Legal CRM & Intake

AgentZap + Lexicata

Cloud-based intake made easy. AI handles calls 24/7, qualifies cases, and syncs leads to Lexicata - powering your law firm's growth.

AgentZap
Sync
Lexicata
24/7
Client Intake
0
Missed Leads
100%
Cloud Synced
5min
Setup Time

Cloud-Based Legal Intake

AI-powered intake with Lexicata integration

Automated Intake

AI captures potential client information and creates leads in Lexicata.

Case Qualification

Screen and qualify cases during calls based on your criteria.

Consultation Booking

Book consultations directly into your Lexicata calendar.

Cloud-Based Sync

Real-time sync to your cloud-based CRM from anywhere.

24/7 Intake

Capture potential clients around the clock.

Detailed Notes

Complete call summaries attached to each client record.

How It Works

From call to client record

1

Prospect Calls

Someone calls your firm.

2

AI Qualifies

Gathers case details.

3

Lead Created

Record added to Lexicata.

4

Consultation Set

Appointment booked.

Popular Use Cases

See how law firms use AgentZap + Lexicata

Personal Injury

Capture accident cases 24/7.

Immigration Law

Multilingual intake support.

Estate Planning

Capture planning consultations.

Criminal Defense

Urgent case capture around the clock.

Ready for Cloud-Based Intake?

AI-powered client intake with Lexicata integration