The Legal Operating System
Your whole practice on one record,
with an AI that has actually read it.
Matters, documents, email, meetings, deadlines and billing live together in EdgeLex. Lex, the AI built into it, answers from your own files and cited law, and shows you where every answer came from. When Lex wants to do something, it asks you first. Frontier models from OpenAI and Anthropic are included, with no caps. Run it in our cloud, your cloud or on your own hardware, and use it from inside ChatGPT or Claude.
Notice of Entry of Order — with Exhibit
👤 Client: Harborview HOA🗂 Hale v. Northstar Logistics📁 Orders, Judgments, and Appeals
Entered · Aug 14 · + Add deadline
Aug 15, 3:41 AMCreated Aug 14
👁⬇✦⚖🗑Whitfield Deposition — Session Recording, Vol. 1
📁 Depositions
Aug 14, 9:04 AMCreated Aug 14
👁⬇✦⚖🗑Order Denying Motion to Compel (3) ✎
👤 Client: Harborview HOA🗂 Hale v. Northstar Logistics⚖ Cite-check: verified with warnings · 5 to review
Filed · Aug 14 · + Add deadline
Aug 13, 9:31 PMCreated Aug 13
👁⬇✦⚖🗑Meet-and-Confer Letter — Supplemental Discovery
👤 Client: Harborview HOA🗂 Hale v. Northstar Logistics📁 Correspondence and Evidence
Aug 13, 8:02 PMCreated Aug 13
👁⬇✦⚖🗑POS-030 — Proof of Service, Motion to Compel
👤 Client: Harborview HOA🗂 Hale v. Northstar Logistics📁 Service and Notice
Aug 13, 8:00 AMCreated Aug 13
👁⬇✦⚖🗑✦ Second chair · live · attorneys only
Follow-up: confront the custody denial with RFP No. 12He just said he “can’t recall” who kept the logs — the verified discovery response in your deposition plan admits his department’s custody. [00:02:04–00:02:12]
TRANSCRIPTCHATEXHIBITS
Maya Chen [00:01:47]
And the December 9 delivery — whose department received it?
R. Whitfield [00:01:55]
I'm not absolutely sure.
Maya Chen [00:02:00]
Who was responsible for keeping the delivery logs?
R. Whitfield [00:02:04]
I really can't remember who was responsible for keeping those logs.
14 segments · updates every 15s · highlight lines with your mouse to cut a video clip
August 14, 2026
Via Email · Counsel of record, Northstar Logistics, Inc.
Re: Meet and Confer — Plaintiff’s Supplemental Written Discovery Responses
Hale v. Northstar Logistics · Case No. 26CV004182 · Superior Court of California, County of Alameda
Dear Counsel:
This letter is intended to meet and confer regarding Plaintiff’s supplemental written discovery responses and related production obligations.
On July 21, 2026, the Court granted Plaintiff’s request for a partial extension and ordered that responses be served by the close of business on August 14, 2026. The order followed the parties’ June 15, 2026 Informal Discovery Conference.
1. Incomplete or evasive responses. Plaintiff’s prior responses contain broad objections — including vagueness, burden, and privilege — without identifying the documents that will be produced or the factual basis for withholding.
📁 Civil — Hale v. Northstar
Project chats use the instructions, files, and saved AI work attached here.
Living project work products
📇 Matter Source Inventory CURRENT
Built Aug 14 · 419 sources
✓ deterministic build · build receipt recorded
✓ 419 source fingerprints verified
🧮 Discovery Matrix FRESH
Built Aug 14 · 19 sources
✓ deterministic build · build receipt recorded
✓ 19 current source fingerprints verified
🗺 Matter Evidence Map SCOPE NEEDED
Tests lawyer-defined propositions against the exact current Source Inventory.
Current inventory ready · lawyer proposition required
🕰 Case Chronology NOT BUILT
What happened at each stage: filings, responses, hearing outcomes, next expected hearings.
⚠ Issue Register NOT BUILT
Issues, evidence, adverse facts, missing proof, risk, and next action.
＋ Describe any work product GOVERNED
Create a governed living Project artifact from a sentence.
🤖 Agent Control Center
Standing Delegations, committed work, runtime health, and governed delivery.
Matter Watch — Hale v. Northstar ✎
💬 Discuss with Lex📄 Process a document…⏸ Disable✎ New version🗑 RetireHealthyEnabled
Summarize each newly linked Matter document in exactly 5 bullets.
