Governed legal operations, end-to-end

One platform for tasks, case tracking, and documents.

Votum standardizes how legal work enters the system, how it gets executed, and how it gets governed: approvals, audit trails, access control, and reporting.

Approvals + audit trailsRole-based access (RBAC)Searchable historyLeadership reporting

Intake

Email: Procurement thread
PDF: Contract amendment
Meeting: Action items
OCR: Camera scan
AI extracts tasks and metadata

Task Lifecycle

To Do

2
Draft approval memo
Owner: Legal Ops
Verify redlines
SLA: 48h

In Progress

2
Draft approval memo
Owner: Legal Ops
Verify redlines
SLA: 48h

In Verify

2
Draft approval memo
Owner: Legal Ops
Verify redlines
SLA: 48h

Done

2
Draft approval memo
Owner: Legal Ops
Verify redlines
SLA: 48h

Audit Trail

Task created from PDF (OCR)
Assigned to: Counsel
Approval requested
Verified with passkey
Immutable timeline, searchable by case, matter, workspace, and policy.

Platform

Main features under (landing)

Explore the core modules: Tasks, Case Tracking, and Legal DMS.

Tasks

Route work with ownership, SLAs, approvals, and evidence across legal operations.

  • Intake to execution
  • Approvals + audit
  • Dashboards + SLAs

Case Tracking

Track cases across courts, automate updates, and prevent missed hearings or deadlines.

  • Alerts + listings
  • Order intelligence
  • Calendar sync + reporting

Legal DMS

Centralize documents, control versions, and search with AI grounded in your organization’s data.

  • Version control
  • PDF workspace
  • Secure sharing + RBAC

Problem

Legal work breaks when execution isn’t governed

Email threads, spreadsheets, and shared drives can’t enforce accountability, approvals, and evidence.

Missed deadlines

No single source of truth for hearings, obligations, and escalations.

Version chaos

Docs and drafts diverge across inboxes, drives, and chats.

Unsearchable history

Decisions, evidence, and approvals are buried and unreportable.

Weak controls

Access boundaries are unclear and audit readiness is inconsistent.

Tasks

Operational workflows with ownership and approvals

Standardize intake, route tasks with SLAs, and capture evidence automatically.

What you get

  • Structured intake from docs, email, scans, or manual entry
  • Clear owners, SLAs, and escalations per workflow stage
  • Approvals and audit trails tied to the work item
  • Reporting that leadership can trust

Intake

Email: Procurement thread
PDF: Contract amendment
Meeting: Action items
OCR: Camera scan
AI extracts tasks and metadata

Task Lifecycle

To Do

2
Draft approval memo
Owner: Legal Ops
Verify redlines
SLA: 48h

In Progress

2
Draft approval memo
Owner: Legal Ops
Verify redlines
SLA: 48h

In Verify

2
Draft approval memo
Owner: Legal Ops
Verify redlines
SLA: 48h

Done

2
Draft approval memo
Owner: Legal Ops
Verify redlines
SLA: 48h

Audit Trail

Task created from PDF (OCR)
Assigned to: Counsel
Approval requested
Verified with passkey
Immutable timeline, searchable by case, matter, workspace, and policy.

Case Tracking

Litigation visibility without manual monitoring

Track cases across courts, automate updates, and keep deadlines and hearings aligned across teams.

Designed for modern litigation ops

  • Alerts for listings, filings, and key docket updates
  • AI order intelligence to extract obligations and next steps
  • Calendar sync and reporting for stakeholders

Example matter timeline

Auto-updating
Next hearing scheduled

Feb 18, 2026

Compliance deadline

Mar 04, 2026

Order parsed into tasks

2 obligations created

Stakeholder update sent

Email + calendar sync

Legal DMS

Document control, versioning, and search

Centralize legal documents, preserve history, and find what you need with grounded AI search.

Secure by default

  • Central repository with structured classification and tags
  • PDF workspace for highlights, notes, and collaboration
  • Secure sharing aligned to RBAC and org boundaries

Repository

Contract Amendment.pdf
Court Order (Scan).pdf
Board Note.docx
Email Intake.msg
Ingest: upload, email, or secure link

Find Anything

Search: “termination notice clause”…
Termination_Notice_v3.pdfMatch
Vendor_Agreement_2024.pdfMatch
HR_Policy_Update.pdfMatch
Classification

Tag by department, matter, policy, and confidentiality.

Secure Links

Share uploads without forwarding attachments.

PDF Workspace

Bookmark: Key clauses
Highlight: obligations
Note linked to page 12
Collaborator annotation
Annotations, notes, and history stay with the document.

Governance

Approvals and evidence that stand up to scrutiny

Governance is built into how work moves: who approves, what was decided, and the evidence behind it.

Policy-first execution

Gate checks and approvals can be required by workflow, role, department, or matter.

Immutable audit trails

Every assignment, change, approval, and decision is recorded and reportable.

Searchable evidence

Find prior decisions and supporting documents across tasks, cases, and repositories.

Security

Controls for sensitive legal workflows

RBAC, controlled sharing, and auditability are first-class across all modules.

Role-based access

Control visibility across departments, matters, and stakeholder groups.

Secure document handling

Centralize documents with version history and controlled distribution.

Governed workflows

Enforce consistent execution with SLAs, approvals, and escalation.

See how Votum fits your real workflows.

We’ll walk through Tasks, Case Tracking, and DMS using your current processes: intake, execution, approvals, and reporting.