Platform
One system for the whole firm. Connected to your Microsoft 365.
Your e-mail, calendar and documents stay in your Microsoft 365. LexRing brings them next to the case, and adds what Microsoft does not have: deadlines, time, billing and firm figures.
New enquiries
Every client starts as an enquiry.
Every enquiry goes on one board, wherever it came from. A named colleague takes it on, the offer goes out from LexRing, and a yes becomes a client with the details already filled in.
- New enquiries to contact and overdue follow-ups on My Desk
- A hint when the e-mail, domain or name matches an existing client
- AI drafts the offer, you check it and send it as a PDF
- Reasons for lost enquiries, and your win rate over the last 90 days
Enquiries this month
Incoming
Lindqvist ABReferral
Reached out
Alder EnergyM. Kowalska
Offer sent
Orbis FreightA. Nowak
Client
Vistula HoldingsP. Lis
Kestrel FoodsE. Brandt
Win rate, last 90 days62%
Clients and cases
“Where does this case stand?” Answered in one screen.
Take over a case on short notice and the chronology shows everything in one list: items, tasks, e-mails, documents, invoices and payments.
- AI case summary in which each sentence cites the event behind it
- Folder per client and case in your own SharePoint
- Restrict a client or case to named people or teams
- Company data from the KRS and Companies House when you add a client
- Documents sent for signature with DocuSign, the signed copy saved next to the original
Case 2026/041
Northbridge Logistics · Commercial dispute
- E-mail from opposing counsel
- Statement of appeal, draft 2
- 1:30 h hearing preparation
- Invoice 2026/09/094 paid
From inbox to billed, in a minute.
Open your to-do e-mails and each one has an AI summary. LexRing proposes the client and case, one click files it, and Quick-Bill on the same e-mail opens the time entry.
- Your Outlook mailbox next to the case, updated live
- AI proposes next steps and drafts a reply in your tone and language
- Your to-do e-mails in one panel on My Desk
- File years of old e-mail in one supervised run, with undo
Opposing counsel
Settlement proposal, case 2026/041
AI summary
Proposes a settlement at 80% of the claim. Asks for an answer by Friday.
Deadlines and post
Nothing sits on a desk.
Drop a scan into Inbounds. AI reads sender, parties and reference, proposes a deadline with its reason, and you assign the letter to the responsible lawyer.
- Best-practice and hard date per deadline, with a calendar entry
- A badge on My Desk from three days out, red when overdue
- Hearings per case with court, room and attendees
- For Polish and Luxembourg firms: outgoing post that warns when a filing would miss its deadline
Deadlines and hearings this week
- MonA. NowakReply to statement of claim
- WedM. KowalskaStatement of appeal3 days left
- ThuP. LisHearing, Regional Court, room 214
- FriE. BrandtRegister filing, Vistula Holdings
Time and billing
Month-end without chasing.
Time is tracked while you work, and you review it at the end of the day. At month-end each colleague confirms, you pick the period, and invoices are built from case items and retainers.
- Hold a button, dictate what you did, check it, save it
- Retainers with included hours, expiry and rollover
- Payment reminders that go out on their own and stop once the invoice is paid
- A pay link on the invoice: clients pay by card through your own Stripe account
- In Poland: send to KSeF in one click, with number and QR on the PDF
Invoices
NumberClientStatus
- 2026/10/118Northbridge LogisticsDraft
- 2026/10/117Vistula HoldingsPaid
- 2026/10/116Helix ClinicsSent
- 2026/09/104Northbridge LogisticsReminder 1
Client accounts (escrow)
Client money stays client money.
Each client and case gets its own ledger in your client bank account. Money in and out is recorded against it, a ledger never goes below zero, and a transfer of your fees pays the invoice it belongs to.
- Posted entries are never changed or deleted, only corrected by a new entry
- Receipts and bank advices attached, or photographed with the camera
- SRA rules for UK firms: second-person authorisation, five-weekly reconciliation
- Your bank accounts and cash boxes, with a suggested invoice for each payment
Client account
Helix Clinics · Employment advice · GBP
DateDescriptionAmount
- 2 OctSettlement from the other side+5,000.00
- 14 OctCourt fee−350.00
- 31 OctFeesPays invoice 2026/10/116−2,400.00
- 4 NovBalance paid to the clientAuthorised by P. Lis−2,250.00
Balance0.00
Firm performance
The numbers, on Monday morning.
See revenue, cost and result per Employee, by billed or paid time. See delivered hours against targets, and an estimate for the current month.
- KPIs and forecast with cash flow
- Client workloads against agreed hour limits
- Billing advances that are nearly used up
- Bonuses calculated from the same data as billing
Result per Employee, Q3
Share of revenue kept, by paid time
Conflicts and client checks
A new client, checked before work starts.
Before you take on a client, LexRing shows whether the firm already acts for or against them. Then order a PEP and sanctions scan for the directors, and send the beneficial owner an e-mail invitation to verify their ID online.
- Conflict check across open cases and those closed in the last six years
- Directors, shareholders and beneficial owners on either side checked as well
- A direct conflict is decided by a second person, with the reason on record
- People and companies screened for PEP and sanctions, with ongoing monitoring
- Remote identity verification by e-mail invitation, and a PDF record of each check
Vistula Holdings
- Conflict checkNo conflict
- PEP and sanctions scan, directorsNo match
- Ongoing monitoringOn
- ID verification, beneficial ownerInvited
PDF record saved to the client
And the things that make the day easier
Team calendar
Who is busy, absent or free, as calendar or task board.
Tasks
One-off and recurring, with owners, on My Desk.
Templates
Word documents generated from your templates into the case folder.
Client portal
Clients see their cases and hours by period.
Booking links
Clients book a meeting from a personal link or QR code.
Change history
See who changed what and when on clients, cases, case items and invoices.
12 languages
Interface and guided tutorials, including English, Polish, German and French.
Simple view
A reduced view for colleagues who only read e-mail and bill.
Works with
- Outlook
- Calendar
- SharePoint
- OneDrive
- Teams
- Microsoft sign-in
- KSeF
- MemberCheck
- Veriff
- KRS
- Companies House
- Xero
- QuickBooks
- Harvey
- DocuSign
- Stripe
API access on request.
See it with a real case.
Bring a question from your own practice. We show you how LexRing would handle it.