> ## Documentation Index
> Fetch the complete documentation index at: https://help.lexfill.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Working with Lex

> The Desk: ask, delegate, draft — and what Lex can and can't do

## 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](#skills) unlock.
* **Share a thread.** **Share** gives teammates — or a whole [member group](/guides/team-and-settings#member-groups) — 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](/guides/litigation).

**Prepares filings and requests.** Assemble a [filing packet](/guides/packets), prepare a [FOIA request](/guides/government#foia-requests), or [translate a document](/guides/documents#document-translation) 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](/guides/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.

| Skill             | What it does                                                                                                  | Needs             |
| ----------------- | ------------------------------------------------------------------------------------------------------------- | ----------------- |
| `/brief`          | Full briefing on a matter: status, blockers, what's missing, the three next actions                           | A linked matter   |
| `/gaps`           | Pre-filing intake review — unanswered required questions, inconsistencies, what an adjudicator would question | A linked matter   |
| `/checklist`      | Document checklist status, plus a drafted message asking for exactly what's missing                           | A linked matter   |
| `/packet`         | Readiness check, then assembles the filing packet and reports its findings                                    | A linked matter   |
| `/translate`      | Translates a document from the matter's library into the client's language                                    | A linked matter   |
| `/message`        | Drafts a client message for your approval                                                                     | A linked matter   |
| `/support-letter` | Researches and drafts the EB-1A support letter, with a Sources section                                        | An EB-1A matter   |
| `/mandamus`       | Delay analysis first, then the federal complaint if it's viable                                               | A mandamus matter |
| `/habeas`         | Custody analysis and the § 2241 petition, with the respondent set flagged                                     | A habeas matter   |
| `/draft`          | Drafts any document — declaration, memo, cover letter                                                         | —                 |
| `/research`       | Researches a question on the web and synthesizes it with sources                                              | —                 |
| `/metrics`        | The firm's numbers, charted, with the one thing to fix first                                                  | —                 |
| `/deadlines`      | The next 30 days across cases, invoices and tasks, grouped by week                                            | —                 |
| `/task`           | Creates a task from the conversation, after showing you what it will create                                   | —                 |

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.

## Citations

When Lex mentions a matter or a client it links to their page in the app rather than printing a raw id — so every claim in an answer is one click from the record it came from.