Capabilities

Platform Capabilities

VeriLex is being built in phases. Each phase expands capability while maintaining security and clarity. Early adopters get a stable core today and influence what comes next.

Phase 1: Secure Foundation

Available today

  • Firm onboarding and access control
  • Role-based permissions (Admin / Attorney / Staff)
  • Guided case intake
  • Active case management
  • Secure document handling
  • Firm-scoped dashboards
  • Clean, modern user experience

The focus is stability, security, and core workflows done well.

Phase 2: Workflow Automation

In development

  • Smarter intake automation
  • Reduced manual data entry
  • Structured case workflows
  • Internal tasking and reminders
  • Deeper activity tracking

Phase 3: Intelligence & Expansion

Planned

  • AI-assisted summaries and drafting support
  • Expanded practice-area support
  • Enhanced reporting and insights
  • Optional client-facing portals

Phase 4: A Modern Legal Operating System

Vision

  • A unified, secure platform for firm operations
  • Clear data ownership and access control
  • Deep integration across workflows
  • Flexible enough to grow with a firm

What Guides Our Roadmap

  • Security before scale
  • Clarity over complexity
  • Firm-driven development
  • Incremental, reliable releases

About This Roadmap

Timelines may evolve as we learn from partner firms. Features roll out incrementally, and firm feedback directly influences prioritization.

Help shape what comes next.

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