Features
AI-Powered Features for Modern Law Firms
A complete suite of tools for modern case management, AI-powered document analysis, and seamless team collaboration — built for solo practitioners and small firms.
Core Platform Features
The foundation of your practice management — unlimited usage, no per-feature pricing.
Lead Inbox
Multi-source lead capture with pipeline stages and one-click matter conversion. Never lose a potential client again.
Matter Management
Kanban boards with custom stages, practice area templates, and milestone tracking to keep every case on track.
Document Hub
Upload, organize, search, and share case files through the secure client portal and your internal matter workspace.
Entity Management
A single record per person or company with role tracking across matters and AI-assisted entity extraction from documents.
Conflict Checker
Cross-matter conflict detection with waiver logging and a complete audit trail for regulatory compliance.
Notifications
Real-time alerts for matter updates, team activity, and deadlines — delivered via email and in-app notifications.
AI-Powered Review
Intelligent Document Analysis
Upload any contract and get instant AI-powered summaries, clause-by-clause risk assessment, and key data extraction with source references for verification.
- Structured summaries with key clauses highlighted
- Red, amber, and green risk flags per clause
- Source references included for quick verification
AI Legal Tools Built for Your Workflow
Source references help you verify results quickly. You stay in control — the AI handles the heavy lifting.
Document Summaries
Instant, structured summaries of uploaded documents — key clauses, obligations, and risk areas highlighted automatically.
Case Fact Grid
Extract facts from 5–50 documents into a structured, filterable grid. Cross-reference evidence across your entire case file.
Safety Checklists
Pre-built contract review playbooks with red, amber, and green flags. Spot risks before they become problems.
Gap Scanner
Identifies missing clauses, deviations from standard terms, and gaps in coverage across your contract documents.
Entity Extraction
Automatically extract parties, dates, monetary amounts, and addresses from uploaded documents into structured data.
Document Drafting
Generate documents from templates with AI assistance. Full version control so you can track every change.
AI Email Composer
Context-aware email drafting with adjustable tone — from formal client correspondence to quick internal updates.
Legal Research
AI-assisted research summaries and memo drafting with model-generated source suggestions for lawyer review.
Workflow Automation
Automate notifications and milestone creation with when/then rules tied to lead, matter, and document events.
…the Employee shall not engage in any competing business for a period of 24 months following termination…
…non-compete restriction of 12 months within a 50-mile radius of the principal office…
…no non-compete clause present. Non-solicitation only — 6 months…
Following our review of the non-compete provisions in your employment agreement, we note that the 24-month restriction…
Search & Draft
Search Everything. Draft Anything.
Search across all your matters and documents in natural language. Draft new documents with AI that understands your practice context — from client letters to NDAs.
- Natural language search across all documents and matters
- Highlighted snippets with source references
- AI drafting with full practice context
Organization & Management
Structure your practice your way — flexible tools to categorize, track, and manage every aspect of your work.
Tags & Labels
Custom tags for matters, documents, and contacts. Build your own taxonomy and filter across your entire practice.
Practice Areas
Define practice areas with custom workflows, templates, and default settings. Each area can have its own pipeline stages.
Related Matters
Link matters that share parties, facts, or legal issues. Navigate between related cases effortlessly.
Milestones
Set key dates and milestones for every matter. Track progress and never miss a court deadline or filing date.
Data Residency
Choose where your data lives — US, EU, or Singapore hosting. Meet local data sovereignty requirements with ease.
Team Management
Invite team members, assign roles, and manage permissions. Everyone sees exactly what they need — nothing more.
Leads & Conflicts
From First Contact to Case Closed
Capture leads from your Lawzana directory listing, website forms, or manual entry. Detect conflicts instantly across all parties. Track every milestone and deadline in one timeline.
- Multi-source lead capture with pipeline stages
- Instant cross-matter conflict detection
- One-click conversion from lead to matter
Enterprise-Grade Security
Your client data deserves the highest level of protection. Security is built into every layer of the platform.
Data Encryption
AES-256 encryption at rest and TLS 1.3 for all data in transit. Your files and communications are protected end to end.
Data Residency
Choose between US, EU, or Singapore hosting to meet local data sovereignty and regulatory requirements.
Zero Retention
AI providers never store your data. Documents are processed in real time and discarded immediately — nothing is retained.
Access Control
Role-based access control with four permission tiers. Define exactly who can view, edit, or manage each part of your practice.
Audit Logs
A complete activity trail for compliance. Every action is logged and timestamped for full accountability and regulatory audits.
On the roadmap
We're building the integrations and tools you've been asking for. Here's what's coming next.
Client Portal Branding
More branding, customization, and client-facing controls for the portal your firm already uses today.
Matter-Based Billing
Deeper billing workflows for matters, including invoice generation and payment collection tied directly to client work.
Expanded Zapier Actions
More no-code triggers and actions beyond lead capture, so firms can automate a wider set of workflows across their stack.
Calendar Sync
Two-way sync with Google Calendar and Outlook. Deadlines, hearings, and milestones show up where you already work.
Time Tracking
Built-in time tracking with per-matter timers, activity categorization, and exportable time reports for billing.
Invoicing
Generate professional invoices from tracked time and expenses. Send directly to clients with online payment options.
Ready to Get Started?
Join solo practitioners and small firms already using Lawzana Flow to manage their practice with AI. Start your 14-day free trial today.
14-day free trial · Cancel anytime