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LegalOS™
Law firms and licensed conveyancers. Matters, drafting from your own precedents, time, billing, legal accounting and the client account under the SRA Accounts Rules — every practice area covered.
Clients, matters, work, documents, communications and operations — everything a professional business runs on, in one system built for AI to carry out the work rather than store it.
The same AI objects underneath — clients, matters, work, documents, communications and operations — with the modules, language and regulator of each profession built on top.
Law firms and licensed conveyancers. Matters, drafting from your own precedents, time, billing, legal accounting and the client account under the SRA Accounts Rules — every practice area covered.
Estate agencies and lettings. Branches, listings, applicants, offers, the chain and sales progression, with client money and agency records held to the same standard.
Mortgage brokers and lenders. Cases, advisers, pipeline, lender panel and commission, with suitability and the regulatory record built as the case runs.
Every system built so far stores the file and waits for a person to do everything — open it, draft the letter, chase the reply, record the time, raise the bill. ClearPathOS™ was built the other way round. The AI carries out the routine work to your own standards and brings a person in exactly where judgement or sign-off is required, with every step recorded as it happens.
Not just faster drafting or quicker search — the routine work of the matter gets done. Outcomes, not outputs.
Nothing that carries legal weight happens without a named professional's approval. The AI proposes; you decide.
Your precedents, your house style, the way your firm handles each matter — the more it runs, the more it works your way.
Every other system was built to store the work and wait for instructions. ClearPathOS™ was built AI-native from the ground up to carry it out — the AI reads what arrives, does the routine work of the matter, posts to the ledgers, drafts from your precedents and brings a person in only where judgement is required. It is not a system with AI added. The AI is the system.
AI opens the matter, files every document and email against it, works out what the matter needs next and prepares it.
AI qualifies the enquiry, runs the onboarding, reads the identity evidence and opens the client with the engagement in place.
AI drafts from your own precedents and the facts on the file, in your house style, with every point cited to its source.
AI captures billable time as the work happens — across email, documents and calls — and narrates each entry for you.
AI assembles the bill from the work actually recorded, routes it for approval and chases what has not been paid.
AI posts to the client and office ledgers as you work, reconciles three ways continuously and surfaces breaches to the COFA.
AI requests the payment, reconciles it on arrival and posts the receipt straight to the ledger without a person touching it.
AI answers the client in your voice, requests exactly what is outstanding and keeps them told without anyone chasing.
AI reads the dates out of the documents, calculates the ones that follow from them and acts before they arrive.
AI builds the picture from the work as it happens — matters, WIP, cash, risk and compliance — not from what people remembered to enter.
Each area has its own work, its own steps and its own points of sign-off. LegalOS™ runs all of them, so a mixed-practice firm works its whole caseload in one system.
Agents build the chronology, draft statements of case and disclosure lists, prepare bundles and track every court deadline. You set the strategy and approve each filing.
Agents draft applications and financial disclosure, keep sensitive correspondence in order and track hearing dates — so your time goes to the client and the judgment, not the paperwork.
Agents draft advice letters, tribunal claims and responses, and settlement agreements from your own precedents, and watch every ET and limitation deadline.
Agents review and draft contracts, run the due-diligence checklist, populate data rooms and manage signing and completion — you negotiate and approve the terms.
Agents draft wills, LPAs and probate applications, build estate accounts and track asset schedules — you advise, and you sign everything off.
Agents assemble the case file, draft letters of claim and schedules of loss, chase medical evidence and keep limitation dates in view across the caseload.
Agents prepare case papers, draft defence statements, organise disclosure and track custody time limits and hearing dates — you represent the client.
Agents assemble application bundles, draft representations, check every document is present and track Home Office and appeal deadlines.
Agents progress each transaction, draft and check the documents, raise and reply to enquiries and keep the client ledger current through to completion.
Agents prepare statements of affairs, draft creditor correspondence, manage the estate ledger and track every statutory deadline and notice.
