Not software. A working AI team.
Eight specialized AI employees embedded directly into your firm's operational workflows. Coordinated by Marcus. Governed by your rules. Working alongside your people.
Work enters. Intelligence responds.
Legal work arrives in FernLex through any channel — intake, email, document upload, or manual entry. The system understands the work, routes it to the right AI employee, and coordinates completion. Humans remain in control at every step.
Understands the work
Marcus evaluates incoming work and determines which specialist should handle it — intake, documents, emails, or research.
Routes to the right agent
The work flows to the specialist with domain expertise. No generic processing — each agent understands its domain deeply.
Humans stay in control
Every output is checked against your firm's rules and requires human review. Nothing is finalized without attorney approval.
One team. Clear lines of responsibility.
Marcus coordinates. Atlas and the specialists do the work in their domains. Every one of them reports back to your team.
Coordinates
Marcus — Firm Orchestrator
Evaluates incoming work and routes it to the right specialist, keeping every matter moving.
Understands
Atlas, Harper & Vera
Builds the shared picture of the matter from intake, documents, and evidence.
Executes
Iris, Sage, Palmer & Portia
Handles communications, drafting, forms, and follow-through within their defined scope.
Meet every AI employee.
Marcus coordinates. Atlas builds the matter picture. The specialists execute in their domains — each within your governance boundaries. Select any card to see responsibilities and examples.
Orchestrator
Matter Intelligence
Specialist Team
How work moves through the system.
From a new lead arriving in FernLex to coordinated work recorded in the firm's operational record — here is how one matter moves through the team.
Example
From new lead to coordinated work
9 steps across the team — with human review before anything is finalized.
A new lead arrives
A prospective client submits an inquiry or intake form through FernLex.
Harper captures and qualifies intake
Conversational intake collects the details, extracts entities, classifies the practice area, and flags missing documents.
A matter is created
The qualified lead becomes a matter with its own record, permissions, and audit trail.
Atlas builds matter context
Documents, emails, and dates are linked into one picture of the matter — with risk scored and gaps flagged.
Vera analyzes evidence
OCR, classification, and entity extraction turn uploaded documents into structured, searchable intelligence.
Iris and Sage organize communications
Incoming email is classified, linked to the matter, and scored for urgency so nothing important is missed.
Palmer prepares drafts
Letters, motions, and emails are drafted from matter context — in draft mode, pending attorney review.
Portia prepares forms
Case data is mapped to official form fields with confidence scores and source attribution.
Marcus coordinates the work and follow-up
Status, next steps, and deadlines are tracked across the team — and routed to your people for review.
Product Model
Legal work enters
A new matter, document, or communication arrives in FernLex
Marcus evaluates
MarcusThe orchestrator assesses the work and determines which specialist should handle it
Work is routed
The appropriate AI employee is assigned to the task
Specialist processes
The assigned AI employee executes with domain expertise
Your firm's rules check
The governance layer validates execution against policy
Human reviews
An attorney reviews the output and approves or requests changes
Record completed
Completed work is stored in the firm's operational record with full audit trail
This is the product model — how work is designed to flow through FernLex. Autonomous behavior is only claimed for functions implemented in the application.
Your team stays in control.
AI employees work inside the permissions, approvals, and policies your firm defines. Your people hold judgment, strategy, and final authority — at every step.
Your team
Attorneys, paralegals, and legal staff — governed by
Always
The final authority. Every AI action can be overridden, redirected, or stopped by a human professional at any point.
AI Workforce
8 specialized AI employees — working
Always governed
Every action is checked against your firm's policies. No AI employee works outside its defined role. No output bypasses human review.
Intelligence across every workflow.
The AI workforce doesn't live in a sidebar. It operates inside intake, matters, documents, email, evidence, billing, and client communications.
Intelligent Intake
Prospects guided through bilingual intake. Entities extracted, practice areas classified, confidence scored. Prepared for attorney review.
Learn more
Matter Intelligence
Documents cross-referenced across the matter. 6-axis risk scoring, discrepancy detection, compliance insights. The full picture without reading every page.
Learn more
Email Intelligence
Every email classified, triaged, and linked to matters. Urgency scored, deadlines extracted, priority items surfaced. Your inbox becomes an action queue.
Learn more
Document Processing
Documents classified, entities extracted, OCR applied. Batch processing of up to 100 documents simultaneously. Intelligence fed to Atlas for matter analysis.
Learn more
Deadline Protection
Deadlines extracted from communications, critical dates monitored, court calendar feeds synced. Never let a filing deadline become a surprise.
Learn more
Financial Intelligence
Billable activities tracked, revenue opportunities identified, trust accounts monitored. AI-powered financial intelligence across the firm.
Learn moreEvery action. Every decision. Recorded.
Completed work doesn't disappear. Every AI action, every human decision, every policy validation is stored in an immutable operational record with full audit trail.
Immutable audit trail
Every agent action logged with timestamps, inputs, outputs, and the policy decision that allowed or blocked it.
Policy decisions recorded
Every check against your firm's rules is logged — what was evaluated, what was approved, and why.
Agent attribution
Every piece of work is attributed to the agent that produced it. Know exactly who did what and when.
Human approval tracked
Every attorney review, override, and approval is recorded. The complete chain of custody from AI output to human decision.
Every action governed. Every output auditable.
Your firm's rules determine what AI can access and what it can do. Every AI action passes through your firm's controls — policy validation, permission checks and audit logging.
Policy Engine
Org → Client → Case → Action
Decision Gatekeeper
Validates every agent execution
Audit Trail
Every action logged and traceable
Agent Lifecycle
Control agent states and health
Multi-Level Policy Engine
Policies evaluated at Org → Client → Case → Action level. Every agent action is checked before execution.
Decision Gatekeeper
All agent executions pass through a decision engine that validates permissions, budgets, and governance rules.
Audit Trail
Every agent action is logged with timestamps, inputs, outputs, and the policy decision that allowed or blocked it.
Data Isolation
Each firm's data is completely isolated. Agents operating on one firm's data cannot access another's.
Human Approval Workflows
Agents like Palmer operate in draft mode only. Nothing is finalized, sent, or filed without attorney sign-off.
Agent Lifecycle Control
Agents have defined states, heartbeat monitoring, and can be enabled or disabled per-firm at any time.
Not software. A working AI team.
Eight specialized AI employees embedded directly into your firm's operational workflows — coordinated by Marcus, governed by your rules, working alongside your people.