Product

The firm first.AI works on the same data.

Ulpian starts with what a firm handles every day: matters, contacts, time, billing, banking, exhibits and deadlines. Assisted research, drafting and review then build on that same data. You decide what goes to the client or the court.

The platform map

Everything revolves around the matter: your day and the agents, deadlines, documents, billing, clients, the team, compliance, firm management and in-house legal all work on it together, with the same security and the same integrations. The watch walks you through each workspace; choose a point to stop there.

What makes AI a working tool

Without a shared foundation, roles and a link to the firm's practice, even the best assistant stays cut off from the rest of the work. Three principles prevent that in Ulpian.

  • 01

    One foundation for everything

    Matters, teams, finance, exhibits and AI rely on the same data: screens and exports show the same figures.

  • 02

    Seven permission levels and approvals by named people

    Precise roles, approval workflows and a record of who decided, whenever the practice or compliance requires it.

  • 03

    AI fed by the firm's own work

    Assistants, projects, missions and agents use what your teams enter, with no separate copy.

Platform

Five modules, up close

Choose a module: what it changes for the firm, then the shortest way to get there.

Agents, approvals and log
Preview

Agents you can watch at work

  • An action plan announced before the run.
  • Actions and results that are visible and verifiable.
  • Approval before any sensitive action.

An agent is only useful if a firm can direct it: a clear plan, readable actions and a result handed back.

You know what will happen, what happened and why.

Example: litigation

  1. 01Prepare a memo: the agent proposes an action plan.
  2. 02It produces the documents, the summary and the checklist.
  3. 03It hands back the run log and the final result.

Visible cues

Run logApprovalsAudit trail

The agent console: run log, approvals and audit trail.

Practice areas

Twenty-four matter types, the same rigour

Ulpian covers twenty-four matter types. Here are six representative families, with the same log and the same approvals.

Deadline72h

Civil, criminal and personal law

Exhibits, pleadings, deadlines and hearings: the strategy and the evidence are in the matter, with no spreadsheet on the side.

DeliverablesOK

Commercial, banking and insurance

Transactions, security, contracts and claims: the matter holds the deal and the amounts at stake.

PositionsLinked

Tax and administrative disputes

Positions, appeals and correspondence, with deadlines and history ready for an audit.

ComplianceOn record

Regulatory and data protection

Applications for authorisation, impact assessments and data breaches, in the same document management and the same log.

EvidenceUnified

Intellectual property and arbitration

Claims, licences, procedure and award: documents and steps organised as in litigation.

JournalTamper-evident

Notarial work and estates

Deeds, formalities and registers: preparation, signing and output, with a time-stamped log you can export.

The flow

From matter to payment, with no re-keying

The order is deliberate: the matter and finance first, AI second. Every step is one your teams already know.

Opening and running the matter

Status, parties, conflicts, milestones and log, kept up to date on a single screen.

Exhibits and evidence

Versions, hashes and signed links on the documents in your cloud, so you can rebuild a file without digging through archives.

Deadlines and time limits

Templates by practice area, alerts, procedural deadlines and team views.

From time to the bank

Time, invoices, payments and reconciliation, attached to the same matter.

Assisted research and review

An assistant on your documents, spoken questions about the firm's data, projects, tabular review and drafts from your templates.

Agent missions

A visible plan, human approval and results recorded in the matter. The agent prepares; the lawyer decides.

AI available today

What the AI does, precisely

Features available in the product today. Anthropic Claude, Google Gemini, OpenAI GPT, local Ollama and any OpenAI-compatible endpoint such as OpenRouter work with your firm's own keys. Private AI is available on request.

  • Legal research on official sources

    Three searches in parallel (applicable law, case law, opposing arguments) on the official sources of your jurisdiction. In deep mode, an independent check verifies every citation against the official websites and flags any discrepancy.

  • Pseudonymisation and AI governance

    Email addresses, phone numbers, IBANs, Swiss social security and company numbers are replaced with tokens before any external call, then restored on your side. The firm chooses its policy: Ulpian's keys, its own keys or a local model. Pseudonymisation is on by default before external calls, and an EU or Swiss processing region can be enforced.

  • The firm's memory, searchable

    Search by keyword and by meaning across documents, AI work and the firm's positions. The assistant cites the firm's own know-how, records approved positions and flags contradictions.

