LIVE SYSTEMS
Protect the FilePro matter history
- Keep legacy matter records intact
- Retain the existing document and audit history
- Keep trust and financial decisions with authorised staff
- Review every migration or write action before execution
FI
FileProLegal and conveyancing AI integration
Connect FilePro to the rest of your work.
Bring approved FilePro matter history into current documents, communication, legal searches, and migration workflow.
Access confirmed before build. Start with one reviewed workflow.
Connect with
FilePro, connected
Ask once. Check FilePro and the systems around it.
Your team asks in Teams, Copilot, Claude or ChatGPT. Horizon checks the approved FilePro records alongside Actionstep migration workflow, InfoTrack, Microsoft 365, SharePoint or e-signing and returns one useful answer for review.
Microsoft Teams
JH
@Horizon a client email just landed. Work it through FilePro and get the follow-up ready.
H
On it. Reading it now.
Client email read in Outlook✓
Matter briefings across approved FilePro records, files and email threads✓New matter and conflict-check summaries prepared for lawyer review✓Reply drafted back to the client✓Reply drafted in Outlook, held for your sign-off
FileProDoneOutlookDone
LEAPConnected
SmokeballConnectedPracticeEvolveConnectedLawMasterConnected
Keep FilePro
FilePro stays in place. Horizon connects the work around it.
The connector extends the software your team already knows. It does not replace FilePro or present native product features as Horizon features.
The rest of your approved stack
- Use approved FilePro records from Teams, Copilot, Claude, or ChatGPT
- Combine relevant records with Microsoft 365 and adjacent business systems
- Prepare cited summaries, drafts, and checklists for a person to review
- Keep permissions, audit context, and approval gates around every action
Questions worth asking
Use FilePro without jumping between systems.
Ask in the AI tool your team already uses. Horizon checks only the approved FilePro records and connected sources needed for that question.
Can we combine approved FilePro matter history with selected email and document context?
FilePro + Actionstep migration workflowCan we prepare a reviewed mapping of approved matter, contact, task, and document fields for an Actionstep migration path?
FilePro + InfoTrackCan we bring approved InfoTrack status and evidence into the relevant legacy or migrated matter briefing?
FilePro + Microsoft 365Can we prepare reviewed client communication and preserve approved final documents in the destination workflow?
FilePro + SharePoint or e-signingWhat is waiting in FilePro because another system holds the missing context?
FilePro + Microsoft 365Which next actions can be prepared from approved FilePro records for a person to review?
FilePro + your AI tool
Safe first release
Confirm access. Then prove one useful connection.
Actionstep acquired FilePro, but Actionstep developer access cannot be assumed to cover FilePro records. Legacy access and migration methods require vendor confirmation.
- 01 Confirm access. Confirm the approved FilePro records, users, scopes, and connection path. Actionstep acquired FilePro, but Actionstep developer access cannot be assumed to cover FilePro records. Legacy access and migration methods require vendor confirmation.
- 02 Choose one workflow. Select one high-value workflow, its connected systems, success measure, and human review point.
- 03 Build and test. Test with approved sample records, verify permissions and citations, then plan a controlled rollout.
Often paired with
Software we build FilePro workflows alongside.
Common questions
FilePro AI integration, answered.
Can Horizon connect FilePro to our AI tools?
Potentially. Actionstep acquired FilePro, but Actionstep developer access cannot be assumed to cover FilePro records. Legacy access and migration methods require vendor confirmation. Horizon first confirms the available records, permissions, and approved connection path.
Which AI tools can the workflow use?
The workflow can be designed for Microsoft Teams, Microsoft Copilot, Claude, ChatGPT, or a custom interface, subject to the client plan and security settings.
Does this replace what FilePro already does?
No. FilePro remains the source for its legacy matter history until an approved migration or archival process is complete. Horizon focuses on approved cross-system work around the product.
What should the first pilot cover?
Start with one repeatable workflow that has clear source records, a named reviewer, and a measurable reduction in manual handling.
How is access controlled?
Use least-privilege access, approved users and scopes, tenant controls, logging, and human approval before any consequential write or external send.
Can it work with our other systems?
That is the purpose of the pilot. Horizon confirms each adjacent system and connection path before defining the final workflow.
FilePro integration session
Show us what you want FilePro connected to.
We will confirm the access path, the systems in scope and the safest first workflow.
30 minutes with our Director. No sales rep, no follow-up.