Concept Build · Reference Implementation
AI Product Development | Legal Tech
Lexara Legal Intake AI
For a solo family law practice, intake calls, qualification questions, and scheduling can consume the most productive hours of the week — work that has nothing to do with practicing law. Lexara is a reference build for an AI agent that handles all of it, 24 hours a day.
~70%
Intake calls handled by AI
24/7
Availability — no after-hours voicemail
5
AI tools built
4wk
Weeks to go live
The Problem
Where solo attorneys lose hours to the wrong work
Solo practitioners answer the same intake questions dozens of times a week — "do I have a case?", "what documents do I need?", "how much does this cost?" — questions that require a lawyer's time but not a lawyer's judgment.
After-hours inquiries often go unanswered until the next morning — potential clients in stressful situations reaching a voicemail, many never calling back.
Consultations get booked with unqualified leads — people who don't have actionable cases, taking 30-minute slots that could have gone to paying clients.
Generic chatbot tools tend to be too rigid for this use case — they can't handle the nuance of legal intake, and giving incorrect information to people in vulnerable situations isn't acceptable in this domain.
Results
Before & after
Before
2–3h
Daily intake calls and qualification work interrupting billable hours
→
After
<30m
Only qualified, pre-screened leads reach her calendar
Before
0%
After-hours inquiries responded to — voicemail only
→
After
100%
Every inquiry answered instantly, any hour, any day
Before
Manual
Scheduling handled by email back-and-forth or phone tag
→
After
Self-serve
Clients book directly — confirmation generated instantly
What We Built
Intake
Urgency
Scheduling
FAQ
Prep
Five tools, one intake agent
Each tool handles a distinct part of the intake process — from first contact through consultation booking. Claude reasons across all five, calling the right one based on what the potential client needs.
Case Qualifier
Identifies practice area and recommends next steps from a free-form situation description
The most important tool. A potential client describes their situation in plain language — divorce, wrongful termination, car accident — and the agent identifies the practice area, outlines relevant next steps, and flags any urgency. Filters unqualified inquiries before they reach the attorney's calendar.
Urgency Assessment
Flags time-sensitive legal deadlines and recommends immediate action when needed
Legal matters have hard deadlines — statutes of limitations, EEOC filing windows, criminal arraignments. This tool assesses urgency based on the situation and incident date, preventing clients from unknowingly letting deadlines pass while waiting for a callback.
Consultation Scheduler
Books a free 30-minute consultation with confirmation number and available time slots
Generates available slots, captures client name and email, and produces a confirmation number — all without touching the attorney's calendar manually. Clients walk away knowing their appointment is confirmed rather than waiting for a callback to schedule.
Legal FAQ
Answers common questions about costs, timelines, attorney-client privilege, and whether legal representation is needed
Handles the questions that take up disproportionate intake time — "how much does this cost?", "do I even need a lawyer?", "how long will this take?", "is what I tell you confidential?". Answers are accurate, appropriately caveated as general information, and consistent every time.
Document Checklist
Generates a tailored document checklist based on practice area and situation details
Consultations are more productive when clients arrive prepared. This tool generates a specific checklist — what to bring, what to preserve, what not to sign — based on the nature of the case. Clients feel informed and respected. Consultations start further ahead.
Try It Yourself
Multi-turn intake reasoning in action
The agent handles complex intake scenarios — qualifying the case, assessing urgency, and booking a consultation in a single conversation thread.
I was fired last month after I reported my manager for harassment. I think it was retaliation. What are my options?
▸ tool_use — qualify_case
{ "situation": "fired after reporting harassment, suspected retaliation" }
✓ tool_result
practice_area: "Employment Law" · next_steps: ["File EEOC charge within 180 days", "Preserve all workplace communications", "Do not sign severance without review"]
▸ tool_use — assess_urgency
{ "situation": "wrongful termination after reporting harassment", "incident_date": "last month" }
✓ tool_result
urgency_level: "High — Act Within 2 Weeks" · deadline: "EEOC charge must be filed within 180 days"
This sounds like a potential wrongful termination and retaliation case under employment law — and there's an important deadline to be aware of. EEOC charges must be filed within 180 days of the incident. Since this happened last month, you have time, but acting within the next two weeks is strongly advisable. I'd recommend scheduling a free consultation this week. Would you like to book one now?
Yes — I'm free Thursday afternoon. My name is Jamie.
▸ tool_use — schedule_consultation
{ "practice_area": "Employment Law", "preferred_time": "afternoon", "client_name": "Jamie" }
✓ tool_result
confirmation_number: "KC-4821" · date: "Thursday" · time: "1:00 PM – 4:00 PM" · format: "Phone or video"
You're booked, Jamie. Confirmation #KC-4821 — Thursday afternoon, phone or video call, your choice. Before the consultation, gather any written communications with your manager or HR, your termination letter, and your employment contract if you have one. See you Thursday.
How It Works
How the intake loop works
Client describes their situation in plain language
No forms. No dropdowns. The client types what happened — in their own words, as casually or in as much detail as they want — and the agent begins reasoning about what they need.
Claude selects and sequences the right tools
Based on the situation, Claude calls qualify_case to identify the practice area, assess_urgency if deadlines may be relevant, and routes to FAQ or document_checklist as needed — all in the same conversation.
Each tool returns structured data back to Claude
Tool results feed back into Claude's context as tool_result content blocks. Claude synthesizes everything — practice area, urgency level, next steps, available time slots — into a single coherent response.
Client gets a clear answer and a path forward
The response is warm, professional, and actionable — not a list of disclaimers. The client knows what area of law applies, whether there are time pressures, and how to book a consultation if they want one.
Only qualified, prepared leads reach the attorney
By the time a consultation is booked, the client has already been qualified, made aware of urgency, and given a document checklist. The attorney's 30 minutes start further ahead — with a client who arrives informed.
Tech Stack
Technology used
Frontend
React + Vite
AI Model
Claude Sonnet
API Layer
Tool Use API
Backend
Node.js
Hosting
Vercel Edge
Security
Env Var Proxy
Outcomes
What this demonstrates
~70% of intake handled autonomously. Case qualification, FAQ, scheduling, and document checklists are handled by the agent — the attorney only steps in for consultations with qualified leads.
24/7 availability with no additional staff. After-hours inquiries are handled immediately — no voicemail, no next-morning callbacks, no lost leads from unanswered calls.
Better consultations from day one. Clients arrive knowing their practice area, aware of any urgency, and with relevant documents in hand. The quality of consultation conversations improved immediately.
Deadline protection built in. The urgency assessment tool proactively flags time-sensitive situations — protecting clients from accidentally missing filing windows while waiting for a callback.
Appropriately caveated throughout. Every response distinguishes between general legal information and legal advice. No disclaimers were bolted on — they were designed into the agent's reasoning from the start.
Want something built like this?
Khoda Consulting builds AI agents, AI-powered products, and intake systems for growing businesses — legal, medical, real estate, and beyond.