Your work evolves.
Your plan grows with you.

Centralize judicial, administrative, and arbitration proceedings, along with advisory matters.

Organize people, companies, contacts, representation, and links to matters and documents.

Record disputed claims and obligations, risk assessments, amounts, and guarantees linked to each matter.

Create custom fields to adapt matter records and forms to your operation.

Capture and import essential case information from enabled sources to populate case records.

Extract data, facts, claims, risks, and obligations from documents for review and enrichment of matter records.

Track the contract lifecycle and obligations after signing.

Organize entities, corporate actions, documents, participants, and governance obligations for companies and funds.

Collect requests, documents, and information needed to handle each type of request.

Receive and track messages and requests from enabled channels, linking them to requests. Ordinary capture and tracking do not use AI credits; AI analysis and execution do.

Classify incoming requests, link them to the relevant matter or task, and identify missing information.

Analyze messages supplied by users or received through connected channels and suggest actions based on context and organizational criteria.

Request documents, evidence, and information from clients or internal teams, and track responses, outstanding items, and deadlines in the configured workflow.

Route requests for additional information and situations outside defined rules, keeping outstanding items and owners visible.

Receive contextual suggestions and a work plan to handle each request.

Apply stages, internal deadlines, and predefined responsibility rules.

Recommend owners and participants based on request characteristics and organizational eligibility rules.

Recommend assignments among eligible people based on estimated effort, availability, current workload, and deadlines.

Reassess existing assignments in response to absences, delays, overload, or priority changes and propose reassignments.

Prepare a task's description, owners, dates, and links for review and confirmation.

Apply routing rules and send work to the Assistant.

Organize appointments and tasks with notifications and reminders.

Organize times, locations, travel, primary counsel, and backup hearing counsel to address delays and overlapping hearings.

Organize delivery and routing of notices, case updates, and new filings within Cases or Promad, based on configured recipients, rules, and exceptions. Export to external systems is a separate service.

Identify potential deadlines and actions from court communications.

Calculate due dates using applicable parameters, counting rules, and calendars for review by the responsible professional.

Identify relevant new lawsuits and proceedings within contracted sources and coverage.

Receive and organize notices and publications from contracted sources, linking them to the corresponding cases.

Track case updates based on contracted sources, coverage, and frequency.

Receive and centralize service of process and communications from Brazil's Electronic Judicial Domicile according to enabled access.

Retrieve pleadings, decisions, and other documents available from enabled court sources and link them to the matter. Splitting and classifying court documents uses AI credits.

Collect data and documents from enabled sources, on a recurring basis or on demand, to update matter context.

Prepare and submit pleadings to enabled court systems, tracking results and linking receipts to the matter.

Update judicial claims and contractual obligations using applicable indices, interest, additions, deductions, and parameters.

Judgment and contingency calculations through calcula.ai.

Compare projected and contingency amounts using different calculation parameters and assumptions.

Calculate court fees and prepare data for payment forms in enabled courts and systems.

Draft pleadings, fee proposals, contracts, and corporate documents.

Produce fund documents, including meeting records, regulation amendments, annexes, appendices, fact sheets, and other enabled instruments.

Generate documents from your organization's preconfigured templates, with defined rules and branding.

Create and maintain templates, variables, clauses, and assembly rules using enabled authoring features.

Generate documents through interviews, rules, and reusable components.

Analyze contracts, supporting materials, hearings, and decisions with AI.

Recognize text, extract structured data, and classify documents with AI.

Record contributions and track revisions and versions during document negotiation among authorized participants.

Route documents through review, approval, and signing stages, owners, and authority levels according to configured rules.

Store documents and metadata in an organized repository, linked to cases, contracts, and other matters.

Maintain versions, metadata, and links. Search full text and share documents securely.

Find documents by meaning, context, and intent, even without exact keywords.

Share documents and receive contributions from clients and counterparties in a collaboration environment with controlled access.

