Connected Matter and legal-analysis layer

A structured reasoning and execution layer for legal Matters.

Legal teams lose time rebuilding context across documents, inboxes, task lists and disconnected analysis. The Legal module provides one connected Matter and a structured path from reviewed reasoning into controlled work.

Keep factual claims, Evidence, Issues, Positions and Legal Arguments connected to reviewed operational work without turning the system into an autonomous legal decision-maker.

Maturity: early access
See Legal Office in action Explore the reasoning model Book demo / request setup
  • Structured reasoning
  • Reviewable guidance
  • Practice setup
  • Professional control

Problem this module solves

Legal teams lose time rebuilding context across documents, inboxes, task lists and disconnected analysis. The Legal module provides one connected Matter and a structured path from reviewed reasoning into controlled work.

Who it is for

  • Legal operations teams
  • Founders managing contracts
  • Compliance teams
  • Sales and procurement teams with contract handoffs

Structured Legal Matter model

Matter

The central context for people, Issues, factual claims, Positions, Arguments, Requests, hypotheses, documents and controlled work.

Factual claim & Evidence

A factual proposition stays distinct from the Document, revision or fragment used to support, contradict, qualify or contextualize it.

Position & Legal Argument

A Position records a participant or legal-team stance. A reviewable Argument explains reasoning and may rely on Facts or support or contradict a Position.

Issue, Request & Legal Hypothesis

Issues organize legal questions, Requests record sought outcomes, and hypotheses remain candidate legal qualifications rather than conclusions.

Rules and controls

Rule-aware controls powered by the Robo Connector Regulatory Engine

The Regulatory Engine can match configured rules, policies and case context to support legal-office operations. It can show required documents, missing information, review gates, evidence history, risk context and AI thresholds without replacing legal judgment.

configured rules and policies
why each configured rule is linked
missing required fields
missing required documents
required approvals
suggested tasks when workflow automation is enabled
suggested workflows
deadlines and review gates
AI threshold recommendation
risk and review-routing status
audit/evidence checklist
responsible owner
last check timestamp

Passive matter register

  • stores cases
  • stores documents
  • tracks deadlines
  • relies on manual checklists
  • relies on people to notice risk and review-routing needs
  • treats AI as a generic assistant

Legal Management in Robo Connector

  • matches configured rules, policies and case context
  • checks missing fields, documents, approvals and evidence
  • can create or suggest tasks when workflow automation is enabled
  • suggests workflows
  • can show or enforce AI thresholds when enabled
  • keeps audit history connected to the matter

Matter: Employment termination

Matter context

  • jurisdiction
  • matter type
  • employee/counterparty type
  • required documents
  • internal policy
  • risk sensitivity

Activated rules

  • employment/labour requirement configured in workspace
  • internal HR approval policy
  • document retention policy
  • confidentiality rule
  • AI drafting threshold

Missing requirements

  • notice document
  • acknowledgement
  • HR approval
  • senior legal review

Generated actions

  • request missing document
  • suggest HR approval task
  • suggest lawyer review task
  • prepare evidence checklist
  • suggest workflow
  • highlight risk and route review when configured

AI threshold

AI draft allowed, lawyer approval required.

Risk

High risk — senior review recommended.

Evidence

Evidence checklist, approvals, documents, review notes, and decision history stay connected to the matter.

Configured workflow support only. Robo Connector is not a law firm and does not provide legal advice.

Review rules and controls Open Legal Office solution

Rules & Controls inside Legal

Connect configured rules, policies and requirements to matter types, documents, tasks, review gates, risk tags, evidence history and optional AI thresholds.

require a field on the matter
require a document
require an approval
create or suggest a task when workflow automation is enabled
create a document request
suggest a workflow
block or flag handoff until review
set a deadline/check
highlight risk and route review when configured
show or enforce AI thresholds when enabled
add an education/explanation note
add evidence checklist item
log review/audit event

Configured effects can help route legal operations work, but they do not guarantee compliance, replace professional review, or provide legal advice.

What you can do in the free version

  • Use a very limited evaluation workspace: 1 user, 3 matters, 5 clients or counterparties, 10 linked documents, and 100 MB storage.
  • Track basic matter metadata: owner, counterparty, status, deadline, key date, and jurisdiction/context note.
  • Link a small number of documents or resources to legal records for proof-of-fit only.
  • View simple matter status and missing-information indicators.
  • Keep the free tier operations-only: no legal advice, no AI drafting/review, no workflow automation, no imports, no reporting dashboards, no client portal, no e-signature, and no court/trust-account actions.

