Clients
“Find the client by tax identification number and show me their contact details.”
Search and view the client record.
AI that knows your firm,
and respects its confidentiality.
Find answers about your firm's activity and prepare to act on information already recorded in Lex365.
Ask about your firm's clients, matters, time entries and deadlines. The assistant uses MCP to access Lex365 with your Microsoft account and answers using the information you can access.
Lex365 + AI
What deadlines do I have this week?
The assistant checks your identity and searches deadlines for the requested period. It presents the results once the search is complete.
Access Lex365 through your AI assistant
Capabilities
What can I do with Lex365 AI?
Requests that are part of your day
Examples of how to use the tools currently available. The assistant checks the records before preparing an answer.
Matters
“What matters do we have for this client?”
View the files linked to the selected client.
Time
“How many hours did I record on this matter during September?”
Search by user, matter and period, gathering all result pages to calculate the total.
Deadlines
“What deadlines are assigned to me in the next seven days?”
Search by lawyer and date range.
Client creation
“Create a client with this name, tax identification number and contact details.”
Create according to Lex365's rules; the result indicates whether the document folder was configured.
Create according to Lex365's rules; the result indicates whether the document folder was configured.
Documents
“Find the client's lease agreement and show me the document.”
Search documents linked to the client in your firm's archive.
Confidentiality, access and control
MCP is the connection protocol. Data returned by the tools is sent to the AI service to prepare the answer. Conversation retention and use of data for training depend on the provider, plan and contracted settings. For confidential information, the connection should be configured in line with your firm's data protection policy and appropriate Microsoft access permissions.