Open a Matter
Describe your matter in plain language. LMIS will organize it, extract key details, and prepare a matter file.
Supported: PDF, Word (.doc/.docx), TXT, Markdown, CSV, HTML. Max 10 files at a time.
Hello. I'm the LMIS intake assistant. Tell me about the legal issue you're dealing with, and I'll help organize it into a matter.
Supported: PDF, Word (.doc/.docx), TXT, Markdown, CSV, HTML. Max 10 files at a time.
Matter Details
Extracted from the conversation. Edit before saving.
Do you want to create this matter?
Matters
Clients
Firm Settings
Manage your firm's display name and team tags.
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Invites
Pending Invites 0
Orphan Audit
Review orphaned documents and OpenSearch chunks for the current firm.
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Global Settings
Workflow Defaults
When enabled, uploading documents to a matter will automatically run the profiling agent and generate a brief in the background.
When enabled, LMIS will automatically extract legal issues, statutes, jurisdictions, deadlines, and other key concepts for each matter. Requires an LLM call (~4k tokens per matter).
Users & Groups
Pending Approval 0
Active Users 0
Firm Management
Cross-firm super-admin. Use with care.
OpenSearch Orphan Indices
Indices whose backing matter, firm, or user no longer exist. Deleted here cannot be recovered.
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Embedding Model
New Index Embedding
Model used for newly created matter/firm/user OpenSearch indices. Existing indices keep their original model/dimension.
Existing indices retain their original model/dimension.
Key Parties
Parties
People and entities involved in this matter. Suggested parties are drafts until confirmed.
Research & Plan
Canadian legal corpus currently covers Federal, BC, and Ontario statutes. Other provinces fall back to federal + best-effort provincial search.
Analysis Notes
Timeline
AI-generated timeline of events, deadlines, and key dates from your matter documents.
Discuss timeline event
Drafts
Memos, briefs, letters, and outlines created by the Sherpa or from Research.
Agents
Agent Settings
Test Output
Workflow
Matter Automation
When enabled, uploading documents to a matter will automatically run the profiling agent and generate a brief in the background.
When enabled, LMIS will automatically extract legal issues, statutes, jurisdictions, deadlines, and other key concepts for each matter. Requires an LLM call (~4k tokens per matter).
Metrics
Upload Documents
Supported: PDF, Word (.doc/.docx), TXT, Markdown, CSV, HTML. Max 10 files at a time.
Drop files here or
Manage Documents
New Client
Invite User
Approve User
Transfer Ownership
You will be demoted to Admin. This cannot be undone from this dialog.
Edit User
Edit Firm
New Firm
Invite Firm Owner
Send a pre-approved owner invite. The recipient signs in, names their firm, and completes setup.