Clients may be uncomfortable being recorded.
After every client call, court appearance, or consultation, open Lex Protocol and dictate what occurred. AI transforms your words into polished legal documentation.
Create professional memos to file in three simple steps
Complete your client call, court appearance, or meeting without distraction.
Speak naturally about the event while details are fresh in your mind.
Download a professionally formatted PDF or Word document for the matter file.
Speak naturally about what occurred — no templates to follow, no forms to complete. Lex Protocol removes filler words, applies proper legal terminology, and structures everything into a polished memo to file ready for the matter.
Advanced AI converts your spoken recollections into structured legal memos to file. Tuned for legal terminology with multilingual dictation support, it removes filler words, applies proper formatting, and structures everything into professional sections — client details, discussion summary, and action items.
Organize notes by practice area — Administrative, Commercial, Criminal, Family, Immigration, or custom. Store client details, search, sort, and filter across all your matters.
AES-256-GCM encryption for stored note content, with keys held separately in Google Cloud Secret Manager. Optional two-factor authentication.
Download completed notes as PDF or Word documents. Customize with firm logo, header color, footer text, and digital signature. Bulk export entire matters as ZIP archives.
Ask Lexi is your matter-aware AI assistant built into Lex Protocol. Select a matter to give Lexi context from your memos to file, then ask questions about the matter, request summaries, or run a general search when you need to look something up.
AI drafts professional follow-up letters and emails directly from your memos to file. Choose document mode for formal letters with date, address block, and signature, or email mode for plain-text correspondence.
After saving a memo to file, AI automatically scans the content and extracts action items into a structured task checklist. View tasks per matter or across your entire practice from the unified tasks screen.
Select multiple memos to file from any matter and generate a single cohesive summary. AI weaves together your notes into a comprehensive overview covering client history, key issues, and chronological timeline. Export as PDF or Word.
Create an organization workspace where all matter data stays within the firm. Assign roles, Owner, Admin, or Member, with appropriate permissions. Share PDF branding across the team so every export carries your firm's identity.
Strong authenticated encryption (AES-256-GCM) protects your stored data — note content, titles, client details, and task checklists.
Encryption keys are stored separately from your data in Google Cloud Secret Manager, behind strict access controls.
Optional 2FA adds an extra layer of protection to your account.
See when a colleague is editing a note. Prevents overwrite conflicts in team environments.
Powerful tools that fit naturally into your existing practice workflow
Advanced speech recognition handles legal jargon, Latin phrases, and case citations with precision, with multilingual dictation support.
Interrupted mid-dictation? Pause your recording and pick up exactly where you left off without losing context.
Your dictation is automatically organized into professional sections — client details, discussion summary, and action items.
Download your completed notes as PDF or Word documents, formatted and ready to add directly to the client file.
Lex Protocol times the work of creating each memo to file and converts it to billable time using the billing increment your firm uses. Each memo to file carries its billable time, with your monthly total always in view.
Choose from Standard or Executive Brief AI templates, or write your own custom instructions for exactly how your notes should be formatted.
Upload your firm logo, set header color, add footer text and a digital signature. Every exported document carries your firm's identity.
Format notes with bold, lists, alignment, and full HTML editing. Complete control over the final output before export.
One account works on iOS, Android, Windows, and macOS. Your notes sync instantly across all devices.
Your practice management system handles case management, billing, and calendaring. Lex Protocol adds AI-powered tools it wasn't built for.
| Capability | Lex Protocol | Practice Management Software |
|---|---|---|
| AI voice-to-text memo drafting | ✓ | ✗ |
| Automatic follow-up letter generation | ✓ | ✗ |
| AI task extraction from notes | ✓ | ✗ |
| AI chat assistant | ✓ | ✓ |
| AES-256-GCM encryption at rest | ✓ | ✓ |
| Works alongside Clio, MyCase, PracticePanther & others | ✓ | — |
Join legal practitioners who've reclaimed hours every week.
No credit card required · Set up in under 10 minutes
Lex Protocol supports Phone Call, Email, Court Attendance, File Review, In-Person Meeting, and custom note types. Each note is structured with client details, discussion summary, and action items using AI-powered voice transcription.
Ask Lexi is a matter-aware AI chat assistant. Select a matter to give Lexi context from your memos to file, then ask questions about your cases. Lexi can search the web for legal information, analyze uploaded documents (PDF, Word, images), and provide cited responses.
Yes. Select memos to file from any matter and Lex Protocol's AI will draft a professional follow-up letter or email. Choose document mode for formal letters with address blocks, or email mode for plain-text correspondence. Send emails directly from the app.
After saving a memo to file, AI automatically scans the content and identifies action items — follow-ups, deadlines, and next steps. These are added to the matter's task checklist. View and manage tasks per matter or across your entire practice.
Export individual notes, multiple notes, summaries, and letters as PDF or Word (.docx) documents. PDFs can be customized with your firm logo, header color, footer text, and digital signature. Bulk export entire matters as ZIP archives.
Lex Protocol uses AES-256-GCM encryption for stored note content, with encryption keys held separately in Google Cloud Secret Manager behind strict access controls and audit logging. Optional two-factor authentication and note-level edit locking provide additional security layers.
Yes. The Team plan includes organization workspaces with Owner, Admin, and Member roles. Teams share matters, PDF branding, and billing. Multi-user note locking prevents edit conflicts when multiple people work on the same matter.
All plans include the Standard template. Premium adds the Executive Brief template and the ability to write custom AI instructions that control exactly how your notes are structured and formatted.
Join the growing number of legal professionals using AI-powered dictation to create memos to file in seconds, not hours.