Platform Features

One platform. Everything a modern law firm needs.

Document management, 60+ specialist AI agents, KYC/AML, e-Discovery, compliance automation, HR investigation, and billing — all connected, all auditable, all UK-first.

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Documents & Matters

Every document, perfectly organised

From intake to archival — full lifecycle document management with version control, audit trails, and instant retrieval. The foundation every matter needs.

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Version control

Check-in / check-out with full history. Never lose a previous draft. Conflict detection prevents overwrites.

Automatic OCR

Scanned PDFs and images auto-OCR'd and indexed for full-text search. 20+ languages.

Secure sharing

Share with clients or counsel via time-limited, permission-controlled links. No email attachments.

Folders, tags & metadata

Organise by matter, client, document type, or custom tags. Bulk move and tag. Custom field definitions per matter type.

Legal hold

Preserve documents from modification or deletion for litigation or regulatory requirements. Full custodian tracking.

Client portal — your brand

Clients access their documents through a portal carrying your firm’s logo and colours, not ours. Client emails are branded too. No separate account needed; audit log included.

Document templates

DOCX mail-merge templates with matter and client variables. Generate client letters in seconds.

PII Redaction

AI-powered PII detection and redaction before sharing or production. Preview before commit.

Office Online (WOPI)

Edit Word, Excel, and PowerPoint documents in-browser via Microsoft Office Online. No desktop install required.

AI Agents & Agentic Workflows

60+ specialist AI agents — not a generic chatbot

Each agent is purpose-built for a specific legal task. No prompt engineering, no configuration, no implementation consultant. Open a matter, select the agent, get a cited structured output. Your data is never used to train any model.

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Document Matrix

Select any number of documents, define extraction columns in plain English, and get every field extracted across every document in a sortable, filterable, exportable grid. M&A DD, lease reviews, contract audits — in minutes, not days.

Research Studio

One research question. Results from the web, 14 legal databases (legislation.gov.uk, vLex, LexisNexis, Westlaw, ECHR, and more), and your matter document corpus — synthesised into a single cited answer.

Matter Q&A (RAG)

Ask natural language questions across all documents in a matter. Retrieval-augmented answers with verbatim source citations.

Document summaries

One-click summaries of contracts, filings, and correspondence. Structured output with key parties, dates, and obligations.

Contract Review

Clause-by-clause analysis. Risk flags, unusual provisions, missing standard clauses — with citations.

Contract Lifecycle

Automatic extraction of expiry dates, renewal clauses, and obligations. Deadline alerts before contracts lapse.

Case Strategy

Strengths, weaknesses, tactical options, and recommended next steps across any matter type.

Legal Research

Simultaneous search across UK case law (TNA), legislation.gov.uk, and ECHR. Results ranked by relevance.

Deposition Preparation

Witness background analysis, suggested question sets, and contradiction mapping from prior statements.

Demand Letter Generator

Jurisdiction-specific demand letters from matter facts. Multiple claim type templates.

Forensic Accounting

Transaction pattern analysis and Benford's Law anomaly detection for financial investigations.

Regulatory Intelligence

Daily monitoring of FCA, ICO, SRA, and HMRC updates. Summarised and delivered to your inbox.

Witness Consistency

Automatically surfaces contradictions and inconsistencies across multiple witness statements.

Document Comparison

Track changes between contract versions with a narrative summary of what changed and why it matters.

Chronology Builder

Auto-builds matter timeline from documents, emails, and notes. Export to Word.

Meeting Notes

Transform recorded or typed meeting notes into structured summaries with action items.

AI Knowledge Base

Agents learn from your matters — pin learnings that are always injected into future analyses. Searchable, editable, and org-scoped.

KYC / AML

SRA-ready client due diligence, automated

The KYC/AML module automates the full client due diligence lifecycle — identity verification, sanctions screening, risk scoring, and ongoing monitoring. Built specifically for the SRA's anti-money laundering requirements.

KYC/AML is available as a Vector (£99/month) on Professional and included on Enterprise.

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Identity verification

Onfido-powered document and biometric checks. Individual and corporate clients. Audit trail included.

Sanctions screening

Real-time screening against OFAC, UN, EU, and HMT sanctions lists via ComplyAdvantage.

PEP screening

Politically Exposed Person checks with adverse media monitoring.

Companies House lookup

Automatic corporate structure, director, and PSC verification.

AI risk scoring

Automated assessment (Low / Medium / High / Critical) with explainable factor breakdown.

Enhanced due diligence

Auto-triggered EDD workflow for high-risk clients. Document collection, senior sign-off, compliance officer review.

Ongoing monitoring

Daily re-screening for all active clients. Instant alerts if a client's risk profile changes.

Workflow automation

Customisable multi-step CDD workflow — each step gated on the previous. Fully auditable.

e-Discovery

AI-assisted review across every document type — including email

e-Discovery is one of the most labour-intensive tasks in litigation — and one of the biggest cost drivers for clients. Navionra automates first-pass review across all document types: Word, PDF, scanned images, and critically, email archives (.eml and .msg files). AI classifies each document for relevance and privilege before a human sees it, so your fee earners spend time on decisions — not reading irrelevant files.

Email review requires the email integration to be enabled in Settings → Integrations.

