Legal case operations, tasks, documents and evidence
Legal Management centralizes cases, tasks, conversations, court-related history, documents, templates, deadlines, risk tags and evidence so office work becomes visible before optional rules, approvals or AI thresholds are added.
Start with practical case operations: task distribution, case and court communication history, document templates, deadlines, evidence, workload and risk/complexity tags. Add rule-aware controls only where the workflow needs required documents, review gates, evidence checks or AI thresholds.
Legal Management centralizes cases, tasks, conversations, court-related history, documents, templates, deadlines, risk tags and evidence so office work becomes visible before optional rules, approvals or AI thresholds are added.
Start with the everyday legal case operations first. Add Rules & Controls, optional AI assistance and optional signing only where they support the office workflow.
Track legal cases and matters with owners, status, deadlines, documents and responsible reviewers.
Assign work across lawyers, assistants, paralegals and reviewers.
Keep operational communication connected to the case.
Preserve case history, decisions, review events and follow-up actions.
Store internal history for court-related communication, uploaded files, deadlines and next owners without replacing court portals.
Organize internal templates, generated documents, versions and review status by case type.
Link documents, templates, links, invoices and supporting resources to the matter.
Use risk/complexity tags to support assignment, priority, workload and pricing notes.
Analyze filenames, folder structure and basic metadata, then suggest matter/document grouping for manual review.
Connect configured rules, policies and requirements to matter types, documents, tasks, review gates, risk tags, evidence history and optional AI thresholds.
Use AI for proofreading, summaries, draft support or basic review with human approval where needed.
Enable e-signature only where the integration is configured and verified; it is not central to basic Legal Office operations.
The operational workspace for a legal issue, request, dispute, review, or advisory process.
A legal document or agreement with parties, dates, obligations, clauses, renewal points, and approval history.
A duty, requirement, deadline, control, approval, or evidence requirement linked to a matter, contract, policy, or regulation.
Documents, approvals, notes, signatures, review logs, check results, and other proof that required work happened.
The configured rule or policy source that explains why a requirement, task, approval, or AI threshold exists.
A human approval or verification point before risky work proceeds.
Rules and controls
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.
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.
Connect configured rules, policies and requirements to matter types, documents, tasks, review gates, risk tags, evidence history and optional AI thresholds.
Configured effects can help route legal operations work, but they do not guarantee compliance, replace professional review, or provide legal advice.
Use this when the first module starts producing records that need approvals, evidence, automation or follow-up.
Templates, versioning, document requests, evidence files, retention context.
Open DocumentsMatter risk scoring, escalation, review thresholds, AI threshold recommendation logic.
Open RiskTask generation, approval routing, handoff control, exception queues.
Open BPM / WorkflowOrganisation and context regulation mapping, requirement checks, regulation effects.
Drafting assistance, summarization, explanation, and threshold-based control.
Open AI ModuleClient/counterparty context, intake, communication, client type.
Open CRMProject-linked legal work, software/IP matters, implementation risks, delivery obligations.
Open Project ManagementBilling handoff, cost tracking, approval evidence, supplier/customer legal-finance links.
Open FinanceUse 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.
Regulation-aware matter management
Legal matters can now link to configured organisation rules and possible context rules by jurisdiction, source, authority, sector, practice area, matter type, client type and document type. Command chips can ask for missing fields, required documents, approvals, workflows, AI thresholds and evidence checklists.
Shows why configured rules may apply, missing requirements, linked evidence and AI threshold review recommendation.
Documents can carry matter, regulation, evidence category and confidentiality classifications.
USA Legal Office, conflicts, confidentiality, AI governance, legal hold, PHI, California privacy and missing source/document filters.
Workflow support only: Robo Connector does not provide legal advice, guarantee compliance, replace attorneys, manage trust accounts, perform certified court filing or make autonomous legal decisions.
Representative interface proof for regulation-aware matters, dashboards, requirements and regulation context.
Buyer path
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 portalsSorted from cheapest to most expensive.
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.
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