The transaction record
Parties, scope, key dates, files, workstreams, conversations and invoices on one transaction record.
Legal Matters/foldersCorporate and transactional teams
Parties, diligence, drafts, approvals, signatures and the invoice, on one transaction record.
The mandate opens with the parties, the conflict outcome and the scope on one record. Diligence and drafting move on a workstream the whole team sees. Every document keeps its versions and goes out for e-signature by secure link. The invoice goes out from the same record.
Four moments from a share purchase: the mandate on one record, the workstream in motion, the document set with its versions and signatures, and the invoice on letterhead.
The mandate, on one record.
Keep the client, matter type, lead lawyer, jurisdiction and target close date on the overview alongside key dates. Team members can find the deal's context in one place.
- Case info and key dates on the overview
- Reference, practice area and status identify the matter
- Files, workstreams, conversations and invoices on the same record
1Key datesKeep closing conditions, warranty caps and the long-stop date in view.Diligence and drafting, one workstream.
KYC, the disclosure letter, the warranty caps and the completion mechanics are tasks with owners and priority. The board is the deal's workstream; the list and the calendar are the same tasks.
- To Do, In Progress, In Review and Done, with priority signals
- Owners, subtasks, templates and saved views
- Time logged on a task reaches billing
Draft, version, sign, in the file.
Keep matter documents, version history and activity together. Send a document for signature and follow each signer's progress from the request. Completed requests provide an activity record; verified executed-document downloads are not yet available.
- Named versions and auto-saves on every document
- Send for signature from the document
- Signing status in the library and on the matter
1SigningWhere each document is in signing, as the library shows it.The invoice, from the same record.
Fees, disbursements and tax on the firm's letterhead, built from approved time and expenses on the matter. Sent from the record and visible to the client in the portal.
- Fees, disbursements, tax and total due
- Sent from the matter, through the firm's own email
- Visible in the portal when the invoice share is on
1Total dueReview the fees, disbursements, tax, total due and payment date together.
Coordinate the mandate, diligence, document versions, signatures and billing around one transaction record.
Conflicts and AML
Check the parties against every prior matter and contact, screen identity, and record the outcome on the mandate.
Conflicts/conflictsWorkstreams
Diligence, drafting and closing conditions as tasks with owners, priority, subtasks and saved views.
Workstreams/tasksDocuments and version history
Create, edit, version and share in the file. Activity on every document; send for signature from it.
Documents/documentsNative e-signature
The closing set sent for e-signature by secure link, with status on the document and the matter.
Signatures/signaturesInvoices
Fees, disbursements and tax on letterhead, from the matter, visible in the portal.
Invoices/invoices
Not there yet.
Plan for external data rooms, Word redlines and migration requirements alongside the transaction workspace.
Counterparty data rooms
No counterparty upload room. Diligence documents are uploaded by the firm and shared through the portal, record by record.
Redlines into Word
Contract review reads and flags inside LawAOS. It does not write tracked changes back into a .docx.
Importers
Document upload and record creation ship today. A general firm-data importer is not yet shipped; migrations are scoped before any data moves.
Yes. The same matter model holds recurring advisory, governance, filings and contract work; a matter does not have to be a deal.
The portal gives clients access to the records your firm chooses to share, including workstreams when enabled. It does not give them access to the firm's internal workspace.
No. Agent output is reviewable work product. Firm and matter permissions constrain what an agent can reach, and the lawyer remains responsible for the final document.
Not your day?
The same record, the same roles, a different practice. Each of these pages walks one working day.