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Email & messaging review

Upload .eml and .msg files individually or in bulk. Navionra parses headers, body text, and attachments — emails are fully searchable and reviewable alongside other documents.

AI first-pass classification

Claude classifies every document as Responsive, Non-responsive, or Needs Review — with a verbatim evidence quote supporting each decision. Unreviewed documents are processed first; human decisions are never overwritten.

Privilege flagging

AI flags attorney-client communications and work product with a confidence score and verbatim citation. A full privilege review workflow sits on top for human sign-off.

Near-duplicate detection

Groups near-identical documents across thousands of files. Review one and apply the decision to the cluster — eliminating redundant review time.

Production sets

Build Bates-stamped production sets with auto-generated privilege logs. Export in standard e-Discovery formats (PDF bundles, CSV index).

Legal hold

Preserve any document or custodian set from modification or deletion while litigation is active. Full hold history tracked and auditable.

Microsoft 365 & Google Workspace

Connect directly to your cloud storage to discover documents across your entire estate — no manual export required.

Advanced search & filters

Boolean keyword search with date-range, custodian, document type, and review status filters. Save and re-run searches as disclosure scope evolves.

Compliance & Governance

Every UK regulatory obligation, tracked

GDPR DSAR automation, SRA compliance audit, cyber incident response, and PII redaction — all built around UK regulatory requirements, not US ones adapted for the UK.

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GDPR DSAR automation

Article 15 / Subject Access Requests — automated discovery, redaction, and response within the 30-day ICO deadline.

Compliance audit

GDPR, SRA Code of Conduct, AML Regulations, and Data Protection Act self-assessment with gap analysis.

Cyber incident response

Multi-jurisdiction countdown clocks: ICO 72h, ENISA 24h, DORA 4h, insurer 48h. AI-drafted breach notifications.

Breach notification drafting

AI generates ICO and data subject breach notifications tailored to the specific incident.

PII Redaction

AI-powered PII candidate detection. Review and confirm before documents are shared or produced.

SAR filing agent

Suspicious Activity Report drafting and filing workflow, isolated from DSAR data (POCA tipping-off compliance).

Regulatory intelligence

Daily monitoring of SRA, ICO, FCA, and HMRC updates summarised for your team.

Audit trail

Every action — by users and AI — is timestamped and immutable. Defensible records for regulatory enquiries.

HR Investigation

AI-powered workplace investigations

Manage HR investigations end-to-end — allegations, witnesses, evidence, risk assessment, and tribunal-ready reports. The AI analyses all case material and recommends defensible next steps.

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Case management

Track allegations, subjects, complainants, witnesses, and evidence in a structured workspace.

AI investigation analysis

Synthesise case material: key actors, reconstructed timeline, evidence contradictions, legal risk score.

Risk scoring

Factor-based risk assessment (Low–Critical) with explainable reasoning. High/Critical cases auto-flag for escalation.

Witness management

Record and compare witness statements. AI surfaces inconsistencies between accounts.

Phased recommendations

Immediate actions, short-term steps, and escalation paths — tailored to the risk level.

Tribunal-ready reports

AI-generated investigation reports with complete case summary, timeline, and findings.

Document management

Case evidence attached and version-controlled. Search within the case.

Audit trail

Every AI analysis written to the case timeline. Defensible records for employment tribunals.

Billing, Time & CRM

Revenue management, built in

Record time, generate invoices, manage trust accounting, track business development, and export in LEDES format — without a separate practice management system.

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Time recording

Matter-linked time entries with activity codes. Confirm before billing to prevent errors. Timer widget.

AI time suggestions

AI analyses your activity and suggests time entries — descriptions and durations auto-populated.

Invoicing

Generate draft invoices from confirmed time entries. Add fixed-fee items, disbursements, and VAT.

Trust accounting

Client trust / IOLTA ledger with deposit, withdrawal, and three-way reconciliation (SRA Accounts Rules compliant).

LEDES export

Export in LEDES 1998B format for corporate client billing systems. Instant download.

Matter profitability

Real-time profit/loss per matter — time value vs. fees billed. Identify write-off patterns.

CRM & pipeline

Track business development: leads, referral sources, contact history, and conversion pipeline.

Reports

Time by fee-earner, billing realisation, write-off analysis, and WIP reports.

Security & Integration

Enterprise security for every firm size

The same security controls that enterprise clients expect — available from the Starter plan. Plus a growing integration ecosystem for the tools your firm already uses.

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AES-256 encryption

All data encrypted at rest and in transit. UK / EU storage with no cross-border transfers.

SSO & hardware 2FA

SAML 2.0 SSO for enterprise. TOTP and hardware key 2FA for all users.

Role-based access

Admin, attorney, paralegal, client admin, and client user roles. Matter-level permission overrides.

Comprehensive audit log

Every action — including AI runs — is timestamped, attributed, and immutable. Exportable for regulatory review.

E-signatures

Legally binding e-signatures with tamper-evident audit certificate. No third-party service required.

Third-party integrations

Connect Xero, Slack, Microsoft 365, and Zapier. Queue-first webhook architecture keeps core isolated.

Legal database providers

Built-in access to UK case law (TNA), legislation.gov.uk, and ECHR. Commercial providers (vLex, Westlaw) activatable on request.

Automatic error detection

System errors are automatically detected, deduplicated, and escalated to support — you are notified in-app before you need to report anything.

See all of this in action

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