Product

Everything CortexLex brings to your firm.

From the website that attracts an inquiry to the portal where a client follows a matter: explore every capability for presenting, organizing and growing a modern legal practice.

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01 · Attract

Get found, and never lose an enquiry.

Publish your firm’s website without a developer, receive enquiries through your own forms, and decide with judgment which matters you accept.

Your own site with logo, colours, practice areas and team
Publishable intake forms with the fields you need
Stage pipeline: new, contacted, qualified, converted
Conflict review before accepting the matter

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Leads and intake

Enquiries arriving from your website

New4

Elena MercadoEmployment · Web

Contacted3

Grupo Andina SRLContract · Form

Qualified2

Luis PeñaFamily · Referral

Converted6

9:41

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Leads and intake

Elena MercadoEmployment · Web

Grupo Andina SRLContract · Form

Luis PeñaFamily · Referral

Firm website

Three curated themes, sortable sections and a preview before you publish. Connect your own domain with real DNS verification depending on the plan.

Intake forms

Build public forms with the fields your practice needs. Every submission enters the pipeline with its source identified.

CRM and pipeline

Record prospects, assign owners, keep notes and activity, and move each enquiry through stages until you accept or decline it.

Conflict screening

Search for matches across clients, opposing parties and existing matters using aliases, company-name normalization and Spanish phonetics. Every decision is recorded.

Conversion without retyping

An accepted lead becomes a client and a matter keeping everything already captured. Nothing gets typed twice.

02 · Organize

The matter at the centre of everything.

Each case brings activity, team, tasks, calendar, documents and money together. Nobody has to ask where things stand.

Activity, tasks, documents and financials in one space
Matter types with fields specific to your practice
Checklists created automatically when a case opens
Permissions by responsibility, not by hierarchy

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Matter · Employment

Rodríguez v. Constructora Sur

In progress

ActivityTasksDocumentsFinancials

OwnerAna R.

Next date24 JUL

Open04

Contract created from a modelDocument · 12 min ago
Review assigned to AnaTask · due tomorrow
Client confirmed receiptPortal · yesterday

9:41

CCortexLexAR

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Home

Rodríguez v. Constructora SurLAB-2026-014 · In progress

Aliaga · DivorceFAM-2026-031 · In progress

Vargas · Debt claimCIV-2026-089 · Review

Matters as workspaces

Summary, status, owner, team, custom fields, history and next steps around every case.

Configurable matter types

Six ready-made types — employment, family, civil, criminal, corporate and consultation — with their extra fields and checklist. Fully editable.

Tasks and checklists

Create items with an owner and a due date, or let the matter type prepare the usual tasks when the case opens.

Calendar and hearings

Hearings, meetings and team deadlines in a single view, tied to their matter and owner.

Team calendar

Each professional can view hearings and team commitments in the CortexLex calendar.

Clients and contacts

People and companies with contact details, location, relationships and relevant background.

Team and permissions

Invite members and control who reads, creates, shares or administers each kind of information. One person can work across firms without mixing anything.

03 · Document

Stop rewriting the same documents.

Upload the contract you already use: CortexLex recognises the gaps you left and fills them in next time. And it finds any text, even inside a scan.

Upload your document as it is: no codes, no formulas
Recognises underscores, [brackets] and highlighted text
Search inside the content, with OCR for scans
Human review required before anything is filed

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Mark what changes

14 items found in your document

Between Mr. ______________, ID No.

Filled automaticallyClient full name

…ID No. __________, residing at

Filled automaticallyIdentity document

…for the sum of Bs. 15,000 payable

We will ask youAsk me when creating

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Documents

Services agreement v3.docx“…the guarantor shall be jointly liable…”

Employment claim.pdf“…performance guarantee of Bs 15,000…”

Hearing record.pdfScanned · text recognised

Models from your own Word files

Upload a contract, power of attorney or letter you already use. CortexLex finds the data that changes and asks where each item comes from. Set it up once, use it always.

