Subsum•ioLEGAL INTELLIGENCE
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Handbook

Everything
Subsumio does.

Complete feature documentation — extracted directly from the source code. No marketing fluff, just facts.

Subsumio is a complete law practice platform with an AI brain at its core. Here you'll find every feature, every endpoint, and every workflow — at a glance.

Brain & AI

Semantic knowledge, cited answers, agents.

Semantic Brain

Vector-based knowledge base (PGLite or Postgres + pgvector). Every entity and document becomes embedding-searchable.

AI Chat with Citations

Every answer cites the exact page. Hallucinated citations are dropped — RAG with groundedness check.

Think / Reasoning

Deep-reasoning for complex legal questions. Trajectory tracking for temporal developments.

Agent System

Create and control custom agents via API. Skill-based, evaluable, federated across multiple brains.

Graph & Entity View

Network view of all entities and relationships. Discovers hidden connections between clients and opponents.

RAG Evaluation

Built-in benchmark system for retrieval quality. Replay against captured queries, LongMemEval support.

AI Assistant

Integrated AI assistant in the dashboard. Context-aware help for every workflow step — from case creation to invoicing.

Cases & Documents

Case management, DMS integration, document processing.

Case Management

Client and case structure with per-user and per-case access rights. Fuzz-tested for zero leaks.

Document Upload & Vault

Drag-and-drop, audit-proof storage, versioning. Local vault or encrypted EU cloud storage.

DMS Integrations

Native connection to NetDocuments, iManage, Google Drive. Bi-directional synchronization.

OCR & Document Processing

Text recognition, classification, NER. PDFs, scans and images become searchable.

Email Import

Import emails into the brain — with attachments, metadata and case assignment. Resend integration.

Document Analysis

AI analysis of contracts, opinions and pleadings. Risk highlighting, redlining, summaries.

Tabular Review

Clean table view of all cases, documents and deadlines. Sortable, filterable, directly from the brain.

Contract Management

Contract lifecycle management. Draft, review, versioning, expiry tracking, reminders.

Opponent Management

Capture all opposing counsel, insurers and opponents. Integrated conflict-of-interest check.

Deadlines & Time

Automatic deadline detection, calendar export, time tracking.

Deadline Management

Central deadline overview with traffic-light system. Automatic email reminders before expiration.

AI Deadline Detection

AI automatically scans all documents and emails for deadlines, appointments and due dates — no manual entry.

Calendar Export

Sync with Outlook, Google Calendar, Apple Calendar. Deadlines exported as calendar entries.

Time Tracking & Expenses

Via chat, WhatsApp or manual — times and expenses assigned to the correct case, confirmation-gated.

Billing & Finance

Invoicing, DATEV export, fee calculation, dunning.

Invoicing

Automatic invoice generation from time tracking. Professional PDF templates with logo and bank details.

DATEV Export

Export all booking data in DATEV-compatible format for the firm's accounting system.

Fee Calculation (RVG)

Automatic calculation per German Lawyers' Remuneration Act. VV, business and procedural fees.

Dunning

Automatic reminders for overdue invoices. Escalation levels, interest calculation, email dispatch.

Cost Calculator

Interactive calculator for clients: process costs, fee preview, quote at the push of a button.

Controlling & KPIs

Firm controlling: revenue, contribution margin, per-lawyer utilization, client profitability. Export for tax advisors.

Security & Compliance

GDPR, GoBD, AI Act, audit trail, encryption.

GDPR / DSGVO

DPA template Art. 28, EU standard contractual clauses, right to data portability, erasure and access.

GoBD / Process Documentation

Fully automatic GoBD process documentation. Every action audit-proof logged — inspection-ready.

AI Act Compliance

Built-in EU AI Act compliance checker. Risk levels, documentation obligations, conformity evidence.

Audit Trail

Complete logging of every action: who did what when with which document — immutable.

Encryption

End-to-end encryption at-rest and in-transit. Key custody with the customer for self-hosting.

2FA / TOTP

Two-factor authentication per industry standard. Authy, Google Authenticator, hardware keys.

Client Isolation

Strict access separation per case and user. Every read path checked for leaks between mandates.

System Monitoring

Real-time health check of all components. API status, database, background jobs, embedding queues — all in view.

Data Export

Complete data export for backup, migration or portability requests. JSON, CSV, PDF — GDPR-compliant.

Communication

Email, WhatsApp Copilot, client portal, comments.

Email Management

Full email client in the dashboard. Send, receive, categorize, archive — all in one place.

WhatsApp Copilot

Book time, file documents, query cases — all via WhatsApp. No new app, no training. Confirmation-gated.

Client Portal

Secure client portals for document exchange. Time-limited links, access logging.

Comments & Notes

Case-internal comments, notes and discussions. Threading, mentions, notifications.

