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Legal

Track legal matters with their parties and filings

Keep a matter's parties, documents, emails and court filings together. You choose who can see each matter. Lily, the AI legal assistant, can answer questions about a matter and shows which jurisdiction she used. Her advice is for a person to review.

Keeping a matter in one place

Open a matter with the details you need

Record its type, priority, escalation, jurisdiction, estimated value and budget. Filter the list by stage, so you can handle a supplier dispute and a trademark filing side by side.

Who is involved, and what they have sent

Record external counsel, the opposing party, opposing counsel, a witness or an expert. The matter's emails appear alongside them.

Documents and court filings with their versions

Add documents to a matter and keep court filings with their version history, so you can check which version went in last. Each person gets access as an owner, contributor or viewer.

A count of what is open and closed

See how many matters are active and how many are closed, with the combined budget across them.

Works with

  • Lily can review a counterparty's .docx file in contract advisory, which you can also open from Contracts.
  • Lessons you approve for Lily are counted in Brain, the view of what your workspace has stored.

When you request access, tell us how your legal team works.

Sending a request doesn’t create a workspace, and every request is reviewed before anyone is given access.

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