Requests through intake
One public form per request type, each with its own public link. Leads with source, value and owner; guided accept; convert to a matter.
Intake/intakeIn-house legal teams
Requests from the business, the contract, its approvals and its renewal dates, on one record.
The business submits a request through the team's public intake form. It becomes a matter with an owner, the dates and the files the team adds to it. The steps that need the general counsel go through Approvals. Renewals and policy reviews sit on the compliance register with their time left, and Ask AI answers from the matter's own records.
Four moments from one in-house day: requests arriving through the form, the DPA on its record, the register before the renewal window, and the matter asked what is blocking it.
Requests arrive through the form, not email.
The team publishes one public intake form. Procurement, sales and people submit requests there. Each lands as a lead with its source and owner, and guided accept turns it into a matter without re-typing what the business said.
- One public link per form, on or off per form
- Text, choice, date and number fields, required or optional
- Leads with source, value and owner; convert to matter in one step
1StagesFollow business requests through intake, screening and approval.The DPA, on one record.
The Juniper Health data processing agreement is a matter with its owner, the vendor's dates and the renewal window. The documents, the workstream and the conversation with the business sit on the same record, so the next person who opens it sees the whole history.
- Case info and key dates on the overview
- Files, workstreams and conversations on the same record
- Matter access decides who inside the company can open it
1Key datesTrack vendor comments, privacy sign-off and the renewal window together.The register, before the window closes.
Review contract renewals, policies, insurance, audits and registrations by holder and due date. In this example, the anti-bribery review is nine days away and the DPA renewal is twenty-seven days away.
- Item, type, holder, date and time left on one table
- Registrations and obligations on the same register
- Time left counted from the date; red only once a date has passed
1Time leftNine days and twenty-seven days, both still ahead: the countdown turns red only once a date has passed.Ask the matter what is blocking it.
Ask about the DPA using its matter records as context. Requested tasks, personal reminders and drafts are created as the assistant responds and listed in its reply. Review the output and source material before using it.
- Answers drawn from the matter's own records
- Create tasks, personal reminders and draft documents
- Actions run as the assistant responds and appear in the reply
1Next stepsCreate a follow-up task, set a personal reminder or prepare a draft from the conversation.
Connect business requests, matter records, approvals and compliance reviews in the legal team's workspace.
The matter record
The requesting team as the client, with owner, case info, key dates, files, workstreams and conversations on one record for each contract, dispute or filing.
Legal Matters/foldersApprovals
The steps the general counsel must sign off, requested and decided on the record.
Documents/documentsCompliance register
Contracts, policies, insurance, audits, training and registrations with holder, date and time left, counted down on the register.
Compliance/complianceKnowledge and CLE
Playbooks, checklists and articles with audience and review state; courses and each member's own CLE record.
Knowledge Base/knowledgeAsk AI and named agents
Use matter records as context for questions, follow-up tasks and drafts, with agents and supported providers configured by the firm.
AI Assistant/ainative
Not there yet.
Review outside counsel billing, identity and document exchange requirements before setting up the team.
Outside counsel e-billing
No LEDES invoice intake and no outside-counsel spend dashboard. Budgets and expenses are recorded on the matter; an outside firm's invoice is uploaded as a document.
Single sign-on
SAML single sign-on is planned, not shipped. SCIM v2 provisioning from your identity provider is available. Sign-in is email and password, with two-factor authentication the firm can require for every member.
Redlines into Word
Contract review reads and flags inside LawAOS. It does not write tracked changes back into a .docx.
Yes. The public intake form takes the request; the team attaches documents to the matter once it exists. The matter, its workstream and its conversations stay inside the workspace, and the portal shows a business contact only what the team shares, switch by switch.
Yes. Workspace roles, matter access, ethical walls and tenant-scoped database policies decide who can reach each record.
No. It is the team's own record. Instructions, deliverables, deadlines, documents and decisions are tracked on the matter even when an outside firm does part of the work; their invoices are uploaded as documents.
One product. The workspace is the legal team, the business units are its client records and the matters are its work. Published per-seat plans apply either way.
Not your day?
The same record, the same roles, a different practice. Each of these pages walks one working day.