LIVE SYSTEMS
Keep matter and practice control in Lexis Affinity
- Keep matter records in the existing system
- Retain the firm's workflow and security settings
- Keep trust and financial decisions with authorised staff
- Continue fee-earner review before client sends
LE
Lexis AffinityLegal and conveyancing AI integration
Connect Lexis Affinity to the rest of your work.
Bring approved Lexis Affinity matter context into Microsoft 365, legal searches, documents, and client communication.
Access confirmed before build. Start with one reviewed workflow.
Connect with
Lexis Affinity, connected
Ask once. Check Lexis Affinity and the systems around it.
Your team asks in Teams, Copilot, Claude or ChatGPT. Horizon checks the approved Lexis Affinity records alongside Microsoft 365, InfoTrack or PEXA, SharePoint or document management, DocuSign or client portal and returns one useful answer for review.
Microsoft Teams
JH
@Horizon a client email just landed. Work it through Lexis Affinity and get the follow-up ready.
H
On it. Reading it now.
Client email read in Outlook✓
Matter briefings using approved Affinity records, files and email context✓Intake and conflict-check summaries held for lawyer review✓Reply drafted back to the client✓Reply drafted in Outlook, held for your sign-off
Lexis AffinityDoneOutlookDoneLawMasterConnectedPracticeEvolveConnected
LEAPConnected
InfoTrackConnected
Keep Lexis Affinity
Lexis Affinity stays in place. Horizon connects the work around it.
The connector extends the software your team already knows. It does not replace Lexis Affinity or present native product features as Horizon features.
The rest of your approved stack
- Use approved Lexis Affinity 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 Lexis Affinity without jumping between systems.
Ask in the AI tool your team already uses. Horizon checks only the approved Lexis Affinity records and connected sources needed for that question.
Can we combine approved intake, email, and existing matter context into a structured review brief?
Lexis Affinity + Microsoft 365Can we bring approved external search or settlement status into the relevant matter briefing?
Lexis Affinity + InfoTrack or PEXACan we use approved matter and Microsoft 365 content to prepare a draft for fee-earner review?
Lexis Affinity + SharePoint or document managementCan we summarise approved milestones, document status, and outstanding actions before external send?
Lexis Affinity + DocuSign or client portalWhat is waiting in Lexis Affinity because another system holds the missing context?
Lexis Affinity + Microsoft 365Which next actions can be prepared from approved Lexis Affinity records for a person to review?
Lexis Affinity + your AI tool
Safe first release
Confirm access. Then prove one useful connection.
The current research does not establish Lexis Affinity developer access or connector coverage. Any build is subject to vendor-approved API, export, or partner access.
- 01 Confirm access. Confirm the approved Lexis Affinity records, users, scopes, and connection path. The current research does not establish Lexis Affinity developer access or connector coverage. Any build is subject to vendor-approved API, export, or partner access.
- 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 Lexis Affinity workflows alongside.
Common questions
Lexis Affinity AI integration, answered.
Can Horizon connect Lexis Affinity to our AI tools?
Potentially. The current research does not establish Lexis Affinity developer access or connector coverage. Any build is subject to vendor-approved API, export, or partner access. 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 Lexis Affinity already does?
No. Lexis Affinity remains the matter and practice system of record. 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.
Lexis Affinity integration session
Show us what you want Lexis Affinity 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.