One clean interface for documents, matters, engagements and client communication — deployed straight into the Microsoft 365 tenant you already have.
The same Workhub, configured for the shape of your firm. Pick your firm type to see what it does for you.
A modern alternative to legacy document management — built natively on Microsoft 365 instead of bolted on top. Matter-centric workspaces, version control, profiled emails, check-in/out and full audit.
Fast, reliable, permission-aware search across every matter and document on Microsoft 365 — with rich filtering by client, practice area, document type and date, plus sorting and grouping to find what you need in seconds.
Centrally manage precedents, know-how and templates across practice areas. Workhub makes it easy for lawyers to leverage existing work and the firm's accumulated knowledge — surfacing the right document at the right moment.
Manage the work that surrounds every matter. Build templates for recurring matter types — M&A, litigation, real estate — so the right tasks are created and assigned automatically the moment a new matter opens.
Workhub plugs into the practice management systems your firm already runs. Clients and matters created or updated in your PMS flow through automatically — so the two systems always show the same picture.
Keep the matter workspace internal, and selectively share copies of specific documents to a client-facing area built on Microsoft 365 — so clients can review and contribute in one place without ever touching the master copy in the firm's tenant.
A modern alternative to legacy document management — built natively on Microsoft 365 instead of bolted on top. Engagement-centric workspaces, version control, profiled emails, check-in/out and full audit.
Fast, reliable, permission-aware search across every client, engagement and document on Microsoft 365 — with rich filtering by service line, project type and date, plus sorting and grouping to find what you need in seconds.
Centrally manage know-how, methodologies and templates across audit, tax and advisory service lines. Workhub helps your people leverage existing work — surfacing the right precedent or working paper at the right moment.
Manage the work that surrounds every engagement. Build templates for recurring engagement types — annual audit, year-end tax, payroll cycles — so the right tasks are created and assigned automatically the moment a new project starts.
Workhub plugs into the ERP systems your firm already runs. Clients and engagements or projects created or updated in your leading system flow through automatically — so the two systems always show the same picture.
Keep the engagement workspace internal, and selectively share copies of specific documents to a client-facing area built on Microsoft 365 — so clients can review and contribute in one place without ever touching the master copy in the firm's tenant.
Core DMS for legal: document and email management, version control, rich metadata, advanced search and Microsoft 365–native collaboration — all organised around the matter. Roll it up into the reports your team actually runs: claims, legal spend, matter status, workload by lawyer or business unit.
Maintain the legal entity register, ownership and director relationships in one place. Workhub generates org charts automatically and keeps a point-in-time history of every change — so you can always answer what the group looked like on any given date.
Track work across the team with structured task lists. Build templates for recurring work — onboarding, litigation prep, compliance reviews — so every step is created and assigned automatically when a new matter of that type begins.
Centrally curate know-how, templates and precedent across the legal department. Workhub surfaces the right starting point at the right moment — so your team builds on what's already been done, instead of starting from scratch.
AI triages incoming requests from the business — checking completeness, classifying by work type, and surfacing the missing context before a lawyer picks it up. The team only sees valid, complete requests, with the supporting detail already attached.
Workhub reads contracts as they're filed and extracts effective dates, expiry dates, parties, renewal terms and obligations — driving automated alerts, structured reports, and search that finds the right clause across thousands of agreements.
Workhub doesn’t build AI — it makes working with AI dramatically simpler, and leaves the decisions about how far to go with your firm. Here’s how it actually works.
Ask questions about a document, a matter or an entire workspace from inside Workhub. It answers from your own content, with your permissions applied — no copying text into a separate chat window, no wondering whether it can see what it needs to.
A long, carefully-built prompt shouldn’t live in one person’s notebook. We convert the prompts that work into agents in the right-click menu, so anyone in the firm can run the same task in one click. That’s what turns AI from a rollout into a habit — and it’s where most of your adoption comes from.
Run Workhub with no AI at all, with AI we host in Azure AI Foundry, or with AI in your own Azure AI Foundry tenant so nothing leaves your environment. Change your mind later and the rest of the platform doesn’t move.
Our plugins teach Microsoft Copilot and Claude the Workhub structure — clients, matters, engagements, documents, metadata — so they answer from your real organisation instead of guessing at it. For anything more advanced, Workhub is exposed over MCP, so your own tools and agents can work against the same structure.
Powered by Microsoft Azure AI Foundry — enterprise-grade AI infrastructure, inside the Microsoft 365 environment your firm already trusts.
Two ways in, depending on where your firm is right now.