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.
Dashboard, not a datasheet
The full matter context — documents, deadlines, parties — is one click away. Ask a question in plain language and get a sourced answer with citations.
From login to first case — how fast Subsumio goes live.
Run the onboarding wizard, connect data sources, index your brain.
Add client, create case, upload documents via drag-and-drop.
AI automatically scans all documents for deadlines — enable calendar export.
Ask the brain questions, get cited answers, book time via chat.
Add members, assign roles, collaborate on the brain together.
Semantic knowledge, cited answers, agents.
Ask questions in plain language — get answers from your entire knowledge base. Every document, email and note is instantly searchable.
Every answer links back to the exact source passage. No hallucinations — if the brain can't find it, it says so.
Complex legal questions get step-by-step reasoning. The brain shows its work — so you can verify every conclusion.
Deploy specialized AI agents for recurring tasks — research, drafting, review. Each agent has its own skills and can be evaluated.
Network view of all entities and relationships. Discovers hidden connections between clients and opponents.
Built-in quality dashboard for AI answers. Test retrieval quality against real queries — know exactly how reliable the brain is.
Integrated AI assistant in the dashboard. Context-aware help for every workflow step — from case creation to invoicing.
AI reads across multiple documents at once — finds themes, risks and patterns you'd miss document-by-document.
Firm portfolio analysis: case mix, success rates, risk clusters and trends — based on all brain data.
See who uses which features and how often. Spot training gaps, drive adoption, measure ROI.
Shared Spaces for teams: collaborative knowledge areas, shared case streams and notes — with granular access control.
All data sources in one dashboard: sync status, frequency, error logs. Spot issues before they become problems.
Track copilot usage: sessions, messages, token costs, pinned answers — per user, per day.
Side-by-side comparison of different AI models: same question to multiple models at once, evaluate answers next to each other.
Case management, DMS integration, document processing.
Client and case structure with per-user and per-case access rights. Fuzz-tested for zero leaks.
Drag-and-drop, audit-proof storage, versioning. Local vault or encrypted EU cloud storage.
Native connection to NetDocuments, iManage, Google Drive, Box. Bi-directional synchronization.
Real-time presence indicator: see who is working on which document. Live cursors, avatars, collaborative notes — WebSocket-based.
Upload scans, photos or PDFs — text is extracted automatically. Every document becomes searchable and classified.
Import emails into the brain — with attachments, metadata and case assignment. Resend integration.
AI analysis of contracts, opinions and pleadings. Risk highlighting, redlining, summaries.
Clean table view of all cases, documents and deadlines. Sortable, filterable, directly from the brain.
Contract lifecycle management. Draft, review, versioning, expiry tracking, reminders.
Capture all opposing counsel, insurers and opponents. Integrated conflict-of-interest check.
Structured requests for documents from clients. Status tracking, automatic reminders after 7 days, escalation after 3 reminders — via WhatsApp and in-app notification.
Full versioning of every document. Compare changes, restore previous versions, audit trail per version.
Defensible review sets with privilege log and redactions. Deduplication, bulk tagging, export ready for court.
Structured document review: tagging, commenting, prioritizing. Batch-based with filters and saved views.
Identify, classify and monitor risky and outdated cases. Pipeline status, escalation levels, deadline warnings — nothing falls through the cracks.
Automatic deadline detection, calendar export, time tracking.
Central deadline overview with traffic-light system. Automatic email reminders before expiration.
AI automatically scans all documents and emails for deadlines, appointments and due dates — no manual entry.
Sync with Outlook, Google Calendar, Apple Calendar. Deadlines exported as calendar entries.
Via chat, WhatsApp or manual — times and expenses assigned to the correct case, confirmation-gated.
Chronological deadline register — all deadlines of a case in one view. Sortable by date, type, status. Audit-proof documented.
Tasks and to-dos per case or global. Due dates, priorities, assignment to team members, status tracking.
Month calendar with click-to-create, drag editing, appointment types (hearing, consultation, meeting). Case linking, reminders.
Invoicing, DATEV export, fee calculation, dunning.
Automatic invoice generation from time tracking. Professional PDF templates with logo and bank details.
Export all booking data in DATEV-compatible format for the firm's accounting system.
Automatic calculation per German Lawyers' Remuneration Act. VV, business and procedural fees.
Automatic reminders for overdue invoices. Escalation levels, interest calculation, email dispatch.
Interactive calculator for clients: process costs, fee preview, quote at the push of a button.
Firm controlling: revenue, contribution margin, per-lawyer utilization, client profitability. Export for tax advisors.
