Enterprise controls, product-led UX

Votum is an AI Platform for Governed Legal Work

Unify tasks, documents, drafting, approvals, audit trails, and analytics across government departments, law firms, and corporate legal teams.

  • AI-assisted intake across email, documents, and meetings
  • Governed workflows for tasks, approvals, and delegation
  • Audit trails and ownership timelines across workstreams
  • Analytics for bottlenecks, velocity, and delivery risk
Audit-readyWorkspace isolationRole-based accessOn-prem options
Audit-readyRole-basedApprovals

Intake

Email procurement thread
Contract amendment PDF
Meeting action items
Camera scan intake
AI extracts tasks and metadata

Task Lifecycle

To Do

2
Draft approval memo
Owner: Legal Ops
Collect source file
Due today

In Progress

2
Review redlines
SLA: 48h
Check clause fallback
Owner: Counsel

In Verify

2
Policy validation
Awaiting approver
Timeline cross-check
Audit linked

Done

2
Matter opened
Filed from intake
Evidence indexed
Searchable record

Audit Trail

Task created from OCR intake
Assigned to counsel
Approval requested
Verified with passkey
Immutable timeline searchable by case, matter, workspace, and policy.

Placeholder UI mock. Plug in real product screenshots later.

Platform

One system for execution, evidence, and accountability

Built to keep work structured, searchable, and governed across the full lifecycle of a matter, case, or program.

Tasks + workflows

Create, assign, approve, and verify tasks with consistent states and policy enforcement.

Documents

Keep artifacts attached to the work: uploads, metadata, and controlled sharing.

Drafting

Generate and manage drafts with review-ready structure and context.

Matter context

Organize work by workspace, case, matter, or program with consistent tagging.

Time + billing support

Capture time entries against work items and prepare billing-ready summaries.

Analytics

See velocity, stuck work, approval latency, and ownership timelines.

Subtasks

Break work into subtasks, link existing tasks, and track nested progress within a matter.

Custom fields

Add workspace-specific fields — text, dates, numbers, selects — to capture structured matter data.

Problem

Task work breaks down at scale

When work lives across email threads, documents, and meetings, teams lose time, accountability, and auditability.

Scattered sources

Action items spread across emails, PDFs, meeting notes, and chat.

Missed deadlines

No consistent SLA visibility or reliable reminders across teams.

No audit trail

Hard to answer who did what, when, and why a decision was made.

Manual tracking

Spreadsheet status updates, follow-ups, and duplicated effort.

Slow approvals

Stakeholders are not routed consistently; approvals are ad hoc.

Weak accountability

Ownership changes are not captured; handoffs are invisible.

Solution

A governed system of record for legal work

Votum turns unstructured inputs into structured work items with approvals, analytics, and compliance-grade audit trails.

AI-assisted structuring

Extract work items, deadlines, and key metadata from emails, documents, and transcripts.

Workflow + approvals

Route tasks through defined states with reviewer queues, delegation, and enforcement.

Governance by design

Ownership timeline, policy controls, passkey verification, and audit-ready reporting.

Tasks

AI-powered task creation with governance

Normalize how tasks are created, assigned, approved, and audited across teams.

Multi-source intake

Standardize how tasks enter the system, regardless of format.

Extraction + metadataGoverned workflow
Emails
PST ingestion
PDFs
Scanned docs
OCR
Camera scans
Meeting transcripts
WhatsApp messages
WhatsApp voice notes
Manual entry
AI suggestions
From document
Custom forms
Standardize intake: create structured work items with ownership, policy tags, and an audit trail from day one.

Lifecycle + Collaboration

From assignment to verification, with full context

Assignment, observers, comments, subtasks, documents, metadata, and timeline tracking stay attached to the task.

To Do

2
Route FOIA request
Owner, observers, documents, metadata, timeline
Prepare exhibit index
Owner, observers, documents, metadata, timeline

In Progress

2
Draft response memo
Owner, observers, documents, metadata, timeline
Collect approvals
Owner, observers, documents, metadata, timeline

In Verify

2
Verify redlines
Owner, observers, documents, metadata, timeline
Confirm passkey approval
Owner, observers, documents, metadata, timeline

Done

2
Publish decision notice
Owner, observers, documents, metadata, timeline
Archive matter artifacts
Owner, observers, documents, metadata, timeline

Structure + Flexibility

Subtasks, custom fields, and templates

Break complex matters into subtasks, capture workspace-specific data with custom fields, and standardize intake with reusable task templates.

  • Link or create subtasks within any task
  • Track nested progress with individual ownership
  • Custom field types: text, date, number, select
  • Workspace-level field templates for consistent intake
  • Apply content templates to standardize task descriptions

Subtask hierarchy (example)

Draft client response memo
Review factual background
Confirm statutory references
Obtain partner sign-off

Custom fields (example)

Matter type

Litigation

Court

High Court

Filing deadline

2025-08-14

Estimated hours

12

AI Layer

AI that supports decisions without eroding controls

Improve accuracy and speed while keeping humans in the loop and governance intact.

AI extraction

Identify tasks, entities, and policy-relevant metadata from unstructured inputs.

Priority suggestions

Recommend urgency based on content signals, SLAs, and workflow state.

Smart assignment support

Suggest owners and reviewers based on roles, workload, and matter context.

Natural language search

Search tasks and audit trails with plain-language queries.

Suggested task inbox

Review AI-suggested tasks before they enter governed workflows.

Deadline support

Detect and propose deadlines from text, SLAs, and policy templates.

Document intelligence

Upload PDFs or scanned documents to OCR-extract text and auto-generate structured metadata.

