01Asks first
Tasks & notes
Finds, creates and updates tasks and notes across matters. Assigns them to the right person.
“Remind Sam to file the motion Friday”Meet your new workflow ally
Meet Lexi. The AI agent and legal assistant for law firms.
Lexi is the AI agent inside Clienty, the CRM built for law firms. She reads your matters, clients, calendar and billing, does the legwork you'd normally hand to an assistant, and always asks before she saves.
“Draft a retainer agreement for the Alvarez matter”“Who hasn't paid in 60 days?”“Summarize yesterday's deposition”“Build a workflow for new PI leads”“What's on my calendar Thursday?”“Create a task for Sam to call the adjuster”“Find Florida cases on spoliation”“Brief me every morning at 7:30”
“Turn my Word file into a template”“Send reminders to everyone overdue”“What if count 2 is dropped on Reyes?”“Set up stages for estate planning”“Show me how to request documents”“Note: client prefers texts after 5pm”“When does the speedy trial window close?”“Invoice my unbilled time on Patel”
§ 01 —What she does
Eleven jobs. One assistant.
Lexi works with the same data and tools your team uses in Clienty, so she can act on it instead of just answering questions. See the rest of the platform on the features page.
02Read-only
Matters & clients
Looks up matters, clients, leads, contacts, calendar events and document summaries.
“Who is opposing counsel on Reyes?”03Asks first
Drafting
Drafts documents from what is on the matter, revises them with you, then saves them as DOCX.
“Draft a demand letter for Diaz”04Asks first
Templates
Turns your Word file into a reusable template, asks about placeholders and saves it.
“Make this engagement letter a template”05Asks first
Billing
Reads A/R and unbilled time, drafts invoices, and sends invoices and reminders.
“Who owes us more than 60 days?”06Read-only
Research
Searches CourtListener case law with citation checks, plus legal reference lookups.
“Find FL cases on spoliation”07Read-only
Scoresheets
Reads Florida sentencing scoresheets and runs what-if scenarios.
“What if count 2 is dropped?”08Asks first
Automations
Builds, edits and publishes workflows. Sets up review requests.
“Ask for a Google review at close”09Asks first
Pipelines
Creates pipelines and plans stages, required fields and time-in-stage rules.
“Set up an immigration pipeline”10Free
Help & tours
Answers “how do I…” questions from the Clienty knowledge base and gives guided tours.
“Show me how to split a payment”11Free
Support
Files bug reports for you, adds details, tracks them and confirms the fix.
“The invoice PDF looks wrong”§ 02 —Approval first
Lexi proposes. You decide.
Lexi never writes to your firm's data on her own. Every new task, note, invoice, workflow or pipeline change appears as an approval card. Pending approvals expire on their own, and Lexi reminds you about them.
- Firm-wide switchAdmins turn AI agents on for the firm.
- Per-person accessSuspend anyone's access at any time.
- Activity logSee every request and every action.
- Weekly summaryAdmins get an email recap of what Lexi did.
Want the details on encryption and data isolation? Read how Clienty secures your data.
Invoice the Patel matter for October's time and send it.
I found 11.4 unbilled hours on Patel · Mediation. Here's the draft. Want me to send it?
APPROVAL NEEDEDINV-1044 · DRAFT
Attorney time · 9.2 h × $300$2,760.00
Paralegal time · 2.2 h × $125$275.00
Total$3,035.00
§ 03 —Wherever you work
One keystroke away, on every page.
Command bar · ⌘K
Knows which page you're onSummarize the latest deposition on this matter
Ask Lexi about Diaz v. Kroger↵
Show me how to request documents from a clientTOUR
Report a problem to Clienty supportHELP
Voice mode
Dictate notes, ask questions out loud and approve by voice. Sending anything billing-related still takes a click.
“Ask Lexi” on records
✦ Ask Lexi · Matter✦ Ask Lexi · Client✦ Ask Lexi · Lead
Open Lexi from any matter, client or lead and she already has that record loaded.
“Build with Lexi”
In Automations and Pipelines, describe what you want in a sentence. Lexi drafts the workflow or stages and test-runs them before you publish.
“Show me”
Ask how to do something and Lexi gives you a guided tour right on the page. How-to questions don't cost any credits.
§ 04 —Routines
She starts working before you do.
Routines run on a schedule or when something happens in the firm. They only read data or propose changes, so you still approve everything.
- 7:30 AM
Morning briefing
Today's hearings, tasks due, overdue invoices and deadlines that are coming up, waiting when you log in.
- 9:12 AM
New lead comes in
Lexi reads the intake and suggests follow-up tasks for whoever handles intake.
- 11:40 AM
Intake form submitted
She summarizes the answers and flags anything missing before the consult.
- 2:05 PM
Retainer signed
Lexi proposes the next steps: create the matter, send a welcome message and set up billing.
- Friday
Weekly summary
Admins get an email of what Lexi did and what is still waiting for approval.
§ 05 —Research
Real case law, with the citations checked.
Lexi searches CourtListener and checks every citation she gives you. Built-in legal references:
- Statutes of limitations
- Judicial circuits
- Court types
- Immigration deadlines
- Child support estimates
- Backward deadline planning
Admins can turn outside research off for the whole firm.
§ 06 —Credits, plainly
One credit starts a chat. How-to questions are free.
| Plan | Credits per user per month | Firm minimum per month |
|---|---|---|
| Starter | 60 / user / mo | min. 100 |
| Pro | 200 / user / mo | min. 400 |
| Growth | 400 / user / mo | min. 800 |
Every firm gets at least 100, 400 or 800 credits a month on Starter, Pro or Growth, even with only a couple of users. Credits are pooled across the firm and refresh on the 1st. Follow-up messages in the same chat are covered by the first credit until the conversation gets long.
See plans and AI add-ons →Questions about Lexi
Does Lexi talk to my clients?
No. Lexi works for your team inside Clienty. She doesn't answer client calls or texts. Clients only hear from your firm through messages, invoices and automations you approve.
Can Lexi change things without me?
No. Lexi can read and search on her own, but every create, update or send shows up as an approval card first. Routines can only read data or propose changes.
What AI model powers Lexi?
Lexi runs on Anthropic's Claude. Voice mode uses OpenAI speech models for transcription and text-to-speech.
Which plans include Lexi?
Every plan: Starter, Pro and Growth. Each one includes a monthly pool of AI credits per user (60, 200 or 400), and help questions and "Show me" tours are always free.
Can we turn Lexi off?
Yes. Admins control AI agents for the whole firm, can suspend individual users, switch off outside research, and see an activity log of everything Lexi did.
Give Lexi your busywork.
Lexi is on from day one of your 14-day trial.