Matter & Portfolio Management4 min read

Matters & workflows

The matter is the unit of work everything hangs off — documents, reviews, findings, deadlines, and audit — and workflows turn a repeatable review into one click.

A matter is LexCore's organising unit — a case register for litigators or a contract register for transactional and in-house teams, depending on your tenant type. Documents, reviews, findings, obligations, and the audit trail all hang off a matter, and everything is scoped to your tenant and matter (see Security architecture).

  • Register — each matter carries its counterparty, jurisdiction, team roles (lead, partner, reviewer), documents, and status.
  • One home for the work — a review, its citation-anchored findings, its redline, and any tracked obligations all live under the matter that produced them.

Workflows

A workflow is a repeatable pipeline you assemble from steps — review, redline, compare — and run against a document or matter, with a configurable number of debate rounds. A "Standard Review" workflow is seeded automatically so there's something to run on day one.

Note

Workflows make a house style repeatable: the same steps, the same playbook, the same review depth every time — which is what makes the output consistent and auditable across a team.

Verification Guarantee: LexCore rejects any AI assertion it cannot mathematically trace to character offsets within the source agreement. It serves as a mechanical review assistant and does not constitute formal legal advice. For technical architecture details, see the Security & Trust Center.