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Firm Orchestrator

Your firm's orchestrator.

Marcus coordinates work across your firm — routing tasks to the right AI employee, surfacing what needs attention, and keeping every matter moving from one place.

Natural LanguageFind Any WorkMatter ContextDeadline TrackingTask ManagementClient Access
What Marcus does

Not just chat. Real work.

Marcus interacts with your firm's actual data — matters, clients, tasks, deadlines, and documents.

Find

The work you need.

  • Find a client
  • Find a matter
  • Find a document
  • Find overdue tasks
  • Find upcoming deadlines

Understand

The context.

  • Summarize a matter
  • Explain recent activity
  • Summarize communications
  • Identify missing information
  • Review document status

Prioritize

What needs attention.

  • What is overdue?
  • What is due today?
  • Which matters are at risk?
  • What should I work on first?
  • Workload breakdown

Act

Move work forward.

  • Create a task
  • Update task status
  • Navigate to matter
  • Open client record
  • Review document
Scoped intelligence

Chat in context.

Marcus works at whatever scope you need — focused on the current page or across your entire firm.

This Page mode

Marcus understands the matter, client, or document you're looking at.

Example questions
"Summarize this matter"
"What tasks are outstanding here?"
"Show me the documents for this case"
How scoping works

Marcus scopes its response to the current page — the matter, client, or document you have open. No noise from unrelated work.

Scoped to current matter
Results limited to this page's context

You control the scope. Switch between page-level and firm-wide context at any time during a conversation.

Real workday

Marcus in action.

See how Marcus handles the questions legal professionals ask every day.

MarcusActive
Zhang EB-1 Petitionoverdue

RFE response overdue

Carter RFE Responseoverdue

Submit to USCIS overdue

Brooks Asylumtoday

Interview prep due today

Wilson Holdingstoday

Closing checklist incomplete

Patel Employmentupcoming

Evidence collection at risk

Marcus works with your firm's actual data in FernLex
How it works

From question to action.

Marcus turns natural language into useful work context and supported actions.

Step 1Question

Ask in plain language.

"Which deadlines are coming up this week?"

Step 2Understanding

Marcus interprets your request.

Identifies deadline-related query for the current week.

Step 3Context

Marcus finds the relevant work.

Queries deadlines across all active matters.

Step 4Recommendation

Marcus surfaces what matters.

3 deadlines this week. 1 is at risk.

Step 5Action

Move forward.

Open matter, review task, create reminder.

Connected intelligence

Marcus across FernLex.

Marcus isn't an isolated tool. He works inside your firm's operational context.

Marcus

Firm Orchestrator

Clients
Matters
Tasks
Deadlines
Documents
Activity
Supported Action

Navigate, create, update, review

Marcus reads from and acts on the data domains your firm uses in FernLex. Access is governed by your firm's permissions and role-based access controls.

Product workspace

Built for legal work.

Marcus is built into FernLex's operational core — not a separate overlay.

Marcus welcome screen showing quick actions, feature cards, and the AI paralegal interface

Marcus opens with context-aware quick actions and feature shortcuts.

Contextual intelligence

Marcus knows your firm.

Marcus works with the data your firm already maintains in FernLex — not generic AI knowledge.

Client context

Client records, contact information, case history, and status across all matters.

Matter context

Case status, practice area, assigned team, stages, and matter-level details.

Tasks

Task assignments, priorities, due dates, statuses, and completion history.

Deadlines

Court deadlines, filing dates, response windows, and deadline status tracking.

Documents

Document storage, analysis status, summaries, and matter-linked file access.

Communications

Email threads, client messages, and matter-related correspondence.

Firm activity

Recent actions, updates, and activity across the firm's operational record.

Firm information

Firm settings, team structure, practice areas, and operational configuration.

Marcus accesses data within your firm's FernLex environment. Access is governed by role-based permissions and tenant isolation.

Trust and control

Built for legal work.

Marcus operates within FernLex's security and governance framework.

Permission-aware

Marcus operates within your firm's role-based access controls. What Marcus can see and do depends on who you are and what you're authorized to access.

Transparent actions

Every Marcus interaction is visible. Actions are logged. Responses reference the specific data being discussed — nothing happens silently.

Firm-governed

System-wide and per-agent controls let firm administrators enable, pause, or restrict Marcus. The firm stays in control.

User oversight

Marcus suggests actions but does not execute critical operations without user confirmation. You stay in the loop.

Audit trail

All AI activity is recorded — who asked, what was accessed, what was suggested, and what was done. Full accountability.

Tenant isolation

Your firm's data is isolated. Marcus only accesses your firm's context — never cross-tenant data.

AI workforce

Part of a coordinated team.

Marcus is the front door. When specialized work is needed, Marcus connects you to the right agent.

Marcus

Firm Orchestrator

Route, coordinate, and act across FernLex.

Atlas

Matter Intelligence

Build matter-level context and surface risk, gaps, and next steps.

Vera

Evidence Intelligence

Extract, analyze, and cross-reference evidence and documents.

Iris

Email Intelligence

Process, classify, and extract action items from email.

Palmer

Drafting

Generate drafts, contracts, letters, and legal correspondence.

Portia

Forms

Handle court forms, field mapping, and form packet assembly.

Firm Orchestrator

Put your firm's work within reach.

Meet Marcus inside FernLex. Ask about your work, find what matters, and move forward — all from one place.

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