LOE and contract automation for law firms.
Engagement letters generated from the matter, with fee terms the system can act on — so the agreement raises the money instead of sitting in a folder.
The engagement letter is the most consequential document a firm writes, and the one most often produced by editing the last one.
It settles the fee, the scope and when money falls due. Then it goes into a folder, and for the rest of the matter the terms live in whoever negotiated them. When the second instalment is missed, or the agreement quietly expires halfway through the case, nobody finds out from the document.
From the template to the money.
- 01
Generate it from the matter, not from last time's file
Your own template is populated from the matter's own data — the client, the parties, the scope — rather than someone opening the previous engagement letter and hoping every name was changed.
- 02
The fee terms are structured, not prose
An advance payment, instalments by date, instalments tied to stages of the litigation, a settlement fee as a fixed sum or as a percentage of the claim, or an hourly rate. These are fields the system can act on, not a paragraph somebody will have to re-read later.
- 03
The total computes itself
The agreement's value is calculated from its terms every time it is read, with a breakdown showing where each part came from — “Settlement (Percentage): 11% × 50,000.00 = 5,500.00”. A number typed in once and left to go stale is not possible here.
- 04
Send it for signature
Out through DocuSign and tracked to signed, without leaving the matter record. The executed agreement lands back on the file it belongs to.
- 05
Then it raises the money
Each fee term becomes a payment due on the matter, and each one carries its own invoice and receipt state. The agreement stops being a document about money and becomes the thing that actually asks for it.
The same thing, on screen.
An engagement letter generated from a template and sent for signature.
What changes for the firm.
- The engagement letter is generated from the matter, not from last time's.
- Fee terms are numbers the system can act on, not prose in a PDF.
- A percentage settlement fee is calculated rather than estimated.
- An agreement about to run out says so, thirty days ahead.
- You can see, per instalment, whether it has been invoiced and paid.
- The agreed total cannot drift from the terms that make it up.
Everything included, in one place.
Six ways to structure a fee
Advance payment, instalments by date, instalments by litigation stage, instalments by payment stage, a settlement fee as a fixed amount or a percentage of the claim, and hourly rates. Recorded as terms rather than described in a paragraph.
Expiry warnings
An agreement reports itself as active, expiring or expired, with the days remaining computed — so a retainer running out mid-matter is visible thirty days before it becomes a conversation with the client.
A total that cannot go stale
The agreement's value is computed from its terms on every read, with a breakdown explaining each contribution. Percentage-based settlement fees are calculated against the claim rather than estimated and typed in.
Each term tracked to payment
Every instalment carries its own invoice and receipt state, so the question is not whether the client has paid but which parts of the agreement they have paid.
E-signature through DocuSign
Send for signature and track it to signed without leaving the matter, with the executed document returning to the file it belongs to.
AI clause review
Uploaded contracts can be read for their clauses — each extracted with its type, a summary, the party it affects, its position in the document, and a risk level — so a long agreement can be triaged before it is read line by line.
Common questions about this feature.
Yes. Your templates are loaded into the platform and populated from the matter's data, so the wording stays the firm's own and only the particulars change.
Yes. A settlement fee can be a fixed amount or a percentage of the claim, and the percentage is calculated against the claim value rather than worked out separately — the breakdown shows the arithmetic, so the number on the agreement and the number in the file cannot disagree.
Yes. Every agreement reports its own status — active, expiring, or expired — with the days remaining computed, so one about to lapse in the middle of a live matter surfaces before it does rather than afterwards.
Not as a central library of approved clauses to assemble documents from. Templates hold your firm's wording and are populated from matter data, and uploaded contracts can be analysed clause by clause with a risk level attached. If a maintained clause bank is something your firm needs, tell us — it is a reasonable ask and not something we would rather you discovered later.
Yes. Document templates and e-signature through DocuSign are part of the subscription — there is one plan, and it is in it.
Works with the rest of the platform.
Conflict checks & KYC
Screen every new matter against your whole book of business, and run client due diligence with a documented approve or reject trail.
Read ›AI case workspace
One workspace over a case's documents, with three ways into it: a dated chronology, a map of every party, and answers cited to the page they came from.
Read ›Client portal
Their cases, their updates, the documents you chose to share, and the paperwork you need back from them — in one place, scoped to them and nothing else.
Read ›Obligations & renewals
Every dated commitment — trade licence renewals, regulatory filings, powers of attorney, document expiries — attached to the client, case or project it belongs to, with a named owner and a reminder before it falls due.
Read ›Hearings & calendar
The daily hearing roll the way Gulf practice actually runs it — banded by instance, filtered by emirate and hearing type, in Arabic or English, on Hijri or Gregorian dates.
Read ›Legal accounting
The VAT return as a report rather than a reconstruction, tax and currency held on the client so an invoice is right by construction, and one position across the whole book — with the bookkeeping proper left to the package built for it.
Read ›See it on your own matters
A short walkthrough with our team, using the kind of work your team handles day to day.