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TECH Sept 2025

Lexidy

Created on September 25, 2025

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Transcript

TECH September 25

📄

Tech departments Transforming Legal Excellence

Start

June 2025

01

Marketing & Product Update

02

COO Update

03

People update

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Marketing & Product

Marketing & Product by Sarah

JACE - AI Email Agent

  • Automatic Email Drafts to incoming emails
  • Including Meeting Links, Attachments etc
  • Custom rules, tone, etc ("do not create drafts for Hubspot emails")
  • Initial time investment in configuration with big return on investment

Marketing & Product by Sarah

AI-based lead eligibility assessment

  • AI-based eligibility analysis of all leads that fill out a certain MIR form
  • Currently fine-tunning the AI

~50%

255

Services under analysis
Initial accuracy
Leads analysed

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COO

COO Update / by Young

Incorporating AI into Operations Product to Operations handover

AI in Operations

Customer Feedback

Training

Tax Studies

Product to Ops Handover

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People

TECH updates / People

Each of us plays a vital role in shaping Lexidy’s future. Imagine the impact if every one of us took a step that helps us lead the way in our industry.

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open discussion Q&As

Your open questions

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on the way to success TOGETHER