Client intake, the way it should work.
Engage handles the first, most time-sensitive touchpoint — capturing and qualifying prospects, screening conflicts, and organizing the matter before it ever reaches your desk.
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AI-guided intake conversations
A guided interview captures new-client details around the clock, asks the right follow-ups, and never lets an after-hours lead go cold.
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Your questions, or ours
Use Lexara’s attorney-designed intake questions out of the box, or fully customize them to match your practice area and how your firm works.
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Automatic conflict checks
Every intake is screened against your existing matters and parties, so potential conflicts surface early — before you take the engagement.
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A valuable first meeting
Clients arrive already screened and organized, so your first consultation starts with substance. You’re ready to begin the work — not collect names and dates.
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White-label branding
Clients see your firm, not ours. The intake experience carries your name, colors, and voice end to end.
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Fits your existing stack
Engage integrates with the practice-management and productivity tools your firm already relies on, so intake data lands where you need it.