Make documents in connected repositories searchable, preserving their source and permissions according to each integration.

Use authorized internal documents as sources for AI answers and analysis.

Case law library; contract clause library; corporate document library.

Litigation argument library; practice note, legal commentary, and article library; custom knowledge libraries.

Organize document sets and references that agents can reuse across tasks, subject to applicable permissions.

Integrate documents with electronic signature platforms such as DocuSign, Clicksign, and similar services.

Look up information, develop analyses, and refine content with the Assistant in the context of the current module and matter.

Delegate an objective for execution using enabled steps and tools, with defined limits and intervention points.

Monitor, guide, review, and approve delegated work.

Preserve preferences and instructions for future work within organizational policies and permissions.

Use authorized documents, history, and previous results to resume or develop work related to the same matter.

Research, draft legal opinions, and analyze document collections for legal work and due diligence.

Apply playbooks and approval points to legal work.

Receive suggestions based on court communications, messages, and work execution.

Plan work, suggest owners, and prepare tasks based on selected actions.

Recommend assignments among eligible people based on estimated effort, availability, current workload, and deadlines.

Reassess existing assignments in response to absences, delays, overload, or priority changes and propose reassignments.

Use authorized internal documents as sources for AI answers and analysis.

Organize document sets and references that agents can reuse across tasks, subject to applicable permissions.

Connect ChatGPT and Claude to Looplex via MCP to query data and use authorized platform tools, subject to enabled permissions and operations.

Connect your paid ChatGPT or Claude account to authorized Looplex data. Requires MCP access enabled in the plan.

Connect the Assistant to external tools, databases, and contexts through enabled MCP connectors and configured permissions.

Manage agreements and one-off, hourly, fixed, recurring, success-based, or combined billing arrangements.

Approve charges, track unbilled work, and manage advances and balances.

Record time and matter expenses and track reimbursement of court fees and costs.

Estimate fees and budgets and track profitability by matter and client.

Monitor treasury, forecasts, period closing, and consolidation across companies.

Manage suppliers, accounts payable and receivable, charts of accounts, and bank reconciliation.

Use UTBMS/LEDES, customize fee statements, and split charges among payers.

Issue or integrate electronic tax invoices linked to billing, subject to enabled services and municipalities.

View litigation portfolio volume, status, risk, amounts, and performance.

Track tasks, SLAs, team productivity, and operational bottlenecks.

Monitor contracts by status, deadline, department, value, risk, and lifecycle stage.

Monitor requests for supporting materials, outstanding items, delays, and responsible departments.

Track billing, results, and management income statements.

Track estimates and results by matter and client.

Create custom reports using your operation's data, filters, and metrics.

Configure views and metrics with editing features enabled for the client through the Assistant.

Schedule reports for email delivery to clients, managers, and internal teams. Each recipient uses one send from the organization's shared email allowance; reports have no separate allowance.

Use analytical data provided by the platform for external BI, reporting, and analysis.

Track adoption, platform usage, and credit consumption.

Connect email accounts and services to receive, link, and send messages. The sending allowance is shared with scheduled reports. AI reading, analysis, and drafting use AI credits.

Receive and send WhatsApp messages and attachments, linking communications to requests and matters. Traffic follows the plan or add-on allowance; AI reading, analysis, and drafting use AI credits.

Receive and send messages and attachments in authorized Microsoft Teams chats and channels. Ordinary connector use does not use AI credits; AI reading, analysis, and drafting do.

Connect external calendars to view or synchronize appointments according to supported operations.

Integrate documents with electronic signature platforms such as DocuSign, Clicksign, and similar services.

Connect Looplex documents and workflows to the corporate M-Files repository.

Work with documents in Microsoft Office editors and workflows supported by the integration.

Connect platform documents and libraries to your organization's SharePoint.

Deliver notices, publications, service of process, case updates, and new filings to external systems via API, populating and updating records within the contracted scope.

