The future of legal practice management starts here Integrated with Office 365 and ChatGPT  

Features

All the features you need
for your law firm

Client management

Centralise client information and view linked matters and documents.

Matter management

Organise each case or engagement by client, with notes, documents and time entries in the same matter file.

Document management

Upload and organise files in folders, and find documents using filters and saved searches.

Knowledge Management (KM)

Bring templates, draft documents and internal materials together in a library organised by folders and classifications.

Time Management

Record work by matter and review time entries by day, client or matter.

Deadline management

Record and assign deadlines to lawyers, and follow dates in a monthly calendar.

01

Client and Matter Management

Lex365 centralises client and matter management and provides a complete view of each matter, from client details to linked documents and time entries. Create clients directly in the platform. Already have a database? Integrate it without duplicating records.

Explore clients and matters

Key Features

Client and matter search
Matter list integrated with AI
Folders for each client and matter
Time entries and documents in the matter file
Deadlines linked to matters
02

Document and knowledge management

Lex365 is built on SharePoint, a powerful document management tool. We have adapted its structure to the needs of law firms: documents organised by client and matter, advanced search and a dedicated knowledge library for templates and draft documents.

Explore documents and knowledge

Key Features

Folders for each client and matter
Advanced search and saved searches
Metadata for better organisation
Versioning and audit trails
Confidentiality and security
Template and draft document library
03

Time and deadline management

Lex365 tracks lawyers' Microsoft 365 activity throughout the day and presents it to support more complete time recording. It also lets you follow deadlines and integrate them into lawyers' calendars to help manage important dates.

Explore time and deadlines

Key Features

Capture daily events
Record time and work activities
Track deadlines, including court deadlines
Integrate deadlines with the Outlook calendar

AI integrated with ChatGPT, Claude and Copilot

With Lex365 connected to an AI assistant such as ChatGPT, you can ask about clients, matters, documents, knowledge, time entries and deadlines in natural language, on your computer or phone. If your assistant supports it, you can also ask questions by voice. You can request records to be created or updated, subject to the available access permissions.

Key Features

Natural language questions
Answers with your firm's context
Access on your phone
Voice interaction, when available
Create and update records
Confidential and secure, with no information shared for training

Example questions

“What deadlines do I have this week?”

“Show me this client's matters.”

“Record a work entry for this matter.”

Answers and operations depend on configured access and should be reviewed by the professional.

Frequently asked questions

Frequently asked questions

Answers to common questions about using Lex365 and its technical integration.