The difference between a case file and a client
A case file is a single matter. A client is often more than that — someone who returns over the years with different concerns. Until now, everything your firm knew about a person or a company lived exclusively in the relevant case file. A new matter meant starting from zero again.
What's newly possible
Alongside the established case-level memory (structured facts tied to a single case file), there's now a second, deliberately separate layer: firm-wide knowledge about the client themselves, which persists across multiple case files. Examples: preferred contact times, recurring counterparties, outcomes of similar past matters, communication quirks.
Confirm, don't auto-adopt
A suggested new memory entry — just like in our existing case-facts system — is never activated automatically. It first appears as a suggestion that you or a colleague confirm, edit, or dismiss. Every entry carries a history: who confirmed or changed it, and when.
Where it takes effect
If your firm already knows a client's contact details, form of address, or corporate form, our AI assistant, Lex & Lexi, and the email-reply agent automatically draw on that knowledge — you don't retype the salutation every time. For an organisation or a public authority, the form of address is handled correctly instead of assuming a private individual.
A clear line to the case file
Client memory stays strictly separate from the actual case content — it doesn't replace case facts and is never mixed with confidential facts from a single matter. And it remains what firm knowledge should be: viewable, correctable, and deletable at any time, with full regard to your data-protection access and erasure obligations.
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