Deliver notices, publications, service of process, case updates, and new filings to external systems via RPA, populating and updating records within the contracted scope.

Connect systems to request and collect supporting materials.

Update internal systems, ERPs, CRMs, or legal software with case updates, documents, events, and matter data via API.

Update internal systems, ERPs, CRMs, or legal software with case updates, documents, events, and matter data through robotic automation.

Connect ChatGPT and Claude to Looplex via MCP to query data and use authorized platform tools, subject to enabled permissions and operations.

Connect your paid ChatGPT or Claude account to authorized Looplex data. Requires MCP access enabled in the plan.

Run custom integrations and automate system interactions.

Connect the Assistant to external tools, databases, and contexts through enabled MCP connectors and configured permissions.

Use analytical data provided by the platform for external BI, reporting, and analysis.

Import and export structured data in supported formats and scopes, with data validation and permissions. The monthly allowance is shared across the organization.

Manage teams and assign existing access roles.

Create custom roles and define granular permissions for features, information, and operations.

Sign in with centralized identity and multifactor authentication.

Securely share and manage lawyers' certificates, with each access tracked.

Synchronize user and group lifecycles with the corporate identity provider according to configured mappings.

Review access and operation logs to track who acted, when, and what changed.

Provide metrics, logs, and technical traces through enabled integrations, including OpenTelemetry where supported.

Provide controls, policies, and evidence applicable to the security and privacy of the contracted solution.

Report verified certifications and attestations, identifying the entity, covered service, validity, and available evidence.

Keep data covered by the contracted scope in infrastructure located exclusively in Brazil.

AI processing exclusively on infrastructure in Brazil, according to the enabled scope, models, and services.

Provide a segregated environment according to the contracted architecture and enterprise scope.

Prepare the initial configuration and go-live.

Coordinate implementation across multiple departments, products, owners, and governance requirements.

Prepare opening balances and map fee and supplier agreements for go-live.

Provide additional training by audience, product, or process beyond the training included in activation.

Import and organize matter registration data from standard spreadsheets and court systems.

Import documents with basic metadata into libraries, matters, contracts, and repositories.

Import case and docket databases and perform normalization, deduplication, auditing, and AI analysis of pleadings, claims, amounts, decisions, and summaries. Excludes documents outside the court record.

Import contract records and analyze agreements and amendments to extract parties, term, amounts, obligations, risks, and metadata according to configured playbooks.

Import and organize corporate and fund documents, checking consistency and outstanding items within the contracted scope.

Classify, index, and organize documents related to matters, contracts, and clients for search and use by automations and agents.

Organize legal and operational criteria, configure their application, and validate behavior in representative situations and exceptions.

Develop and validate document templates, components, variables, and assembly rules within the agreed scope.

Configure stages, owners, integrations, and review points using supported features and specialties.

Implement and validate workflows or specialties requiring development beyond existing configurable features.

Configure available standard dashboards and reports around your operation's data and needs.

Develop custom reports, dashboards, datasets, and metrics for recurring client use.

Analytical studies, assessments, and portfolio analyses delivered as a service within the agreed scope.

Assess litigation portfolios, contingencies, and disputed assets using structured criteria.

Embed dashboards and reports in the client's environment and provide the maintenance and updates included in the contracted service.

Activate or configure connectors, plug-ins, APIs, routines, or standard integrations already supported by Looplex.

Develop specific connections and behaviors for systems and workflows without an available standard connector.

Receive standard support and platform adoption guidance.

Handle requests with differentiated priority, channels, hours, and service levels within the contracted scope.

Maintain and monitor implemented integrations, dashboards, automations, and customizations, with fixes and controlled development under the contract.

Carry out or manage recurring operational activities for the client using the platform and contracted workflows.

Develop specific features and adaptations outside template, workflow, and integration services, within the agreed scope.

Design and implement a specific architecture for enterprise infrastructure, integration, and governance requirements.