Images

Firm & DMS

The firm’s DMS and document storage: folders, a document viewer with source passages, content search and the overview of all of the firm’s cases.

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All recordings use fictional sample data – no real cases, people or file numbers. AI output can contain errors and does not replace legal advice. The screenshots show the English interface; sample data and documents are partly in German. Smart Legal Pro itself is fully available in German, English, French, Italian, Spanish, Dutch and Polish.

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Überblick und Schnellzugriff

Images: 5

Dashboard “What now?”: Deadlines, Appointments and Suggestions by Urgency
The lawyer dashboard begins with the note that new documents are screened automatically: the AI detects deadlines, document type and next step as a suggestion and does not enter deadlines itself. Below, “What now?” summarizes deadlines and appointments as well as suggestions by urgency, such as a possible deadline whose date you check, or a court hearing. Each suggestion names the case and can be accepted with “Adopt” or dismissed with the cross. This way you see at a glance what needs your attention first; it does not replace your own deadline control.
Page of this image →To the feature: Features at a glance →To the feature: Proactive agents →
The “New” Menu: Case, Client, Meeting, Contract, Pleading
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.
Page of this image →To the feature: Features at a glance →
Ctrl+K: Find Pages, Cases and Actions in One Input
The search at the top opens with Ctrl+K a window in which you type a page, case, document or action. Below are the actions New case, New assistant chat, Draft contract, Draft pleading and Suggest next steps, each with a short explanation. You choose an entry and start the task without clicking through the navigation. This saves steps when you already know what you are looking for.
Page of this image →To the feature: Features at a glance →
Notifications: Filter Deadlines, Clients, Agents and Billing Separately
The bell leads to a separate overview for analyses, letters, payments and deadlines. Tabs filter by type, that is Deadlines, Clients, Agents, Billing, Firm and Support, and show how many notifications are pending in each. You tick off each notification individually, or collectively with “Mark all as read”, and “Unread only” hides what is done. This way a deadline notice does not get lost in the noise of agent runs.
Page of this image →To the feature: Deadlines & court prep →
My Work: Deadline Notices and Urgent AI Suggestions in One Place
The “My work” list bundles deadline notices, court hearings and urgent suggestions from the background agents in one column. Each entry names urgency, case and source and can be opened directly in the case with “Open” or ticked off with “Done”. This way you see every morning at a glance what needs attention instead of going through several cases one by one. A switch separates your own list from the view of the whole firm. The deadline notices are suggestions to review, and you confirm the date yourself.
Page of this image →To the feature: Deadlines & court prep →To the feature: Proactive agents →

Ablage und Dokumente

Images: 10

Firm DMS: Search Cases, Upload and File Documents
The firm DMS is the firm’s central storage: at the top you search cases by title, client or opponent and expand their folders, and “To the case” jumps straight there. Below lie the documents not yet assigned to a case, with Upload, New document, Import and Recycle bin. A note shows that PII masking for the AI is switched on. This way you have cases and loose documents in one place, and via “Query firm-wide facts” you can query facts from several cases.
Page of this image →To the feature: DMS & case cockpit →Watch the video →
Case Document Storage: Folders, Origin and Evaluation Status
The document storage of a case shows folders with counts on the left, such as Inbox, Draft for review, Analyses, AI drafts, Conversation notes and Client documents. On the right are the documents with origin (“From: …”), date and evaluation status; notices such as “4 documents without extracted facts” offer “Evaluate now”, and “4 new documents since the last summary” can be filtered with “Show new only”. You search in the title or in the content. This way you see at a glance what the AI has already read and what is new.
Page of this image →To the feature: DMS & case cockpit →Watch the video →
Case Document Storage: Folders, Search and Status per Document
The document storage of the case shows a folder tree on the left (Inbox, Draft for review, Analyses, AI drafts, Client uploads, Storage only without AI) and on the right the documents with file type, date, size and status labels such as “Summarized” and “Facts detected”. Above the list you search by document name or in the content and sort; you drag documents into folders and upload files from your computer. With “Request documents” you ask the client specifically for documents that land directly in this case. Folders such as “Storage only (no AI)” keep documents out of the AI evaluation.
Page of this image →To the feature: DMS & case cockpit →Watch the video →