FernLex keeps the work moving
Deadlines tracked. Tasks assigned. Workflows running. Every matter event triggers the right work — deadlines calculated, tasks created, team notified — so every assigned task has an owner and a status.
Deadline Engine
Every deadline, tracked and escalated
FernLex calculates deadlines from matter events, court rules and filing requirements — then escalates through a multi-level chain so nothing is missed.
File opposition to motion to compel
Smith v. TechCo — Contract dispute
Send demand package to insurer
Okafor — Car Accident Claim
File custody position statement
Rivera — Custody Modification
Multi-level escalation keeps deadlines visible at 30, 14, 7, 3, and 1 days out, with clear ownership at each level. Each level increases urgency and widens notification scope.
30-day warning
Initial warning — matter team notified
14-day reminder
Reminder — assignee and supervisor alerted
7-day alert
Escalation — attorney oversight triggered
3-day urgency
Urgent — managing partner notified
1-day critical
Critical — all stakeholders alerted
Court holiday awareness built in. Deadlines automatically adjust for weekends, federal holidays and local court schedules.
Task Management
Every task, clearly owned
When a matter event creates work, FernLex breaks it into specific tasks — each with an assignee, due date, priority and status. Nothing falls through.
Task
What needs to be done
Draft discovery response
Assignee
Who is responsible
Palmer
Due Date
When it must be completed
Aug 13, 2026
Priority
How urgent it is
High
Draft discovery response
Smith v. TechCo
Fill form interrogatories
Smith v. TechCo
Review client intake form
New Client — Johnson
File H-1B batch with USCIS
TechCorp — H-1B Batch
Marcus — Firm Orchestrator
The agent that keeps everything connected
Marcus does not do one job — he coordinates every job. When a matter event creates work, Marcus breaks it into tasks, assigns the right agents, chains the workflow and gives every step an owner and a status.
Orchestrate workflows
Chains actions across agents and systems into sequences that run automatically.
Chain actions
Links email triage → evidence processing → task creation → document drafting into one flow.
Delegate to agents
Routes work to the right specialist — Palmer for drafting, Portia for forms, Iris for email.
Audit trails
Every action logged. Every decision traceable. Full accountability across the workflow.
Watch Marcus coordinate a complete workflow from matter event to attorney notification.
Matter event detected
Marcus analyzes requirements
MarcusTasks created and prioritized
MarcusWork delegated to specialists
MarcusPalmer drafts documents
PalmerPortia files forms
PortiaAttorney notified with summary
PortiaHow the work moves
Matter opened → work happens → next step triggered
Every matter event sets off a chain of work. Tasks are created, assigned, completed and followed by the next action — all orchestrated by Marcus.
Matter opened
New client intake or a case event puts the workflow in motion.
Task created
Marcus analyzes the event and creates specific tasks with clear deliverables.
Assigned to the right agent
Each task routed to the specialist — Palmer for drafting, Portia for forms, Iris for email.
Due date set
Deadline calculated from court rules, filing requirements and matter timeline.
Work completed
Agent finishes the task, updates status, and prepares output for review.
Next task triggered
Completion of one task automatically triggers the next step in the workflow.
Matter: Johnson — Family-Based Green Card
Workflow triggered 2 hours ago · 4 tasks created
Next: When Palmer completes the document review, Portia's filing task automatically activates.
Calendar Integration
The calendar, guarded
FernLex does not just track deadlines — it protects your calendar from conflicts, missed filings and scheduling overlaps. Every date matters.
Deadline journeys
Every deadline tracked from creation to completion — with full history of every reminder and escalation.
Conflict detection
When two deadlines overlap or a filing window conflicts with a hearing, FernLex flags it immediately.
Court holiday awareness
Federal, state and local court holidays automatically factored into deadline calculations.
Smart reminders
Reminders timed to give your team enough lead time — not too early, not too late.
H-1B filing due
All day
Client call — Johnson
10:00 AM
Discovery deadline
5:00 PM
Court hearing — Smith
2:00 PM
RFE response due
All day
Team review
3:00 PM
Billing deadline
End of day
Alerts & Notifications
Important work, surfaced instantly
No more checking multiple places. FernLex pushes the right alerts to the right people — deadlines, status changes, conflicts and matter updates — in real time.
Deadline alerts
When a deadline enters the escalation chain, the right people are notified immediately.
Conflict detection
Overlapping deadlines, scheduling conflicts and filing window issues flagged before they become problems.
Status changes
When a task status changes, affected team members are updated in real time.
Matter updates
New emails, documents and filings linked to a matter trigger notifications for the assigned team.
Delivery Channels
In-app
Real-time notifications in the dashboard
Digest and urgent alerts to inbox
Team updates
Automatic team member notifications
H-1B filing deadline is TODAY
TechCorp — H-1B Batch Processing
Discovery response due in 3 days
Smith v. TechCo
Palmer completed document draft
Johnson — Family-Based Green Card
Filing submitted successfully
Carter — I-485 Adjustment
Operational Visibility
Know what needs attention — instantly
The point is not merely task management. The point is knowing exactly what matters need attention, which tasks are at risk, and how the firm is performing — at a glance.
Attorney View
“What needs my attention?”
Managing Partner View
“How is the firm performing?”
Simulated example — role views show illustrative firm data.
47
+3 this week
12
All active
23
8 urgent
94%
+2% vs last week
Matters by urgency
Chen v. USCIS
Immigration · 5 tasks
Rivera Custody
Family Law · 3 tasks
Smith v. TechCo
Litigation · 8 tasks
Johnson Estate
Estate Planning · 2 tasks
Simulated example — dashboard metrics and matter figures are illustrative.
AI + Human Work
AI identifies the work. Humans remain in control.
FernLex does not replace your team — it empowers them. AI identifies what needs to happen, creates the work and surfaces it for human review. Every decision remains with your people.
AI identifies work
Marcus detects a matter event and determines what work needs to happen.
AI creates tasks
Specific tasks generated with clear deliverables, assignees and deadlines.
AI delegates to agents
Work routed to Palmer, Portia, Iris or other specialists based on task type.
AI surfaces for review
Completed work presented to the human with context and recommendations.
Human reviews
Attorney reviews the work product — every draft, every filing, every response.
Human approves
Nothing leaves the firm without explicit human approval. Full control retained.
Human overrides
If the AI gets something wrong, the human corrects it — and the system learns.
Human decides
Strategic decisions, client communication and final judgment remain with people.
How AI and Humans collaborate on a single task
Wheredeadlinesandworkflowsfit
Every escalation, task and automated step reads from the same matter record — nothing is re-entered.
Every deadline tracked, every task assigned, every workflow orchestrated.
FernLex tracks court deadlines, assigns tasks to the right people, and orchestrates multi-step workflows — so every task keeps an owner and a status and every matter keeps moving.