Case Management
Manage every legal matter from intake to closure without fragmentation or information loss.
Central case hub
Combine parties, documents, communication, financial data, and AI context in one matter.
Parties and roles
Structure clients, counterparties, lawyers, courts, and notaries with explicit roles.
Document lifecycle
Categorize, version, and track documents across all procedural stages.
Bundles and inventories
Generate pleadings bundles and document inventories directly from case selections.
Controlled sharing
Share documents via secure, time-limited links with defined recipients.
Action traceability
Record all actions, changes, and document events within the case timeline.
Legal Billing
Support legal billing models while keeping financial follow-up tied to actual case work.
Flexible billing models
Apply fixed fees, hourly rates, role-based pricing, and prepaid hour agreements.
Quote-to-invoice continuity
Maintain a single flow from quotation to case, order, and invoice.
Time and cost integration
Bill directly from registered time and costs linked to case activity.
Invoice transparency
Produce configurable breakdowns of time and costs for client reporting.
Advances and provisions
Manage advance payments and provisions with automatic reconciliation.
Subscription services
Invoice recurring legal services through structured subscription billing.
Performance Management
Ensure that every billable action is captured, traceable, and monetized — without relying on memory or reconstruction.
Event-first architecture
Every meaningful action is logged automatically with full context: who did what, when, where, and in which case.
No lost billables
Because work is captured at the moment it happens, billable activity cannot disappear due to forgotten registrations.
End-of-day monetization
Lawyers can convert logged events into timesheets and costsheets at the end of the day, directly from the event log.
Automatic revenue capture
Performance rules transform events into timesheets and costsheets automatically using predefined billing logic.
Unified performance layer
Events, time, costs, pricing rules, and invoices all remain linked to the same underlying case activity.
Defensible audit trail
Every billed unit is traceable back to a concrete action, document, or communication.
Legal Drafting
Support drafting directly in Word and Outlook with minimal friction and explicit control.
Word AI add-in
Draft, rewrite, and refine legal documents inside Microsoft Word.
Outlook AI add-in
Generate and answer emails using case-aware context in Outlook.
Templates plus AI
Combine structured templates with AI-generated content responsibly.
Explicit document filing
Save documents deliberately to the correct case with one click.
Automatic email capture
Inbound and outbound emails are stored automatically in the correct case.
Case Communication
Centralize communication, coordination, and scheduling around the case — without changing existing email habits.
Unified inbox triage
All inbound and outbound emails arrive in a shared triage for review and prioritization.
Automatic case assignment
Emails are linked to the correct case based on references, threading, and context.
Team-based handling
Review, assign, and process communication collaboratively without duplication.
Clear priority management
Triage states show immediately what requires action and what is completed.
Calendar inside the case
Deadlines, hearings, follow-ups, and reminders are planned directly on the case.
Activity-driven scheduling
Emails and actions can instantly generate follow-up tasks with ownership and due dates.
Outlook-native execution
Lawyers work in Outlook while Innoverius ensures correct registration and traceability.
Document Automation
Standardize legal output while preserving drafting flexibility where it matters.
Native Word templates
Build and maintain templates directly in Microsoft Word.
Dynamic document logic
Use conditions, repetitions, and variables via Jinja templating.
Model-driven generation
Generate documents from cases, parties, and custom business models.
Reusable clause structures
Reuse clause blocks across contracts, letters, reports, and pleadings.
Custom fields without development
Extend templates using configurable fields without code changes.
Legal Intelligence
Apply artificial intelligence as a controlled assistant, never as an opaque decision-maker.
Own API key
Run AI using your firm’s OpenAI API key, not a shared service.
Case-bound retrieval
Restrict AI responses to retrieved fragments from indexed case documents.
Full AI traceability
Track prompts, retrieved sources, responses, and usage per case and user.
Semantic search
Search indexed documents by meaning across cases and files.
Reusable workflows
Apply structured instructions step-by-step for consistent legal output.
Human-in-the-loop
Preserve lawyer responsibility through explicit review and decision control.
Debt Collection
Manage debt recovery processes with structure, transparency, and legal rigor.
Amounts overview
Track principal, interest, costs, payments, and balances centrally.
Interest configuration
Apply configurable interest rates aligned with recovery rules.
Payment allocation
Allocate payments manually or automatically using defined priorities.
Repayment plans
Simulate and manage repayment plans with clear schedules.
Recovery documents
Generate recovery documents and reports directly from case data.
Billing integration
Keep recovery fully linked to case management and invoicing.