One environment that connects every system your firm depends on.

User interface showing document management systems with iManage connected, OneDrive and Outlook options available, and a document list with names and last updated dates.

User interface showing integration options for document management systems iManage with toggle on, and OneDrive and Outlook with Connect links, alongside a syncing status and document list.

Trusted by leading firms across North America

Overview

Alexi brings together your document management, practice management, productivity, and collaboration tools into a single, unified workflow.

By integrating at the infrastructure level, Alexi preserves compliance and control while giving your teams one secure interface for insight and collaboration.

Unified experience across your tools

Connect your document, practice, and productivity systems into one seamless interface so teams work consistently wherever they are.

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End-to-end visibility and orchestration

Gain a clear view of processes, data, and documents while reducing manual effort and errors through intelligent automation.

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Stronger adoption and ROI

Simplify access to every tool, strengthen workflow consistency, and increase the value of the technology your firm already relies on.

Diagram showing software tools organized by categories: Productivity with Microsoft Word and Excel, Deal Rooms with Datasite, SS&C Intralinks, firmex, Practice Management with Actionstep, Elite, Filevine, Collaboration with Zoom, Microsoft Outlook and Teams, Cloud & Infrastructure with AWS, Azure and Microsoft, E-Signature with DocuSign, and DMS with iManage, NetDocuments and SharePoint; below is a search bar showing a workflow for an independent contractor agreement.

How Alexi works with the tools you use every day.

Practice management

Document management

Productivity tools

Collaboration

e-Signature

Cloud & infrastructure

Virtual data rooms

Connect the operational core of your firm

Alexi links directly to your matter and project management systems, enabling workflows to trigger from task events, timelines, and tracked activities. This keeps matter data synchronized across teams without duplication or manual entry.

Integrates with: Elite 3E, Aderant, Litify, Actionstep, Filevine

Keep every document consistent, compliant, and connected

Alexi applies firm-wide rules for access, versioning, and retention through your DMS — ensuring document automation and collaboration happen within the same governed framework.

Integrates with: iManage, NetDocuments, SharePoint

Automate within the tools your teams use every day

‍Alexi embeds intelligence into Word and Excel, applying formatting standards, tracking versions, and maintaining data consistency across matters.

Integrates with: Microsoft Word, Excel

Turn communication into coordination

Alexi captures context from Teams, Outlook, Zoom, and calendars — transforming notes, meetings, and messages into actionable triggers for workflow automation.

Integrates with: Microsoft Teams, Outlook, Zoom, Calendar

Streamline execution with traceable confidence

‍Alexi integrates directly with your e-signature platforms to deliver defensible, auditable signing workflows that preserve full version control and client compliance.

Integrates with: DocuSign, Adobe Sign

Built on enterprise-grade foundations

Alexi operates securely within your firm’s private cloud environment, leveraging authorized infrastructure and APIs to ensure extensibility and performance.

Integrates with: Azure, AWS, Microsoft Graph

Keep transactions synchronized and defensible

‍Alexi connects to leading deal-room platforms, automating disclosure and due diligence workflows while ensuring every file remains current and consistent across teams.

Integrates with: Datasite, SS&C Intralinks, Firmex