Create from the matter

From any matter, pick the model and answer only what is missing. The rest is filled from data already on record.

Verifiable versions

Every generated document records which model, version, values and person produced it. Changes create a new version without altering what was already issued.

Document repository

Folders by matter and client, types, versions and metadata. Downloads are always authorized, never a permanent public address.

Search and OCR

Extracts text from DOCX, XLSX and PDF, and recognises text in images and scanned PDFs in Spanish and English. Search by what the document says, not by its file name.

Classification and dates

Proposes the document type and detects relevant dates with their evidence. Always reviewable: confirm, discard or turn a date into a task.

04 · Collaborate

An informed client, without the seven o’clock phone call.

A private space where your client sees what you choose to share, answers what you ask, and stops writing to find out how things are going.

Private access by invitation, revocable at any time
Messages that stay beside their matter
Requests and questionnaires with typed fields
Never sees internal notes or confidential matters

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Search clients, matters or documents…Ctrl K

Matter · Employment

Rodríguez v. Constructora Sur

In progress

ActivityTasksDocumentsFinancials

OwnerAna R.

Next date24 JUL

Open04

Contract created from a modelDocument · 12 min ago
Review assigned to AnaTask · due tomorrow
Client confirmed receiptPortal · yesterday

9:41

CPortalEM

Hello, Elena

This is the progress your firm shares with you.

In progress

Purchase process

Shared progress

65%

Next stepBackground review

Upload documentSend message

Document receivedThe firm confirmed your file

Private portal per matter

Each invited client signs in from a computer or a phone and follows the progress the firm decided to share, with owners and next steps.

Messages with context

Conversations live next to their matter, with read confirmations, instead of getting lost across personal inboxes.

Requests and questionnaires

Ask for specific information or files with typed fields. Both sides see what is missing and what has arrived.

Client documents

The client uploads files with a description and reviews what the firm published. Every publication requires authorization and supports receipt confirmation.

Communication centre

Client messages, requests and files remain organized inside the corresponding matter.

Notification centre

Internal notices for documents, tasks, hearings, payments and statements, with preferences per event type and per person.

05 · Measure and bill

Know which case makes money, and which does not.

Time, fees, collections and profitability calculated from the firm’s real work. No parallel spreadsheets.

Profitability per matter and productivity per professional
Agreements, instalments, payments and receipts with rules that prevent mistakes
Statements the client sees in their portal
CSV export and print to PDF from the browser

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Profitability by matter

Last 6 months · firm currency

CollectedBs 184,500

OutstandingBs 42,100

Hours486

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Calendar

Preliminary hearing09:30 · LAB-2026-014

Client meeting11:00 · COR-2026-002

Due: file evidence16:00 · CIV-2026-089

Time tracking

Entries with duration, billability and the rate of the matter or the professional. Weekly summary in the firm’s time zone.

Fees and collections

Agreements, instalment plans, payments and expenses with rules that prevent overpayments, negative amounts or changing currency after the first payment.

Receipts and statements

Receipts with a deterministic reference and immutable statements published in the portal. Expressly identified as non-tax records.

Payment reminders

Idempotent manual notices with history and a minimum wait, through the free internal channel or by email if you configure a server.

Operational reports

Workload by owner, recorded time, productivity, collections, balance ageing and contribution per matter, with filters of up to 24 months.

Complete map

And across the whole product

Capabilities that run through every module, not bolt-on extras.

Global search

Find clients, matters and documents from any screen with Ctrl + K.

Laptop, tablet and phone

The whole product adapts to the screen, client portal included.

History of actions

Sensitive operations record who, when and on what. Available whenever you need it.

Your data is yours

A complete, verifiable export of the firm’s information whenever you ask for it.

Nothing to install

It runs completely in the browser for both the firm and its clients.

Want to see it applied to your firm?

Request a demo