Sector showroom
Law firms and legal practices
A sector version of Velqory for firms that work through clients, matters, deadlines and evidence. The page shows how the platform organises intake, conflicts, matter files, drafts, notifications, document vault, matter billing and legal AI with sources while keeping human lawyer review in the workflow.
Matter pipeline
Client file
- Client: Atlante Group
- Counterparty: North Supplier
- Area: commercial litigation
- Budget burn: 68%
Document vault
- Signed power of attorney
- Citius notification
- Base contract
- Email with instructions
- DGSI research note
Legal AI assistant with sources
The Citius notification at 09:14 creates a response window. Source 01 confirms the deadline; Source 02 shows an approved draft for a similar pleading. Recommend senior associate review before sending the client update.
Problem
Legal work moves through matters, but evidence stays scattered.
Law firms rarely fail because they lack legal knowledge. They struggle with operational friction: a notification arrives through Citius or eTribunal, the client sends incomplete documents by email, the right precedent lives in an old folder, the team exchanges Word comments, billing reconstructs time from memory and the partner needs to answer the client without rereading the full file. Each fragment looks small; together they create deadline risk, rework, write-offs and unnecessary exposure of confidential information.
- Critical deadlines can lack a clear owner when notifications, email and calendar do not converge.
- Conflict checks and KYC/AML work arrive late if parties, beneficial owners and groups are searched manually.
- Templates, clauses and precedents lose value when nobody knows which version is approved.
- Privilege, professional secrecy, personal data, ethical walls and need-to-know access rule out generic AI shortcuts.
Product
A governed layer for intake, matter, document, draft and decision.
The page demonstrates a Velqory configuration for legal operations. The system receives documents, connects them to a matter code, identifies parties, suggests classification, creates deadline alerts, prepares source-backed summaries, organises templates and stores review evidence. The client file is not just CRM: it shows open matters, counterparties, risk, access policy, budget burn, missing documents and recent communications.
Intake with visible conflict risk
Lead, client, beneficial owner, counterparty, practice area, initial documents and possible conflicts are checked before the team spends hours on the matter.
Living matter file
The timeline connects notifications, pleadings, emails, tasks, drafts, sources, reviews, approval and receipts into one readable thread.
Quality with human review
AI can prepare extraction, summary and draft work, but client text, filing material and risk conclusions route to the responsible lawyer.
Visual mockup
Matter pipeline, client file, document vault and legal AI assistant with sources.
The mockup is specific to legal work: on desktop it shows the full law-firm operations desk; on mobile it reduces density and preserves the pipeline, critical deadline, client file and assistant answer with sources. The structure avoids wide tables, uses short panels, shows status labels and keeps each block readable without horizontal overflow.
Matter pipeline
Client file
- Client: Atlante Group
- Counterparty: North Supplier
- Area: commercial litigation
- Budget burn: 68%
Document vault
- Signed power of attorney
- Citius notification
- Base contract
- Email with instructions
- DGSI research note
Legal AI assistant with sources
The Citius notification at 09:14 creates a response window. Source 01 confirms the deadline; Source 02 shows an approved draft for a similar pleading. Recommend senior associate review before sending the client update.
- The visual pipeline separates intake, conflict, review, deadline, draft and matter billing.
- The client file shows owner, counterparty, practice area, budget burn and missing documents.
- The document vault groups powers of attorney, pleadings, notifications, contracts and research sources.
- The legal AI assistant answers with source citations, confidence state and the next review step.
Modules
Modules for the real cadence of a law firm.
The first publishable version does not sell abstract legal automation. It shows recognisable modules for partners, associates, paralegals, compliance, knowledge management and finance. Each module has a clear boundary, can be connected in phases and respects that legal decisions remain with the firm.
Intake, conflicts and KYC
Receives request, parties, beneficial owners, subject matter, initial documents and commercial context; suggests checks and blocks progress when risk needs approval.
Deadline tower
Turns notifications, formal dates, court recesses, internal deadlines and tasks into alerts with owner, source, confidence and acceptance history.