Contact Management

Central contacts for clients, opposing counsel, experts, courts and authorities. Linked to cases and deadlines.

Team & Organization

Team workspace management: create organization, invite members, assign roles and access rights. One brain for the whole team.

Integrations

DocuSign, connectors, API, SSO, webhooks.

DocuSign

Electronic signature directly from the software. Send contracts, track status, archive.

Connectors

Open API for third-party systems. Webhook-based real-time sync with any tool.

API Keys

Programmatic REST API access. Rate limits, scopes, audit logging. Perfect for practice software integrations.

SSO / WorkOS

Single sign-on via SAML, OIDC and WorkOS. Active Directory, Google Workspace, Microsoft 365.

Firm Import

Migrate existing firm data from other systems. Contacts, cases, documents, time tracking — all transferred.

Firm Settings

Central management of firm data, bank details, logo, signatures, user roles and permissions.

Microsoft Word Add-in

Draft pleadings and compare contracts directly in Microsoft Word. With brain connection, source insertion and AI suggestions — without leaving the editor.

Plugin System

Extensibility through custom plugins and skills. gbrain.plugin.json format, subagents, skillpacks — the platform grows with your workflows.

Automation

Cron jobs, case law, deadline scanner, agents.

Case Law Scanner

Automatic scan of new court decisions. Classification, summary, integration into the brain.

Deadline Scanner

Automatic scan of all documents for deadlines. No deadline is missed again.

Case Scanner

Monitoring of ongoing cases for new developments, hearings and decisions.

Agent Automation

Self-configurable agents for recurring tasks. Skill-based, evaluable, federated.

Specialized Modules

Practice-area-specific: medical law, real estate law, insurance law and more.

Case Law & Norms

Database of German and Austrian legal sources. BGB, StGB, HGB, ABGB, AktG — with AI search.

Conflict Check

Automatic interest conflict check before client intake. Opponents, prior mandates, related persons.

BEA Connection

Special electronic lawyer mailbox (BEA) in the dashboard. Send and receive beA messages.

Medical Law

Opinion analysis, MDK letters, medical record review, deadline catalog for medical lawyers.

Real Estate Law

Purchase contracts, land register queries, development plans, broker agreements for real estate lawyers.

Insurance Law

Coverage inquiries, loss adjustment, recourse, legal protection for insurance lawyers.

Recruiting

Application management, talent pool, onboarding checklists, employment contract drafts for law firms.

Legal Research

AI-powered legal research across all stored sources. Findings, argument chains, counter-arguments — all with sources.

Consulting

Module for legal advice and consulting mandates. Project structure, hour budgets, milestones, billing by flat fee or hourly rate.

Compliance & GRC

Compliance and governance module for GDPR, AML, EU AI Act. Obligations, controls and evidence — all documented.

Mobile & Offline

App, offline sync, mobile bridge.

Mobile App

Native iOS and Android app. Time tracking, upload, case access, chat — equally powerful on the go.

Offline Sync

Work without internet. Local storage, conflict-free sync on reconnection.

Mobile Bridge

Seamless handover desktop ↔ mobile. Started on phone, continued in browser.

Legal AI

Contract drafts, redlining, conflict check, anonymization.

Contract Drafts

AI-generated drafts based on templates. T&Cs, employment contracts, purchase contracts, lease agreements.

Redlining & Comparison

Automatic comparison of contract versions. Mark changes, highlight risks.

Conflict Check

AI-powered interest conflict check. Searches all cases, contacts and opponents.

Anonymization

Automatic anonymization for third parties, experts or publications. Names, addresses, birth dates.

Pleadings Drafts

AI-assisted drafts for complaints, defense briefs, review petitions and legal remedies. With sources and citations.

How does Subsumio compare?

An honest, sourced comparison against Harvey, CoCounsel, Legora, Glean and more — including the rows we lose.

Technical Architecture

Straight from the backend — no speculation.

72 API Endpoints

Complete REST API with auth, rate limiting, audit logging and TypeScript types.

57 Dashboard Pages

Every function has its own responsive page — from the case file to the cost calculator.

Self-Hosted or EU Cloud

Local Docker installation or hosted in the EU with DPA. Data never leaves your control.

Multi-Brain / Multi-Source

Multiple brains per organization, multiple sources per brain. Federated search over latent space.

End-to-End Encryption

At-rest and in-transit. No training on client data. Professional secrecy by design.

Real-Time Sync

WebSocket-based real-time updates between all clients. No refresh needed.

Something unclear?

Every feature can be tried in the dashboard — not just documented.

Subsum•ioLEGAL INTELLIGENCE

The memory layer for your law firm — built for AT, DE and CH.

Your data, your keys — self-hosted on your hardware or our EU cloud. Built for confidentiality-first work.

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