# Legal Workspace — Your legal context, ready for the agent you choose | Relex > Keep your legal knowledge, matter context and saved progress in Relex. Connect a compatible agent to work from that context, without rebuilding the background whenever you change tools. # Legal Workspace One source of truth for any Agent. Your know-how, every matter's context, and the ontology they become, in one place. Keep the matter in Relex. Connected agents can start with a concise summary, retrieve the context they need, and reuse saved conclusions instead of importing the whole file again. Detected identities, sealed on your device. Choose and verify the reading mode. ## Your legal context, ready for the agent you choose Keep your legal knowledge, matter context and saved progress in Relex. Connect a compatible agent to work from that context, without rebuilding the background whenever you change tools. 1. 01Keep the matter in Relex 2. 02Connect your chosen agent 3. 03Continue from the saved context The context stays in your workspace; the agent accesses what you authorize. Saved conclusions, linked sources and structured matter knowledge can inform the next session. Relex does not automatically import private conversations from other AI apps. [Connect your agent](/docs/connectors) [How portable legal context works](/guides/portable-legal-context) ## Built for the matter. Ready for your agent. Your office suite organizes work. Relex gives legal work a continuing context: protected identities, connected knowledge and saved progress that authorized agents can reuse. ### Less repeated context Start with a matter summary and retrieve what the task needs. Reuse saved conclusions instead of repeatedly feeding an agent the whole file. ### Confidential legal workflows Client-side identity encryption and protected document de-identification help separate who the client is from the facts an agent needs. ### A practice, not just a folder Bring intake, matters, agreements and billing into legal workflows. Reach clients through Marketplace and build a custom platform with the SDK. [Legal workspace vs Google Workspace, Microsoft 365 and Notion](/guides/legal-workspace-vs-office-workspaces)[Google Workspace for law firms: when to add Relex](/guides/google-workspace-for-law-firms)[Microsoft 365 and SharePoint for legal matters: where Relex fits](/guides/microsoft-365-legal-matter-workspace)[Reduce repeated context and token use in legal AI workflows](/guides/reduce-legal-ai-token-costs) Intake ## Clients reach you anywhere. It becomes a case. Connect your practice phone, WhatsApp, and email. A client calls and leaves a voicemail, sends a WhatsApp voice note or text, or emails you, Relex transcribes it, redacts the personal data, opens a case, and texts back a secure link to continue in the web workspace or with your agent, where the agent asks the deep questions and prepares the matter. Fast and light on the phone; the full evaluation happens where it belongs. PhoneWhatsAppEmail One case transcribed · redacted WebAgent Know-how ## Your practice. Indexed, not handed over. Your firm's private knowledge and playbooks inform the work through a tenant-scoped, de-identified index. Connected agents use permitted search results, not a copy of your complete knowledge base. Review which legal facts you share. MCP client AI Agent Custom Your Agent API REST MCP Server Cases Infra Relex Platform Intelligence ## Every clause. Every risk. Upload a contract, risks, key terms, and Q&A with citations in seconds. Service Agreement The Provider shall deliver services within 30 calendar days of execution... Liability is limited to fees paid in the preceding 12 months. Governing law: State of Delaware, USA. Risk : Liability cap may be unenforceable \[§4.2\] 2 High 1 Medium 5 Low Ontology ## A digital twin of your practice. Relex maps the real objects you work with (a Fund, an LP, a Side Letter, an Obligation) and the verbs that bind them: this Side Letter modifies that Fund, this Obligation is triggered by that Closing. A living model of your firm's objects, links & rules Controlled rollout ## Typed decision support with Jev. The Jev integration is included but disabled pending privacy and provider validation. When enabled, it can return typed routing and next-step suggestions alongside tool results. These are advisory: they do not authorize actions, verify legal sources or replace user approval. No whole-matter token saving has been measured. MCP client AI Agent Custom Your Agent API REST MCP Server Cases Infra Relex Platform Cases ## One case. Everything inside. Documents, parties, timelines, chat and agent history, in one place from first contact to payment. Contract Review Drafting Civil Litigation Filed Corporate Restructuring Signed Timelines ## Branch the strategy. Merge the outcome. Model alternative approaches as branches. Compare side-by-side. Commit when ready. Guests ## Onboard clients. Not complexity. Share a private link on your site or socials. A notary, lawyer, or company onboards a client, employee, or collaborator as a guest who opens a single case your team oversees. Automated intake questionnaires collect their information faster, so the matter is ready before your team even opens it. From that intake, Relex auto-populates entire sets of forms with client and case information at once. The guest works only inside their case, while your staff and admins guide it alongside them. relex.legal/guest/••• G Guest One shared case StaffAdmin E-signature ## Sign and get it signed. Free, unlimited. Native e-signature built in, no add-on, no per-envelope fee, unlimited on every plan. Sign documents yourself and send them to anyone for signature, even people without a Relex account. Collect signatures in the exact format your court requires. Every signing produces a tamper-evident audit trail and a Certificate of Completion. Legally valid electronic signatures under ESIGN/UETA & eIDAS Art.25\. Advanced and Qualified Electronic Signatures (AES & QES) for the EU & UK are available on the Enterprise plan. To: {{party.name}} ID: {{party.id}} Re: Case {{case.ref}} Template Populated Delivered Marketplace ## Open a new market. Get paid, zero commission. List your practice where clients look, take on work inside the case, and get paid. Relex runs billing and payouts, and takes no cut. S Smith & Partners Law Firm Verified L LegalTech Corp Compliance Verified Privacy ## Labels in. Real data out. AI operates on placeholder labels, never real identities. Names, IDs, and addresses become references like \[Party 1\]. Real values are restored only when the document is exported. AI sees this \[Party 1\] \[Party 2\] \[Case Ref\] Export Exported James P. TechCorp Inc. CASE-2024-001 Security ## Not a feature. The architecture. A swarm of agents, each processes only a fragment. No single model sees the full picture. Private data stays behind labels. Information is distributed by design. Swarm isolation Label-only AI GDPR Teams ## Your structure. Enforced. Organizations, roles, permissions. Admin and Staff control who does what. Admin Staff A Staff Staff B Staff Staff C Staff Collaboration ## Many experts. One case. Bring everyone into the same case: your staff, invited guests, and verified partners from the professional network. Each contributes the expertise the matter needs, and partners can review and validate the work. One shared case, in real time. S Staff G Guest P Partner Shared case Real-time workspace Draft.pdf Verified Compliance ## Ahead of the audit. Automated monitoring. Status indicators: met, pending, needs attention. Data Protection met Filing Deadline pending Regulatory Review attention Languages ## Your language. Your rules. Full localization for the interface and generated documents. The platform adapts to you. Dashboard Active Cases → Dossiers Actifs Documents → Documents ## Less reading. More doing. [View Pricing](/pricing) --- _[View this page on relex.legal](https://relex.legal/legal-workspace)_