Lex Protocol

Lex Protocol is an AI-powered legal file noting tool that converts voice recordings into structured, formatted file notes and supports downstream matter management tasks. It is designed to operate alongside existing practice management systems rather than replace them, and is positioned as an AI layer for firms using platforms such as LEAP, Clio, Smokeball, or Actionstep.

Key features and functions include:

Voice-to-Text File Note Generation Legal professionals can dictate notes verbally following client calls, court appearances, or meetings. Using AI transcription powered by Deepgram, the tool converts speech into structured file notes with defined sections including attendees, summary, key points, client instructions, and action items. Notes are formatted according to user-selected templates and can be exported as PDF or Word documents.

Smart Task Extraction Upon saving a file note, the tool automatically scans content and identifies action items, deadlines, and follow-up obligations. Extracted tasks are presented in a checklist format attached to each matter and can be viewed in a unified task dashboard across all matters, with filtering and search functionality.

Follow-Up Letter Generation Users can select one or more file notes and generate formatted correspondence based on note content. The tool offers a document mode for formal letters with date, address block, and signature, or an email mode for plain-text correspondence. Client name, address, and matter details are auto-populated, and output can be exported as PDF or Word.

Smart Summary Users can select multiple file notes from a matter and generate a consolidated summary covering client history, key issues, and a chronological timeline. The summary can be exported as a branded PDF or Word document and is designed to assist with matter handover or pre-meeting preparation.

Ask Lexi An AI chat assistant that operates with context drawn from the user's own file notes. Legal professionals can ask questions about a matter and receive answers grounded in their file note records. The feature also supports web search with cited sources and allows users to upload PDFs, Word documents, and images for analysis.

Multi-Platform Access and Team Collaboration Lex Protocol is available on iOS, Android, and as a web application, with notes syncing across platforms. Team accounts support shared matter access and role-based access controls with owner, admin, and member tiers.