Task templates

Apply reusable content templates to standardize task descriptions and ensure consistent intake.

Auto-assign

AI matches unassigned tasks to the right team member based on skills and workload across your workspace.

Governance & Audit

Built for accountability and compliance readiness

Every handoff, approval, and decision is captured in an auditable timeline, with policy enforcement and verification workflows.

  • Full audit trails with immutable event history
  • Ownership tracking with delegation workflows
  • Workflow enforcement and approval routing
  • Approval passkey verification support
  • Compliance-ready exports and reporting views

Audit timeline (example)

Task created from PDF (OCR) with policy tags

Timestamped, searchable, and exportable.

Assigned to Counsel; observers added from Legal Ops

Timestamped, searchable, and exportable.

Approval requested; reviewer queue enforced

Timestamped, searchable, and exportable.

Approval verified with passkey; workflow advanced

Timestamped, searchable, and exportable.

Export generated for audit review

Timestamped, searchable, and exportable.

Reporting & Intelligence

Command-level visibility into every workstream

Four purpose-built report views — from daily operational control to AI-powered queries — with hierarchy-aware drill-downs for government and enterprise teams.

Control Room

One-screen command center: total files, overdue count, aging >30 days, overdue growth vs last month, and today's opened/closed/reassigned/stale snapshot.

Case Operations

File queue health, aging analysis, stale ownership detection, and bottleneck diagnosis across officers and units.

Officer Performance

Per-officer accountability: on-time vs late completions, overdue pending, completion %, monthly or current view, table or chart.

AI Query

Natural-language query panel — ask plain-language questions to retrieve cases, check operational status, or surface at-risk work.

Control Room (example)

Live workspace metrics

Total Files

347

Overdue

28

Aging >30d

11

Overdue Growth

+14%

Today's Movement

Opened

12

Closed

9

Reassigned

4

Stale Ownership

7

Top Risk Units

North DivisionHigh Risk
East RangeMedium Risk
Central UnitLow Risk

Hierarchy drill-down

Filter reports by Division → Range → Unit → Officer (territorial) or Branch → Officer (functional) with cascading selectors.

Risk scoring

Automated risk scores per unit and officer (overdue rate + stale ownership rate), color-coded High / Medium / Low.

Officer performance charts

Doughnut, bar, and line charts — overall task status, top performers leaderboard, and team performance trend.

Stale ownership detection

Surface tasks that have been sitting with the same owner too long, before they become failures.

AI Query

Ask plain-language questions to retrieve cases, check SLA status, or identify at-risk workstreams instantly.

Government-grade reports

Dedicated report views for government departments with org-hierarchy awareness, designation tracking, and territorial scoping.

Time Tracking + Billing

Time capture that maps to matters and clients

Useful for law firms and corporate teams that need time entries connected to tasks and billing artifacts.

Task timers

Start, stop, and attribute time to the task with context.

Client mapping

Link tasks to matters, clients, and internal cost centers.

Invoice support

Prepare billing-ready summaries with consistent categories and notes.

Automation + Approvals

Multi-step workflows with versioning

Define reviewer queues, delegation chains, and automation presets without losing control.

Reviewer queues

Route tasks to the right reviewers based on role, policy, and workload.

Delegation chains

Support handoffs with accountable ownership transitions and history.

Workflow versioning

Evolve processes over time while preserving historical context.

Notifications

Keep teams aligned without noise

Deadline alerts, digests, and mentions support coordination across large teams.

Deadline alerts

Reminders tied to SLAs and task status, with clear ownership.

Email digests

Digest summaries for leads and teams to review at cadence.

Mentions + watchers

Notify observers and stakeholders when context changes.

WhatsApp Integration

Create and manage tasks over WhatsApp

Send a message, voice note, or document on WhatsApp and Votum automatically creates a structured task — verified, assigned, and audit-ready.

  • Text messages → AI-extracted tasks with deadline and priority
  • Voice notes → transcribed via Whisper and converted to tasks
  • Documents and images → attached directly to tasks
  • Update status, assignee, or deadline via WhatsApp reply
  • Interactive folder selection via WhatsApp UI
  • OTP-verified phone linking for secure access

WhatsApp → Task (example)

You

🎤 Voice note: "Draft the reply to the HC order by Friday, assign to Priya"

Transcribed by Whisper

Votum

Task created: "Draft reply to HC order" · Assigned to Priya · Due Friday

Audit trail started

You

Mark it high priority and attach this PDF

Document uploaded to task

Votum

Updated: Priority → High · Document attached · Notified Priya

Timeline updated

Who It's For

Designed for governed work

Teams that need accountability, auditability, and repeatable process at scale.

Government Departments

Standardize intake, route approvals, and retain audit-ready timelines for policy-driven work.

Law Firms

Create tasks from documents and communications, track ownership, and link work to time entries.

Corporate Legal Teams

Improve cycle times across legal ops with governance, reporting, and consistent approvals.

Security & Deployment

Enterprise controls from day one

Security posture, access controls, and workspace isolation designed for regulated environments.

  • On-premise support (plan-dependent)
  • Workspace isolation and data boundaries
  • Role-based access controls
  • Secure storage and controlled sharing
  • Enterprise admin and policy controls

Deployment model (example)

Cloud

Fast start, managed updates, enterprise controls.

On-prem / private

Data residency and custom security posture (review required).

Security review friendly. Controls mapped to workflows and audit trails.

Get Started

Bring Intelligence to
Task Management

See how AI-driven intake, approvals, and audit trails can standardize task execution across governed teams.