This guide walks you through how to get started on Lexlegis.ai, from your first login to understanding where your work, documents, and settings live.

1. Landing on the Dashboard

After logging in, you arrive at the Dashboard.

The dashboard is your primary navigation hub. It helps you decide which module you want to start your legal workflow with.

You will see three main action cards:

• Ask
• Interact
• Draft

Each card takes you directly to its respective workflow.

You can return to the dashboard at any time by clicking on Dashboard in the left sidebar.

2. Understanding the Left Sidebar

The left sidebar is always visible and allows you to move across the platform from wherever you may be.

From here, you can directly access:

• Dashboard - To start and navigate your work.
• Ask - To get legal answers with sources.
• Interact - To analyse and compare documents.
• Draft - To create legal documents.
• Case Search - To find relevant case law.
• Workflows - To run multi-step processes.
• Library - To store files and resources.
• Integration - To connect external tools.
• Account Menu - To manage settings and access.

3. Choose a Module to Start

Each module on Lexlegis.ai serves a different purpose.

3.1 Ask

Use Ask for end-to-end source-grounded, hallucination-free responses to questions of judicial interpretation across the Lexlegis database, with source references. You can also research using your own uploaded files, folders, or knowledge bases, as well as perform controlled web research by specifying allowed and excluded sources.

Typical use cases include:

• Judicial and statutory research
• Interpreting questions of law and questions of fact
• Researching on your own files and knowledge bases
• Ringfenced web-based legal research

3.2 Interact

Use Interact to analyse and extract actionable insights from one or multiple documents. You can perform tabular reviews using preset or custom Question Sets, conduct due diligence exercises in minutes, and apply Lexlegis preset prompts for summaries, risk assessments, comparisons, fact-sheet generation, and more.

Typical use cases include:

• Reviewing multiple contracts, agreements, or pleadings
• Extracting timelines, issues, or summaries
• Comparing documents or drawing inferences across files

3.3 Draft

Use Draft to create legal documents quickly and flexibly, whether from predefined templates or entirely from scratch using your own instructions. You can prepare first-instance drafts or replies, apply preset boilerplate clauses on an as-is basis, and use AI Drafting Rulebooks to define granular drafting standards.

Once generated, you can refine drafts with in-line edits and AI-assisted actions, collaborate with team members, and rely on version-controlled audit logs to track changes and manage documents efficiently.

Typical use cases include:

• Drafting contracts and agreements
• Replying to legal notices, motions, and orders
• Drafting from preset or custom templates

You do not need to decide upfront which workflow to stick to. You can switch between them at any time.

4. Getting Started with Libraries

Libraries is your central space to store and manage files, prompts, and reusable resources in one organised location.

Upload your own files and folders and use them seamlessly across Ask and Interact workflows, or save custom prompts for future reuse. Everything is automatically organised and easily accessible.

You can also create or upload Question Sets, Clause Libraries, AI Drafting Rulebooks, and other reusable assets to power modular workflows while keeping all important resources securely stored in one place.

5. Using the Account Menu

In the bottom-left corner, you’ll find your Account menu.

This menu is designed for workspace and account management, providing quick access to administrative and support-related controls.

• Access and update account settings
• Manage teams and collaborators
• Review activity history
• Handle billing and subscriptions
• Open the Help Center
• Log out securely

While not required for running Ask, Interact, or Draft, this menu provides convenient shortcuts for overseeing users, permissions, and workspace configuration.

6. Guidance Wherever Required

Lexlegis.ai includes built-in guidance at multiple levels:

• Tooltips inside workflows explain individual steps
• The Help Center contains detailed feature guides
• Related articles are linked at the end of each help guide

You can open the Help Center anytime from the Account menu.