Definition v3 · 24 linked Tasks · Updated 8/13/2026, 10:24 PM
ACTIVE TASKS
4
IN REVIEW
20
COMPLETED
0
DELIVERY FAILURES
0
Everything on one record · Shows its sources, or says it can’t answer · Asks before it acts · $89 per attorney, everything included
What changes on Monday
Six things you stop doing by hand.
Every one of these runs on the same matter record, so nothing is re-keyed and nothing goes out without your OK.
Find anything in seconds.
Ask Lex a question and get the answer with the document, page and email it came from.
Never miss a deadline.
The court-rules engine calculates every date from the order and keeps them current when the order changes.
Draft on the court's paper.
Say what you need and Lex drafts it on the right template with cited sources, ready for your review.
Bill as you go.
Time, expenses and trust accounting live on the same matter as the work, so the invoice is ready when you are.
Work from where you already are.
Web, Word, your phone, ChatGPT or Claude. Same record, same rules, same Lex.
Know what AI cost.
Every answer is charged to the matter it served, and the models are included in the plan.
Three real screens
Use the AI you trust, run it where you want, and see what it cost on every matter.
The policy screen, the deploy command and the invoice line, straight from the demo edition.
Every part of the practice. One AI moving through it.
One instruction can cross all of it — a new court order becomes a summary, a calculated deadline, a calendar entry, a task, and a message to the team. Nothing re-keyed, nothing sent without your OK. Want to see? Ask Lex — live in the corner of every page.
One matter, every workstream
The matter is the center of gravity.
Documents, messages, meetings, deadlines, billing, email, tasks, and the Data Room — one workspace your team and your AI both understand.
The matter
Hale v. Northstar Logistics
Civil litigation · active · every workstream in one workspace
Documents
23 documents · Motion to Compel v4
Messages
3 threads · 2 unread
Meetings
Whitfield deposition · transcript aligned
Deadlines
Opposition due Sep 4 · traced to rule
Billing
41.5 unbilled hours · trust reconciled
Data Room
Mediation room · 3 released versions
Matter-linked · privilege-marked
Tasks
6 open · 2 rule-generated
Who it’s for
For firms that want to know where their files go and what their AI costs.
Two lawyers or two hundred. Litigation, family, transactional. What they share is a managing partner who wants to see the rules and the bill before the AI touches a matter.
Why now
A better model ships every few months. Your price stays the same and your records stay put.
On 20 August 2026 Harvey announced Tenet, its own post-trained model, sold as frontier quality for a fraction of the API cost. Prices will keep moving. EdgeLex already tracks what every answer cost, routes it under your firm’s rules, and charges it to the matter it served, whichever model answered.
Harvey’s announcement →Built as one OS
Everything they do. One operating system.
AI legal work, a collaborative AI workspace, and practice management have been three separate purchases. EdgeLex is the operating system that is all three — deployed in our cloud, your private cloud, or on your own servers.
| Capability | AI legal tools | AI workspaces | Practice mgmt | EdgeLex |
|---|---|---|---|---|
| AI legal work — research, drafting, review | Yes | Yes | — | Yes |
| Collaborative AI workspace across the firm | — | Yes | — | Yes |
| Matters, billing, calendar, intake | — | — | Yes | Yes |
| Email, meetings, e-signature, data rooms | — | — | — | Yes |
| Standing AI delegations with approval gates | — | — | — | Yes |
| One system — your cloud or ours | — | — | — | The category |
$ edgelex deploy --self-hosted
✓ 14 services healthy · postgres · vector store · document engine
✓ models: local llama-70b + frontier via your keys — governed per matter
# your metal, your data, your models. our OS.
Real for engineers, not just brochures.
Self-host the entire platform, run local models on your own hardware, bring frontier models under your own keys — with per-matter governance, typed evidence behind every claim, and an audit trail your IT counsel can actually read.
Where the work happens
Lex speaks first — from the record.
Open EdgeLex in the morning and the practice answers back: what’s overdue, what needs you, what the courts filed overnight. Every turn routes with a slash; every answer carries its receipts.
Good morning, Maya — you have 8 overdue tasks.
/task/deadline/emailType / in the message box to route a turn — filing, deadline, draft, email, billing, and more.
Ask Lex to research, review, draft, or explain… (type / for commands)
Projects + Drafting
The case brain.
