Skip to content
KlusAI Docs

Getting started with Lex

This tutorial takes you through a first working session in Lex: signing in, uploading one document from your firm, and asking a question whose answer you can verify against the source. Allow about fifteen minutes.

Before you start

Section titled “Before you start”

Lex accounts are created by invitation rather than open self-registration. Your firm receives an invitation by email — either from KlusAI during onboarding, or from whoever administers your firm’s account. Follow the link in that email to set your password and finish creating your account.

If nobody at your firm has an account yet, use Request a demo on lex.klusai.com to start that conversation.

1. Sign in and check your language

Section titled “1. Sign in and check your language”

Sign in at lex.klusai.com. You land on the Lex Home page, which shows:

  • Your workspaces — cards for Clients and Cases with counts.
  • Recent activity — the case records you touched most recently.
  • Quick actions — shortcuts to search the knowledge base, open a conversation with the assistant, and reach your account settings.

Lex opens in Romanian. To work in English, open Account, find the Language panel, choose English and press Apply. The choice sets both the interface and the assistant’s answers: Lex replies in your interface language whatever language you write in, unless you explicitly ask it for another one. A quotation from a statute, a decision or a document is reproduced in its original wording either way.

2. Find your way around

Section titled “2. Find your way around”

The left sidebar is your map:

  • Home — the page you just landed on.
  • Ask Lex — a conversation with the assistant.
  • Calendar — deadlines, hearings and tasks.
  • Settings — your deadline notification preferences.
  • Knowledge — Documents (what your firm has uploaded) and Databases (the collections they live in).
  • Clients — Clients, Litigation (with Hearing list and Case files beneath it), Projects and Contact Persons.
  • Settings — Integrations, where the public legal data sources are connected.

If a group is missing, your role does not include that area. Ask whoever administers your firm’s account.

3. Upload your first document

Section titled “3. Upload your first document”

Go to Knowledge → Documents and choose Upload.

  1. Pick the Knowledge Base the document should go into. This is the collection the assistant will search. If your firm has only one, it is already selected.
  2. Drag your file onto the drop zone, or use browse. PDF, Word, Excel, PowerPoint, image and plain-text files are accepted, and duplicates are skipped automatically.
  3. Choose Upload & Process.

Start with something you know well — a signed contract, an opinion you wrote, a memo. You will be checking the assistant’s answer against your own knowledge of the text, which is the point of this exercise.

Processing happens in the background: the text is extracted, split into passages and indexed. The Documents list shows pages, words and the number of indexed passages per document, so you can see when a file is ready.

4. Ask your first question

Section titled “4. Ask your first question”

Open Ask Lex. On an empty conversation you are offered four starting points: analyse a contract, compare clauses across contracts, search for a client, and the status of active cases.

For this first question, ignore them and ask something only your document can answer — for example the notice period in the contract you just uploaded, or what it says about penalties. Ask in plain language; there is no query syntax.

Useful things to know about the composer:

  • @ pins a specific document to the question, so the assistant works from that file rather than searching the whole collection.
  • / opens the legal commands — contract analysis, clause comparison, cross-check, legal memo, deadlines. See Klu for legal work.
  • You can drop a file straight into the conversation for a one-off question, without adding it to a knowledge base.
  • The shield controls whether personal data in attachments is replaced with placeholders before the file reaches the AI model. It is on by default.
  • The lock switches the conversation to Super Private processing, if your firm has a KlusAI Outpost node. Without one, the toggle reports that the local model is unavailable and the conversation stays on the EU cloud.

5. Read the answer the way a lawyer should

Section titled “5. Read the answer the way a lawyer should”

The answer is where Lex earns or loses your trust, so look at three things.

The citations. Numbered markers in the text correspond to sources listed under Show sources. Each source card names the document (or the article), the page, a short excerpt, and a link that opens the original — the uploaded file for your own documents, the Ministry of Justice legislative portal for legislation.

The grounding badge under the answer, one of:

  • Certain — grounded in binding legislation (or binding case law, for Constitutional Court decisions).
  • Hypothesis — persuasive sources only.
  • Verify recommended — no sources found, accompanied by a Retrieval transparency note saying what was searched and how many relevant results came back.

Any warnings. If the answer names an article without a clickable citation, Lex says so rather than letting it pass: either it shows the article text under Articles named in this answer (with its consolidation date, and a repealed marker where that applies) so you can read it in one click, or it flags the reference as unverified. In the worst case — the answer names a law and nothing was found to support it — you get an explicit cannot confirm from the available sources notice. Treat that as unverified.

Every answer is labelled AI-assisted. If one is wrong, use Flag as incorrect beneath it and pick a category (incorrect, hallucination, outdated, other) with an optional comment. That feedback goes to the team maintaining Lex.

You can also Export PDF of an answer when you want a record of it.

Where to go next

Section titled “Where to go next”