Your firm's matters, documents and knowledge — in one secure place
Haven IQ Workspace gives firms and legal practices a working home for clients, matters, filings and firm knowledge. Upload a filing and Haven IQ reads the parties, dates and deadlines; your team reviews and confirms before anything is relied on.
Workspace is configured with you — [email protected]
What slows law firms down
None of this is a people problem. It's what happens when the record of the work has no single home.
The matter file is scattered
Pleadings in email, discovery on a drive, the engagement letter in a folder nobody remembers. Assembling the record eats billable time.
Deadlines live in people's heads
Court dates and filing deadlines tracked by memory or a spreadsheet — and a missed deadline is a malpractice conversation.
Conflicts are checked by asking around
Without one searchable book of clients and adverse parties, screening a new engagement means email threads and hoping.
Firm knowledge leaves with people
Playbooks, research memos and the way this firm actually files things — undocumented, or documented where nobody looks.
A workspace that already speaks your language
The law firms workspace comes pre-configured — the structure below is ready on day one, and we tailor it with you.
01
Matters are the spine
Every engagement is a matter with its own documents, deadlines, court details, timeline and staffing — the file assembles itself as work happens.
02
Filings are read for you
Upload a pleading and Haven IQ identifies the filing type, parties and key dates, then proposes the matter it belongs to. A person confirms before anything is filed.
03
The whole book is screenable
Conflict checking searches clients, adverse parties and related names across active, former and archived engagements — symmetrically, in seconds.
Inside the law firms workspace
These aren’t mockups — they’re the sections your team signs into.
Clients
Every client relationship — contacts, engagements, and the documents filed at the client level.
Matters
Open engagements with their documents, deadlines, court details and staffing.
Conflict checks
Adverse-party screening across the entire book before an engagement is accepted.
Document library
Litigation, contracts, discovery, estate, corporate, research, templates and correspondence — organized and permissioned.
Firm knowledge
Policies, procedures, playbooks and research notes — indexed and answerable.
Smart Forms
Client intake, conflict checks, engagement agreements and questionnaires — filled from what the firm has already saved.
Haven IQ reads the paperwork so your team doesn’t retype it
- Legal filing recognition
- The extraction engine recognizes legal filing types — motions, briefs, discovery requests, court notices — and pulls the parties, forum and dates.
- Matter matching
- New documents are matched to the matter they belong to using case numbers, parties and context — proposed, never auto-filed.
- Answerable firm knowledge
- Ask where the firm's engagement-letter playbook is, or how intake gets done here, and get the document — not a search-results page.
The paperwork, already built
Each form fills from what your workspace has already saved — a person reviews before anything counts. These templates ship with the bundle; we add yours during onboarding.
Client intake
New-client details, contacts and engagement scope in one packet.
Conflict check
Adverse-party screening before an engagement is accepted.
Engagement agreement
Scope, fees and terms — signed before work begins.
Litigation intake
Parties, forum, claims and key dates for a new dispute.
Discovery requests
Interrogatories, production requests and admissions.
Estate planning questionnaire
Assets, beneficiaries and wishes ahead of drafting.
Libraries your auditors would design
Permissioned libraries with folders and metadata — uploads are read and proposed into the right one, and every file is downloadable through one authenticated door.
Litigation
Motions, briefs, pleadings, and filed documents.
Contracts
Executed agreements, NDAs, and operating documents.
Discovery
Productions, transcripts, and exhibits.
Estate
Wills, trusts, powers of attorney, and directives.
Corporate
Formation, bylaws, minutes, and resolutions.
Research
Memos, authorities, and research notes.
Guarded like it matters
The same security model that protects families' medical and financial records protects your organization's.
Encrypted
In transit and at rest, with field-level encryption for the most sensitive values.
Role-based access
Roles, departments and per-library permissions keep every member in their lane.
Audit logging
Sensitive actions leave an immutable record of who did what, and when.
You stay in control
Haven IQ proposes; your people confirm. Nothing is relied on without review.
The full picture — encryption, MFA, access model, audit trail — is on our security page. Bring your compliance requirements to the discovery call; we’ll walk through them honestly.
Where the law firms workspace is going
- Deeper court-deadline intelligence — computed deadline chains from filing dates and jurisdiction rules
- Richer matter analytics — workload, aging and staffing views across the book
- E-signature and client-portal touchpoints for intake and engagement packets
Asked before every discovery call
Is Haven IQ Workspace a practice management system?
It's the document, knowledge and matter-file layer — clients, matters, deadlines, conflict checks and firm knowledge in one secure workspace. It doesn't do time and billing; it makes the file itself organized, searchable and answerable.
How do conflict checks work?
Every client, adverse party and related name across the book — active, former and archived — is screened symmetrically. A check takes seconds and leaves a record of what was searched.
Who can see a matter?
Access is role-based. Matters carry their own staffing, and roles from Owner down to Viewer inherit cleanly, so a paralegal, an associate and outside counsel each see exactly what they should.
Does the AI file documents automatically?
No. Haven IQ reads a filing and proposes the extraction and the matter it belongs to — a person at the firm reviews and confirms before anything becomes part of the record.
Other workspaces
Haven IQ Workspace
Bring your organization into one secure workspace
Workspace starts with a conversation. Tell us about your team and your industry, and we’ll help configure Haven IQ specifically for your organization — departments, libraries, forms and roles ready before your team signs in.
Or write to us directly — [email protected]