What is the Forlex platform?

Forlex is a governed Professional OS for regulated teams that need documents, research, signatures, vaults, workflows, collaboration and AI controls in one workspace.

How does Forlex differ from a generic AI assistant?

Forlex connects AI assistance to work context, sources, owners, review status, approvals and records instead of leaving sensitive work inside a standalone chat.

Can Forlex fit existing systems?

Yes. Forlex can sit alongside document repositories, communication tools, calendars, project systems and approved data sources within a scoped rollout.

GOVERNED PROFESSIONAL OS

One operating layer for regulated professional work.

Forlex connects matters, documents, research, e-sign, vaults, workflows, collaboration, analytics and AI controls so every sensitive deliverable keeps its source, owner, review state and record.

Schedule demo →Open app

Contract analysis with risk clauses

Research with cited sources

Draft ready for human review

Routing with preserved context

PLATFORM CAPABILITIES

The connected system around the work.

LIVIA is the agent layer inside a governed workspace: modules, sources, approvals, signatures, vaults and audit controls stay connected.

WORKSPACE

Matters and projects in context

Requests, files, owners, deadlines and next actions stay attached to the same professional record.

DOCUMENTS

Documents, vaults and sources

Drafts, evidence packs, templates and approved materials remain close to the work they support.

WORKFLOWS

Agents, approvals and signatures

Repeatable work can move through LIVIA, human review, approval and e-signature without losing context.

GOVERNANCE

Audit and control surfaces

Permissions, model boundaries, source trails and records are visible for legal, IT and operations.

Professional OS

One workspace for the tools around the work.

Forlex brings calendar, Kanban boards, projects, client records, vaults, files, contracts, e-signatures, automations, LIVIA agents and audit history into one workspace.

Calendar & deadlines

Keep meetings, due dates, follow-ups and review windows connected to the related matter or project.

Kanban boards

Move professional work through stages with owners, blockers, approvals and next actions visible.

Projects & matters

Run client work, legal matters and internal operations from a shared project context.

Client & company records

Track clients, vendors, counterparties, intake notes, contacts and relationship context where the work happens.

Vaults, storage & files

Store uploads, source packs, evidence, templates and knowledge where the team can find them.

CLM + e-Sign

Move contracts from request to review, approval, signature, certificates, renewals and records.

LIVIA agents

Use specialized agents for drafting, analysis, research, summaries, routing and repeatable work.

Trust & audit

Keep permissions, source trails, review status, approvals, exports and owners visible to the team.

What teams use it for

Common ways to use Forlex.

Most workflows need the same foundation: a clear request, the right context, an owner, an approval path, and a lasting record.

Run a legal matter

Connect case context, research, documents, deadlines, owners and review history.

Manage contract review

Route requests through CLM, risk review, approvals, e-sign and certificate-backed records.

Coordinate client or project work

Keep client context, activities, documents, calendar and board state together.

Organize files and evidence

Turn uploaded material into organized files, source packs and outputs the team can check.

Move work through Kanban

Track stage, owner, blocker, deadline, approval state and handoff in one view.

Prepare signature-ready outputs

Move from draft to approval, signature, export and audit trail without breaking context.

Keep contacts, vendors, counterparties and relationship notes close to the work. Forlex can also sit alongside a dedicated CRM when teams already have one.

IN PRACTICE

How regulated work moves through Forlex.

A request becomes a reviewed, source-aware record across the same operating layer.

Start with the matter

Open the request with files, owners, deadlines and business context.

Prepare work with sources

Use LIVIA, vaults and approved references to draft, research or analyze.

Review and approve

Route work to accountable people before sensitive output becomes final.

Sign, store and audit

Preserve the signature package, source trail, export and decision record.

SEE A REAL CASE

See the platform with your own workflow.

In 30 minutes, see how a real request moves through sources, LIVIA assistance, human review, signature or delivery, and recordkeeping.

Schedule demo →No obligation · 48h onboarding