Management of client funds on escrow accounts. Deposits and withdrawals, balances, transaction records — audit-proof.
Structured reports: case evaluations, revenue statistics, deadline reports, productivity analyses. Export as PDF or CSV.
GDPR, GoBD, AI Act, audit trail, encryption.
GDPR built into the platform: DPA templates, data portability, right to erasure — all ready out of the box.
Fully automatic GoBD process documentation. Every action audit-proof logged — inspection-ready.
Built-in EU AI Act compliance checker. Risk levels, documentation obligations, conformity evidence.
Complete logging of every action: who did what when with which document — immutable.
End-to-end encryption at-rest and in-transit. Key custody with the customer for self-hosting.
Two-factor authentication per industry standard. Authy, Google Authenticator, hardware keys.
Every case is walled off from others. A user on case A cannot see case B — guaranteed by design, fuzz-tested for zero leaks.
Strict information barriers between cases and teams. Configurable access blocks prevent conflicts of interest — enforced at the database level.
Real-time health check of all components. API status, database, background jobs, embedding queues — all in view.
Complete data export for backup, migration or portability requests. JSON, CSV, PDF — GDPR-compliant.
Real-time performance dashboard: response times, brain quality, queue depth and error rates — all at a glance.
Automated retention rules per GDPR and BRAO: retention periods per document type, automatic deletion after expiry, audit trail.
Email, WhatsApp Copilot, client portal, comments.
Full email client in the dashboard. Send, receive, categorize, archive — all in one place.
Book time, file documents, query cases — all via WhatsApp. No new app, no training. Confirmation-gated.
Secure client portals for document exchange. Time-limited links, access logging.
Case-internal comments, notes and discussions. Threading, mentions, notifications.
Central contacts for clients, opposing counsel, experts, courts and authorities. Linked to cases and deadlines.
Team workspace management: create organization, invite members, assign roles and access rights. One brain for the whole team.
Structured intake of new clients and incoming items. Quick capture with automatic case creation, contact enrichment and deadline detection.
Central directory of all courts, authorities and institutions. Addresses, jurisdictions, file number formats — directly linkable to cases.
Template library for WhatsApp messages: standard replies, client letters, reminder templates. With variables and approval workflow.
DocuSign, connectors, API, SSO, webhooks.
Electronic signature directly from the software. Send contracts, track status, archive.
Connect any third-party tool via open API. Real-time webhooks keep everything in sync — no manual exports.
Programmatic REST API access. Rate limits, scopes, audit logging. Perfect for practice software integrations.
Single sign-on via SAML, OIDC and WorkOS. Active Directory, Google Workspace, Microsoft 365.
Migrate existing firm data from other systems. Contacts, cases, documents, time tracking — all transferred.
Central management of firm data, bank details, logo, signatures, user roles and permissions.
Draft pleadings and compare contracts directly in Microsoft Word. With brain connection, source insertion and AI suggestions — without leaving the editor.
Extensibility through custom plugins and skills. subsumio.plugin.json format, subagents, skillpacks — the platform grows with your workflows.
AI-powered translation of legal texts with specialized terminology accuracy. Detects contract clauses, legal terms and authority jargon.
Guided onboarding for new users: set up brain, create first case, import contacts, configure deadlines — step by step.
Model selection in the dashboard: provider, speed, cost, context window. Configurable per organization — from budget model to premium reasoning.
Automated user management via SCIM 2.0: create, update, deactivate users — directly from identity providers (Okta, Azure AD, Google).
Plan management, upgrade/downgrade, payment methods, invoice history. Stripe integration with self-service portal for clients.
Cron jobs, case law, deadline scanner, agents.
Automatic scan of new court decisions. Classification, summary, integration into the brain.
Automatic scan of all documents for deadlines. No deadline is missed again.
Monitoring of ongoing cases for new developments, hearings and decisions.
Set up agents for recurring tasks — they run on schedule, report results and learn from feedback.
Automate recurring workflows: document approvals, deadline escalations, case status transitions. Trigger-based, with conditions and actions.
Structured approval processes for documents, invoices and pleadings. Multi-stage approval chains, delegation, audit trail per approval.
Tracking of all obligations per case: deadlines, form requirements, disclosure duties. Automatic warning when violation is imminent.
Automatic retrieval of new court decisions from external sources. Daily sync, delta detection, automatic indexing into the brain.
Visual drag-and-drop editor for automations: triggers, conditions, actions. No code needed — build and test workflows visually.
Practice-area-specific: medical law, real estate law, insurance law and more.
Database of German and Austrian legal sources. BGB, StGB, HGB, ABGB, AktG — with AI search.
