Monitoring

Looplex Monitoring brings together information from monitored sources and connected systems to keep the context of matters and projects up to date.

These inputs can populate organizational records, support analysis with Intelligence, and provide supporting materials for work carried out with Looplex Assistant.

Court monitoring

The capture of court publications, notices, and docket updates is supported by Publicações Online, a company in the Looplex group.

Incoming information can be linked to the corresponding cases and used in the handling workflows defined by the organization. Coverage depends on the sources and services included in the contract.

Other providers can be connected through plug-ins, depending on the integration and scope of the solution.

Illustrative example: a communication captured by Publicações Online is linked to the matter history, preserving its source and access to the document. Fictional data.

Public sources and organizational systems

In addition to court monitoring, connections can bring together information from public portals and the systems used by the organization, including document repositories and applications containing supporting materials for legal work.

Integrations may use APIs, connectors, and RPA. The access method depends on the source and the permissions granted.

A record received from a client’s system, for example, can supplement the context needed to examine a request. A captured document can become part of the materials used in delegated work.

From captured data to working context

Information can be collected on a recurring basis or on demand. Organizing incoming items may involve the platform’s processing capabilities to associate data and documents with the relevant matters.

Monitoring supplies the context used by enabled products and workflows. This information can support either a user-led interaction or an activity in Autopilot mode.

The sources accessed, update intervals, and available data depend on the contracted terms and the access permitted by each source.

From captured information to legal action

Information gathered by Monitoring can feed Looplex Intelligence, which considers the incoming content, matter context, and organizational criteria to suggest actions for the lawyer.

A new court notice, for example, can be captured by Monitoring and analyzed by Intelligence alongside the case history. Based on that analysis, the professional can assess whether to gather documents, examine an issue, or prepare a filing or response.

When the selected action requires work to be performed, it can create a team task or be routed to Looplex Assistant when a corresponding execution workflow is enabled, with the applicable instructions and approvals.

In workflows that use Intake, the tool organizes receipt, priority, and routing according to the playbooks. This handoff can support task creation and assignment in the calendar or connected system, depending on the available integration.

Captured information may also simply update a matter’s context or supplement work already in progress.

Monitoring supplies information directly to other platform capabilities according to the workflow configured for each operation.

Use cases

• Incoming court communication: update the matter’s context and make the information available for analysis of relevant actions.
• Collection of supporting materials: supplement the materials the lawyer and Assistant need to develop an analysis or prepare a deliverable.
• New information in a negotiation: incorporate documents and records available in connected systems to support assessment of the matter.
• Updates to public information: provide inputs so the team can examine their relevance to monitored matters and projects.

Capture is one stage of the work. Interpretation and subsequent actions depend on the products, criteria, and workflows used by the organization.

Integration with the Looplex platform

Product or capability	Use of captured information
Looplex Cases	Maintains records and the history of matters related to incoming information.
Looplex Content	Makes captured documents available for reference and use in legal work.
Looplex Intelligence	Connects incoming information to its context and suggests actions for review or routing under applicable rules.
Intake	Organizes requests arising from incoming information, including triage, priority, and allocation of responsibilities according to the configured workflow.
Looplex Assistant	Uses the information in Copilot interactions and work delegated in Autopilot.
Looplex Builder	Uses structured information to support document generation.
Looplex Dashboards	Uses organized data in operational analysis and metrics.

In Copilot mode, the available information can support a user-led interaction. In Autopilot mode, it can form part of a configured execution workflow, with work monitored in Workbench.

Service availability

The current offering uses one provider selected by Looplex for each capability. A preview of the multiple-provider option is planned for Q1 2027.

Available capture services and integrations follow the scope contracted by the organization.