Product

Everything your firm needs. Nothing it doesn't.

LexMotus combines matter management, AI-powered document and event intelligence, billing, and integrations in one event-driven platform—so your team moves cases forward without juggling disconnected tools.

Built for how firms actually work

Explore the capabilities that ship today and the architecture that scales with your practice.

Matter Management

A single workspace for every case — timeline, tasks, and participants stay in sync as your firm works the file.

  • Matter workspace with a living timeline — every upload, status change, and communication logged automatically
  • Pipeline, team, and practice-area Kanban board with stage-temperature signals
  • Personal dashboard with your open matters front and center, upcoming deadlines, and practice health at a glance
  • Tasks and deadlines wired to workflow and automation
  • Clients, counsel, and roles in one participant model
  • Historical milestones and outcomes tracking for every matter
  • Signals for stalled matters and workload visibility

PI Case Management

Personal injury workflows benefit from structured matters, documents, communications, and financials in one place.

  • Matter lifecycle from intake through resolution
  • Insurance policy tracking with carrier, limits, and adjuster details
  • Medical records request tracking with overdue detection
  • Deadline chains with multi-trigger scheduling and malpractice-prevention reminders
  • Negotiation pipeline from demand through offers to settlement
  • Case valuation calculator with settlement disbursement math
  • Link related cases — same accident, same family — and both matters stay connected automatically
  • With the DocuSign add-on*, send demand letters, releases, and settlement agreements for signature — all without leaving the case

AI Document Intelligence

Upload, search, and draft — AI works across your entire case file so answers stay grounded in your documents, not guesswork.

  • Upload a document and it's automatically searchable — text extraction, indexing, and AI-ready in seconds, not hours of manual tagging
  • Ask questions in plain English and get answers from your case files — not keyword matching
  • Every AI answer cites its sources — click through to the exact document to verify
  • AI document drafting — demand letters, motions, and correspondence from case context
  • Evidence tagging with auto-suggest and document filtering
  • AI case briefings with next-step suggestions based on how your firm operates
  • Scales with your document library — thousands of files, still fast

Financial Management

Time, billing, trust accounting, and bank reconciliation — all in one place, not spread across three systems.

  • Start/stop billing timers and matter-scoped time entries
  • Gentle nudges when you've been working a case without the timer running — so billable time doesn't slip through the cracks
  • QuickBooks-friendly CSV export for back-office sync
  • Multi-account IOLTA trust accounting with per-matter balances
  • Bank statement import with auto-matching and three-way reconciliation
  • Settlement disbursement calculator — attorney fees, liens, costs, and client payout in one view
  • Retainer tracking with alerts when thresholds are exceeded
  • AI spend visibility with per-class caps and heads-up emails

Client Portal & Mobile

Your clients check their case status instead of calling your office. Your team works from anywhere — court, home, or on the road.

  • No accounts to create — clients receive a secure, single-use link via email or SMS
  • Check case status, upcoming deadlines, and documents without calling the firm
  • Upload documents and photos directly from a phone
  • Secure messaging between client and firm — threaded and logged on the matter
  • Bilingual support (English and Spanish)
  • Native mobile app for your team — matters, tasks, and notifications from anywhere
  • Every portal session is logged with device and timestamp for your records

Communications & Integrations

Connect your existing tools without bolting on a separate stack — everything flows back to the matter.

  • Microsoft 365 mail — compose as Outlook draft or opt-in direct send
  • Google Workspace and Outlook calendar sync
  • Connect your Twilio business numbers and every inbound and outbound SMS lands on the matter — no copying, no lost threads
  • DocuSign* — signed documents automatically file back to the matter with a timeline entry, closing the loop in one platform
  • One communications log per matter — emails, SMS, and DocuSign updates all in one place
  • CSV import from Clio, MyCase, PracticePanther, and other PMS systems

Security & Compliance

Firm data isolation, SSO, and a permanent, uneditable record of every action — built for any compliance conversation you might have. Most attorneys won’t need the details below — but if you have an IT or security person on staff, this will make their day.

  • Microsoft 365 and Google Workspace SSO with JIT provisioning and IdP group-to-role mapping
  • PostgreSQL row-level security with per-tenant session context
  • 80+ audited action types with user, timestamp, IP, and admin UI
  • Role-based access with 60 granular permissions across 25 resource areas
  • TOTP two-factor authentication with optional firm-wide enrollment
  • OWASP Top 10 and API Top 10 assessed with published composite score
  • Session security with rotating refresh tokens and password-change revocation

*DocuSign add-on — optional integration, priced per user. See pricing for details.

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