Product Features

Intake Software – Customizable Client Intake Management

Purpose: Streamlines the lead intake process to ensure comprehensive, efficient data collection and management.

How It Works:

• Firms can create custom intake forms using conditional logic to tailor questions based on client responses.
• Centralized lead dashboard allows firms to track, manage, and assign leads efficiently.
• Integrated automated messaging for follow-ups, confirmations, and updates via text or email.
• Document upload and storage features ensure all necessary client documents are collected upfront and easily accessible.
• Referral tracking tools facilitate smooth lead exchanges between law firms.

Key Benefits:

• Reduces intake bottleneck and administrative workload.
• Prevents loss of important details with structured data collection.
• Enhances collaboration between attorneys and intake staff.
• Increase revenue by seamlessly referring out leads and tracking the statuses.

Document Generation – Case Development Software

Our Case Development Software streamlines litigation by automating the creation of essential legal documents. Using AI-powered drafting tools, the platform generates discovery requests, discovery responses, and general correspondence such as demand letters, saving attorneys valuable time while maintaining accuracy and consistency.

The software is designed to reduce repetitive drafting, standardize language across cases, and allow attorneys to focus more on strategy rather than administrative work. Each draft can be reviewed and tailored to fit the specific facts of the case, giving attorneys both efficiency and control.

Attorneys can also add objections directly into discovery responses, ensuring accuracy and compliance with legal standards. For clients, the software translates complex discovery questions into plain, easy-to-understand language, making the process less overwhelming. Forms can be sent to clients via text message or email, allowing them to complete responses on their own time. Once submitted, the client’s answers are automatically uploaded into LexTriage, giving attorneys a streamlined, organized way to manage discovery.

Key Features:

• AI-generated discovery responses tailored to case details
• Automated drafting of discovery requests
• Built-in templates for general correspondence (including demand letters)
• Ability for attorneys to add objections
• Discovery requests rewritten into plain language for clients
• Send forms to clients via text or email
• Automatic upload of client responses into LexTriage dashboard
• Consistent formatting and editable drafts for attorney review

People Locator – Locate & Connect with Potential Clients and Witnesses

Purpose: Helps attorneys find and connect with potential plaintiffs, witnesses, and class members.

How It Works:

• Users can search by employer, job title, or industry to identify relevant individuals for class actions or employment disputes.
• Search for individuals by name to collect additional contact information.
• Advanced filtering options refine searches by criteria.
• Integrated contact lookup retrieves phone numbers, email addresses, and mailing addresses.
• Allows firms to export data into CSV files for easy outreach and case-building efforts.

Key Benefits:

• Reduces the time needed to identify and contact potential case members.
• Enhances case-building efforts by providing direct access to key witnesses and affected individuals.
• Increases firm outreach efficiency by streamlining prospecting.

Generative AI Features

Purpose: AI-powered automation transforms how law firms handle intake, document drafting, and lead referrals. By streamlining case evaluation, document creation, and lead sharing, these features help firms save time, improve accuracy, and enhance collaboration.

How It Works:

AI-Generated Summaries

• Automatically analyzes client intake data to generate a structured case summary including potential claim information.
• Reduces the need for manual cake reviews by attorneys and staff.
• Summaries are directly available in the Referral Dashboard for seamless communication.

AI-Generated Complaints, Discovery Requests, Demand Letters, & More

• Uses client-provided intake data to draft case documents.
• Attorneys can upload sample documents to customize and refine the AI-generated outputs.
• References thousands of legal filings to ensure precise documents for attorney review.

Key Benefits:

• AI-driven case summaries and document drafting reduce manual work.
• AI references thousands of case filings to enhance precision in case documents.
• AI-generated case summaries help firms quickly assess case potential.

LexTriage Marketplace

Purpose: The LexTriage Marketplace connects law firms with high-quality case leads, streamlining the referral process and maximizing opportunities for collaboration. By leveraging AI-generated summaries, the Marketplace ensures firms can quickly access and acquire relevant cases with minimal effort.

How It Works:

• Law firms can send leads directly to the Marketplace for review by other firms.
• Each referred lead includes an AI-generated summary, ensuring a clear, structured overview of key details.
• The Marketplace automatically distributes referral opportunities via email to a network of law firms, increasing the visibility of available leads.

Key Benefits:

• Firms can efficiently refer cases they are unable to handle, turning potential losses into revenue.
• Firms that receive referrals benefit from structured, AI-generated case summaries for quick decision-making.
• Firms receive relevant case opportunities in their inbox, eliminating the need for manual outreach.
• With clear, detailed summaries, firms can quickly determine if a lead aligns with their practice area.

Predictive Analytics – COMING SOON

Purpose: Uses data analytics to help attorneys make better legal strategy decisions.

Planned Features:

• Case valuation predictions based on historical employment law settlements.
• Judicial insights to track judge tendencies and motion success rates.

Key Benefits:

• Provides attorneys with predictive insights to inform case strategy.
• Helps firms make data-backed decisions on case viability and potential settlements.

Summary of LexTriage’s Value Proposition

• Time Saving: Automates lead intake, prioritization, and case management.
• Efficiency: Reduces administrative burdens and improves firm workflow.
• Better Decision Making: Improve case selection and legal strategies.
• Stronger Case Building: Helps attorneys find key witnesses and potential clients quickly.
• Scalability: Supports both solo practitioners and large firms handling class actions.