What Innovaforte can do for a legal or notarial office — labelled honestly.

A single operational record for each matter: reference, type, responsible professional, parties, status, dates, tasks, documents, costs and history.

• Matter reference conventions defined per office
• Responsible professional and supporting staff
• Status model configurable to office practice
• Complete operational picture on one screen

Current status: An interactive demonstration exists with synthetic data. A real deployment would be designed per office.

People, organisations and related parties recorded once and reused across matters over years, rather than retyped per file.

• Person, organisation and related-party records
• Relationships between parties
• Matter history per client
• Duplicate and incomplete-record handling

Current status: Designed and illustrated as a data model. No CRM software is running here yet.

Explicit stages for drafting, internal review, client information requests, approval, execution and archival — with a visible owner at each step.

• Who acts, what is waiting and what changed
• Explicit human approval points
• Version history per document
• No stage is treated as legally sufficient by default

Current status: The stage model is demonstrated interactively. Signature, execution and archival integrations are not built.

Assembling drafts from office-owned templates and structured matter data, so the same details are not typed repeatedly.

• Office templates, not generic ones
• Structured fields drawn from the matter record
• Draft status until a professional approves it
• Generated text is never treated as final

Current status: Deliverable as a bespoke build. Templates and clause wording remain the office's professional responsibility.

Tasks and dates attached to matters and people, with a shared view of what is due, what is late and what is blocked.

• Deadlines tied to matter stage
• Workload by responsible professional
• Blocked items with a stated reason
• Decision support, never automated legal decisions

Current status: Demonstrated with synthetic items. Calendar and email integrations are not built.

Recording time and fee items against matters and moving them through review, invoicing and follow-up.

• Fee items linked to matter and professional
• Items awaiting review or invoicing
• Tariff and fee rules configured per office and jurisdiction
• No accounting system connection assumed

Current status: Described as an architecture only. No billing software, tariff logic or accounting integration exists.

Making an office's own precedents, clauses and internal notes findable, with the source always visible.

• Office-owned material only
• Source shown with every result
• No external legal database is implied
• Professional judgement remains with the professional

Current status: Conceptual. No retrieval system is running on this site and no legal database is connected.

Assisted reading of documents: structured fields, dates, parties, obligations and gaps surfaced for a professional to check.

• Every result is assistance, not a conclusion
• Missing information is flagged explicitly
• Professional review required on every output
• Nothing here is legal advice

Current status: The demonstration uses pre-prepared fictional results to show the interaction. No model runs on this site.

An append-only record of who did what and when, on matters, documents and client records.

• Actor, action, object and timestamp
• Document version lineage
• Access events where required
• Retention rules agreed with the office

Current status: Deliverable in a real implementation, and illustrated in the matter demonstration. The demonstration history is synthetic.

Replacing spreadsheets, shared folders and ageing tools with controlled applications the office actually owns.

• Bounded scope with a measurable outcome
• Role-based access from the start
• Portability and ownership of code and data
• Related to Secure Vibe, which is still in development

Current status: This is delivery work Innovaforte performs. It is not a packaged product and confers no certification.