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The Connected Platform for Law Firms

One connected system for firm and matter work

FernLex brings intake, matters, documents, email, billing, and intelligence into one platform — with eight AI employees coordinated by Marcus and governed by your firm's rules.

8 AI employees10 Platform Stages30+ Document TypesIntelligent AutomationImmutable audit trailsInstant access

Platform

The complete platform for legal work

Every stage of the legal lifecycle — from first lead to final payment — runs on FernLex. Select a stage to see how it works.

Leads

New inquiries arrive by phone, web, email, or referral — captured and qualified by Harper as they come in.

Harper triages every inbound lead in real time, scores intent, collects key details, and routes qualified prospects directly to intake — no manual sorting.

H

Harper

● Online

AI Intake
H
Hi! I'm Harper, your AI intake specialist. What type of legal matter do you need help with?
I need help with a contract dispute. My vendor isn't fulfilling their obligations.
H
I can help with that. Let me gather some details to qualify your case...
The contract value is $45,000 and we've had multiple breach notices.
H
Perfect. I've qualified your lead and routed it to our litigation team. Here's what I captured:

Case Type

Contract Dispute

Value

$45,000

Status

Qualified

Priority

High

Automation

From email to action — automatically

Watch how a single email triggers a cascade of AI agents — reading evidence, updating intelligence, creating work, drafting documents, and notifying your team — all without manual intervention.

Iris

Email Intelligence

Email arrives

Iris triages incoming email — classifying, urgency-scoring, extracting deadlines, and linking each message to the right matter as it arrives.

Incoming email

New·2 min ago

Urgent: Discovery documents for Smith v. TechCo

Attached: 3 PDFs, 1 audio recording

Iris triaging...

AI Workforce

One platform. Eight AI employees.

Each AI employee owns a function, works within your governance boundaries, and hands off to your team when judgment is needed. Select any employee to learn more.

FernLex AI Core

Shared context · Instant handoff

HarperAtlas· Lead → Matter
IrisPalmer· Email → Draft
VeraAtlas· Evidence → Intel
MarcusAll· Orchestration

Capability Worlds

Six worlds. Every capability.

Each world covers a complete business function — with specific capabilities, agents, and automations inside.

Acquire

Win more clients without adding staff

From first inquiry to signed engagement — Harper qualifies leads, collects information, runs conflict checks, and triggers onboarding across every channel.

Intake channels

Phone, web, email

Conflict checks

Automatic

Capabilities in this world

1
Multi-channel intake (phone, web, email)
2
AI lead qualification and scoring
3
Automated conflict checks
4
Engagement letter generation
5
Client portal setup
6
Referral tracking

Everything included

The complete capability map

Every feature, every integration, every automation — included in your FernLex subscription.

Client & Intake

  • Multi-channel intake
  • AI lead qualification
  • Conflict checks
  • Client portal
  • Engagement letters
  • Referral tracking

Matter & Case

  • Matter management
  • Risk scoring
  • Completeness analysis
  • Cross-matter intelligence
  • Deadline journeys
  • Status dashboards

Documents & Evidence

  • AI document drafting
  • OCR extraction
  • Entity extraction
  • Version comparison
  • Contradiction detection
  • Evidence graph

Intelligence

  • Matter intelligence
  • Evidence intelligence
  • Email intelligence
  • Financial intelligence
  • Risk prediction
  • Next-step recommendation

Email & Communication

  • 14-category triage
  • Auto-draft responses
  • Urgency scoring
  • Deadline extraction
  • Matter linking
  • Billing capture

Automation & Workflows

  • Visual workflow builder
  • Multi-agent chains
  • Conditional logic
  • Human-in-the-loop gates
  • Audit trails
  • Cross-system triggers

Calendar & Deadlines

  • 5-level escalation
  • Court holiday awareness
  • Conflict detection
  • Google/Outlook sync
  • Deadline dependency mapping
  • Smart reminders

Billing & Finance

  • Automatic time capture
  • UTBMS-coded invoicing
  • Payment follow-ups
  • Revenue leakage alerts
  • Utilization tracking
  • Custom financial reports

Analytics & Reporting

  • Real-time dashboards
  • Matter profitability
  • AI impact metrics
  • Custom report builder
  • Scheduled exports
  • PDF/CSV/XLSX delivery

Client Experience

  • White-labeled portal
  • Matter timeline
  • Document sharing
  • E-signatures
  • Online payments
  • Real-time updates

Integrates with the tools you already use

GmailOutlookGoogle CalendarGoogle DriveDropboxStripe
The Platform

One platform. Every workflow. Intelligence built in.

FernLex orchestrates intake, documents, billing, and client communication — powered by eight AI employees coordinated by Marcus, all connected to your matters.

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