Review your intake without replaying every call.
Connect your Lexidesk account to ChatGPT and ask questions about your conversations, clients, and results.
- Understand why leads hesitate. Find recurring objections, unanswered questions, and moments where conversations stall.
- Improve your intake script. Ask for specific changes to questions, explanations, and next steps, based on actual conversation transcripts.
- Know who needs attention. Find qualified leads without booked appointments. Review a client’s history and key concerns before a follow-up or consultation.
- See which marketing brings results. Compare channels by qualified leads and booked appointments. Trace signed cases back to their source when linked retainer and attribution records are available in Lexidesk.
- Give your team a clear action list. Turn conversation reviews and intake results into a summary of what worked, what needs attention, and what to improve next.
Requires a Lexidesk account. Access follows your account permissions; reporting depends on the data recorded in Lexidesk.