The matter record
People, work, files, dates, time and conversations on one matter record, with controlled team access.
Legal Matters/foldersLawyers
The matter, the work, the time and the AI, close enough to act without hunting across tools.
Open the matter to find its people, work, files, dates and conversations. Coordinate tasks on a board, record time while it is fresh and use AI for questions and drafts. You remain responsible for reviewing the output.
Four moments from a senior associate's day: the matter open, the work on the board, the time recorded while it is fresh, and the matter asked what is left.
Open the matter, not five tabs.
Find the matter reference, practice area and status at the top of the record. Case details and key dates sit on the overview, with files, workstreams and conversations close at hand.
- Reference, client, matter type and status in the caption
- Key dates coloured by kind: deadline, hearing, filing, milestone
- Files, workstreams, conversations and invoices on the same record
1Matter overviewIdentify the matter by its reference, practice area and status.Move the work where everyone can see it.
A matter's workstream is a board of tasks with owners, priority and subtasks. The list and the calendar are the same tasks. Nothing is assigned by email.
- To Do, In Progress, In Review and Done, with priority signals
- Owners, subtasks, templates and saved views
- Board, list and calendar of the same work
Record time while the context is still there.
Entries carry the date, the narrative, the work they were logged against and the timekeeper. Run the focus timer on a task card and import it into billing at the matter's rate. The calendar scan suggests what you forgot.
- Date, narrative, work, timekeeper, hours and amount
- Task-timer import at the matter rate, one entry per timer
- Suggested entries from your calendar
1TotalsReview recorded hours, billable hours and their value together.Ask the matter.
Ask questions with the matter's records as context. Requested tasks, calendar events 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, calendar events and draft documents
- Named agents with the firm's own provider keys
1Follow-up workKeep new tasks, dates and drafts connected to the matter.
Bring matter records, team tasks, documents, time and AI assistance into your daily work.
Workstreams
Inside a matter or across the firm: tasks with owners, priority, subtasks, templates and saved views, as a board, a list or a calendar.
Workstreams/tasksDocuments
Create, edit, version and share in the file. Real version history and activity; send for signature from the document.
Documents/documentsTime
Entries by date, narrative, work and timekeeper. Task-timer import, calendar suggestions and approval before the invoice.
Time & Expenses/time-billingKnowledge 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 and follow-up work. Firm administrators configure agents and supported provider connections.
AI Assistant/ainative
Not there yet.
Plan for discovery review, Word redlines and court filing alongside your LawAOS workspace.
Discovery review
No production review or privilege-log tooling. Ask AI reads the matter's records and the documents you upload; it does not tag productions.
Redlines into Word
Contract review reads and flags inside LawAOS. It does not write tracked changes back into a .docx.
Court e-filing
No e-filing integration. You file through the court's own system and record the filing event on the matter.
No. It assembles the context, moves the routine work and produces reviewable output. The lawyer remains responsible for professional judgment and the final work product.
Yes. Firm roles, active membership, matter access, ethical walls, client sharing and tenant-scoped database policies constrain what each person and each agent can reach.
All three show the same tasks with the same owners, properties and rules. Pick the view; the record does not change.
Agents run on the provider configured for the feature or the firm, including the firm's own keys where supported. Retention, training and residency terms vary by provider and account tier, so review them before sending confidential material.
Not your day?
The same record, the same roles, a different practice. Each of these pages walks one working day.