Lexi AI for Microsoft Teams

Why Microsoft Teams for Law Firms

For firms embedded in the Microsoft 365 ecosystem — Word, Outlook, SharePoint, OneDrive, and Excel — Microsoft Teams is the natural hub for daily communication. Teams brings together chat, video meetings, file sharing, and third-party apps in a single interface, and most firms already pay for it as part of their M365 license.

Lexi AI extends that investment by turning Teams into a full-featured AI paralegal platform. Instead of logging into a separate tool, your attorneys and staff interact with Lexi directly inside Teams — in channels, group chats, one-on-one chats, and even through a dedicated Lexi tab within any Teams channel.

The advantage of deploying Lexi in Teams goes beyond convenience. Because Lexi integrates with the broader M365 ecosystem, it can read Outlook calendars for scheduling, access SharePoint document libraries for context, and leverage Azure AD for seamless authentication. Everything your firm already uses becomes smarter.

How Lexi Deploys in Teams

Lexi is installed as a Teams app through the Microsoft Teams Admin Center or your organization's app catalog. Once deployed, Lexi appears in the Teams sidebar and can be added to any channel or chat. Your Teams admin controls exactly where Lexi is available and who can interact with it.

Interactions work through natural language — type a message to Lexi the same way you'd message a colleague. Lexi responds with rich adaptive cards that display structured information, action buttons, and inline forms. These cards make it easy to approve a draft, schedule a consultation, or escalate a deadline alert without leaving the conversation.

Teams-Specific Features

• Adaptive cards: Lexi's responses in Teams use Microsoft's adaptive card format, providing interactive elements like buttons, dropdowns, and forms directly within the chat. Approve a document, select a meeting time, or confirm a conflict check — all inline.
• Tab app: Pin Lexi as a tab in any Teams channel for a dashboard view of active matters, upcoming deadlines, and recent activity. The tab provides at-a-glance visibility without needing to scroll through chat history.
• Outlook calendar integration: Lexi reads attorney availability directly from Outlook calendars when scheduling client consultations, ensuring accurate booking without calendar conflicts.
• Meeting follow-ups: After a Teams meeting, Lexi can process meeting notes and generate follow-up tasks, draft correspondence, or update matter records in Clio based on the discussion.

Workflows in Teams

Lexi adapts to how your firm uses Teams. Common workflows include:

• Client intake in channels: New leads arrive in a dedicated intake channel. Lexi engages the prospect, collects details, checks for conflicts, and posts a summary adaptive card for attorney review and assignment.
• Research in group chats: An attorney asks Lexi a legal research question in a case-specific group chat. Lexi returns cited results that the entire team can review, discuss, and build upon.
• Deadline monitoring: Lexi posts daily and weekly deadline summaries to designated channels and sends direct chat alerts for urgent items. Each alert includes an adaptive card with one-click actions to view the matter or snooze the reminder.
• Time entry and billing: After completing a task, attorneys tell Lexi what they worked on in natural language. Lexi creates a time entry in Clio with the correct matter, activity code, and narrative — synced automatically.

Security with Azure AD

Lexi's Teams integration leverages Azure Active Directory for authentication, which means your existing security policies — conditional access, multi-factor authentication, and device compliance — apply to Lexi automatically. There are no separate credentials to manage.

All data between Lexi and Teams is encrypted via TLS 1.2+ in transit and AES-256 at rest. Lexi operates in isolated, single-tenant environments and never trains on your client data. The integration is CASA certified with SOC 2 Type II in progress, and meets the confidentiality requirements of ABA Model Rule 1.6. Comprehensive audit logs track every action for administrator review.

Getting Started with Teams

1. Deploy Lexi from Teams Admin Center — your M365 admin approves the app and configures channel access and user permissions.
2. Connect Clio and calendar — link your practice management system and Outlook calendars for bidirectional sync.
3. Configure channel workflows — our onboarding team maps Teams channels to Lexi workflows: intake, alerts, research, and billing.
4. Start chatting — message Lexi in any configured channel or chat. Adaptive cards make interaction intuitive from day one.

Deployment takes less than a day for most firms. Book a free demo to see Lexi running live inside Microsoft Teams. Or learn more about how Lexi handles deadline tracking, billing automation, and legal research. You can also return to the full integrations overview to explore every platform Lexi connects with.