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Firm & DMS · Überblick und Schnellzugriff

The “New” Menu: Case, Client, Meeting, Contract, Pleading

One menu for everything new: case, client, meeting, assistant chat, contract and pleading drafts and next steps.Enlarge image

Via “New” at the top of the lawyer portal, a menu opens for everything that is created: New case, New client, Record meeting, New assistant chat, Draft contract, Draft pleading, Suggest next steps and Lex & Lexi debate. Each entry has a short explanation; for contract and pleading, an agent creates the draft in the background, and you review and approve before it is finished. This way you start the next task from any page without first searching for where it is.

To the feature: Features at a glance →

All recordings use fictional sample data – no real cases, people or file numbers. AI output can contain errors and does not replace legal advice.

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