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Client intake for consumer law

Turn document-heavy intake into a guided client workflow.

Lexria helps consumer-law firms collect answers, validate documents, retrieve financial records, and see client progress without chasing every missing item by hand.

Intake command center

Every request, document, and status in view.

Live
Client progress
82%
Validated docs
96%
Active clients
16
Firm seats
2+
Missing financial records

Paystub and account retrieval can reduce repeated document follow-up.

Pro + credits

Product

Built for the shared intake jobs consumer practices face.

The strongest proof is bankruptcy, but the engine is broader: custom question flows, document validation, retrieval, reminders, and progress visibility.

Adaptive custom intake

Question paths and document requests can be tailored to the matter rather than forcing every client through a flat checklist.

AI document validation

Uploads can be checked, renamed, converted, and routed so staff spend less time cleaning up files.

Financial retrieval

Paystub and account retrieval supports document-heavy matters where income, assets, and expenses matter.

Practice areas

Start with real depth. Expand only where the work is specific.

Bankruptcy and family law get launch pages because the copy can stay grounded in actual intake and financial-disclosure workflows.

Flagship practice area

Bankruptcy

Lexria was shaped with bankruptcy firms, so the deepest proof still lives here: financial data, paystub retrieval, account statements, and filer-ready document workflows.

  • + Document-first intake for bankruptcy filings
  • + Paystub and bank-statement retrieval for missing financial proof
  • + Filer questionnaire paths that help teams qualify next steps
  • + Progress visibility for staff and clients
Explore Bankruptcy

Financial disclosure workflows

Family law

Family-law teams can use the same financial-document engine for income verification, asset schedules, expense detail, and child-support intake components.

  • + Paystub retrieval for support-income review
  • + Account retrieval for asset and expense schedules
  • + Child-support intake components for disclosure-heavy matters
  • + Mobile intake for clients balancing work, kids, and deadlines
Explore Family law
Consumer debtImmigrationEstate planning

Pricing

Find the best tier for Lexria to work for you.

Start with the intake foundation your firm needs, then add branded automation and retrieval services as your workflows grow.

The Workflow Accelerator

Basic

Designed for small firms ready to reclaim their time through Lexria-built custom intakes and smart automation.

$180/month
  • 2 Law Firm Users
  • Add seats as your team grows
  • Unlimited Clients
  • +Mobile-first design so clients can submit info from any device
  • +Real-time progress trackers for both the firm and the client
  • +Automated missing document alerts and document renaming
  • +Image-to-PDF conversion, paystub extraction, and document validation
  • +Human-backed email support for your firm and your clients
  • +10 days free to test it out before your first paid month begins
  • +Custom intake built by the Lexria team and tailored to your practice area
  • +Adaptive intake with document-driven auto-population
  • +Spanish-localized intake forms and workspaces for your clients and staff
  • +Email messaging campaigns so your clients know when forms and documents are due
  • +Guided onboarding for your team

Add additional team members for $99/month per seat.

Get started
Small-firm favorite

The Scalable Powerhouse

Pro

The premium option for growing firms that want a branded, integrated intake experience.

$299/month
  • 2 Law Firm Users included
  • Add seats as your team grows
  • Unlimited Clients
  • +Everything in Basic, plus
  • +Full white-labeling with your firm name and logo front and center
  • +Automated retrieval setup for paystub and financial account data
  • +Priority concierge support with live chat during business hours
  • +Intake design library so you can create workflows between your forms
  • +Customizable export of data from Lexria
  • +SMS messaging campaigns so your clients know when forms and documents are due
  • +Advanced integrations to Lawcus and Clio
  • +Built to scale as your staff and caseload expand

Add additional team members for $99/month per seat.

Get started

Custom support for larger teams

Enterprise

Everything in Pro, plus premium support paths for firms planning beyond the standard seat model.

Custom pricing
  • Custom seats
  • Unlimited Clients
  • +Priority chat support for clients
  • +Phone support for law firms
  • +Custom reporting and account management
Get started

Solo foundation

Solo

$60/month 1 Law Firm User | Unlimited Clients
Standard intake only

Solo includes the core intake foundation for one law firm user using our standard comprehensive intake. It does not include custom intake configuration.

Start Solo

Talk with Lexria

See where intake automation fits your firm.

Use the form to start a demo conversation or join early access for the consumer-law integration work.

Netlify Forms stores the lead; Umami counts the conversion when configured.