace are included too.
Included in your price
- Custom setup and tool connections
- Ongoing maintenance and support
- Lexi's AI usage
- Lexi Memory
- Lexi Workspace
We connect to the tools you already use
- PR
- LE
- AP
- SY
Get started
Built around your practice. Kept working by our team.
Map the work
We learn how your practice operates and identify the best place for Lexi to help.
Start with one workflow
We set it up, test it together and make sure it's working as expected.
Keep it useful
Our team monitors and refines it, so it continues to deliver for your practice.
See where Lexi could help first
Show me where AI can help my businessLexi does the work. You keep the yes.