One governed context per case — documents, email, notes, billing, and saved AI work — with living work products that carry build receipts and verified source fingerprints. Context engineering as a feature.
The record, at hand
Highlight anything. It becomes work.
Any DMS document renders beside the conversation and becomes governed context for the selected matter — exact version pinned. Select a passage and a menu appears: ask about it, save it to the matter, turn it into a fact note, chronology entry, depo question, or draft — or check it against rule authority and dates.
See it in the Lex story →SUPERIOR COURT OF CALIFORNIA
COUNTY OF ALAMEDA
TENTATIVE RULING
HEARING DATE: 8/14/2026 · JUDICIAL OFFICER: HON. A. OYELARAN
CASE NO.: 26CV004182 · CASE TITLE: Hale v. Northstar Logistics
Defendants’ motion to dismiss is DENIED.
A. The complaint pleads each element of breach with the specificity Code Civ. Proc. § 430.10(e) requires; the agreement, the performance rendered, and the July 7 cessation of work are alleged with dates and amounts.
B. The first amended complaint was filed without leave of court. See Code Civ. Proc. § 472(a). The court declines to strike the FAC to avoid further delay, and directs plaintiff to follow all applicable rules going forward.
C. Like attorneys, self-represented litigants must check every citation to ensure that the cited authority exists and supports the proposition for which it is cited.
Tentative Ruling — Hale v. Northstar… Esc
⚡ Ask & use
📌 Save to the Matter
🗂 Turn into work product
⚖ Check against authority
EdgeMeet · Included with EdgeLex
Meetings and depositions, on your infrastructure.
Self-hosted video with a legal brain: live transcripts, an AI second chair that cites its insights, off-the-record control that actually drops the record, and exhibits shared in the room.
- The second chair surfaces contradictions, admissions, and follow-ups — attorneys only, every insight cited
- Certified transcript alignment upgrades citations to page:line; designations become hash-verified clips
- Guests join by consent-gated link, structurally walled off from insights and case context
✦ Second chair · live · attorneys only
Follow-up: confront the custody denial with RFP No. 12He just said he “can’t recall” who kept the logs — the verified discovery response in your deposition plan admits his department’s custody. [00:02:04–00:02:12]
TRANSCRIPTCHATEXHIBITS
Maya Chen [00:01:47]
And the December 9 delivery — whose department received it?
R. Whitfield [00:01:55]
I'm not absolutely sure.
Maya Chen [00:02:00]
Who was responsible for keeping the delivery logs?
R. Whitfield [00:02:04]
I really can't remember who was responsible for keeping those logs.
14 segments · updates every 15s · highlight lines with your mouse to cut a video clip
Frontier Control
Use the best AI. Keep control of the firm.
Your lawyers already work in ChatGPT, Claude, Grok, and the frontier assistants that will come next. Now they can work with EdgeLex from inside them.
Ask about a matter. Find the controlling document. Review email. Trace a deadline. Draft a response. Create a task. Prepare a calendar event. Verify a citation. Propose the next step.
The assistant is where your lawyers work. EdgeLex is where the files, the rules and the record stay.
Your AI. Your interface. Your firm’s rules.
Everything Lex can do in EdgeLex, it can do from ChatGPT or Claude: matters, documents, email, deadlines, research, tasks and billing. Your firm decides what it may do.
Agentic AI · Lex Delegations
Chatbots answer questions. Delegations do the work — and answer for it.
Tell Lex once, in plain language — “whenever a document is linked to this matter, summarize it and message me” — and it becomes a standing delegation: versioned, bounded, and awake long after you close the tab.
- Wakes on the firm's own events — a document lands, an email arrives, a deadline approaches
- Every run is a real task assigned to Lex — trackable and reportable like an associate's work
- Immutable versioned instructions, approval gates on consequential steps, budgets, and a kill switch
🤖 Agent Control Center
Standing Delegations, committed work, runtime health, and governed delivery.
Matter Watch — Hale v. Northstar ✎
💬 Discuss with Lex📄 Process a document…⏸ Disable✎ New version🗑 RetireHealthyEnabled
Summarize each newly linked Matter document in exactly 5 bullets.
Definition v3 · 24 linked Tasks · Updated 8/13/2026, 10:24 PM
ACTIVE TASKS
4
IN REVIEW
20
COMPLETED
0
DELIVERY FAILURES
0
One run, end to end: the event fires, a task lands on the matter ledger, the work happens inside the allowlist, the run pauses for approval, and the deliverable arrives in EdgeMessage.