Templates and precedents
Connects approved models, clauses, case law, playbooks and client history to draft preparation ready for lawyer review.
Matter billing
Connects time, expenses, caps, retainers, narratives, proformas and receipts to explain value without exposing unnecessary confidential detail.
Client portal and requests
Organises document requests, pending decisions, approval versions and executive updates without relying on long email chains.
Quality and post-mortems
Turns write-offs, delays, complaints, deadline risk and rework into operational learning and preventive playbooks.
Assistive legal AI
A legal AI assistant to prepare work, not practise law.
The assistant works with defined prompts, visible sources, confidence thresholds, model routing and approval gates. It can classify documents, summarise a notification, assemble a matter briefing, compare clauses with a playbook, suggest a draft from an approved template, list missing documents, prepare a factual client update and turn email/calendar evidence into a draft timesheet. It does not provide legal advice, decide conflicts, approve filings, contact clients or replace a qualified lawyer.
- Every answer is tied to sources: document, email, matter note, approved template or authorised legal research.
- Privilege uncertainty, low confidence or conflicting instructions create a review queue instead of a final answer.
- External text is marked as draft, with owner and approval history.
- Model use can vary by matter sensitivity, client, region or firm policy.
Integrations
Connects to what the firm already uses, without requiring a day-one migration.
Velqory should fit the existing legal stack. The sector design considers Microsoft 365, Outlook, Exchange, SharePoint, OneDrive, Google Workspace, iManage, NetDocuments, internal DMS, practice-management software, billing, CRM, client portals, Teams, Slack, Citius, eTribunal, legal research databases, e-signature, registries, ERP and fiscal exports. When an API is unavailable, rollout can start through exports, a controlled mailbox, SFTP or approved document upload.
Portals and notifications
Citius, eTribunal, legacy SITAF, BNI, BAS, calendar and receipts connected to the internal matter.
DMS and knowledge
SharePoint, iManage, NetDocuments, drives and template libraries treated as governed sources.
Email and calendar
Emails, attachments, meetings, internal deadlines and client instructions captured with access rules.
Billing and CRM
Clients, matters, time, expenses, caps, retainers, proformas and pipeline reconciled by context.
Security
Professional secrecy, privilege, GDPR and auditability by design.
Legal work needs a conservative security posture. The page explains tenant isolation, matter-level permissions, SSO, role groups, optional ethical walls, sensitivity classification, encryption, retention, legal hold when contracted, audit trails and model governance. The promise is operational: show who viewed, who approved, which source was used, what data left, which rule blocked the action and which reviewer accepted responsibility.
- Need-to-know access by matter team, role and ethical-wall rules.
- Audit for ingestion, classification, extraction, drafting, approval, export and override.
- No cross-client corpus sharing and model routing by sensitivity.
- Explicit boundary: Velqory supports legal operations and knowledge work; it is not a law firm.
Plan
Start with one practice area, one matter type and a shadow pilot.
The first deployment should choose an area with high volume and clear judgment boundaries. The recommended path starts with a risk workshop, moves into taxonomy and a historical sample, runs a shadow pilot against lawyer-reviewed ground truth and only then enables selected live matters with reviewer queues and a clear rollback route.
Week 0
Define practice area, document types, source systems, owners, access policy, risks and acceptance criteria.
Week 1
Create taxonomy, initial document vault, matter metadata, privilege labels and deadline fields.
Weeks 2-3
Run intake, extraction, briefing, drafting and reporting on historical matters, comparing against human review.
Weeks 4-6
Launch on selected live matters with approvals, audit, post-deploy visual evidence and results review.
Next step
Bring one matter pattern. The demo shows the operating model, not a generic answer.
For the walkthrough, the firm can bring two anonymised matter packs, a systems list, one approved template set and the review policy it already uses. Velqory maps intake, matter pipeline, client file, document vault, AI with sources, integrations, security, pilot plan, acceptance criteria and contractual limits before discussing production.
- No live client data is required for the first call.
- Residency, models, reviewers, retention, legal hold and approval duties are written into scope.