Task distribution
Assign work across lawyers, assistants, paralegals and reviewers.
Legal office operations · Case handling · Document control
Legal case operations for tasks, documents, court history and risk-controlled workflows.
Robo Connector helps legal teams distribute work, organize case and court communication history, manage document templates, reduce duplicate files, track risk and complexity, and migrate existing folders into structured legal matters. Add rule-aware controls where a workflow needs required documents, review gates, evidence checks or AI thresholds.
Legal boundary
Robo Connector supports legal-office operations, workflow coordination, document organization, evidence tracking and review control. It is not a law firm, does not provide legal advice, and attorneys remain responsible for legal judgment, filings, deadlines and professional obligations.
Simple entry
Start with the Legal module from $10/month
Begin with practical case operations before buying portal capacity or managed rollout services. Add migration review, templates, Rules & Controls, optional AI or optional signing only when that workflow needs them.
Legal case operations
What legal offices manage every day
Start with the work offices already need to control: tasks, history, documents, resources, risk and deadlines.
Case and conversation history
Keep notes, messages, decisions and activity connected to the legal case.
Court communication history
Log court-related communication, uploaded files, deadlines and follow-up owners.
Document templates
Organize internal templates by case type, workflow and review stage.
Resource and workload handling
See owners, responsible people, workload indicators and next actions.
Risk, complexity and client difficulty tags
Mark cases by risk, complexity, reachability, workload and pricing sensitivity.
Deadline and next-action visibility
Keep upcoming work visible before it becomes a problem.
Duplicate document control
Reduce repeated files and unclear document versions during migration and daily work.
Folder migration
Turn existing folders/files into structured matters and documents with manual review.
Matter communication hub
Case communication, resources and event history in one place
Legal work often happens across chat, email, documents, court portals, payment reminders, internal notes and tasks. Robo Connector keeps the operational history connected to the legal case: messages, resources, document requests, court communication, payment reminders, tasks, deadlines and review events can all stay linked to the matter.
If the office uses external court portals, Robo Connector can store the internal history, related files, next actions and responsible owner.
Migration from existing folders
Migrate from folders without starting from zero
Upload or connect existing folders and document collections. Robo Connector can analyze filenames, folder structure and basic document metadata, suggest matter/document grouping, detect duplicates and prepare a structured import for manual review.
Drop folders/files into Universal Dropzone
Start from the folder and file collections the office already uses.
Detect likely matters and document types
Analyze filenames, folder structure and basic metadata to propose matter and document categories.
Detect duplicate or similar documents
Flag likely copies, renamed files and similar documents before import.
Suggest structure
Prepare a proposed matter/document structure for review.
Review and correct
Legal staff approve, correct or reject suggested grouping and duplicate handling.
Import into Legal cases and Documents
Move approved structure into Legal cases and Documents with operational history attached.
Office templates
Internal document templates that match how the office works
Many legal offices already have preferred document patterns, but template support in legal software is often too generic. Robo Connector can organize the office’s own templates, link them to case types, reuse them in workflows and keep generated documents connected with the case timeline.
Review document templatesRisk and pricing tags
Risk, complexity and pricing support
Legal teams often price and prioritize work based on more than the case type. Robo Connector can help mark cases by risk, complexity, client responsiveness, expected workload, urgency, court stage, document completeness and price sensitivity.
risk levelcomplexity levelclient reachabilityclient difficultyexpected workloadurgencycourt stagedocument completenessprice sensitivitypricing noteresponsible owner/reviewer
Map case tags and workflow
Rules and controls
Rule-aware controls powered by the Robo Connector Regulatory Engine
Robo Connector’s Regulatory Engine can connect configured rules, policies and requirements with legal cases, documents, tasks, risks and review gates. It does not replace legal judgment. It helps the office turn internal rules, case-type requirements and regulatory obligations into operational checks: required documents, missing information, review steps, evidence history and AI-use limits.
Required documents stay visible
Case type and configured rules can show what documents are expected.
Less duplication
Document type, matter link and duplicate detection help avoid storing the same file in many places.
Tasks come from context
Missing documents, deadlines, risk tags or case stage can trigger suggested tasks.
Risk supports pricing and workload
Risk, complexity and client difficulty can influence assignment, priority and price estimation.
AI stays controlled
AI can assist with proofreading or drafts while thresholds keep sensitive matters in review mode.
Evidence is easier to reconstruct
Notes, documents, emails, court communication, tasks and review events stay linked to the case.
