Four steps. A person signs off each one.
LexSalim is built around a simple loop: gather, understand, propose, decide. The AI does the gathering and proposing; you do the deciding.
- Step 01CASE-NEW
Create a case
Open a legal matter or an accounting engagement. Pick a template, set the jurisdiction and invite only the people who should see it.
TEMPLATES · PERMISSIONS · JURISDICTION
- Step 02DOC-IN
Upload documents
Add letters, contracts, statements, receipts and exhibits. Each file is scanned, encrypted and stored in the case vault with its version history.
ENCRYPTED VAULT · VERSIONS · PROVENANCE
- Step 03AI-RUN
Request AI analysis
Ask the Case Agent to summarise, extract, compare or research. It works only on the case you are in, and only when you ask.
CASE-SCOPED · ON REQUEST · LOGGED
- Step 04REVIEW
Review findings and next steps
Read cited findings, check the timeline and accept, edit or reject proposed actions. Nothing is relied on without your review.
CITED · PROPOSED · HUMAN-APPROVED
What you see inside a case
Overview, documents, timeline, tasks and a Case Agent panel. The screen below is an illustration built with demonstration data.
- Overview
- Cases
- Inbox
- Documents
- AI Agents
- Calendar & Tasks
- Reports
- Settings
Late delivery under supply agreement (sample case)
Parties: Demo Client Ltd · Example Supplier Ltd · Jurisdiction: England & Wales (sample)
- Supply agreement v2.pdfContract12 ppIndexed
- Letter before claim.pdfCorrespondence3 ppSummarised
- Invoice 2041.pdfEvidence1 pExtracted
- Delivery dates (email thread).emlCorrespondence—Queued
- 02 SepSupply agreement signed
- 18 SepScheduled delivery missed
- 30 SepLetter before claim received
- 08 OctCase Agent finding: clause 7.2 notice period (needs review)
- 21 OctReply due
- Awaiting your reviewReview the Agent's summary of clause 7.2DUE TODAY
- OpenCollect delivery evidence (photos, courier records)DUE 15 OCT
- Draft proposedDraft response to letter before claimDUE 18 OCT
Clause 7.2 requires 14 days’ written notice before termination for late delivery. The letter before claim dated 30 Sep refers to immediate termination, so it may be worth checking whether notice was served.
- ↳ Supply agreement v2.pdf · p.6 · cl. 7.2
- ↳ Letter before claim.pdf · p.1
- ▸ Add finding to timeline (08 Oct)
- ▸ Draft a note on notice requirements
Works only on documents in this case
Every case has a state
State changes are recorded in the timeline and can trigger agent checks. A closed or archived case stops unattended monitoring unless you reactivate it.
- 01DraftCase created, scope being defined
- 02ActiveDocuments and analysis in progress
- 03Awaiting informationSomething is needed from you or a third party
- 04Under reviewFindings or drafts waiting for a decision
- 05Action requiredA deadline or approved task is due
- 06Resolved / CompletedOutcome recorded; monitoring stops
- 07ArchivedRetained and exportable, read-only
What LexSalim does not do
- NeverSend letters, emails or filings on your behalf
- NeverMake legal or professional judgements for you
- NeverSubmit returns to HMRC, the IRS or the CRA
- NeverAct as a law firm or an accountancy practice
- NeverGuarantee outcomes or accuracy
- NeverShare case content across cases or customers
Ready to look at your matter more clearly?
Plans start at £29 per month in the UK, billed per workspace. Choose a plan now; checkout opens with the application.