The AI Governance layer
Your firm is the authority. The AI works under policy.
Governance isn't a disclaimer here — it's architecture. The task is classified before the model runs, tools are bound per turn, claims are verified against typed evidence, and actions wait for approval.
AI Model Governance
Control which AI models the Lex Runtime can use, set defaults, and monitor usage.
🛡 Runtime Governance Active authority
The Lex Runtime checks firm policy in the database before any model call. Browser clients cannot override this policy.
Lex moves with the work
One court order. Six systems. Zero re-keying.
Lex isn't a chatbot in a separate tab — it's the intelligence layer that follows the work across the firm. Here's one real workflow, end to end.
A court order arrives
“Order Granting Continuance — Hale v. Northstar” lands in the matter's inbox.
Lex reads it as evidence
The new hearing date is identified from the order's own words — a source-backed event, not a guess.
Deadlines recalculate
The dependent chain — opposition, reply, hearing — recalculates from the rules, with full lineage.
You approve
The proposed calendar entries and tasks wait for a human. One tap says yes.
The team knows
The matter team is alerted in Messages, with the order and new dates linked.
The record keeps everything
Evidence, computation trace, approval, and actions — attached to the matter, auditable forever.
Every step is source-backed, approval-gated where it acts, and written to the matter's audit trail.
Work everywhere
Browser, phone, desktop, and Word — one platform.
The same matters, the same governance, the same audit trail — on every surface the work happens.
☰✦ Firm default · pinned ▾
Good morning, Maya.
Scoped to your matters · every answer cited
Ask Lex anything…
Lex · just now
The opposition draft is ready for review — filed to Hale v. Northstar, version 4.
Voice-first Lex — under firm policy.
Messages🔍 ＋
✦Lex
Matter Watch: tentative ruling — motion to strike denied
TOTunde Okafor
Exhibit set locked — see the doc thread
⚖ Hale v. Northstar — Alameda
MATTER CHANNEL · PRIVILEGED
📄 Opposition to Ex Parte — v4
Document conversation
Lex💬
Messages🗂
Matters🔔
Activity2⋯
More
The matter channel in your pocket.
Lex
Matters
Documents
Messages
EdgeMail
Calendar
Meet
Tasks
Billing
↻ Relaunch with update
Motion to Compel Further Responses.docxInstalled app
Version history
Sign-in runs in the system browser; tokens live in OS-encrypted storage. One binary, governed Word round-trip, signed updates.
The installed workspace — governed Word round-trip, signed updates.
The platform, as a directory
Everything a firm runs on, in five layers.
AI & Intelligence
Lex and the governed engines that reason over your firm's work.
Legal Work
Matters, tasks, intake, and billing — the practice's system of record.
Documents & Collaboration
Draft, message, meet, share, and sign — together, in matter context.
Work Everywhere
Browser, mobile, desktop, and Microsoft Word — one platform.
Firm Control
Deployment, security, and a platform shaped around your firm.
EdgeLex Private Edition
Buy the foundation. Shape the last mile.
Dedicated or on-premises deployment, firm-specific workflows and applications, and governed source-level customization — your firm's operating model, built on a legal platform that already exists.
Why we built EdgeLex
"I'm a practicing attorney and a developer. I wanted the leverage modern AI offers without handing a vendor my clients' privileged data or trusting a model I couldn't see. EdgeLex is the platform I wanted to exist: as capable as the cloud tools, but the firm keeps control."
David · Founder, EdgeLex
Resources
For firms that research before they buy.
The best legal practice management software in 2026, compared honestly (including us)
Clio, MyCase, PracticePanther, Smokeball, Filevine and LexWorkplace are practice management systems with AI added. EdgeLex is the only platform on this list built for AI from the first line of code. Here is the difference, and how to check it yourself.
12 min readAgents & accountabilityStanding delegations: how to hand work to an AI the way you hand work to an associate
One plain-language sentence becomes a standing instruction that wakes on your firm's events, does the work, and answers for it — on the same task list as everyone else.
8 min readGuidesThe law firm buyer's guide to legal AI
Eight questions a managing partner can put to any legal AI vendor — on data, models, grounding, action, work product, cost, and audit — and how EdgeLex answers each one.
9 min readSee EdgeLex on your own terms.
We'll walk through your firm's workflows, where you want it to run, and which AI you want it to use. A real person answers at sales@edgelex.com.