The AI Workspace for Legal & Accounting Professionals

Operate your firm with agentic intelligence securely, compliantly, confidently.

Law Copilot unifies client management, document intelligence, and AI agents built specifically for lawyers and chartered accountants. Move from intake to insight in minutes.

  • Secure by design
  • Built for legal & finance
  • Start in minutes
  • SOC 2-ready practices

How Law Copilot Works

Move your clients from intake to compliance-ready deliverables with a secure AI partner beside every professional.

01

Onboard Clients

Collect KYC, engagement letters, and matter details through guided forms that sync with your existing systems.

02

Upload Docs

Drag-and-drop documents or sync cloud drives so Layer Workspace can reason over every clause and ledger entry.

03

Collaborate with AI

Co-work with specialized Legal and Tax agents that draft, review, and surface insights in real time.

Key Capabilities for Regulated Work

Purpose-built features to support high-stakes legal and financial workflows.

🧠

AI Drafting Studio

Generate first drafts of contracts, responses, and compliance reports with agentic AI tuned for legal and accounting standards.

📁

Client & Matter Management

Centralize intake, engagement letters, and ongoing collaboration with intuitive matter dashboards and automations.

🛡️

Compliance Guardrails

Automated audit trails, configurable retention policies, and jurisdiction-aware templates keep your practice protected.

🔒

Secure Workspace

Layered encryption, SSO, and granular roles ensure sensitive financial and legal data stays protected.

Agentic + Editor Modes

Choose between autonomous agent-led workflows or hands-on editor review. Toggle between modes to balance speed, oversight, and compliance in every engagement.

Agentic Mode

AI agents autonomously orchestrate drafting, review, and task routing based on your playbooks.

Editor Mode

Professionals collaborate with AI suggestions line-by-line, accepting or refining with full context.

Integrations that Connect Your Stack

Secure connectors for legal practice management, accounting ledgers, and cloud storage.

Clio logo

Clio

Secure OAuth • Fresh data sync

Tally logo

Tally

Secure OAuth • Fresh data sync

QuickBooks logo

QuickBooks

Secure OAuth • Fresh data sync

Google Drive logo

Google Drive

Secure OAuth • Fresh data sync

Dropbox logo

Dropbox

Secure OAuth • Fresh data sync

Stripe logo

Stripe

Secure OAuth • Fresh data sync

Purpose-built for Legal & Accounting Teams

Toggle between domain-specific workflows tailored to your profession.

For Lawyers

  • Matter Strategy Co-Pilot

    Summarize discovery, build deposition outlines, and draft pleadings with traceable sources.

  • Clause Comparison

    Highlight deviations from your standard language and flag risk instantly across documents.

  • Case Timeline Intelligence

    Sync hearings, filings, and deadlines with AI-generated action items and reminders.

For Chartered Accountants

  • Automated Workpapers

    Ingest ledgers to create reconciliations, trial balances, and audit-ready workpapers faster.

  • GST & Tax Advisory

    Generate jurisdiction-aware filings, checklists, and advisory notes tailored to every client.

  • Engagement Analytics

    Spot anomalies across clients and unlock insights on billable vs. non-billable time instantly.

Ready to modernize your practice?

Launch a secure workspace in minutes. Law Copilot handles the compliance so you can focus on counsel.