Getting started with Lex

Current availability — beta

This guide assumes that your firm’s document-processing and reference corpora are healthy. Do not use a newly created or unverified environment for a lawyer demo; a document is usable only after it shows Ready with non-zero processing counts.

This tutorial takes you through a first working session in Lex: getting an account, 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

There are two ways in:

• Your firm is not on Lex yet. On lex.klusai.com, choose Start free, then Create account with your email and a password. Lex emails you a verification code; enter it under Enter your verification code and choose Confirm. You are then asked to name your firm’s workspace — Workspace name, then Create workspace. As the person who created it, you administer the firm’s workspace and can invite colleagues.
• A colleague already uses Lex. Ask them to invite you. Follow the link in the invitation email to set your password, or choose Enter your invite code on the workspace page if you were given a code.

Any paid plan or pilot terms are agreed separately; Request a demo on lex.klusai.com starts that conversation.

1. Sign in and check your language

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

• Get set up — in a new workspace, a short checklist: Add your first case (paste a case number and Lex looks it up on portal.just.ro), Ask your assistant a question and Invite a teammate. An administrator can also choose Load sample data to look around, and later Remove sample data.
• Your workspaces — cards for Clients and Cases with counts. The Cases card opens your case files.
• Recent activity — the case files updated 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.

Note

If your firm belongs to more than one organization on the platform, you choose which one you are working in when you sign in, and you can switch from the sidebar. Everything you see — clients, case files, documents — belongs to the organization you are currently in.

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 Knowledge bases (the collections they live in).
• Clients — Clients, Litigation (with Hearing list and Case files beneath it), Projects and Contact Persons.
• Legal Experts — only where your firm has the expert panel switched on; see Klu for legal work.
• Settings — Integrations, where the public legal data sources are connected.
• Organization — for the firm’s administrator, Members, where colleagues are invited.

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

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.

Tip

Reference material you did not write — the Romanian codes and Constitutional Court decisions — is already there. You do not need to upload legislation. See Legislation and case-law research.

4. Ask your first question

Open Ask Lex. On an empty conversation you are offered starting points such as analysing a contract, comparing clauses across contracts, searching for a client, filling a contract template, the status of active cases and upcoming deadlines.

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, filling a contract template. 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

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

The citations. Numbered markers are intended to correspond to the source cards listed under Sources consulted. Confirm the marker/card mapping before relying on it. 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.
• Sources identified, with the note that the claims are not confirmed and you should open the sources to check.
• Verify recommended — no sources found, accompanied by a Retrieval transparency note saying what was searched and how many relevant results came back.

Any warnings. The interface may show an article under Articles named in this answer, mark a reference as unverified, or report empty retrieval. Current beta evidence does not certify a warning or refusal for every unsupported claim, so treat uncited material as unverified even when no warning appears.

AI-assisted labeling is still being completed across every output surface. If an answer 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

• Put a client into the system: Clients, contacts and cases.
• Track a court file and let hearings arrive by themselves: Case files and portal.just.ro.
• Get reminded before a term: Deadlines and calendar.
• Learn what the assistant can search and what each command does: Klu for legal work.