For insurance defense and litigation firms
Not another practice system with AI bolted on. The file, the guideline, and the bill.
Coverage posture, authority, and carrier reports on one page. Time coded to the guideline as it is entered. Invoices scrubbed before they go out, delivered to the e-billing platform, and reconciled against what the carrier actually paid. Designed around carrier work, with documents, trust, and AI drafting in the same box.
Not panel counsel? The same platform runs personal injury, employment, family, and general litigation.
Insurance Defense
Panel counsel live by coverage postures, reporting deadlines, billing guidelines, and e-billing platforms. LexSense treats all of it as first-class, not an afterthought bolted onto generic practice software.
Every insurance matter carries its coverage picture (limits, retention, reservation of rights) next to the litigation milestones, the evaluation, and a dated trail of every demand, offer, and grant of authority. New associates open the file and know where the case stands in thirty seconds.
For the platforms your carriers use (CounselLink, Legal Tracker, TyMetrix 360, or their own portal), each client’s IDs, formats, and negotiated rates are set once and ride every invoice, sent once the carrier has enrolled you. Before anything goes out, a pre-submission scrub catches what reviewers reject: missing billing codes, rates above the agreed card, block billing, vague narratives.
Every matter is tagged with its kind of law, and the workspace changes to match. The firm chooses which areas it offers; the clocks that the law defines are computed, counted down, and turn red before anyone has to remember them.
Time & Billing
The work is already in the platform, so timekeeping, the bill, and the trust ledger are built from it instead of re-entered.
Start a timer anywhere: court, jail visit, the call that interrupts. Starting one pauses the rest, so no minute bills twice. At day’s end, the AI reconstructs the unbilled time it watched you work and writes the narratives; your people just review and accept.
One click turns a month of work into a polished invoice: hourly, flat fee, staged, contingency, or evergreen retainer, each priced by the arrangement you set. Clients pay online from a link on the bill, payment plans track themselves, and gentle reminders go out before you have to make the call.
Client funds live in an append-only ledger: corrections are new entries, every balance is provable, and an overdraft is impossible by construction. Retainers refill on schedule, reconciliation is three-way and printable, and your clients see it all through their own private portal.
Security
Client files deserve better than email threads and shared drives. Security isn’t a tier. It’s the foundation. The full overview, from isolation and encryption to recovery and AI governance, is on our security & trust page.
AES-256 at rest and TLS 1.2 or higher in motion protect client files, and nothing touches a matter until it has been screened. Unscanned files are not released to the matter.
See every signed-in device at any moment and end any session instantly — web, desktop, and API. Every sign-in stays on the record.
Everyone sees exactly what their role allows: build your own roles from granular rights, down to who can see billing rates, and a one-glance access review shows who holds each sensitive right today. Two-factor sign-in comes standard, up to FIDO2 hardware keys — the phishing-resistant standard.
Links expire on your schedule and revoke in one click. No anonymous downloads, ever.
Every security-relevant action by every person, kept, from the application down to the infrastructure beneath it. When questions come, the firm has the receipts.
The assistant works with the access you give it, never more, and everything it does is on the record.
Your firm gets its own dedicated environment with its own encryption keys, never pooled with anyone else’s data. When you leave, the keys are destroyed. Gone means gone.
Untouchable copies of everything live in a second region, beyond the reach of ransomware and mistakes alike. Whatever happens, your firm opens tomorrow.
Injury and malpractice work runs on health information. LexSense is designed around HIPAA’s safeguards, and we’ll put our responsibility to your firm in writing with a Business Associate Agreement.
“The versioning alone paid for itself the first week; nobody has emailed a document to themselves since.”
One per-seat price for the software. Metered infrastructure is simply passed through.*
Up to 10 users
The whole platform, sized for a lean team.
11–50 users
Everything in Small Firm, plus the practice-automation layer.
50+ users · dedicated infrastructure
Your own private environment. Nothing shared with anyone.
Intelligent storage, built in: closed matters automatically bill at a fraction of the active rate, and every document stays instantly available. No archive tiers to manage and no restore step. Drag the sliders to your firm’s shape; illustrative estimate, not a quote.
Usage is about 2% of the bill: the software is the price, the infrastructure is cents.
An eight-person firm with a 300 GB active library and 2 TB of closed matters, the calculator’s defaults. Illustrative, not a quote.
| Line | Basis | Amount |
|---|---|---|
| LexSense platform, Small Firm | 8 users × $79 | $632.00 |
| Passed-through infrastructure, itemized to the matter that incurred it | ||
| Active document storage | 300 GB | $12.00 |
| Closed-matter storage, archive rate | 2,000 GB | $30.00 |
| AI drafting & chat | 346 requests | $20.78 |
| Court documents pulled | 10 documents | $24.00 |
| OCR & text recognition | included in storage this month | $0.00 |
| Total for the month | $718.78 | |
Every pass-through line carries the matter number it belongs to, so the firm can recover disbursements from the client where the engagement allows.
* Passed-through infrastructure: AI drafting & chat, document storage, OCR & text recognition, and court docket downloads, metered by actual use (closed-matter storage bills at the lower archive rate), itemized to the matter that incurred it, and exportable for client disbursement recovery. Per-seat rates shown are starting rates; request a demo for a same-day quote. No long-term lock-in.
The platform underneath
Everything a firm needs once the carrier work is handled: case and firm management, documents in real Word and Excel, and sharing you control. Each one strong alone, unified by the matter.
Case & Firm Management
Matters that carry their own deadlines, tasks, and record, and a back office that keeps up. Partners see the whole practice; staff always know what’s next.
Legal Document Management
Every document safe, current, and findable, without anyone thinking about filing. Private by design; your data never trains anyone’s models.
