Client enquiries arrive by phone, email, and post all at once. Documents need to be reviewed, questions clarified, and the status of each matter needs to stay traceable, often across multiple clients and team members. The Lysis platform brings together client communication, documents, and tasks in one place, and can be extended with AI support for phone and email as needed.
Demonstration cases from our law firm demo system for illustration only, no real client data.
A private client uploads their tax documents through the portal. The firm reviews the documents, notices that one piece of information is missing, and records the follow-up question directly on the matter. The question automatically creates a task with the status "Awaiting Client".
A self-employed client submits receipts for her income statement. A single receipt raises a question. The firm flags that exact receipt, clarifies the open item through the platform, and the status stays traceable for everyone involved.
A business client initially submits their monthly documents as a one-off. Once that matter is closed, they ask whether the firm can take on ongoing monthly support. Only then is a recurring monthly process with a fixed checklist set up.
Clients and their contact details are managed centrally, including a history of matters and communication.
Phone calls can be made directly from the platform. Conversations can be transcribed and assigned to the relevant client or matter.
Follow-up questions, open items, and recurring matters are organised as tickets with a clear status and owner.
Communication with clients runs through a secure inbox and can be linked directly to the relevant documents.
Rights and roles govern who can view and edit which client data.
Handling client data requires particular care. That's why, at Lysis:
AI doesn't replace professional judgement. It takes on recurring steps such as capturing, pre-sorting, and summarising information – decisions with legal or tax implications stay with the qualified professionals at your firm.
Not every law firm needs the same solution. Sometimes a single point of relief on the phone is enough; sometimes it's worth looking at your entire client processes. In our first conversation, we'll work out together where your firm currently loses the most time and what can be usefully digitalised.
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