Automatic interest conflict check before client intake. Opponents, prior mandates, related persons.
Special electronic lawyer mailbox (BEA) in the dashboard. Send and receive beA messages.
Opinion analysis, MDK letters, medical record review, deadline catalog for medical lawyers.
Purchase contracts, land register queries, development plans, broker agreements for real estate lawyers.
Coverage inquiries, loss adjustment, recourse, legal protection for insurance lawyers.
Application management, talent pool, onboarding checklists, employment contract drafts for law firms.
AI-powered legal research across all stored sources. Findings, argument chains, counter-arguments — all with sources.
Module for legal advice and consulting mandates. Project structure, hour budgets, milestones, billing by flat fee or hourly rate.
Compliance and governance module for GDPR, AML, EU AI Act. Obligations, controls and evidence — all documented.
Reusable process templates for recurring case types. Step sequences, checklists, deadline patterns — per practice area.
Central library for document templates. Pleadings, contracts, cover letters — with variables and brain connection for auto-fill.
Structured collection of reusable clauses. Categorized by contract type, practice area and risk. With AI suggestions during drafting.
Annotations and comments on norms, judgments and contract clauses. Shared across the team, with discussion history.
Structured capture of firm knowledge: pitfalls, best practices, lessons learned. Searchable, linkable to cases.
Full-text search across thousands of court decisions. Filter by court, date, file number, practice area — with AI summary per judgement.
App, offline sync, mobile bridge.
Native iOS and Android app. Time tracking, upload, case access, chat — equally powerful on the go.
Voice input for prompts on mobile and desktop. Web Speech API, real-time transcription, sends as text — ideal for post-hearing dictation.
Work without internet. Local storage, conflict-free sync on reconnection.
Seamless handover desktop ↔ mobile. Started on phone, continued in browser.
Search across all cases, documents, notes, invoices and chats — with scope filters per type. Hybrid search: vector + BM25 + graph.
Monitor pipeline runs on mobile: status (running, completed, failed, awaiting_review), layer details tap-to-expand, output viewer with Markdown rendering.
Contract drafts, redlining, conflict check, anonymization.
AI-generated drafts based on templates. T&Cs, employment contracts, purchase contracts, lease agreements.
Automatic comparison of contract versions. Mark changes, highlight risks.
AI-powered interest conflict check. Searches all cases, contacts and opponents.
Automatic anonymization for third parties, experts or publications. Names, addresses, birth dates.
AI-assisted drafts for complaints, defense briefs, review petitions and legal remedies. With sources and citations.
Full drafting editor with brain connection: inline AI suggestions, source insertion, clause library integration, version comparison.
Analyze documents without case context: upload, AI analysis, risk highlighting, summary — ideal for initial assessments and due diligence.
Phases, analytics, review sets, precedent search.
Structured litigation management with phases and steps. Status per phase, assigned team members, deadlines and documents per step.
Success rates, case duration, court statistics. Trends per court, per case type, per opponent — based on historical data.
AI-powered search for similar cases in the brain and external case law databases. Automatic relevance ranking.
Structured strategy capture per case: argument lines, evidence, counter-arguments. With AI suggestions and success prognosis.
Statistical analysis of case law: success rates per court, trend curves, case type distribution — based on thousands of decisions.
Tax returns, ELSTER, StBVV, tax audits.
Preparation and management of tax returns (income, VAT, trade, corporate). Structured entry, validation, status tracking.
Capture and analysis of tax assessments. Comparison with return, deviation analysis, objection deadline tracking.
Preparation and support of tax audits. Audit field management, document provision, protocol management.
All tax deadlines (§ 109, § 153, § 168, § 226, § 355, § 367, § 477 AO) with automatic weekend and holiday shifting.
Tax adviser remuneration ordinance: 10 activities, VV numbers, factor calculation, VAT. Interactive and exportable.
Separate client management for tax advisers: master data, tax number, tax office, assignment to returns and assessments.
Electronic tax returns via ELSTER. XML generation, form types, submission wizard — directly from the dashboard.
Straight from the backend — no speculation.
Complete REST API with auth, rate limiting, audit logging and TypeScript types.
Every function has its own responsive page — from the case file to the ELSTER wizard.
Local Docker installation or hosted in the EU with DPA. Data never leaves your control.
Multiple brains per organization, multiple sources per brain. Federated search over latent space.
At-rest and in-transit. No training on client data. Professional secrecy by design — § 203 StGB (DE) / § 9 RAO (AT) / Art. 321 StGB (CH).
WebSocket-based real-time updates between all clients. No refresh needed.