Optional AI
Optional AI assistance with review control
Use AI carefully for proofreading, draft preparation, summaries and basic document review. AI can stay optional, and higher-risk work can require lawyer review or suggestion-only mode.
Soon
Optional AccordFlow e-signature — Soon
AccordFlow e-signature and advanced signing evidence are optional and marked Soon until verified end-to-end for the Legal module. Signed copies, status and signing evidence can be linked back to the case record when integration is enabled.
Choose the right first purchase
Five clear paths into legal-office operations
Start small with the Legal module, templates, migration review or mapped workflows. Client-facing portals are advanced options for offices that specifically need external matter access and workspace capacity.
Legal module
From $10/month
For cases, tasks, documents, deadlines, tags and basic case history.
Start Legal moduleLegal Ops Starter
From $79 one-time
For starter configuration and templates.
Start Legal Ops StarterMigration & Structure Review
$499 one-time
Analyze existing folders/files, detect duplicates, suggest matter/document structure and migration plan.
Client-facing portal offerLegal Office Readiness Review
$1,500 one-time
Map legal workflows with tasks, documents, communication history, risk/complexity tags, optional AI threshold and optional rule-aware controls.
Map legal workflowsClient-facing matter portals
From current marketplace pricing
For offices that specifically need external client/matter portals and workspace capacity.
Compare portal optionsRobo Connector is not a law firm, does not provide legal advice, and does not create an attorney-client relationship.
Practical legal-office operations
Case work is not just a folder. It is tasks, history, documents, resources and risk.
Use Robo Connector to make everyday legal-office operations visible: who owns the next task, what happened in the case or conversation history, which court-related events and documents matter, which internal template should be used, and which risk, complexity, client-difficulty, workload or pricing tags should shape review.
Pain
Task distribution lives in email and senior staff memory.
Value
Assign owners, workload and follow-up tasks around each case or matter.
Pain
Case, conversation and court-related history are fragmented.
Value
Keep operational history, deadlines, document requests and evidence linked to the matter.
Pain
Internal document templates are weak or inconsistent.
Value
Standardize office-approved templates and route drafts through review gates.
Pain
Folders and filenames are messy after years of work.
Value
Analyze existing folder structure, filenames and basic metadata to suggest matter/document grouping and duplicates before manual correction.
Pain
Risk and economics are tagged too late.
Value
Capture risk, complexity, client difficulty, workload and pricing factors as operational case tags.
Product proof
See practical legal-office operations before the control layer
Product views make the narrative concrete: cases, task distribution, documents, court and deadline history, risk tags, review gates and evidence are visible before pricing or any portal-capacity decision.
Legal dashboard
Matter status, owners, deadlines, risk, AI threshold and evidence visibility.
Legal office portal
Portal view for matter status, evidence requests and reviewer handoff.
Legal office matters
Matter list view for owners, workload, risk, complexity, deadlines, documents and operational follow-up.
Legal office intake
Structured intake view for matter type, client context, risk/complexity tags, careful AI thresholds and approval routing.
Legal office docket
Docket view for court-related history, due dates, deadline readiness, escalation and evidence review.
Screenshots are representative interface views for product proof only. Available fields and automation depend on selected modules, configuration and pilot scope; Robo Meister is not a law firm and does not provide legal advice.
Buying path
Choose your first matter workflow
Start with one recurring case workflow: task distribution, history, document templates, court communication, resources or review controls. Then decide whether you need the $10 Legal module, starter templates, a mapped pilot, or client portal capacity.
Matter intake and triage
Map this workflow →
Task distribution
Map this workflow →
Case / conversation history
Map this workflow →
Court communication history
Map this workflow →
Internal document templates
Map this workflow →
Employment termination
Map this workflow →
Contract review
Map this workflow →
Compliance request
Map this workflow →
Document / evidence request
Map this workflow →
Deadline / docket follow-up
Map this workflow →
Conflict review
Map this workflow →
Risk / complexity tagging
Map this workflow →
Resource and workload handling
Map this workflow →
Legal-finance handoff
Map this workflow →
Software / IP matter
Map this workflow →
Case timeline
Keep case and court communication history in one timeline
Legal work often happens across internal notes, email, phone calls, court portals, uploaded files, deadlines and tasks. Robo Connector keeps the operational history connected to the legal case.
If the office uses external court portals, Robo Connector can store the internal history, related files, next actions and responsible owner.
