When Lexidesk handles a caller or web enquiry for your firm, this integration syncs client contact details, conversation summaries, and priority directly to HubSpot.

Lexidesk acts as your 24/7 AI intake specialist, capturing every call and web enquiry, qualifying leads with professional intake questioning, and automatically updating HubSpot with client details, matters, and file notes. Your team receives a complete case summary before even speaking to the client, while continuing their usual workflow seamlessly.