  • An assistant that cites your documents

    Questions, summaries, comparisons and extractions on your documents. Every answer points to its source, and the result can be exported to Word.

  • Dictation while you work

    Dictate a note or ask a quick question without leaving the screen. Transcription happens live, in English, French, Italian and German, through a speech engine hosted in the European Union. You save it to the matter, keep a draft or get a short answer with links to invoices, contacts and documents. Audio is not kept on Ulpian's servers.

  • Tabular review at scale

    One row per document, one column per question. Batch filling, cell-by-cell regeneration, export, and a chat on the table to dig into a point.

  • Workflow library

    Assistant or tabular review workflows, supplied by Ulpian or created by your team, shared between roles with precise editing rights.

  • A team of agents with tickets

    Named agents, organised as a team, with tracked tickets, scheduled checks and routines. Every action carries its explanation and its log.

  • Approval inbox

    Approvals by named people on sensitive output, proposals you can revisit and safeguards adjustable for each mission.

  • Document management

    Versions, review states (draft, in review, approved, rejected), legal hold, retention periods, annotations and signed shares. Scans and images become searchable through text recognition.

  • Secure client portal

    Share documents and matter progress through a revocable, time-limited and logged link, with no account for the client to create. Confidential documents are always excluded.

  • Banking and reconciliation

    CAMT imports, manual reconciliation, client funds and a cash view linked to the matter. Open banking is on the published roadmap.

  • Document storage, with email coming soon

    Google Drive, OneDrive and SharePoint, and Dropbox for your existing documents. Email and calendar (Gmail, Outlook) are being integrated.

  • Audit and compliance

    An exportable log, matter access open to the whole firm or restricted with individual permissions, and a record of the tools used by agents.

Agents

Agents that prepare, lawyers who decide

Each agent says what it will do, shows what it did and waits for your approval before anything is sent.

  • The plan is visible before the run starts.
  • Every step and result stays readable.
  • Anything that leaves the firm waits for approval by a named person.
  • An agent never exceeds the rights of the person who directs it.

You see what will happen, what happened and why. You can stop a run at any time.

Litigation example

  1. 01The agent proposes the outline of the memo and the documents to cite.
  2. 02It produces the summary, the chronology and the exhibit list.
  3. 03You review the result and the run log.

Corporate and M&A example

  1. 01Tabular review of the target's contracts, question by question.
  2. 02Summary of risky clauses before closing.
  3. 03Approval and export, with the named trail on the matter.

Compliance and data example

  1. 01Gathering the data for an access request.
  2. 02Documents on legal hold before any disclosure.
  3. 03Approval of sensitive replies in the decision inbox.

Notarial example

  1. 01Preparing the deed from your templates and clauses.
  2. 02Time-stamped signing log attached to the matter.
  3. 03Formalities and register due dates tracked.
Run logApprovalsAudit trail

Agent console on the same matter, with the log in view

Ulpian - Agent console · Matter 24-018 Example
Ulpian workspace

Agent console: the matter, the run log and finance on one screen.

Team

Work together without diluting responsibility.

Collaboration stays disciplined: explicit rights, approvals where the practice requires them, and visibility for partners.

Roles and permissions

Seven permission levels, segregation of duties and minimal read access for external contributors.

Shared work

One matter for the team, finance and documents, instead of copies in every channel.

Approvals

Approval workflows for time, invoices and AI output before anything reaches the client.

Activity

A single activity feed: who did what, on which matter, with a link to the evidence.

Integrations

Connected to the matter, not to a menu.

Every connector feeds the matter, finance or evidence directly.

Bank and reconciliation

CAMT imports and manual reconciliation; open banking in progress.

Deadlines and templates

Manual deadlines and templates linked to the matter. Justitia.Swiss is in preparation.

DMS and messaging

Connectors to your document cloud; email and calendar according to the published roadmap.

API and exports

Full exports (CSV, PDF, audit log) and an Enterprise API built with our clients.

Next steps

Start small, then expand

You start with matter management. Assistants are switched on when the team is ready, and agent missions when the volumes justify them.

Call

Show us a typical matter

We prepare the session around your practice: litigation, advisory, notarial work or in-house legal. You see the matter, the work and the invoice on a representative case.