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AI Chatbot for Personal Injury Law Firms

AI Chatbot for Personal Injury Law Firms

AI Chatbot for Personal Injury Law Firms—Keep Clients Informed Automatically

Your clients want case updates. Your team is busy in court, on calls, or moving cases forward. Lexee bridges the gap—a secure chat assistant on your law firm’s website that verifies client identity and delivers real-time case status updates, so your staff doesn’t have to.

A Lexee AI capability that helps verified clients check case status directly from your website, reducing routine update requests to staff.

Who it’s for

PI firm owners, operations leaders, and client support teams who want to reduce repetitive status calls and keep plaintiffs informed around the clock.

Outcome

Identity-verified client self-service for case status, human-like empathetic responses, staff escalation when needed, and a callbot option for clients who prefer calling—all powered by your case data.

Highly recommended by users

Software Advice Best Support 2026
Capterra Best Value 2026
Software Advice Recommended 2026
Capterra Ease of Use 2026

What CloudLex customers are saying

Real feedback from personal injury attorneys who rely on CloudLex every day.

Michael Cohan small-circ

Michael B. Cohan

Cohan Law, PLLC | Personal Injury Attorney

David Pierguidi

David Pierguidi

Glugeth and Pierguidi, P.C. | Attorney

Michael Stephenson

Michael Stephenson

Bay Area Bicycle Law | Trial Lawyer

Secure client updates in four steps—without staff involvement

Step 1. Client visits your law firm’s website

A plaintiff visits your site and starts a conversation with Lexee—by typing or speaking. No app or portal needed.

Step 2: Lexee verifies their identity

Before sharing anything, Lexee verifies the client by matching their phone number to the plaintiff’s number in the case and sending a one-time passcode to that number.

Step 3: Client asks their question

The client asks naturally: “What’s happening with my case?” Lexee responds in clear, empathetic language—no jargon required.

Step 4: Lexee delivers real-time updates from CloudLex

Answers come directly from your CloudLex matter data—case status, next steps, upcoming events. Always current, always approved.

Also Available: Lexee Callbot for Phone-Based Updates

Not every client prefers typing. Some would rather call. Lexee also powers a phone line on your website that answers like a human assistant—listening, verifying identity, and providing case updates over the phone. Same security. Same real-time data. Different channel. If the caller wants a human, Lexee connects them to your team.

Learn more about Lexee’s full intake and communication capabilities →



What Your Clients Get—Without Calling Your Office

A plaintiff visits your website after hours and asks Lexee: “What’s the latest on my case?”

Here’s what happens—without your team member getting involved:

Instant access,

Instant access, no waiting on hold

Clients get answers the moment they ask, not during your next business day

Verified and secure

Verified and secure

Lexee confirms their identities before sharing anything, using rules your firm controls

Clear, empathetic updates

Clear, empathetic updates

Instead of legal jargon, they hear: “Your deposition is scheduled for next Tuesday. Your attorney is preparing for it now.”

Always current

Always current

Every answer comes from what your team has entered in the CloudLex matter.

Prefer to call?

Prefer to call?
Lexee answers the phone too

Lexee powers a phone line on your website that answers like a real assistant—listening, verifying identity, and delivering the same secure updates by voice.

Outcome

Outcome

Your staff reclaims the hours lost to repetitive “where’s my case?” calls. And clients who feel informed and supported become happier, more satisfied clients—the kind of experience that sets your firm apart.

Lexee AI core capabilities

Explore the full range of Lexee AI capabilities built for modern personal injury firms

Medical Summaries & Chronologies

Medical Summaries & Chronologies

Requests records and organizes summaries, timelines, providers, diagnoses, and care gaps.

Learn More

Demand Package Drafting

Demand Package Drafting

Creates a structured demand draft from case facts and records, ready for your review now.

Learn More

AI Lead & Intake Capture

AI Lead & Intake Capture

Asks key questions, captures case details, and assigns follow-ups to the right person.

Learn More

Chat with Case

Chat with Case

Ask questions about a case and get answers grounded in the matter’s documents and notes.

Learn More

24/7 Client Web Assistant

24/7 Client Web Assistant

Authenticates clients who visit your website and answers their queries, in a human-like conversation, about their case updates.

Learn More

Voice-Assisted Tasks

Voice-Assisted Tasks

Speak a note, and Lexee turns it into a clear task in CloudLex—no typing needed at all.

Frequently asked questions

How does Lexee verify a client’s identity?

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Lexee asks the client for their phone number and checks whether it matches the plaintiff’s number in the case. If it matches, Lexee sends a one-time passcode to that number to verify the client before sharing any case-specific information. This is the standard verification process for all clients.

What kind of case information can Lexee share with clients?

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Lexee shares only the information your firm has approved. This typically includes case status updates, upcoming events, treatment milestones, and general next steps. Your firm configures what’s “safe to share”—Lexee never goes beyond those boundaries.

Can clients get legal advice from Lexee?

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No. Lexee provides case status updates and factual information only. It does not interpret case law, evaluate claims, or provide legal opinions. If a client asks a question that requires legal judgment, Lexee follows your escalation rules and connects them to the appropriate staff member.

What happens if a client wants to speak to a real person?

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If a client wants to speak to a real person, Lexee can connect them with a staff member, help arrange a callback, or provide the firm’s contact information. Clients always have a clear path to reach someone when needed.

Is the chat available 24/7?

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The chat assistant is available on your website whenever you choose to enable it. Your firm controls the hours of availability and the messaging clients see outside those hours.

Does this replace our intake process?

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No. The client-facing website assistant is specifically designed for existing clients checking their case status. For new leads and intake, Lexee offers separate capabilities through the Leads & Intake feature. Different workflows, different purposes.

How is this different from Chat with Case?

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Chat with Case is an internal tool for your staff—attorneys and paralegals ask questions about cases inside CloudLex. The client-facing website assistant is an external tool for your clients—plaintiffs check their own case status through your website. Both are powered by Lexee, but they serve different audiences.

Does Lexee support voice as well as text?

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Yes. Clients can type or speak their questions through the website chat. Additionally, Lexee powers a phone line (Callbot) that handles voice calls for clients who prefer calling. Same verification. Same real-time data. Different channel.

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What law firms say?

What your peers are saying about CloudLex.

Personal Injury case management made easy. I would recommend to any personal injury firm

Personal Injury case management made easy! I would recommend it to any personal injury firm!

When it comes to personal injury case management software, I always feel like if there are options that are niche, it’s better to go that route than just pick a generic one. We transferred over 300 cases and there weren’t any issues. Everything was smooth.

Jesse Danoff

Mitchell and Danoff Law Firm | Senior Litigation Attorney

What your peers are saying about CloudLex.
What your peers are saying about CloudLex.

We have had a great experience with CloudLex

Personal Injury case management made easy! I would recommend it to any personal injury firm!

CloudLex is very easy to use. I like the various features we can access and how they track all the information. They always respond promptly and help us become more efficient.

Emmalina Matti

Hakim, Toma & Yaldoo, P.C. | Paralegal

What your peers are saying about CloudLex.
What your peers are saying about CloudLex.

CloudLex has been a game-changer for our firm

Personal Injury case management made easy! I would recommend it to any personal injury firm!

CloudLex is user-friendly, intuitive, and tailored for personal injury. It centralizes communication, documents, and deadlines, with client reminders and responsive support.

Jeanette Vasquez

Bernstein & Bernstein | Paralegal

What your peers are saying about CloudLex.

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