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For insurers

Triage legal-protection cases faster, escalate more clearly.

Smart Legal Pro complements existing processes with AI pre-checks, deadline signals and structured case context — from first contact to lawyer handover.

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  • Law by country
  • GDPR-compliant
  • No AI training
  • PII masking
  • Lawyer handover
  • Seven languages

In legal-expenses insurance the workload does not come from the difficult cases but from the unclear ones. A phone call, an account in the customer's own words, a photo of a letter — and from that an assessment has to emerge on whether and to what extent anything needs doing.

Smart Legal Pro sits in front of that step. Policyholders describe their matter, upload their documents and receive a structured first assessment: what it is about, which deadline is running, what is evidenced and what is missing. The result is a traceable record rather than a free-text note.

The boundary is drawn deliberately: the platform makes no coverage decision and replaces no legal review. It ensures the decision you make rests on organised information — and hands over to a law firm in a structured way when the time comes.

What the upstream step delivers

Four points where a structured first contact differs from a free-text report.

  1. Standardised first assessment

    Consistent intake quality for typical legal-protection scenarios instead of free-text uncertainty.

  2. Deadlines & risks visible early

    Critical time windows and escalation signals are shown with priority.

  3. Traceable history

    Legal questions, chat follow-ups and retests remain as an auditable case history.

  4. Seamless handover to specialist firms

    When needed, structured transfer including document context instead of media breaks.

  • Legal questions without a document
  • Chat with follow-ups in the matter
  • Analysis, exports, lawyer handover
  • Writing assistant & templates
We make no coverage decision. We make sure yours rests on organised information.
The platform's assessment is a pre-check — not legal advice and not a promise of benefits.
Traceable record

Who submitted what and when — without reconstructing it from emails

Every step is recorded with a timestamp and a source: the account given, each uploaded document, each detected deadline and every later addition. When new information arrives, nothing is overwritten — the record is extended.

  1. Day 0Matter described
    First contact, in the customer's own words
  2. Day 0Letter uploaded, deadline detected
    Document analysis with the passage in the original
  3. Day 2Further documents submitted
    Addition; the previous state is preserved
  4. Day 3Handover to a law firm
    With documents, chronology and the assessment so far
Evidenced, contested, open

What is actually evidenced — and what was merely asserted

The pre-check separates what follows from the documents submitted, what is disputed between the parties, and where something is simply still missing. The third category is the useful one: it names the question that would otherwise be asked two weeks later.

StatementStatus
  • The letter was received on the stated dateEvident from the submitted document
  • The defect was reported in timeThe other side disputes the timing
  • Amount of the claimed lossNo evidence submitted — follow-up needed

What the platform is prepared for in substance

Figures from the actual catalogue — no customer, case or rate figures we cannot substantiate.

Case examples with an insurance angle
6
Denied benefits, road accidents, travel defects, health insurance, care level, fines.
Areas of law
14
A way of grouping matters by topic, not a measure of legal advice provided.
Interface languages
7
Policyholders can describe their matter in the language they are confident in.

Frequent questions from insurers

Lexi, digitale Rechts-Assistenz

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Lexi shows the fastest path: structured assessment first, then a clean handover to vetted lawyers when needed.

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