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DMS & case cockpit

Documents that pull their weight.

No filing graveyard: the Smart Legal Pro DMS connects folders, permissions and versions with the case AI — every document is both storage and a source of knowledge. With legal hold, comparison and translation.

DMS explorer

Folders and permissions, AI-readable

The shared explorer organises documents in folders with fine-grained permissions. Deleted items stay referenced as a soft delete — nothing vanishes unnoticed, and the AI reads the same corpus.

  • Folders, containers and permissions per file.
  • Soft delete: deleted documents stay traceable.
  • The same storage feeds the case AI.
File Müller v. ACMEDMS
  • 01 Correspondence — 12 documents
  • 02 Evidence — 5 documents
  • 03 Internal notes — permission-restricted
Versions & legal hold

Compare states, secure evidence

The DMS is version-aware: you see which version is current, compare states and set a legal hold that blocks deletion and change — for evidence-relevant documents.

  • Version-aware with comparison of two states.
  • Legal hold blocks deletion and change.
contract-draft.docxLegal hold
  • v3 current — changed 04 Apr
  • Compare v2 ↔ v3: 6 changes
  • Legal hold active — cannot be deleted
Case cockpit

The file as a workspace

Every file opens as a cockpit with up to eight tabs — cockpit, overview, next steps, fact graph, evidence, documents and chronology are always there; the eighth tab (client sharing) only appears once the firm activates the client portal. The DMS translates foreign-language documents and files the version as a PDF.

  • Up to eight tabs: cockpit, overview, fact graph, documents, chronology and more.
  • Translation in the DMS (Microsoft Azure), version as a PDF in the file.
File tabsCockpit
  • Cockpit · Overview
  • Next steps · Fact graph
  • Evidence · Documents
  • Chronology · Client sharing
Content recognition

Read once, use everywhere

Upload the same document a second time — under a different file name, or in a different matter — and the platform recognises it by content and offers the existing version. Text recognition, analysis and facts already exist; there is no second pass, and no second charge.

  • Content is recognised, not the file name or folder — a duplicate from a different matter counts just the same.
  • "Use the existing document" costs nothing: full text, analysis and facts already exist.
  • When in doubt, you decide: reuse the existing document, or file it as its own document anyway.
This document already existsDuplicate detected
  • Statement of defence.pdf — identical in content to a document already on file
  • Already filed in a different matter
  • Use the existing document — costs nothing

Agents in this workflow

Shared DMS explorer over document IDs — folders, permissions and soft delete; all read paths filter deleted items.

Document explorer

Takes in new documents and updates the fact graph incrementally.

Case graph update

Translates foreign-language documents (Microsoft Azure) and files the version as a PDF in the file.

Document translation

Control & safety

  • Soft delete: deleted items stay referenced, no silent loss.
  • Legal hold blocks evidence-relevant documents from change and deletion.
  • Fine-grained permissions, client-separated (RLS).
  • EU hosting, versioned, auditable.
Lex, digitaler Rechts-Assistent

Let your case files think along.

The AI lawyer portal — EU-hosted, profession-compliant, client-separated. You keep control, the AI does the groundwork.

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Law firm access
Token quota instead of credits — billed per firm.
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