Who Lex is
Lex is your firm’s AI paralegal. It works from your firm’s own records — clients, matters, forms, documents, tasks, deadlines, invoices — and it writes to an attorney, not to a layperson: no explanations of what an I-485 is, no disclaimers, no hedging a clear answer into mush. You talk to Lex at the Desk. Open it from the sidebar, or use the Desk panel that sits beside the page you’re already on.Conversations
Each conversation is a thread. The rail on the left groups them by age — Today, Yesterday, last week — and you can rename or delete any of them. Chat history is the full searchable list of every conversation you’ve had.- Link a matter. Use Link a case to point a conversation at one matter. Lex then reads that matter’s record without being told which one you mean, and the case-specific skills unlock.
- Share a thread. Share gives teammates — or a whole member group — read access and the ability to ask their own follow-ups in the same thread. Only the person who started the thread manages its sharing.
- Answers keep running. If your connection drops mid-answer, the run continues on the server and reconnects.
What Lex can do
Reads your records. Firm-wide search across clients, matters, tasks, documents, invoices and activity; a client’s full profile; a matter’s forms, document checklist and uploads; a form’s answers section by section with its open review threads; the firm’s task board; everything dated in a window; and the firm’s own metrics. Answers with charts. Ask how the firm is doing and Lex pulls the numbers, then renders a real bar, line, area or pie chart beside the answer — built from the data it read, never invented. Drafts documents. Petition letters, client letters, memos, request lists — grounded in the record, opened as a Word document in a panel beside the conversation. Edit it in place (changes save automatically and are versioned), export it, or Add to case to file it in the client’s documents. Ask for a change and Lex reads the current state first — including your own edits — then revises only what you asked for. Drafts pleadings. For a linked litigation matter, Lex generates the federal mandamus complaint or the § 2241 habeas petition from the intake record — each with the caveats that matter. See Litigation. Prepares filings and requests. Assemble a filing packet, prepare a FOIA request, or translate a document into the client’s library as a draft awaiting certification. Puts work on the board. Lex creates and edits tasks when you ask — “remind me to…”, “mark T-42 done”, “push T-7 to Monday” — assigning by the name you used and linking the matter. Tasks appear when you ask for one, so the board reflects your intent rather than filling up on its own. Drafts client messages. Ask Lex to chase a document and it writes the message in the client’s preferred language, grounded in what’s actually missing from the checklist. It arrives as a card with a Send button. Reviews the case in the margin. Findings from AI review land as Lex comment threads pinned to the fields they question, and@Lex in any thread gets you a contextual answer without leaving the form.
Asks when it’s genuinely ambiguous. If a request could mean two things — which client, when a search finds several, or which of two plausible scopes — Lex asks one clarifying question mid-answer, as a card with clickable options. You can click one, type your own answer, or dismiss it, in which case Lex proceeds on its best judgment and tells you what it assumed.
Where you take over
Lex works up to the point of decision and hands it to you. That handoff is deliberate — it’s what makes delegating to Lex safe:- Filings are yours. Lex prepares the packet, the complaint, the FOIA kit and tells you what to verify by hand. You file it.
- Client messages go out on your click. A drafted message sits as a card until you press Send — ask Lex to send it and it’ll tell you the button is yours.
- The client record stays your team’s. Lex reads it and drafts against it; you and your colleagues are the ones who change it. The task board is the exception — Lex adds and edits tasks when you ask.
- Lex tells you what it doesn’t know. Rather than filling a gap with a plausible date, receipt number or deadline, it says what’s missing and what would settle it.
Skills
Skills are/commands — named recipes over what Lex can already do. Type / in the composer to see them; selecting one drops an editable prompt into the box, so you can change it before sending.
A skill that needs a matter is still listed when none is linked — it tells you to link one rather than hiding, so you learn the skill exists.