AI for Personal Injury Lead Generation
AI Client Intake for Personal Injury Law Firms—Capture Every Lead, 24×7, 365 days
Website visitors leave. After-hours calls go to voicemail. Good cases slip away. Lexee captures leads through natural, human-like conversations—by chat on your website and by voice over the phone—and logs every detail directly into CloudLex for your team to review.
What is AI Lead and Intake Capture
A Lexee AI capability for PI firms that captures leads through website chat and phone, engages prospects in empathetic, human-like conversations, and logs every detail directly into the Lead Manager inside CloudLex.
Who it’s for
Firm owners, intake managers, and operations leaders who are losing leads to missed calls, after-hours inquiries, and manual data entry.
Outcome
24/7 lead capture by chat and phone, firm-configured pre-intake screening, lead assignment to staff, and one-click conversion from lead to intake—all inside CloudLex.
Highly recommended by users
What CloudLex customers are saying
Real feedback from personal injury attorneys who rely on CloudLex every day.
Highly recommended for managing partners & attorneys looking to organize & grow their practice.
Michael B. Cohan
Cohan Law, PLLC | Personal Injury Attorney
Integrates with all my devices. Perfect for document and deadline organization.
David Pierguidi
Glugeth and Pierguidi, P.C. | Attorney
CloudLex has changed how we handle cases and manage client information.
Michael Stephenson
Bay Area Bicycle Law | Trial Lawyer
From first contact to qualified lead—without manual entry
Step 1: Visitor engages on your website or calls your firm
A potential client opens the chat on your website or calls your Lexee-powered number. Lexee greets them naturally—no forms, no scripts.
Step 2: Lexee asks the right pre-intake questions
Lexee asks relevant questions based on your firm’s intake rules—conversationally, not like a form. The person feels heard, not processed.
Step 3: Lexee assigns the lead
Lexee captures the response details and assigns the lead to the appropriate staff member based on your firm’s workflow.
Step 4: Lead is created in CloudLex’s Lead Manager
All details are logged automatically as a structured lead in CloudLex, and once the lead is created, your staff is notified by email. No manual entry.
Step 5: Your team reviews, checks conflicts, and converts to Intake
Your staff reviews the lead, checks for conflicts, and converts to intake with one click. All details carry over—no re-entry, no lost information.
Why personal injury firms choose Lexee for Intake and lead capture
It’s 9 PM on a Tuesday. Someone who was rear-ended this afternoon visits your website. Your office is closed. Here’s what happens with Lexee:
Always on, even when you’re not
Lexee captures leads by chat and phone around the clock. Evenings, weekends, holidays—no lead slips through because your office was closed.
Conversations, not forms
Injured people want to feel heard, not fill in fields. Lexee engages them with empathy and warmth, by chat or by voice, from the very first interaction.
Zero manual data entry
Every detail is captured in real time and logged directly into CloudLex. No handwritten notes. No transcription errors. No forgotten details.
Assigned before your team sees it
Lexee captures the lead details and assigns the inquiry to the right staff member, so your team can follow up quickly and efficiently.
One click from lead to intake
Your team reviews the lead in the Lead Manager, checks for conflicts, and converts to intake with a single click. All details carry over.
Connected to everything that follows
Leads flow into the CloudLex ecosystem, where intake, casework, and settlement stay connected from the start.
Outcome
Your firm captures every lead—day or night, chat or phone—without manual entry, without missed calls, and without losing prospects to voicemail. By the time your team opens CloudLex in the morning, qualified leads are already there, structured and ready to convert.
Lexee AI core capabilities
Explore the full range of Lexee AI capabilities built for modern personal injury firms
Medical Summaries & Chronologies
Requests records and organizes summaries, timelines, providers, diagnoses, and care gaps.
Demand Package Drafting
Creates a structured demand draft from case facts and records, ready for your review now.
AI Lead & Intake Capture
Asks key questions, captures case details, and assigns follow-ups to the right person.
Voice-Assisted Tasks
Speak a note, and Lexee turns it into a clear task in CloudLex—no typing needed at all.
Chat with Your Case
Ask questions about a case and get answers grounded in the matter’s documents and notes.
24/7 Client Web Assistant
Authenticates clients who visit your website and answers their queries, in a human-like conversation, about their case updates.
Frequently asked questions
How does the chatbot engage website visitors?
When a visitor arrives on your website, Lexee greets them through a chat assistant. The conversation is natural and empathetic—if someone describes an injury, Lexee responds with care and asks relevant pre-intake questions. Visitors can type or speak. All responses are captured in real time and logged into CloudLex.
How does the callbot work?
CloudLex provides your firm with a Lexee-powered phone number that you can use on your website and marketing assets. When someone calls, Lexee answers in a natural voice, listens to their situation, and either helps existing clients with case-related questions after identity verification or captures new lead details through pre-intake questions. Everything is logged into CloudLex automatically.
What pre-intake questions does Lexee ask?
Your firm configures the intake questions based on your practice and qualification criteria. Common questions include: What happened? When did it happen? Who was at fault? What injuries occurred? Have you received medical treatment? Do you currently have an attorney? Lexee asks them conversationally—not as a rigid form.
Can Lexee handle both new leads and existing client calls?
Yes. For new callers, Lexee captures lead details through pre-intake questions. For existing clients, Lexee can verify their identity and provide case status updates or connect them to staff. Different workflows, handled through one assistant.
Where do captured leads go?
All leads are logged directly into CloudLex’s Lead Manager as structured records. Your team can review details, check for conflicts against existing leads/intakes/matters, and convert qualified leads to Intakes with a single click.
Does Lexee provide legal advice during intake conversations?
No. Lexee captures information and qualifies leads. It does not evaluate claims, interpret case law, or provide legal opinions. All legal assessment remains with your attorneys after they review the lead.
What if a caller wants to speak to a real person?
If a caller requests to speak with someone or if your escalation rules are triggered, Lexee connects them to the appropriate staff member. No dead ends—clients always have a path to a human when needed.
Does Lexee work after hours?
Yes. That’s a core purpose of the feature. Lexee captures leads by chat and phone around the clock. Calls and chats that come in at 10 PM or on weekends are handled the same way as during business hours.
How is this different from the client-facing website assistant?
Leads & Intake Capture focuses on new prospects—capturing their details and creating leads. The client-facing website assistant focuses on existing clients checking their case status. Both are powered by Lexee but serve different audiences. Learn more about client updates at /lexee-ai/client-website-assistant.
What our customers say?
Very user-friendly and always updating with new features
Very positive experience. CloudLex just makes sense. Always updating and adding new features for efficiency. Their support team is quick and responsive. I’d recommend CloudLex to any firm.
Erin Farley
Glugeth & Pierguidi, P.C. | Attorney
CloudLex has supported our firm’s ability to grow
I like how easy CloudLex is to use and how organized the documents are. CloudLex is amazing and has supported our firm’s ability to grow.
Evelyn Niyazov
Abrams & Associates, P.C. | Legal Assistant
CloudLex is easy to navigate and allows you to track the progress of your client’s case
CloudLex allows everyone in the firm to be on the same page regarding the status of a client matter. It is tailored for personal injury law firms and seamlessly backs up to the cloud.
Hector Sandoval
Sandoval Law Firm, PLLC | Managing Shareholder
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