Secure File Sharing
Sharing that feels like a professional service, not an email attachment: clients impressed, firm protected.
Features
Everything a busy firm touches in a day, working the way your team expects it to.
Open any matter and it looks like every other, so anyone on the team finds anything in seconds, and new staff are productive on day one. Assign, rebalance, or hand off whole caseloads from one screen, and the people involved are told automatically.
Send documents to clients, counsel, and the court in a click, and stay in control after you hit send. No attachments floating around, no wondering who has what.
No web imitations, no retraining. Your team keeps the tools they know, every save is quietly protected, and the “which copy is final?” question disappears.
Hand off the busywork of intake, summaries, and filing, and your staff simply approve the results. Hours of routine work become minutes of review.
Ask for a motion, a status letter, a case assessment, and a draft appears in Word, written from your firm’s own work product and everything on the matter, sources listed. Review, refine, done.
Court notifications land on the right matter automatically: docketed, routed to the handling attorney, nothing added without a trusted source and nothing lost in an inbox.
Serve a defendant and the response date is already on the calendar. Partners see what’s coming due across the practice; nothing depends on someone remembering.
Who sent what to whom, and when? One search settles it. Protection for the firm when clients, courts, or carriers come asking.
CLE hours, bar renewals, staff training, policy sign-offs, tracked per person and jurisdiction, nudged before deadlines, documented when anyone asks. The compliance binder that keeps itself.
Platform
Everything the firm touches in a day, one login. Partners see the whole practice at a glance; staff see exactly what to do next.
Click “Open & edit” and the document opens in real Word or Excel, already knowing where it belongs. Save the way you always have; everything lands back in the matter on its own.
Forward a lawsuit and the matter sets itself up. Ask for a draft and it arrives in Word, written in your firm’s voice from your own precedent and the matter’s full record. Then just talk to it: ask for changes in plain English and watch the document revise itself. Your team stays in charge of every step.
How it works
Forward the referral or complaint. Matter, parties, court, and deadlines are set up by staff, or by AI with staff approval.
Draft in Word (yourself, or with AI that writes from your firm’s own precedent), model damages in Excel, share with clients and the court. Everything versions itself back to the matter.
Computed deadlines, caseload and task assignments, and activity feeds keep partners, associates, and paralegals on the same page.
Twelve short modules, each with a quiz and a certificate, cover everything from signing in to trust reconciliation and carrier e-billing. The foundation set is assigned to every new user automatically, so a new hire starts on their first morning, not their first month.
FAQ
You do, completely. Documents and records are yours, exportable at any time in standard formats. We host and safeguard them; we never mine, sell, or train on your client files.
No. Carrier work is its deepest specialty, but every matter is tagged with its kind of law and the workspace follows: criminal defense, personal injury, employment, family, and general litigation each get their own posture panel, and the deadlines the law defines (a statute of limitations, an agency charge window, a right-to-sue clock) are computed from the dates you enter rather than remembered. You choose which areas your firm offers.
It’s what we’re built for. Injury and malpractice matters are full of health information, so LexSense was designed around HIPAA’s safeguards: encrypted storage on healthcare-eligible infrastructure, strict access controls, complete audit trails, and written security policies. And we don’t just say it: we’ll sign the agreement that makes our responsibility to your firm binding.
Only what you allow it to, with every action logged. The AI works with the access you grant; it can never see a matter you couldn’t. You can turn AI off entirely, per user or firm-wide.
No, the opposite. LexSense embraces desktop Office: documents open in the real applications, and saves flow back as versions automatically. There is no web-editor imitation to retrain your staff on.
Yes, inside Word. Ask for a document and you get a first draft written from your firm’s own prior work and the matter’s record, with the sources it drew from listed. You can also converse with it: ask for changes in plain English and it edits the open document while you watch. The firm chooses which AI tier drafts by default, users can step up to a premium tier for the documents that warrant it, and every draft is logged with who asked and what produced it.
End to end. Time capture with timers and AI-suggested entries, court-standard billing codes for carrier and e-billing work, every fee arrangement from hourly to evergreen retainers, polished invoices with online card payment, payment plans, and collections. Client funds live in an IOLTA-ready trust ledger that can’t be silently edited, with three-way reconciliation and printable reports, and your books export cleanly to your accounting system. Clients get their own private portal to see invoices and trust balances and pay online.
That’s its deepest specialty. Each carrier client gets a profile: their e-billing platform (CounselLink, Legal Tracker, TyMetrix 360, or a proprietary portal), the IDs they assigned, and the negotiated rate card, which then applies to every matter under that carrier automatically. Invoices are scrubbed before submission for the things reviewers reject (missing task and activity codes, rates above the card, block billing), then exported in the standard electronic format each platform expects, and tracked through approval, reduction, appeal, and payment. Insurance matters also carry their coverage posture, authority history, and carrier-report schedule on a dedicated workspace.
The plan runs two to four weeks, including folder-structure standardization, user setup, and migration of active matters. We migrate historic archives on a schedule that suits you; the week-by-week plan is on the implementation page. A built-in training curriculum (twelve short modules with quizzes and certificates, the foundation set assigned to every user automatically), a help center, and a plain-English glossary mean staff start training and answering their own questions from day one.
Per-seat pricing starting at $79/user/month for small firms, $109 for mid-sized, and $139 for enterprise on dedicated infrastructure. Metered infrastructure (AI, document storage, OCR, court docket downloads) is passed through and itemized to the matter that incurred it. Request a demo for a same-day quote. No long-term lock-in.
A 30-minute demo with your workflows (intake, drafting, sharing, deadlines), not a canned slideshow. No commitment, no pressure.