Platform
Industries
Journeys
Resources
Partners
Company
Manage contracts and matters with AI that keeps deadlines in view.
Matters, contracts, case activity and compliance on one AI-native foundation. AI classifies contract risk, highlights deadlines and finds clauses; lawyers keep every legal judgment, review and sign-off.
Legal apps and AI, ready to run
CloudOffix gives legal teams ready-to-use apps for matters, contracts, case activity, collaboration and compliance, with AI assistants, agents and voice agents working in the same records.
Start with what is ready, connect the document or practice systems you keep, and build only what is missing with CloudOffix Agentic App Builder.
- 01Run: ready-to-use CloudOffix apps for matters, contracts and compliance
- 02Connect: the systems you keep, with clear ownership of the data
- 03Build: missing steps with CloudOffix Agentic App Builder
- 04Automate: decide what AI prepares and what people approve
AI for legal operations
Agents classify, highlight and search. Lawyers judge and sign off.
Understand contract activity
See which contracts are reviewed, pending review or high risk, along with key obligations such as payment terms, renewal clauses and compliance items.
Stay on top of case activity
Track active cases and what is due this week and this month, with AI highlighting upcoming deadlines.
Find information faster
Search across agreements and contracts and jump straight to the matching clauses.
Collaboration, compliance and workload in view
Improve collaboration across legal teams
See which matters are shared across teams, along with comments, shared documents and resolved tasks.
Support compliance monitoring
Follow documents reviewed, compliant and at-risk items and upcoming deadlines across data privacy, contract obligations and regulatory filings.
Track legal workload and performance
Monitor open tasks, active matters and resolution time, with AI showing where workload is concentrated.
Assistants, voice agents and custom agents, with people in charge
Configure assistants, agents and voice experiences within the business process. Define the information they can use, the actions they can perform, and the decisions or approvals that remain with people.
Ask your data. Get insights.
Ask Cloudia, the CloudOffix AI assistant, about your contracts, cases, documents and compliance in plain language and get answers grounded in your live business data, within the access each user already has.
- Uses: the records the user is allowed to see
- Does: answers, summarizes, prepares
- People: decide what to do with the answer
Voice AI
Ask your legal operations and get instant answers. Use Voice AI to answer legal inquiries, provide contract guidance and identify service opportunities through natural conversations.
- Uses: matter and contract records
- Does: answers inquiries, routes requests
- People: give legal advice and decide
Build AI that understands your legal processes
Every legal team manages cases, contracts and client matters differently. With CloudOffix AI Builder, design the agents your legal processes need, with defined inputs, allowed actions and approvals.
- Uses: the records and permissions of the process
- Does: only the actions you allow
- People: approve, handle exceptions, own outcomes
From inquiry to closed matter
An example of a legal journey where lawyers and agents share the same matter and contract context.
- 01
Inquiry arrives
A voice agent answers general inquiries and routes them; legal advice stays with lawyers.
Voice agentPeople - 02
Contracts are reviewed
An agent shows which contracts are reviewed, pending or high risk, with key obligations such as payment terms and renewal clauses; the lawyer decides.
AI agentPeople - 03
Clauses are found
An AI assistant searches agreements and jumps to the matching clauses.
AI assistant - 04
Deadlines are owned
An agent highlights upcoming case deadlines; the responsible attorney owns them.
AI agentPeople - 05
Compliance is signed off
Reviewed, compliant and at-risk items are tracked; the compliance owner signs off.
CloudOffix appPeople
Contracts, cases and compliance in one context
Your team and AI work from the same records, history, rules and permissions across:
- Contract lifecycle management
- Case and matter tracking
- Document management and analysis
- Client relationship management
- Compliance and regulatory monitoring
- Legal performance and activity visibility
Related solutions and AI tools
Try it on your own business.
Try the ready-to-use apps free, or book a demo and walk through one matter or contract process with our team.