Universal Input
Ask from the case context
Universal Input lets legal teams work from case, document or client context instead of searching across folders, policies, and checklists.
When a user is inside a matter or case view, Universal Input can use that context. It can show history, court communication entries, unresolved tasks, missing documents, likely duplicates, recent activity, configured rules or optional AI threshold questions without turning the case into autonomous legal advice.
- If the user is inside a matter, use the current matter.
- If the user is on a client, project, document, message, or contract, resolve that object as context.
- If no context exists, ask the user to choose a matter/client/project first.
- If a command would create tasks, documents, workflows, or AI output, show a confirmation/review step before execution.
Command matrix
implemented
Show case history
“show case history”
implementedShow court communication history
“show court communication history”
implementedShow unresolved tasks
“show unresolved tasks”
implementedShow missing documents
“show missing documents”
implementedDetect duplicates in this matter
“detect duplicates in this matter”
implemented confirmationCreate task from this message
“create task from this message”
implementedSummarize recent case activity
“summarize recent case activity”
implementedCheck configured rules for this matter
“check configured rules for this matter”
pilot-only confirmationCan AI prepare a draft for this matter?
“can AI prepare a draft for this matter?”
Optional AI support requires reviewer policy configuration and can stay in suggestion-only mode.
implementedCreate evidence checklist
“create evidence checklist”
implemented confirmationRun matter intake workflow
“run legal office matter intake usa workflow”
Starts the seeded matter intake workflow with human review gates for assignment, conflict, document and deadline setup.
implemented confirmationRun conflict and engagement workflow
“run conflict check and engagement gate for this USA matter”
Starts the seeded conflict and engagement gate workflow; external client steps stay gated for reviewer approval.
implemented confirmationRun docket/deadline workflow
“run docket deadline control usa for this complaint”
Starts the seeded docket/deadline workflow with manual court-date and limitation review before reminders are finalized.
implemented confirmationRun discovery/evidence workflow
“start discovery evidence preservation usa for this matter”
Starts the seeded discovery and preservation workflow with attorney/legal-ops review before notices or external actions.
implemented confirmationRun contract review workflow
“run contract review and approval usa for this vendor agreement”
Starts the seeded contract review workflow while keeping approval and counterparty communication under human control.
implemented confirmationRun client portal document request workflow
“run client portal document request usa for missing retainer and evidence”
Starts the seeded client portal document request workflow; client-facing requests require reviewer approval.
implemented confirmationRun trust/retainer guardrail workflow
“run trust retainer billing guardrail usa for this new matter”
Starts the seeded trust/retainer guardrail workflow without moving funds or issuing invoices automatically.
implemented confirmationRun e-filing/service packet workflow
“run e-filing and service packet usa for this complaint”
Starts the seeded e-filing/service packet workflow; live filing, service and fee payment remain blocked until certified review.
implemented confirmationAdd note to this matter
“add note to this matter”
implemented confirmationLog court communication
“log court communication”
Court-communications notes remain attorney-reviewed and are restricted to internal operators.
implementedLink this document to the matter
“link this document to the matter”
implementedShow matter resources
“show matter resources”
implemented confirmationMark this document as evidence
“mark this document as evidence”
implemented confirmationSend payment reminder
“send payment reminder”
implemented confirmationLog payment reminder
“log payment reminder”
implemented confirmationCreate deadline from court communication
“create deadline from court communication”
implementedSummarize case timeline
“summarize case timeline”
implementedProofread this draft
“proofread this draft”
pilot-only confirmationPrepare draft reply if allowed
“prepare draft reply if allowed”
Optional AI assist; blocked from public/legal advice output paths without reviewer policy.
implemented confirmationRun matter closing/archive workflow
“run matter closing and archive usa for this case”
Starts the seeded closing/archive workflow with retention, hold, and final communication review gates.
Unsupported legal-advice and filing commands are hidden until the required reviewer controls and integrations are certified.
Legal Office Controlled Matter Pilot
Start with practical legal-office workflows
$1,500 one-time
Choose a recurring matter type where task distribution, history, documents, templates, risk tags, review gates, AI use or handoffs are hard to control. Robo Connector maps the matter context, required evidence, configured rules and policies, review gates, AI thresholds, and workflow actions before broader rollout.
Robo Connector is not a law firm, does not provide legal advice, and does not create an attorney-client relationship.
