Portfolio dashboards

Autologyx provides dynamic dashboards tailored to each portfolio type - IP, real estate, regulatory, contract, or entity.

Firms can see status, ownership, key dates, drill-down details, risks, overdue actions, and upcoming milestones in a single view.

Partners and service delivery teams gain clarity and control; clients gain confidence through consistent, structured updates.

Centralised document repository

Autologyx consolidates all contracts, filings, deeds, leases, correspondence, and supporting documents into a single, structured repository.

Documents are indexed, linked to their relevant asset, and version-controlled, eliminating duplication and reducing manual chase work.

Teams always work from the correct documents, and clients benefit from clean, accessible records.

Task & milestone tracking

Every portfolio item can be broken into repeatable tasks and milestones - renewals, reviews, filings, inspections, payments, audits, or regulatory submissions.

Autologyx automates task allocation, reminders, escalations, and SLA tracking to ensure nothing slips through the cracks.

Workflows can be templatized for consistent delivery and reduced administrative overhead.

Client-facing reporting

Autologyx produces client-ready dashboards and structured reports covering portfolio status, completed actions, outstanding tasks, risks, and upcoming deadlines.

Reports can be shared via secure portals, scheduled emails, or downloadable packs, reducing manual reporting effort for fee earners.

Clients gain full transparency, improving trust and strengthening long-term relationships.

Measurable impact for law firms

65%

In-house use of ALSP

Law firms must adopt standardised operating models to compete.

40%

Effort reduction

Manual work eliminated through automation.

54%

Process focus

Skills Law respondents are focused on process & workflow.

“We had the classic issue of a burning platform which was both bespoke built and heavily customised, and we couldn’t find any “off the shelf” tools to replace it which met our requirements. Working with Autologyx, we have redefined our business needs and built out a tool which both meets our existing requirements and gives us possibilities for future development including automation of tasks.”

Tessa Bartley,
Head of Legal Technology, Charles Russell Speechlys

Core Use Cases for Law Firms

Check out the other core use cases for law firms.

Matter Management

Unify matters, tasks, and documents in one auditable workspace.

Remediation

Orchestrate complex client remediation programs.

Contract Repapering

Automate & manage contract repapering from intake to completion.

Autologyx for
Corporate Legal

Autologyx for
Law Firms

Portfolio Management

Portfolio dashboards

Centralised document repository

Task & milestone tracking

Client-facing reporting

Measurable impact for law firms

65%

In-house use of ALSP

40%

Effort reduction

54%

Process focus

Tessa Bartley,
Head of Legal Technology, Charles Russell Speechlys

Book a 30 minute session to explore how Autologyx transforms your legal workflows.

Core Use Cases for Law Firms

Matter Management

Remediation

Contract Repapering

Autologyx for Corporate Legal

Autologyx forLaw Firms

Portfolio Management

Portfolio dashboards

Centralised document repository

Task & milestone tracking

Client-facing reporting

Measurable impact for law firms

65%

In-house use of ALSP

40%

Effort reduction

54%

Process focus

Tessa Bartley,Head of Legal Technology, Charles Russell Speechlys

Book a 30 minute session to explore how Autologyx transforms your legal workflows.

Core Use Cases for Law Firms

Matter Management

Remediation

Contract Repapering

Autologyx for
Corporate Legal

Autologyx for
Law Firms

Tessa Bartley,
Head of Legal Technology, Charles Russell Speechlys