LAWTOMATE — Smarter Law. Powered by AI.

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Matter

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Documents

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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

Templates

All templates

Select a template

Select a template
to see its details.

1

Upload

2

Review variables

3

Preview & save

Import a document

Drop an existing Word or PDF precedent. AI will detect all existing placeholders — brackets, blanks, underscores, markup — and suggest any additional variable fields. Your formatting is preserved.

Drop your document here

or click to browse

.docx .doc .pdf .txt

Template name

Document type

Scope

	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

Licence Overview

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Firm Details

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Matter Numbering

Numbering mode

Automatic

System generates the reference — staff can't change it.

Manual

Staff enter the reference manually when creating a matter.

Auto-suggest (editable)

System suggests a reference but staff can override it.

Auto-reference format

Prefix

Separator

Include year

Counter digits

Preview: CHW-2026-001 next: 001

⊟ Dashboard Header

Office weather cards

Shown in the header banner for each office location.

Show weather

ASX / market tickers

Up to 8 symbols shown in the top strip.

Show tickers

Examples: XJO (ASX 200), CBA, BHP, AUD (AUD/USD), NAB, ANZ, WES, RIO

Scrolling news ticker

Custom headlines displayed in the header info strip.

Show ticker

Users

Name	Email	Role	Fee Earner	Base Rate	Status	Actions

Pending Invites

No pending invites.

⚖ Lex Assistant

👥 Roles & Permissions

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⚖ Lex — User Permissions

Select user

Integrations

Dropbox

Browse, import and export files between Dropbox and the vault. Map folders to matters for automatic sync.

Not connected

📁

Google Drive Coming soon

Sync matters with Google Drive folders.

🗂

iManage Coming soon

Connect to iManage Work for enterprise document management.

☁️

OneDrive / SharePoint Coming soon

Import from Microsoft 365 document libraries.

AI Tools — Draft Preferences

Draft font family

Draft font size

Default tone for AI drafting

Default extra instructions

Preview

This is how your drafted documents will appear. The AI will produce professional legal documents in plain prose without markdown formatting.

Client Numbering

Numbering mode

Automatic

System generates the client number.

Manual

Staff enter the client number manually.

Auto-suggest (editable)

System suggests, staff can override.

Auto-reference format

Prefix

Separator

Counter digits

Preview: CHW-C-001

Firm Branding

Preview

No logo uploaded

Logo background colour

🎨

Selected: #0f2654

Upload logo

🖼

Drop logo here or click to browse

PNG, JPG, SVG · max 1.5 MB

Your logo replaces the LAWTOMATE text in the sidebar and appears on all exported documents. Use the size slider to get it looking right.

Data Migration

Import clients and matters from Open Practice or any CSV export

① Choose Type

② Upload CSV

③ Map Columns

④ Preview & Import

What would you like to import?

👥

Clients

Contact records, names, emails, phone numbers

⊞

Matters

Files, matters, case references and types

Open Practice export guide

In Open Practice: Reports → Data Export → select Clients or Matters/Files → export as CSV.
Alternatively use SQL Server Management Studio to export the tblClient or tblMatter tables directly.

Upload your CSV file

📂

Drop CSV here or click to browse

CSV files only · UTF-8 or Windows-1252 encoding

Tip: Make sure the first row is a header row with column names. Empty rows are skipped automatically.

Map your columns

Match your CSV columns to LeadCounsel fields. Required fields are marked with *

VXT Phone Integration

VXT webhook token

Set this as the Bearer token when configuring the webhook in VXT → Admin → Team Settings → Configure Webhooks

Webhook receiver URL

Paste this URL into VXT when configuring your webhook

Auto time entry Create billable time entry from answered calls

Duration calculated from VXT timestamps. Assigned to matched fee earner.

Missed call tasks Create "Return call" task for missed calls

Task assigned to matched fee earner, linked to matched matter.

User mapping — VXT email → Lawtomate fee earner

How to connect VXT

In VXT → Admin → Team Settings → Configure Webhooks → Add New
Paste the webhook URL above into the VXT webhook URL field
Set the Authorization header Bearer token to the token you enter above
Enable Call Logs and Voicemails, tick "Default for new phone numbers"
Save here — VXT calls will now sync automatically

Tasks

All open and completed tasks across matters

⌕

0

Overdue

0

Due Today

0

Upcoming

0

Done

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Month Year

Accounting