Workhub is Contextive's platform. A clean, intuitive interface for managing documents, matters and client communication — with one-click agents and a unified AI layer that gets your team the best answer behind every action they take.
Workhub deploys into your existing Microsoft 365 tenant. We don't move your data, we don't duplicate your index, we don't build a parallel permission system.
On top of that foundation, we add the workspace capabilities your firm depends on — from matter and contract management to knowledge, intake and tasks — plus a universal AI layer that finds the best answer to every question your team asks, without them having to learn a new tool or pick the right one.
Everything happens in one familiar interface. Your security model stays in place. Your governance isn't weakened. Your people learn one UI, not five.
The same Workhub, configured for the shape of your firm.
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.
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.
Workhub doesn't build AI itself — we make working with it dramatically simpler. Agents are productised workflows that handle the work your team used to do by hand: redlining, comparison, summarisation, research. Your team can ask an agent directly, or right-click on the work in front of them to fire the right agent for the task. Either way, Workhub finds the best answer underneath. Nobody has to learn prompt engineering, decide which tool to open, or hope the right wording will land.
Powered by Microsoft Azure AI Foundry — enterprise-grade AI infrastructure, all within the Microsoft 365 environment your firm already trusts.
Book a platform walkthrough with our solutions team.