Lex now reads your messages, leads, consultations and billing.
Ask the Desk who's waiting on a reply, which leads need a follow-up today, what's booked this week or who owes you money, and Lex answers from the same records the console shows you, with the same access you have.
Lex already knew your cases, forms and documents. Now it knows the rest of the firm too: the client threads on the Messages page, the leads pipeline, the consultations on your Bookings page and your booking setup, every invoice and retainer, the team, and a case's progress, notes, Overview summary and USCIS receipts. Ask the way you'd ask a colleague ("what did Maria last say?", "has she signed the retainer?", "what needs me today?") and the answer comes back with the dates, so you can check it. Lex reads what you're allowed to see and nothing more, and reading changes nothing: no message is marked read, and no invoice or booking is touched.
- One question, the whole day: documents to review, clients waiting on you, tasks due and lead follow-ups in a single answer
- Invoices by balance and due date, with every payment and installment, and each retainer's sent, viewed, signed and paid dates
- Where Lex can't look, it says so and tells you where in the console to find it