Intake Settings

Configure Lex's agentic intake workflow and communication settings.

Configuration Required

  • • Calendly URL not configured — consultation scheduling is disabled.
  • • Employment law article URL not configured — article sending is disabled.
  • • Lex sender email not configured — outbound emails cannot be sent.

Consultation Scheduling

Calendly integration for consultation invitations.

Employment Law Article

URL for the 'Building a Successful Employment Law Case' article.

Lex Email Configuration

Sender identity and email settings for prospect communications.

Automation Controls

Control automated outbound communications.

Intake Follow-up Intervals

Timing for automated follow-up sequences.