Note: Demo availability is 1-2 weeks out due to high demand.

Creating the future of legal work

Look ahead.

Technical capabilities in the LegalOS. What is shipping in production, and what we are building next.

01

AI runtime

  • Done

    Task-routed model stack

    Custom scaffolding over frontier and state-of-the-art models. Chat, research, drafting, questionnaire suggestions, and workflow routing each resolve to a different model based on the task.

  • Done

    Matter assistant with tools

    Streaming chat scoped to a matter. Loads questionnaire answers, vault documents, meeting summaries, and optional Quick Action state. Tools attach more context or write only after Confirm.

  • Done

    AI Studio

    Org-scoped assistant. Read tools list clients, matters, pipelines, and idle work. Write tools generate documents, start blueprint drafts, and create scheduled jobs. Side effects require Confirm.

  • Done

    Research jobs

    Research mode enqueues a background job with a dedicated research model. Queries run against trusted legal domains, jurisdiction-aware. The answer returns with source previews and citations.

  • Done

    Quick Action graphs

    Persisted workflow graphs on the matter chat: select lists, conditionals, prompts, and file uploads. The UI forces single-step tool calls. Long prompts run as async jobs.

  • Done

    Editable diagrams in chat

    Mermaid blocks render as interactive flowcharts and decision trees. Pan, edit nodes, export PNG or DOCX.

02

Documents

  • Done

    OOXML merge engine

    Word templates merge from questionnaire keys via content controls: variables, conditionals, repeating lists, list-position fields, and ancillary keys on compound answers.

  • Done

    Blueprint drafting sessions

    Tagged DOCX templates with element-level instructions. An async processor loops tools against the matter (intake, vault, meetings) and writes the draft. Review before anything leaves.

  • Done

    PDF AcroForm fill

    Detects PDF form fields, maps them to questionnaire keys, and fills the file on generate.

  • Done

    Word add-in sessions

    Matter-linked add-in. Redraft or suggest-edits on the selection. Templatize highlighted text into content controls from the key catalog. Clause library with personalization. Distinct session types: redraft, review, outline, clause drafting.

  • In progress

    Native e-signatures

    Embedded signing on generated Word and PDF. Recipients sign in the branded portal. Audit certificate and executed copy write back to the matter vault.

03

Intake engine

  • Done

    Questionnaire compiler

    Forty-plus question types, section and question conditionals, attorney-only visibility, mapped dropdowns, and compound schemas (contacts, real estate, accounts, and related structures). Keys feed the merge engine.

  • Done

    Conversational questions

    A sub-chat (text or voice) on a question. The transcript is stored. Structured answers are extracted onto the field schema.

  • Done

    Typed prefill from the matter

    Suggestion tools map transcripts, vault text, and existing answers onto question schemas, including contacts, assets, and addresses. Each suggestion is accepted or rejected before it writes.

  • Done

    Pre-submit review

    Before the client submits, an LLM checks visible answers against the template and a firm-authored review prompt. Incomplete or inconsistent intake is flagged in the portal.

04

Meetings

  • Done

    Notetaker capture

    Google or Outlook calendar via Nylas. Joins Zoom, Meet, or Teams. Twilio for phone. Browser recording for in-room. Upload for files already recorded. Transcript and summary JSON land on the matter.

  • Done

    Per-type summary instructions

    Selectable instruction sets on the meeting type. The summarizer applies the set for that kind of meeting. Summaries are tools the assistant can pull.

05

Automations

  • Done

    Pipeline stage rules

    On stage enter: fire instantly, after N days, or N hours before the next calendar meeting. Sends email or in-app notification, with debounce.

  • Done

    Studio agent jobs

    Triggers: schedule (daily, weekly, once), questionnaire submitted, pipeline enter, pipeline idle, pre-meeting. The job runs an agent turn.

  • Done

    Natural-language job creation

    Studio chat parses a request into a scheduled or event job row. Nothing is persisted until Confirm.

06

Platform

  • Done

    Matter graph

    Clients and matters. Vault folders and documents scoped to the matter. Generated Word and PDF stored on the response. Vault uploads enqueue vectorization for semantic retrieval in the assistant.

  • Done

    Pipelines

    Org boards, stages, drag placement. Stage task templates instantiate as checklists on the matter.

  • Done

    Portal and access

    Branded intake under the firm slug. Collaborator vs advisor roles. Advisor is vault-only, with per-document grants. Attorney-only questions never render in the portal.

  • Done

    Integrations

    Clio, Lawmatics, Interactive Legal, and other PMS matter sync. 100+ other connectors: Gmail, Outlook, Google Calendar, Google Drive, OneDrive, Dropbox, Slack, Calendly, etc.. Tools inject into Studio with Confirm on send and delete.

  • In progress

    Native payments

    Collect retainers and invoices in the portal, posted to the matter. Card and ACH. Retainer vs earned-fee routing so funds land in the right account.

07

Always innovating on the frontier

  • In progress

    Auto-templatizer

    Two-stage pipeline over DOCX XML: infer variable, conditional, and list controls from the source, then write a templated file. Moving from internal tooling into the product.

  • In progress

    Word Blocks catalog

    Harvest parent OOXML content controls into a reusable catalog, with embedding-backed match against a live document. Experimental add-in path.

  • Planned

    Vault-to-schema extraction

    Read deeds, IDs, statements, and other vault artifacts into the compound question schemas already on the matter. Complements typed prefill from meetings. Each write still requires accept or reject.

  • Planned

    Sign, pay, advance

    A Confirm-gated sequence on the matter: generate the pack, request signatures, collect the retainer, move the pipeline stage. One agent turn instead of four tools the attorney chains by hand.

  • Planned

    Post-execution obligations

    Parse the executed document into dates, parties, and follow-through tasks on the pipeline. The signed pack starts the next stage instead of sitting in the vault.

  • Planned

    Realtime portal voice

    Spoken intake in the branded portal, writing structured answers onto the same field schema as conversational questions. Extends the existing sub-chat from turn-taking to a live session.

Tell us what to build next.

If a capability is missing from how the firm already runs a matter, write us. We ship with firms already in production.

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