From assistant to autopilot.
DrozLegal today is a Canadian-sovereign PMS with embedded AI agents that run when a lawyer clicks. DrozLegal tomorrow is Practice Automation Software (PAS): continuous, event-driven workflows that run because something happened in the firm’s data — and present finished work for review. The lawyer’s relationship with the product changes from “I use this” to “I supervise this”.
PMS today. PAS tomorrow.
You initiate. We execute.
- AI Agents Engine with 7 named workflows · full job lifecycle · token metering.
- Document intelligence: drafting, review, summarisation, due diligence.
- Every Ontario litigation form · Rule 4.01 · CanLII & e-Laws hyperlinks · CaseLines packaging.
- Practice operations: cases, CRM with Rule 3.4 conflicts, invoicing with HST/Rule 3.6, calendar sync.
- Trust accounting with three-way reconciliation, valuable property record, safeguards.
- RAG over your firm: pgvector + Voyage AI 1024-dim embeddings + RRF hybrid search.
- Sovereign platform: ca-central-1, Entra ID SSO/MFA, RBAC, immutable audit, PII redaction.
- Government tier: permits, LMS, ITSM, asset management, GIS, 311/CRM.
We act. You supervise.
- The Autonomy Engine — universal event bus, trigger rule engine, confidence scoring.
- The Daily Briefing — one morning surface for all autonomous work.
- Meeting-to-Deliverable pipeline — transcript in, full firm action out.
- Onboarding Intelligence — AI proposes firm-specific workflows from imported data.
- Email autonomy — Outlook/Gmail full read/write with privilege flagging.
- Voice & style learning engine — per-lawyer profile, firm-wide style profile.
- Permission & trust framework — per-workflow autonomy, confidence thresholds, override learning.
- Migration tooling — Clio, PCLaw, Cosmolex, Soluno, QuickBooks bi-directional.
- Client portal — AI-mediated client access, secure messaging, payments.
- Compliance & revenue autonomy — minute-book audits, legacy file outreach, renewal alerts.
- Time & billing autonomy — entries drafted from work, invoices generated, payments tracked.
- Office plugins · mobile apps · ISO 27001 · bilingual content full coverage.
What ships, and when.
A four-quarter rollout from PMS to PAS, in the order partners asked for it.
The Autonomy Engine & The Daily Briefing
The spine. Universal event bus, trigger rule engine, confidence scoring framework, long-running workflow state, retry orchestration. The Briefing as the single interface for everything autonomous. All existing agents (ar_dunning, wills_outreach, minute_book_review) feed in.
Email Autonomy & Onboarding Intelligence
Microsoft Graph and Gmail integration with full historical analysis. Email-to-matter assignment, routine response drafting in lawyer’s voice, send-on-behalf with audit. Onboarding analyser proposes workflows from each firm’s imported data; approval queue goes live.
Meeting-to-Deliverable & Migration Tooling
Transcript-in workflow with 14 downstream actions (matter creation, engagement letter, DocuSign, time entries, follow-up correspondence, court documents, conflict checks, status updates). Clio / PCLaw / Cosmolex / Soluno / QuickBooks bi-directional sync hardened.
Client Portal & Revenue-generation Autonomy
Per-firm-branded client portal with matter visibility, document signing, secure messaging and payments. Compliance & revenue agents at scale: quarterly minute-book audits, legacy file outreach, annual-return reminders, insurance & contract renewal alerts.
What runs in parallel with the quarterly path.
Continuous improvements that don’t wait for a milestone.
- Voice memo capture with autonomous workflow trigger (mobile-first).
- Voice and style learning — per-lawyer correspondence embeddings.
- RAG expansion — CanLII corpus, e-Laws corpus, firm precedent library.
- Anthropic capability adoption: Files API, Memory Tool, MCP connectors, Skills.
- Documents Hub gap closures (L1.1–L1.5).
- Cases / Litigation enhancements: Kanban auto-dispatch, case_event_bus, “AI working on this” indicators.
- L6 agent quality bar: smoke-tests, production reliability hardening before adding more.
- Pre-Meeting Brief generation tied to calendar.
- Ontario Business Registry integration — corporate contact & annual-return sync.
- Word, Outlook, Excel and Teams plugins.
- Native iOS & Android with mobile sign-off.
- SOC 2 Type 1 then Type 2 audit cycle · ISO 27001.
- Bilingual content: French templates, forms, Quebec Charter compliance, Rule 70 family.
- DrozLegal Academy: CPD-accredited training, in-product guidance, knowledge base.
Pilot today on the PMS. Be ready for PAS. Same workspace. Quieter mornings.
Firms onboarded today get every PAS milestone as it ships — same workspace, same data, no migration. The change you see is your mornings getting quieter.