Open a matter and everything lives in one place — documents, emails, notes, tasks, deadlines, time and bills. ClearPathOS™ reads what comes in, works out what the matter needs next, drafts it, and holds it for you where a decision matters.
Client's email read and filed. I've drafted the response to the defence and pulled the disclosure list from the documents on the matter. Both are ready for you to review.
Document intelligence built into the matter and included, rather than bought and bolted on.
Draft advice letter prepared from your precedent and the facts on the matter, every point cited to the document it came from. Ready to review.
Client and office money kept properly separate under the SRA Accounts Rules, posted as you work. The three-way reconciliation runs continuously, and residual balances and breaches are surfaced to the COFA the moment they appear — built to the depth of a real legal accounting system, not billing with a matter reference.
All three balances agree. No residual balances over 30 days. Nothing to flag to the COFA today.
Every action the AI takes, every decision, every approval is captured as it happens — what was done, why, on what evidence, and under whose authority. When the SRA calls, or a client asks, the file proves itself. Inspection prep takes hours, not weeks.
Every action on this matter is signed, time-stamped and cited. Assemble the full SRA-ready pack in one click.
ClearPathOS™ runs the same loop on every piece of work. It perceives what has arrived, reasons across the whole file, decides what the work requires, acts, and reports what it did and why — stopping, never proceeding, wherever a person must decide.
Reads the documents, emails and history on the file, grounded in your precedents and the law.
Drafts the letter, prepares the application, posts the ledger entry, records the time — the routine work, done.
Stops at every point that carries legal weight and hands it to the named professional to approve.
Captures what was done, why and by whom — cited and time-stamped — as it happens.
AI does the work a practice this size could never afford in people — the drafting, the ledgers, the chasing — so you do the law.
AI applies the same standard to every matter, so quality stops depending on who happened to open the file that morning.
AI runs the drafting, the accounting and the progression across departments, with one record and one set of controls.
AI works to the same standard in every office, and the audit trail it writes is identical wherever the work was done.
ClearPathOS™ runs the whole matter itself — and connects to the tools your firm already uses to get work in and out. No bolted-together stack of other systems; the workflows live inside ClearPath.
Outlook, Word, Teams, SharePoint and Google Workspace — email and documents in and out, held against the matter.
NetDocuments, iManage and SharePoint — connect your existing DMS and precedent bank.
Card and bank payments and e-signature, with receipts posted straight to the ledger.
Companies House, HM Land Registry and Open Banking, wired in where a matter needs them.
Build your firm's own workflows and let the agents run them — every step automated, adapting to the matter, working to your standards.
Build on ClearPathOS™ and connect the rest of your firm's stack.
Your clients, matters, documents and data stay in the UK, end to end.
Nothing that carries legal weight happens without a named professional's sign-off. The record proves it.
SOC 2 Type II and ISO 27001 are in progress. The controls behind them are implemented and evidenced today.
Never used to train shared models, kept in your firm's own tenant, and exportable in full whenever you like.
A single monthly subscription for the whole system — the matters, the drafting, the accounting, the client account, the portal and the AI that runs all of it. No per-matter fee, no per-check fee, no module you have to buy separately. Tell us the size of the firm and we will price it in writing.
One price for the whole system, billed monthly. Everything included — every module, every AI agent, unlimited matters, all your people. Rates confirmed in a written proposal.
ClearPath builds AI for legal, property and financial services. Legal AI, Property AI, Finance AI and Risk & Compliance AI each work today, alongside the systems a business already runs. ClearPathOS™ is where they converge — the environment the work itself lives in.
The operating system for professional services.
You are hereAI across the legal matter, from instruction to registration.
AI across the property transaction, from valuation to completion.
AI across the mortgage case, from fact-find to offer.
AI for risk and compliance, evidenced and monitored continuously.
Thirty minutes on your own files. We will model ClearPathOS™ on your firm and show you exactly what changes on Monday morning.