One operating system. Two ways to run it.
LawPortal does not drop a chat box next to your case management system. The workspace and the agents operate on the same record, at the same time, under the same permissions.
Same data, two surfaces
Talk when it is faster. Click when it is better.
Your team keeps a complete visual workspace for matters, documents, calendars and accounting. The agent layer works across that same data instead of guessing at it from outside.
You never lose the visibility of traditional software. You stop having to operate all of it by hand.
Matters
Carter v. Ridgeline
Demand
Alvarez I-130
Evidence
Nguyen WC-4471
Hearing
Beltran v. Metro
Intake
Agent session
workingGet the Carter matter ready for demand.
Three items are blocking the demand. I can clear all of them:
- ▸request final orthopedic records — draft ready
- ▸confirm lien balance with MedPay — email drafted
- ▸assemble damages summary from 214 pages
Structured workspace
Lists, boards, matter pages, document sets, calendars, invoices and reports. Everything a lawyer expects to be able to see and click.
- matter pages
- queues
- calendars
- ledgers
- reports
Conversational control plane
Ask across the entire firm, instruct work into existence, and approve what the agents prepared — in the same place you review it.
- ask
- instruct
- approve
- explain
Architecture
Three layers, one firm.
The record layer
Matters, people, documents, activity, tasks, deadlines, communications, time, billing, trust and accounting — one connected model of the firm instead of six disconnected tools.
The agent layer
Agents assigned to intake, records, matters, deadlines, drafting and finance. They read the record layer, decide what is required and act inside the authority you granted.
The governance layer
Permissions, approval gates, model policy and a complete action trail. Every autonomous step is attributable to a person's authority.
Modules
Everything the firm runs on, in one place.
Intake & engagement
Inquiry capture, conflicts, qualification, retainers, eSignature and conversion into a live matter.
Matter operations
Stages, activity, assignments, tasks and the operational state of every open file.
Documents & knowledge
Organization, classification, search, summarization and context-aware drafting from the file itself.
Deadlines & workflows
Statutes, filings, hearings, internal commitments and the work prepared backwards from each date.
Time, billing & trust
Activity to time, time to invoices, invoices to collected and reconciled funds with trust rules enforced.
Firm intelligence
Answers instead of report builders: exposure, throughput, aging, unbilled work and what needs a partner today.
See the operating system run a live matter.
We will walk one of your workflows through intake, preparation, approval and billing in a single session.