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§ Product · Practice Automation
DROZ●legal

Canadian-sovereign practice management with an AI workforce inside.

DROZlegal is a Canadian-sovereign practice management system with embedded AI agents. Built for the firms that refuse to migrate off Clio, PC Law, Cosmolex, Soluno, or QuickBooks — and built to take them from PMS today (the lawyer initiates) to PAS tomorrow (the lawyer supervises an AI workforce).

Request a demo → Talk to the DROZlegal team
Category
Practice Management & Automation Software
Hosting
AWS ca-central-1 (Montréal)
Compliance
PIPEDA · FIPPA · LSO Rule 3.4 / 3.6 / 4.01 · Ontario HST · Quebec Law 25 (roadmap)
Today's models
Claude Sonnet · Claude Opus
§ What it is today

PMS today. PAS tomorrow.

DROZlegal today is a full Canadian practice management system with an AI agent layer woven through every surface. The lawyer initiates; the agents execute and report.

01 · Documents

AI Document
Intelligence

Drafting, contract review with risk flagging, document comparison with diff explanation, deep legal analysis, document chat (RAG), hybrid search, summarization, due diligence at scale, enterprise search.

Claude Sonnet Claude Opus RAG Voyage AI pgvector
02 · Agents

AI Agents
Engine

Async LLM job runner with full lifecycle, token-cost metering, parallel subagents (compliance / financial / regulatory / risk reviewers), APScheduler triggers, retry + timeout protection.

bulk_intake wills_outreach ar_dunning minute_book_review
03 · Operations

Practice
Operations

Matter, contact, calendar, document, time, and billing — the operational backbone of a Canadian law firm.

Matters Contacts Time entry Billing
04 · Litigation

Litigation Forms
Ontario coverage

Full Rules of Civil Procedure form set with Claude-driven generation, Rule 4 auto-numbering, CanLII / e-Laws hyperlinking, Backsheets, and CaseLines compliance.

Rule 4.01 CaseLines Pleadings Form 4C
05 · Sovereign

Government Services
Platform (Sovereign Tier)

Permits, LMS, ITSM, asset management, GIS, CRM / 311 — for sovereign Canadian departments running on FIPPA-scoped infrastructure.

Permits LMS ITSM GIS 311
06 · Platform

Platform
Infrastructure

RBAC, multi-tenancy, audit logging, virus scanning, PII redaction, SSO, AES-256, ca-central-1.

FIPPA PIPEDA Entra ID ClamAV Sentry
§ AI Document Intelligence

A drafting, review, and research surface — not a chatbox on a file repository.

DROZlegal's document intelligence is a complete drafting, review, and research surface — not a chat box bolted to a file repository.

01 · Drafting

Sonnet for speed, Opus for depth

  • Templates and prior precedents inform tone.
  • Per-lawyer voice profiles inform style.
02 · Review

Contract review with risk flagging

  • Identifies unusual clauses.
  • Flags missing protections.
  • Departures from firm playbook.
03 · Compare

Document diff with explanation

  • Claude explains why two versions differ.
  • Not just where.
04 · Analysis

Deep legal analysis

  • Long-form analytical write-ups.
  • Citations and counterarguments surfaced.
05 · Chat (RAG)

Document chat with citations

  • Per-document or per-matter Q&A.
  • Every answer cites the source span.
06 · Search

Hybrid search

  • Semantic + keyword via Reciprocal Rank Fusion.
  • Beats either method alone.
07 · Summarize

Per document, matter, cross-section

  • Executive summary or paragraph-by-paragraph.
  • Depth configurable per query.
08 · Due diligence

Batch scan at scale

  • 500+ documents against a deal checklist.
  • Red flags with confidence per finding.
09 · Enterprise search

Firm-wide, RBAC-respecting

  • Documents · emails · matters · contacts.
  • Junior queries respect partner-only matters.
§ AI Agents Engine

An LLM job runner with a lifecycle, retries, and a budget.

An LLM job runner that treats AI tasks the way reliable systems treat any other long-running job: with a lifecycle, retries, timeouts, and per-job cost accounting. Primary agents run on schedules or on demand; supporting agents run inline.

Agent 01

bulk_intake

Process new client intake at volume; populate matter, contact, and conflict-check fields automatically.

Agent 02

wills_outreach

Outreach to legacy clients with wills, POAs, or estate files 5+ years old to trigger review and updates.

Agent 03

ar_dunning

Nightly AR review (via APScheduler) with tailored dunning messages per client tier.

Agent 04

minute_book_review

Quarterly minute book audits with deficiency reports and recommended fixes.

Agent 05

contract_review · defence_drafting · motion_preparation

Long-running legal-work agents that take a matter context and produce reviewable drafts.

