Three steps. Real legal workflows.
Lexona is piloted around one concrete UK law-practice workflow first, then expanded only when the outputs, controls, and operating model are proven.
Connect the matter material
Upload or connect the emails, title documents, search reports, contract packs, attendance notes, and intake answers that already sit inside your workflow.
- Inbox and document-source ingestion
- Title, search, contract, and correspondence review
- Secure upload for pilot files
- Source-level metadata tracking
Pilot setup is scoped around one concrete workflow, not a whole-practice migration.
Generate source-linked outputs
AI agents produce qualification notes, chronologies, draft enquiries, risk notes, and report sections with explicit source references for practitioner review.
- Conveyancing risk and enquiry preparation
- Client intake qualification and handover
- Report on Title drafting from approved facts
- Matter-specific context retrieval
Outputs are structured work products for review, not raw chat transcripts.
Review, approve, and export
Every AI output sits in a structured approval queue. You review the work, approve what is ready, and export it into your ordinary matter workflow.
- Structured approval queue
- Review view with source context
- One-click approve or reject
- .docx export and scoped PMS handoff options
Nothing is sent, filed, or finalised without explicit practitioner sign-off.
Common questions
Which workflows should we test first?
The strongest pilot candidates are repeatable, evidence-heavy workflows: conveyancing title and search review, pre-contract enquiry preparation, report on title drafting, matter chronology building, and intake qualification.
Can we use Lexona without changing our practice management system?
Yes. A pilot can run from secure uploads and connected document or inbox sources. Practice management integration can be scoped later if the workflow and risk case are proven first.
What happens if the AI makes a mistake?
Every AI output goes through the approval queue before it can be exported or sent. Practitioners review all outputs, and the source trail, confidence signals, and approval events remain visible.
How long does it take to set up?
Most pilots begin with a focused setup session: define the workflow, select sample matter material, configure rules, and walk the team through review and approval.
Where is our data stored?
The core production application stack is selected for a UK-located IONOS VPS. Database, document, vector, model-provider, backup, and integration locations are documented per downstream provider and agreement.
Ready to see it on a real workflow?
Start with redacted matter material, then progress to an NDA-backed live-matter pilot when your team is ready.
Book a Workflow Demo