Overview
After every lead call, Lexidesk scores the lead from 1 to 10. The score lands on the lead record so your team can sort by priority and chase the best ones first.
The Lead Priority Prompt is where you tell the AI what a 10 looks like for your firm and what a 1 looks like. You'll find it in Agents → Configure → Analysis Prompts → Lead Priority Prompt.
Note: This analysis only runs for leads. Existing clients, callbacks, vendors, and wrong-number calls are skipped.
How priority scoring works
After every lead call, Lexidesk reads two things:
The full call transcript
Your priority rubric (the prompt you write in this field)
It then returns a single number from 1 to 10 and attaches it to the lead in your dashboard and optionally sent to your CRM integration.
A default 1-to-10 rubric is already set up when your agent is created, so this field is optional.
Leave it blank and Lexidesk uses the default. Fill it in only when you want scoring to reflect your firm's specific priorities.
How to write a good priority prompt
The mental model
Imagine handing the call transcript to a new paralegal and saying "score this 1 to 10 using these rules". If they couldn't do it from the transcript alone, the AI can't either.
Score on signals that show up in the conversation: practice area, urgency, jurisdiction, court dates, asset complexity, willingness to engage, ability to pay.
Don't score on things that aren't in the call (credit history, prior firms they've worked with, lead source from a form). The AI doesn't have that data here.
Keep it short
Fewer words means sharper output. Two crisp lines per tier beat two paragraphs. Most firms get great results in under one screen of text.
Describe tiers, not every edge case
You don't need a rule for every possible scenario. Cover the high end, the middle, and the low end. The AI fills in the in-betweens.
A simple starting template:
- 9-10: [your highest-value matters: practice area, urgency, strong engagement signals]
- 7-8: [solid in-scope leads with clear intent to hire]
- 5-6: [in-scope but lower complexity or value]
- 3-4: [edge cases, weak fit, unclear urgency]
- 1-2: [poor fit, wrong jurisdiction, no ability to pay]
You can also write it as prose, or just describe what a 1 and a 10 look like and let the AI interpolate. Both work.
Don't use this to qualify leads
Priority is a 1-to-10 score, not a yes/no decision. If your rubric is basically "1 if not qualified, 10 if qualified", you want the Lead Qualification Prompt instead. That one outputs qualified or not qualified, and it lives one field below this one.
Example: a criminal defense firm
# Lead Priority Rubric (1-10)
## 9-10: Highest priority - Active arrest, in detention, or court date in the next 7 days - Felony or DWI/DUI with aggravating factors - Clear ability to pay retainer
## 7-8: High priority - Misdemeanors with court dates in the next 30 days - License-threatening charges - Caller understands fees and is ready to engage
## 5-6: Medium - Traffic matters or minor charges, no immediate court date - Caller still comparing options
## 3-4: Low - Vague situation, no clear charge or court date - Caller weighing many firms, no urgency
## 1-2: Poor fit - Wrong jurisdiction - Non-criminal matter - Asking for free advice with no intent to engage
Tips
Start simple, iterate. Most firms start with simple desriptions and only add detail/edge cases once they've watched the AI score real calls for a week or two.
Use language your team already uses. If "high-conflict divorce" is a phrase your firm uses internally, use it in the rubric. The AI will follow what you are used to.
Match it to your routing. If you only act on 8s and above, make sure your rubric defines an 8 clearly. If you treat everything 5+ as worth a callback, anchor on the 5.
Visually test with a recent call. Open a call transcript from last week, read your rubric, and score it yourself. If the right score isn't obvious to you, the AI will struggle too. Edit and retry.
FAQs
Does this run for every call?
The lead priority analysis only runs for calls Lexidesk classifies as a new lead. Existing client calls, callbacks, vendors, and wrong numbers are not analyzed and won't get a priority score.
What happens if I leave this field blank?
If you leave the Lead Priority Prompt blank, Lexidesk uses its default 1-to-10 rubric to score every lead. The default works for most firms out of the box. You only need to write your own when you want scoring tuned to your specific practice areas or priorities.
Where does the score show up?
The priority score appears on each lead inside your Lexidesk dashboard. Your team can sort and filter the lead list by score to make sure the highest-priority leads get called back first.
How long should the prompt be?
Shorter is better. The fewer words you use to describe each tier, the more reliably the AI applies it. Most working prompts fit on a single screen. If yours is creeping past a full page, it's likely doing too much.
Can I update it later?
Yes. You can edit the Lead Priority Prompt any time and click Save. New scoring takes effect on the next lead call. Older calls keep the score they were given at the time.
What if the AI scores a call wrong?
If a few calls in a row come back with a score that doesn't match your gut, open the transcripts and re-read your rubric. Usually one of two things is happening: a tier is described too vaguely, or you're scoring on a signal that's not actually in the call.
Still stuck?
Email [email protected] with your firm name, a link to the lead in question, and what score you'd have given it. We'll help tune your rubric.