Supporting

Inline agents

course_generation · discovery_review · form_recommendation · intake · redline_explanation · smart_routing · suggest_changes · time_entry

§ Engine infrastructure
  • · Full job lifecycle (pending → running → succeeded / failed / cancelled).
  • · Token-cost metering per job — per matter, per lawyer, per agent.
  • · Parallel subagents — compliance, financial, regulatory, risk reviewers run in parallel and reconcile.
  • · APScheduler triggers — cron-style schedules for nightly and weekly agents.
  • · Retry + timeout protection — exponential backoff; runaway jobs killed at a configured ceiling.
§ Litigation Forms · Ontario complete coverage

Filing-ready, not draft-ready.

DROZlegal ships the complete Ontario Rules of Civil Procedure form set with an end-to-end generation pipeline. The output is filing-ready, not draft-ready.

  • → Claude generation → DOCX with Rule 4 auto-numbering, headings, citation linker.
  • → LibreOffice PDF rendering → S3 storage with post-write verification.
  • → In-app HTML editor with versioned save.
  • → Pleading extractor parses uploaded pleadings into structured JSON.
  • → Backsheets (Form 4C) auto-generated.
  • → CanLII hyperlinking on case citations.
  • → e-Laws hyperlinking on statutes.
  • → Rule 4.01 compliance verified on every export.
  • → CaseLines electronic-filing compliance.
§ Government Services Platform · Sovereign Tier

A sovereign operating surface for Canadian departments.

Sovereign Canadian government departments need more than a legal stack — they need an operational platform that lives entirely on Canadian soil with FIPPA-scoped logging. DROZlegal's Sovereign Tier extends the platform with the operational modules a department actually runs on.

01 · Permits

Permits

Application intake, review workflow, and PDF permit generation with revocation tracking.

02 · LMS

Learning Management

Public-facing course pages, registration, and completion records.

03 · ITSM

IT Service Management

Ticketing, change management, and SLA reporting.

04 · Assets

Asset Management

Full asset lifecycle with work-order generation, scheduled maintenance, and disposal records.

05 · GIS

GIS (Leaflet)

Map-based asset and incident visualization for field operations.

06 · CRM / 311

CRM / 311

Citizen contact records with 311-style request routing and resolution tracking.

§ RAG Architecture

Retrieval over large context.

DROZlegal uses retrieval-augmented generation rather than large context windows. Large context windows degrade model quality through attention dilution; RAG keeps the model focused on the most relevant material per query.

  • pgvector 0.3 for vector storage inside Postgres.
  • Voyage AI 1024-dimension embeddings — chosen for legal-text quality at the price/quality ratio that scales.
  • Hybrid search — semantic + keyword via Reciprocal Rank Fusion.
  • Per-matter / per-firm / per-user retrieval scoping — a junior lawyer querying a partner-only matter sees nothing.
  • Chunking strategies per document type — pleadings, contracts, and emails chunk differently.
§ Platform Infrastructure

The trust posture, itemized.

Audit log
FIPPA-scoped · immutable
RBAC
Per-firm role config
Multi-tenancy
Per-org isolation
Kill-switch
Per-firm deactivation
PII redaction
Regex + AI NER
Virus scanning
ClamAV via Lambda
S3 verified
Post-write read-back
DOCX / PDF
Export pipeline
Metrics
Per-job · per-agent · per-firm
Sentry
Error tracking
structlog
Structured logging
Redis
Rate limiting
EN / FR UI
Bilingual by default
Entra ID SSO
MFA enforced
AES-256
At rest · TLS 1.2+ in transit
ca-central-1
Montréal · sovereign
§ The road to PAS

Practice Automation Software, sequenced.

DROZlegal's PMS today is the foundation for the PAS tomorrow. The transformation is sequenced — each step is shippable, observable, and reversible.

01 · Substrate
01
The Autonomy Engine

Universal event bus, trigger rule engine, confidence scoring (high auto-executes, medium queues, low escalates), long-running workflow state, and workflow versioning.

02 · Surface
02
The Daily Briefing

One morning surface per lawyer: completed / needs review / needs judgment. One-click approve or correct. Audit trail per action. Mobile-responsive.

03 · Pipeline
03
Meeting → Deliverable

Transcript in → engagement letter, matter, DocuSign, follow-up, court trigger, time entry, invoice lines, conflict check (LSO 3.4), team notify, judgment escalation.

04 · Onboarding
04
Onboarding Intelligence

Connect Clio / PC Law / Cosmolex / Soluno / QuickBooks · ingest M365 / Gmail · pull OneDrive / SharePoint / NetDocuments / Dropbox · detect practice areas · build voice profiles.

05 · Voice
05
Voice & Style Learning

Per-lawyer voice profile, firm-wide style, practice-area libraries, precedent library, override learning loop — all as retrievable embeddings, never stuffed into context.