Included
- legal workflow map for the selected matter type
- task distribution and history map
- internal template and document checklist
- organisation-level rule/policy mapping
- context-level control mapping
- missing field/document checklist
- required task/workflow proposal
- risk, complexity, workload and pricing tag model
- AI threshold review for proofreading, draft preparation and basic review
- evidence/audit checklist
- pilot case-flow preview
- human-review boundary definition
Not included in the public offer
- legal advice
- attorney-client relationship
- autonomous legal decisions
- live trust-account movement
- certified court filing
- guaranteed jurisdictional compliance without attorney validation
Advanced/client-facing option
Client-facing matter portals for offices that need external access.
These tiers are not the default first purchase. Use them only when you specifically need client-facing matter portals or reserved workspace capacity for multiple matters, client groups, documents, progress updates, evidence intake and review history.
legal-office-starter
Matter Workspace Starter
$499/month · 25 matter workspaces
Start with a small set of client portals for intake, documents, progress visibility, and evidence upload.
- Legal + CRM + Document module access
- client matter workspace scope
- starter legal document template pack
- client evidence upload
- office-controlled review workflow
legal-office-professional
Matter Workspace Growth
$999/month · 100 matter workspaces
Add hybrid reserved workspace capacity for growing matter operations and client collaboration.
- Legal + CRM + Document module access
- hybrid workspace provisioning
- docket deadline tracking
- privileged document custody
- progress and immutable review trail
legal-office-managed
Matter Workspace Scale
$1,999/month · 500 matter workspaces
Pre-create capacity for larger legal-office rollouts with stronger supervision, role, and evidence controls.
- Legal + CRM + Document module access
- pre-created workspace capacity
- managed matter control center
- priority role and evidence governance
Marketplace workspace bundles coordinate legal operations only. Robo Meister is not a law firm, does not provide legal advice, and does not create an attorney-client relationship. Legal advice, professional judgment, regulated filings, and trust-account movement remain outside the self-service workspace offer unless separately reviewed and approved. Checkout starts with Legal Office marketplace boundaries and still preserves guided rollout as a fallback.
Works with current stack
No forced rip-and-replace for the first workflow.
Keep existing systems of record while Robo Connector starts as the practical legal-office operations layer around cases, tasks, document and court history, templates, resources, risk/complexity tags, optional AI thresholds, evidence and handoffs. Rules & Controls behind the case can be added where configured requirements, review gates or evidence checks are useful.
Best fit
- Legal teams with repeatable matter types.
- In-house legal departments with policy, compliance, approval, or evidence obligations.
- Law offices that want controlled operations around intake, documents, deadlines, reviews, and handoffs.
- Teams worried about missing requirements or inconsistent AI use.
- Organisations that want a pilot before replacing existing legal software.
Less ideal
- Teams looking only for a simple case folder.
- Teams expecting Robo Connector to act as a law firm.
- Teams needing fully certified court e-filing or trust-account movement on day one.
- Teams that cannot assign legal/admin owners for review and approval.
- Teams expecting autonomous legal judgment without human responsibility.
FAQ
Does Robo Connector replace legal practice management software?
Not necessarily. It can start as a legal operations layer for tasks, documents, case history, communication, templates and workflow around the systems the office already uses.
Is this mainly a regulation system?
No. The first value is legal-office operations. The Regulatory Engine is an optional control layer that can connect configured rules and policies with required documents, review gates, evidence checks, risk tags and AI thresholds.
Does Robo Connector decide which law applies?
No. Robo Connector can match configured rules, policies, tags and case context. Attorneys remain responsible for legal interpretation and professional judgment.
Can we migrate existing folders?
Yes, the migration workflow can analyze filenames, folder structure and basic metadata, detect duplicates, suggest matter/document grouping and prepare a structured import for manual review.
Is AI required?
No. AI is optional and can be limited to proofreading, summaries, draft support or basic review, with human approval where needed.
Is e-signature included?
E-signature can be enabled where the integration is configured. For the basic Legal Office path, it is optional and may be marked Soon until verified end-to-end for the legal module.
What should we start with?
Most offices should start with one practical workflow: task distribution, case history, document/evidence requests, court communication tracking, template organization or migration from existing folders.
Ready to map the first workflow?
Bring one current workflow, the owner, where it stalls, and the outcome you want to improve.
Boundaries
Clear safety and compliance boundaries.
- Robo Connector supports legal-office operations and workflow coordination. It is not a law firm, does not provide legal advice, and attorneys remain responsible for legal judgment, filings, deadlines and professional obligations.
- E-signature, live trust-account movement and certified court filing remain optional or separately approved integration scopes.