From first conversation to a firm that stopped doing this by hand.
Deployment is deliberate. We map the firm, connect the mail, calendar and registers, and roll out one team at a time — with partners supervising from day one.
Five steps, in this order.
Most AI tools ask lawyers to change how they work on day one. We earn the right to automate.
- Step 01
Working session
We learn your practices, sectors, stack, and BD reality. No slide deck theater.
- Step 02
Firm profile
Name, offices, practices, ideal client profile, existing tools. Optionally connect Outlook and Teams.
- Step 03
Lexi configures the foundation
Pipelines, stages, target segments, watchlists where IP applies, automations, and approval defaults — starting Supervised.
- Step 04
Connecting the sources
Email and calendar, the registers where relevant, and the history you already have, imported where agreed.
- Step 05
Partner rollout
Start with one team. Lexi in Teams. Reading what she has prepared becomes the daily habit, and she is trusted with more only as the firm decides.
From signal to signed mandate — without opening another system.
- 01 — Capture
Email, calendar, meetings, events, and IP registers flow into one graph.
- 02 — Fill in
Contacts and companies completed from public and register sources.
- 03 — Prioritize
Fit scores, stale deals, renewal risk, and warm windows surface automatically.
- 04 — Draft
Outreach, follow-ups, and meeting briefs in the partner’s voice — queued for approval.
- 05 — Track
Pipeline stages, partner activity, and event ROI measured by mandates — not vanity metrics.
What the firm actually runs, once it is live.
Every one of them ends with a partner reading it. Firms switch them on as trust builds — usually starting with the two that give back the most time.
Conference programme
Who is worth meeting and a briefing for each, cards photographed on site, follow-ups written and read in one sitting afterwards. Measured in mandates, not cards collected.
Register watch → outreach
Daily monitoring of the registers and sectors you choose. New filings and conflicts arrive as scored prospects with a drafted first touch.
Relationship hygiene
Anyone you haven’t spoken to in 60 days surfaces with a drafted re-engagement. Stale deals are flagged to their owner.
Meeting preparation
Ask for a briefing on any client or prospect. Lexi assembles history, open matters, filings, and the people in the room.
Renewal and deadline windows
Renewals and deadlines appear early enough to have a commercial conversation, not a filing scramble.
Deal follow-through
Stage changes read from real activity. Next steps proposed after every meeting, assigned to the partner who owns the relationship.
Conference programmes get their own build — event selection, on-site capture, and batch follow-up. See conference mode.
The AI never sends anything you did not approve.
Lexi starts supervised. The firm decides where she can draft, queue, or act. Every action is auditable, permissions can be changed, and sensitive contacts or matters can be blocked.
- Step 01
Supervised
Lexi drafts. You read. You send. Every firm starts here.
- Step 02
Co-pilot
Lexi queues batches. You approve them quickly.
- Step 03
Authorized
Low-risk actions run within a firm-defined whitelist. Full audit trail.
- Step 04
Blocked
Sensitive contacts, matters, and actions remain off limits.
EU-hosted · GDPR-aligned · No model training on customer data · Auditable AI actions — read the security overview.
Deployment starts with your book of business.
Book a demo and we’ll map the onboarding shape, the first two workflows, and the approval defaults for your partners.
We take on a small number of firms at a time. Nothing is sent to a client until a partner has read it. Not this quarter? Join the waitlist.