Law firms
Every matter in one list, with its status, who owns it and the next hearing. Each client sees their own matter in the client portal.
Matter management for law firmsThe legal operating system
Every legal workflow. One secure platform.
Matters, requests, evidence, documents and signatures in one encrypted record, with AI that reads the file and drafts with you.
Looking for help with your own case? Advottic Personal
An illustration with sample data: a request arrives on a phone, the legal team opens it as a matter on a desktop, evidence is added to the matter's timeline, and the agreement is signed on a tablet.
Sample data
How Advottic works
- AI that reads the record
- Advottic Review grades a contract from A to F, says which side it favors, lists its weak points and suggests new wording. Bella reads the documents on file, answers questions about them and drafts the letter or agreement you ask for, each marked as a starting draft for a lawyer to review.
- Smart signature placement
- Upload a PDF and Advottic finds the lines for each signature, initials, date and printed name, then fits each box to its line, after the label.
- Legal Box and encrypted sharing
- Legal Box keeps the legal team's documents in folders with their own access lists, retention labels and legal holds, and a document under a legal hold cannot be deleted or replaced. A document you send as a secure link is encrypted with AES-256-GCM.
- Evidence and timeline
- Add emails, PDFs, photos or a whole zip file to a matter. Advottic reads each item for its dates, people and places and suggests where it belongs on the matter's timeline.
- E-Learning
- Build a course from text, video and quizzes, assign it, and issue certificates that anyone can check on Advottic's verification page.
- Moving from other tools
- Bring your history across from Jira, ServiceNow, Zendesk, Freshservice or a spreadsheet, with the original dates kept.
Who uses Advottic
In-house counsel and corporations
Requests from across the company arrive in one inbox, each with a reference number. Legal assigns an owner and a due date.
Request intake for in-house legalEmployees
Employees ask legal from their phone, check a draft against company policy and fill in the forms legal approved.
Open the employee hubIndividuals
Handling a case on your own? Today shows your next hearing, what is coming up and the files you added, on your phone.
Advottic PersonalAlso in Advottic
- Request inbox
- Requests from the company arrive with a reference number. Legal assigns each one, sets a due date and replies in the same thread.
- Chat
- Channels for the legal team, and a chat on every matter.
- Calendar
- Hearings, meetings and due dates in one calendar for legal. Employees see their own meetings and due dates in the hub.
- Document templates
- Legal writes a template once, with the fields to fill. Once it is approved, employees fill it in the hub and export a finished PDF.
- Policy checker
- Employees upload a draft, and Advottic checks it against your company's policies and points to the passages to look at again.
- Client portal
- A firm's clients sign in to see their own matters and documents.
- Reports
- Requests, matters, signatures and forms by week, month, quarter or year, with CSV export.
Legal work stays private
Advottic's security program is aligned with the recommended practices of SOC 2 and ISO 27001.
Security at Advottic
- Encryption
- Traffic uses TLS 1.2 or later, with HSTS. The database is encrypted at rest with AES-256, and shared documents with AES-256-GCM.
- Access
- Row-level security in the database decides which records each person can read, on every query.
- Sign-in
- Sign in with Microsoft or Google, or with a one-time code sent to your email. Add two-factor sign-in with an authenticator app.
- Sessions
- Advottic signs you out after 30 minutes idle, and after 12 hours at most.
- Signing records
- Each signing step is added to a log, and each entry is chained to the one before it by a hash, so a changed entry shows.
- Where data lives
- The application, database and file storage run in the United States.
Bring your requests over from Jira or your service desk
Upload a Jira export (CSV, XML or JSON) or a spreadsheet (CSV or Excel), or connect Jira Cloud, Jira Data Center, ServiceNow, Zendesk or Freshservice.
Advottic brings over people, tickets with their comments and history, attachments, links and SLAs, and keeps the original dates. A preview shows what each ticket becomes before anything is saved.
What else the team does with it
- Reports
Where every request stands, across the team.
- Calendar
Due dates in the hub calendar.
- Coming from Jira
Bring your request history across.
Matters, signing, evidence, e-learning and more: every Advottic feature.
Common questions
- Can Advottic draft documents for us?
- Yes. Ask Bella for a document, such as a mutual NDA or a demand letter, and she drafts it from the facts you confirm and saves it to your documents. Every draft ends with a note that it is a starting draft for a lawyer to review.
- Does the person signing need an Advottic account?
- No. Someone outside your company opens the link legal sends, enters a one-time code sent to their email and signs on that page.
- What record does legal keep of a signature?
- The signing request shows who signed and when, and it holds the executed copy.
- How does an employee ask legal for help?
- From the employee hub, on a phone or a computer. They describe what they need and send it, and legal receives it as a request with a reference number. The employee can open the request later to see where it stands.
- Is Advottic a law firm?
- No. Advottic is software, not a law firm. It does not give legal advice or create an attorney-client relationship.
Bring your next matter into one secure record.
Plans are priced per person on the legal team, and each employee who uses the hub is $9.99 a month (Corporate includes 250).