§ Permission & Trust

Autonomy is configured, not assumed.

Autonomy is configured at every layer of the firm. No agent does anything a lawyer hasn't agreed it can do.

  • · Per-firm autonomy configuration.
  • · Per-lawyer autonomy levels.
  • · Per-workflow permission scoping.
  • · Approval gate configuration.
  • · Confidence threshold tuning.
  • · Override patterns train future scoring.
  • · E&O insurance integration for high-stakes actions.
  • · Workflow-level audit log granularity.
§ Trust Accounting · LSO-mandated

Three-way reconciliation, built in.

Trust accounting is non-negotiable in Ontario. DROZlegal ships it integrated, designed for the LSO three-way reconciliation window, and reviewed by Ontario legal bookkeepers before any module goes live.

01 · Chart of accounts

Pre-configured for Ontario law firms

Trust Receipts and Disbursements Journals, Client Trust Ledgers, and Valuable Property Records.

02 · Monthly

Three-Way Reconciliation

Built around the LSO 25-day window with a status board and reminder cadence.

03 · Threshold

Cash Receipts

Duplicate Book triggered at the $7,500+ threshold per LSO.

04 · Autonomous

Bank reconciliation agent

Runs nightly, reconciles, and flags discrepancies — under human supervision.

  • · Trust Receipts & Disbursements Journals — full set.
  • · Client Trust Ledger with running balance.
  • · Overdraft / commingling prevention built into the data layer.
  • · Bank feed integration — Canadian banks first.
  • · HST tracking & quarterly reporting.
  • · LSO audit-ready report packages.
  • · E&O insurance secured before module goes live.
  • · Ontario legal bookkeeper engaged for design review.
  • · Shadow-mode operation against firm's existing accounting until parity.
§ Migration · Connect, don't replace

Connect, don't replace.

Firms refuse to migrate from existing PMS. DROZlegal connects to existing systems and ingests their data — the lawyer keeps their workflow, the firm keeps its history, and DROZlegal adds the AI layer on top.

01 · Clio

Clio

OAuth-based integration; live read of matters, contacts, time, and billing.

02 · PC Law

PC Law

CSV / DB-level read of legacy data; historical migration with preserved IDs.

03 · Cosmolex

Cosmolex

API integration.

04 · Soluno

Soluno

API integration.

05 · QuickBooks Online

QuickBooks Online

Approval secured; full accounting sync.

06 · QuickBooks Desktop

QuickBooks Desktop

Read of QB files for accounting-history import.

07 · Sage Cloud

Sage Cloud

API integration.

08 · Documents

Document migration

Folder structure preserved across systems.

09 · Trust history

Trust account import

Full three-way reconciliation rebuilt from the source data.

§ Client Portal

What clients expect today.

Clients of a DROZlegal firm get a portal that reflects how a modern client expects to interact with their lawyer — visible, secure, and on their schedule.

  • · Client login with matter visibility.
  • · Document upload + review.
  • · AI case summaries (lawyer-approved before display).
  • · Status updates.
  • · Invoice viewing + online payment.
  • · DocuSign signing.
  • · Secure messaging.
  • · Calendar visibility for court dates.
  • · Mobile-responsive.
  • · Branded per-firm.
§ Compliance & revenue autonomy

The work that gets dropped when partners are billing.

Autonomous agents do the firm's compliance and revenue housekeeping — the work that gets dropped when partners are billing.

  • · Minute book audits — quarterly.
  • · Legacy file outreach — Wills, POAs, estates 5+ years old.
  • · Annual return reminders.
  • · Insurance policy expiry tracking.
  • · Contract renewal alerts.
  • · Regulatory deadline monitoring.
  • · Limitations period tracking.
  • · Estate planning trigger detection.
§ Enterprise & Security · Roadmap

The published roadmap, not what's already certified.

The enterprise posture follows the customer base. The list below is the published roadmap, not what's already certified — and the page is updated as each item closes.

  • · SOC 2 Type 1 → SOC 2 Type 2.
  • · PIPEDA formal documentation.
  • · Quebec Law 25 compliance.
  • · ISO 27001.
  • · Public API.
  • · White-label per firm.
  • · SAML beyond Entra ID.
  • · On-premise deployment package.
  • · Multi-region failover.
  • · E&O for AI actions.
  • · Cyber liability insurance.
§ Academy

The training arm — for firms, lawyers, and clerks.

Software is only as good as the practice that adopts it. DROZlegal Academy is the training arm — built for firms, lawyers, and clerks.

  • · CPD-accredited training.
  • · Onboarding flow per firm.
  • · Onboarding flow per user.
  • · Video tutorials per feature.
  • · Searchable docs.
  • · In-product guidance.
§ Stop running a PMS
Stop running a PMS. Start supervising an AI workforce.
Request a demo →