Lexidesk
24/7 AI Intake that captures, qualifies and converts leads.
About This Integration
When Lexidesk handles a caller or web enquiry for your firm, this integration syncs client contact details, conversation summaries, and priority directly to Actionstep.
Lexidesk acts as your 24/7 AI intake specialist, capturing every call and web enquiry, qualifying leads with professional intake questioning, and automatically updating Actionstep with client details, matters, and file notes. Your team receives a complete case summary before even speaking to the client, while continuing their usual workflow seamlessly.
Integration Details
- Available locations: Global
- Subscription/cost: Free to use with an active Lexidesk subscription.
- Actionstep permissions: None – one-click setup inside Lexidesk.
- Native/iPaaS requirements: N/A
How Do You Get Started?
Ivan Tryskyba