Platform

Every tool your firm needs.
Nothing you don't.

Legalitize combines matter management, AI-powered drafting and research, compliance monitoring, time and billing, and client communication in a single platform purpose-built for law firms. No integrations duct-taped together. No switching between seven tabs.

24+
Feature Modules
35+
Integrations
2M+
Docs Processed
99.9%
Uptime
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LexxAI — The first legal AI that knows your matters

Generic AI tools don't know which jurisdiction you're in, which judge you're appearing before, or what your client's position actually is. LexxAI does. It reads your matter documents before it answers a single question, cites specific passages, and never confuses one client's context with another's.

  • Reads all documents in your matter before answering any question
  • Cites specific passages with document names and page references
  • Maintains strict data isolation — never mixes context between firms
  • Trained on legal writing conventions, not generic internet text
  • Supports multi-turn conversations with full matter context retained
  • Available via web app and Microsoft Word add-in
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Matter & Case Management

The operational core of your firm — every matter, deadline, party, and document in one organized workspace.

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Matter Dashboard

Centralized view of all active and archived matters with status indicators, deadline countdowns, team assignments, and practice-area filtering.

Smart Deadlines

Court-rule-aware deadline calculation with jurisdiction-specific rules. Automatic reminders at 30, 14, 7, and 1 day. Integrates with Google Calendar and Outlook.

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Document Organization

Drag-and-drop document management with folder hierarchies, version history, tagging, sensitivity levels, and full-text search across all matters.

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Party & Contact Linking

Link clients, opposing counsel, witnesses, courts, and experts to matters with role-based relationship mapping and conflict-check integration.

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Docket Management

Track court filings, hearing dates, and procedural deadlines in a structured docket view with PACER / CM-ECF integration.

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Conflict Checking

Automated conflict-of-interest detection across all matters, parties, and firm relationships — surfaces potential conflicts before intake.

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AI-Powered Practice

LexxAI is the first legal AI assistant that knows your actual matters — not just the law in the abstract.

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LexxAI AssistantNew

Matter-aware AI chat that cites your actual documents, drafts correspondence, answers legal questions in context, and maintains strict matter isolation.

✍️
AI Document Drafting

Generate motions, demand letters, contracts, retainer agreements, and briefs from natural language prompts. Uses your firm's templates and style as a baseline.

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Legal Research

AI-powered research assistant that synthesizes case law from CourtListener, federal statutes from GovInfo, and secondary sources into actionable summaries with citations.

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Document Analysis

Automatically extract key terms, obligations, deadlines, and risk factors from uploaded contracts, pleadings, and court filings. Highlights anomalies.

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RAG Semantic SearchNew

Ask questions in plain English across your entire document corpus. LexxAI retrieves and cites the specific passages that answer your query.

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Collaborative Editing

Real-time collaborative document editing with track changes, inline comments, mention notifications, and integrated e-signature workflow.

🛡️

Compliance & Security

Attorney-client privilege demands more than checkbox compliance. We build security in at every layer.

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Compliance Dashboard

Live SOC 2, HIPAA, and state bar compliance posture scoring with automated checks, remediation checklists, and trend tracking.

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Immutable Audit Logs

Complete audit trail of every document access, user action, AI query, and system event. Tamper-evident, exportable, retained for 7 years.

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PHI / PII Scanner

Automatic detection and classification of protected health information and personally identifiable information across all uploaded documents. Flags and restricts access automatically.

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MFA & Access Control

TOTP multi-factor authentication, role-based permissions granular to the matter level, and configurable account lockout policies — enforceable firm-wide by administrators.

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Time, Billing & Business Intelligence

Stop leaving revenue on the table. Capture every billable minute and understand your firm's financial health in real time.

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Time Tracking

One-click per-matter timers, AI-assisted time capture from activity descriptions, and drag-to-fill timesheets. LEDES 1998B export for corporate clients.

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Invoice Generation

Branded invoice PDFs with itemized time entries, trust accounting integration, payment links, and automatic payment reconciliation via Stripe.

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Firm Analytics

Revenue, realization rates, utilization, WIP aging, and profitability dashboards broken down by attorney, matter type, practice area, and client.

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Team Management

Role-based access control, attorney performance tracking, workload distribution visualization, and firm-wide deadline visibility for managing partners.

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Client Experience & Communication

Give clients a professional, secure experience that sets your firm apart from those still sending attachments over email.

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Secure Client Portal

White-labeled client portal for document sharing, matter status updates, secure messaging, and invoice payment — no client login friction, no email chaos.

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E-Signatures

Court-admissible e-signature collection with full audit certificates, signature timestamps, and direct integration with your matter documents.

📅
Calendar Sync

Two-way calendar synchronization with Google Calendar and Microsoft Outlook, including court deadline push and deposition scheduling with Zoom links.

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Deposition Management

Deposition scheduling, transcript upload and management, exhibit organization, and witness preparation materials — consolidated in the matter workspace.

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Word Add-In & Pro Se Tools

Work where attorneys already work — directly inside Microsoft Word — and extend Legalitize's reach to clients who represent themselves.

📝
Microsoft Word Add-InNew

Draft, review, and finalize matter documents without leaving Word. LexxAI drafting, template insertion, and matter-sync all accessible from the ribbon.

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Pro Se AssistantNew

Guided document creation and legal guidance tools for pro se litigants — enabling law firms and legal aid organizations to serve self-represented clients at scale.

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Court Filing Export

One-click export of documents in court-ready formats with proper formatting, page numbering, and certificate of service generation.

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Template Library

Firm-specific and jurisdiction-specific document templates with merge fields, conditional sections, and AI-assisted customization.

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