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1

Matter

›

2

Documents

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3

Build

Matter

Select a matter to load documents

Start a new chronology

⚠ Select a matter first

⚖️ General

Chronology of Events

Full factual timeline — all key events from instructions, documents and correspondence.

✦ AI extracts all event types · no filter preset

💰 Costs

Costs Chronology

Billing milestones, costs disclosures, invoices and payments. Built for costs disputes and assessments.

✦ AI focuses on financial & billing events

📋 Procedural

Procedural History

Court events only — filings, directions, orders and adjournments. The procedural record of the matter.

✦ AI focuses on court & filing events · High/Med preset

🤝 Settlement

Negotiations & Settlement

Offers, counter-offers, without prejudice communications, Calderbank letters and settlement steps.

✦ AI focuses on offers & settlement comms

🔍 Liability

Liability Chronology

Events relevant to establishing or contesting liability — breaches, causation and knowledge dates.

✦ AI focuses on breach & causation events · High preset

🧑‍⚖️ Witness

Witness Timeline

Events from a single party or witness's perspective. For proofing witnesses or cross-examination prep.

✦ AI filters events by named party

Contract Review

Saved

📄

Drop contract here

PDF or DOCX · up to 10 MB

Matter (optional)

Client's role

Focus areas All · None

Liability & indemnity

Payment & fees

Termination rights

IP & confidentiality

Dispute resolution

Regulatory compliance

Warranties

Assignment

Upload a contract to begin

⚖

Contract Review

Upload a contract to get a clause-by-clause risk report with suggested amendments.

Start from a template

Select a matter above to use a template

⚖️

Hearing Brief

5 sections

🏛️

Trial Bundle

6 sections

🤝

Mediation Brief

4 sections

📋

Directions Hearing

3 sections

⚡

Urgent Application

4 sections

💰

Costs Application

3 sections

My Workflows 0

✦ Template Library 16

Firm-wide · All matters ▼

Node library

Triggers▾

⊞

Matter Opened

When a new matter is created

⟳

Status Changed

When matter status changes

📄

Document Uploaded

When a doc is added to vault

☑

Task Completed

When a specific task is done

📆

Date Reached

On a key date or offset

⚡

Manual Trigger

Run on demand for a matter

Tasks▾

☑

Create Task

New task with assignee & due date

☰

Create Task List

Multiple tasks from a checklist

👤

Assign Task

Reassign an existing task

Documents▾

✦

AI Draft Document

Generate from a template type

📎

Create eBrief

Auto-assemble an eBrief

✅

Request Approval

Send draft for partner sign-off

Dates & Time▾

📆

Set Key Date

Add date with label & offset

⏳

Wait / Delay

Pause before next action

Notifications▾

🔔

Send Notification

In-app alert to a user/team

📝

Add Activity Note

Log entry on matter activity

Matter▾

⟳

Set Matter Status

Change to Active, Pending, etc.

👤

Assign Fee Earner

Auto-assign based on type

Flow control▾

⑂

Condition Branch

If/else based on matter data

⟳

Loop

Repeat action for each item

⟳

Drag nodes to build your workflow

Start with a Trigger from the left panel,
then connect Action nodes to define what happens.

Select a node

Click any node to configure it

Select a node on the canvas to configure its settings.

Recent runs

	Client ↕	Ref ↕	Type	Matters ↕	Status	Fee Earner	Last Activity ↕

Overview

Matters

Documents

📬 Correspondence

💰 Billing

Notes

Client Notes

	Matter	Description	Activity	Fee Earner	Date	Duration	Rate	Amount

📞 Contacts Log

✉️ Log Call / Message

📋 New Matter Enquiry

📥 Inbox / Queue

VXT Call Log

Today's Activity

0

Logged today

0

Unactioned

0

Enquiries

0

Completed

Fee Earner Availability

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✉️ Log Call / Message

Caller Details

Caller Name *

Phone Number *

Company / Firm

Link to Existing Client / Matter

Existing Client

Related Matter

Message

Notes / Message *

Callback Required?

Best Contact Number

Priority

Assign Task To

Task Due Date

Due Time

📋 New Matter Enquiry

Enquirer Details

Full Name *

Phone *

Email

Company / Employer

Location / Office Region

How did they hear of us?

Practice Area *

Enquiry Details

Enquiry Type

Opposing Party (if known)

Description of Matter *

Deadline / urgency

Estimated Matter Value

Conflict Check

Allocate to Fee Earner for Follow-up *

Contact back by

Preferred consultation

Internal Priority

✓ What will be created on save

📁

Potential Matter

Status: Potential · Docs, tasks & notes can be saved to it

☑️

Follow-up Task

Assigned to selected fee earner with due date

Accounting

Stage 1 of 5

💬

Activity Feed

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Lex

Your Lawtomate assistant