Our Services
Tailored intake and overflow management solutions for law firms of all sizes and practice areas.
Initial Consultation
Most PopularA focused 30-minute session to discuss your firm's overflow challenges, understand your current intake process, and explore how LexIntake can help you capture more business without adding headcount.
What's included:
- Current process assessment
- Overflow gap analysis
- Custom solution walkthrough
- Q&A with our intake specialists
Case Review
Option 2An in-depth 60-minute review of complex overflow matters. We work through the specifics of your caseload to ensure proper intake, classification, and routing of each matter.
What's included:
- Matter classification review
- Risk and complexity assessment
- Referral routing recommendations
- Documentation requirements checklist
Overflow Matter Intake
Option 3Full onboarding session for referred overflow matters. We handle the complete intake process — from initial client screening through conflict checks and matter setup — so your team can focus on legal work.
What's included:
- Client conflict screening
- Matter scope definition
- Engagement letter preparation
- File setup and documentation
Document Review Session
Option 4A structured 60-minute session for time-sensitive document review needs. Our team reviews, summarizes, and flags critical issues in high-volume document sets.
What's included:
- Privilege review
- Relevance categorization
- Issue spotting and flagging
- Summary report delivery