Example workflows

Core workflows
Operational dashboards

Recommended connected modules

Common next module

Documents

Use this when the first module starts producing records that need approvals, evidence, automation or follow-up.

Related packages if available

Legal packages Legal Office solution

How connected modules extend Legal Management

Documents

Templates, versioning, document requests, evidence files, retention context.

Open Documents

Risk

Matter risk scoring, escalation, review thresholds, AI threshold recommendation logic.

Open Risk

BPM / Workflow

Task generation, approval routing, handoff control, exception queues.

Open BPM / Workflow

Regulation

Organisation and context regulation mapping, requirement checks, regulation effects.

AI Module

Drafting assistance, summarization, explanation, and threshold-based control.

Open AI Module

CRM

Client/counterparty context, intake, communication, client type.

Open CRM

Project Management

Project-linked legal work, software/IP matters, implementation risks, delivery obligations.

Open Project Management

Finance

Billing handoff, cost tracking, approval evidence, supplier/customer legal-finance links.

Open Finance

Universal Input commands for Legal

Use Universal Input to query the current matter, contract, obligation, client, project, or document context.

Commands that modify records, create workflows, generate AI drafts, or route risk review should show a confirmation or review step before execution.

Screenshots or UI proof

Representative interface proof for regulation-aware matters, dashboards, requirements and regulation context.

Legal dashboard showing regulation-aware matter status
Sample UILegal dashboardMatter status, owners, deadlines, risk, AI threshold and evidence visibility.
Legal matter dashboard showing missing requirements and workflow follow-up
Sample UIMatter operations dashboardOperational view for missing requirements, tasks, approvals and review gates.
Regulation list showing configured legal and compliance rules
Sample UIRegulation listConfigured organisation and context rules that can drive requirements, tasks, workflows and AI thresholds.

Buyer path

Legal module plans first, client-facing matter workspaces when you need office capacity.

Start free to evaluate the register, choose the $10/user monthly Legal module for office users who need active matter operations, or select a Legal Office workspace tier for client-facing matter workspace capacity.

Client-facing matter portals

Plans for Legal Management

Sorted from cheapest to most expensive.

View full pricing →
Silver Free - Legal
Free
  • 3 Workflows
  • 3 Flows
  • 1 Projects
  • 200 Clients
  • 512 MB Secure storage
Choose plan
Silver - Legal
10$/user monthly
  • 10 Workflows
  • 10 Flows
  • 3 Projects
  • 200 Clients
  • 1 office users
  • 25 Supplier records
  • 1 Devices
  • 512 MB Secure storage
Choose plan
Guided Trial - Legal
Free
  • 10 Workflows
  • 10 Flows
  • 3 Projects
  • 500 Clients
  • 5 office users
  • 25 Supplier records
  • 1 Devices
  • 1024 MB Secure storage
Choose plan
Gold - Legal
20$/user monthly
  • 50 Workflows
  • 50 Flows
  • 20 Projects
  • 1000 Clients
  • 20 office users
  • 250 Supplier records
  • 25 Devices
  • 2048 MB Secure storage
Choose plan
Platinum - Legal
40$/user monthly
  • 200 Workflows
  • 200 Flows
  • 100 Projects
  • 5000 Clients
  • 50 office users
  • 1000 Supplier records
  • 100 Devices
  • 5000 MB Secure storage
Choose plan
Paid Pilot - Legal
Contact for pricing
  • ∞ Workflows
  • ∞ Flows
  • ∞ Projects
  • 100000 Clients
  • 1000 office users
  • Unlimited Supplier records
  • ∞ Devices
  • 100000 MB Secure storage
Choose plan
Consultation - Legal
Contact for pricing
  • ∞ Workflows
  • ∞ Flows
  • ∞ Projects
  • 100000 Clients
  • 1000 office users
  • Unlimited Supplier records
  • ∞ Devices
  • 100000 MB Secure storage
Choose plan
Legal Guided Trial
Free
  • ∞ Workflows
  • ∞ Flows
  • ∞ Projects
  • 500 Clients
  • 5 office users
  • Unlimited Supplier records
  • ∞ Devices
  • 1024 MB Secure storage
Choose plan
Legal Paid Pilot
Contact for pricing
  • ∞ Workflows
  • ∞ Flows
  • ∞ Projects
  • 100000 Clients
  • 1000 office users
  • Unlimited Supplier records
  • ∞ Devices
  • 100000 MB Secure storage
Choose plan

Start Legal Management with a focused path

Begin with the free setup, choose a plan when you need automation and reporting, or ask us to configure the first workflow with your data.

Start free Install package / choose plan Book demo / request setup
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