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Diligence brief · May 2026 · AKKR portco Book a meeting with PraxisIQ →
Agentic use cases · Three prototypes, sixty days

From System of Record to System of Execution.

Lemontech's three product lines — Case Tracking, TimeBilling, Lemonflow — sit at the choke point where Latin-American legal work actually happens. LIA already lives inside the product. The next move is to convert it from an assistant that answers into agents that do. Three high-leverage candidates, each shippable inside a quarter, each defensible against a named competitor.

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Prototypes
3
One per product line; each clickable.
Max build window
<60days
Leveraging LIA infra + 7 existing integrations.
Compound ROI · Y1
3–5×
Across portfolio of 3,000+ matters per firm.
Defensibility
LATAM-native
Harvey, CoCounsel, Clio do not cover this stack.

Three agents, built on what Lemontech already owns.

01 — 03
01 / IntakeCase Tracking

Agentic case intake & triage

Court notices, demand letters and lawsuits arrive as PDFs, emails or e-filings. The agent turns each one into an open matter with deadlines, assigned lawyer, and a first-draft pleading — before a paralegal opens her inbox.

Use case A LATAM law firm receives 30–80 incoming legal documents per day. Today, paralegals manually open each, extract parties, classify the matter, calculate procedural deadlines, route to a lawyer, and create the file in Case Tracking. ~40 minutes per matter.
Solution An agent that monitors court e-filings, mailbox and uploads, then runs OCR → entity extraction → matter classification → deadline computation → lawyer assignment by workload → automatic Case Tracking write-back → first-pass escrito draft. Lawyer reviews and one-clicks Open matter.
Time to build 6weeks
LIA infra in place. PJUD/CSJ e-filing connectors and OCR pipeline already in production for "Set up laws & regulations".
ROI · Year 1 38min saved / matter
~3,500 hours/year for a 30-lawyer firm. Net of LIA cost: 4.1× payback. Converts Case Tracking from System of Record to System of Execution — defends the per-matter pricing.
Competitors
Webdox CLM
Contract intake automation; ISO-certified, LATAM-native.
Adjacent
Magnar AI
Word add-in for drafting; no Case Tracking integration.
No intake
Harvey, CoCounsel
English-language, no LATAM court connectors.
Unique to us
Open prototype → Live demo
02 / ResearchLIA · Cross-product

Jurisprudence research & brief drafting

A LATAM-native deep-research agent. Plans the search, runs parallel queries across daily-refreshed jurisprudence corpora and the firm's own LIA Memory, returns a memo with verifiable citations.

Use case Mid-level associates spend 6–10 hours per week on jurisprudence research. The work is expensive, slow, and prone to missed precedents — especially across cross-jurisdiction LATAM matters (CL / PE / CO / MX).
Solution LIA Deep Research: an agentic planner that decomposes the question, runs grounded retrieval over the public legal corpus (already ingested daily), and the firm's prior memos and matter outcomes (LIA Memory), then drafts a memo with click-through citations and a confidence-banded recommendation. Spanish/Portuguese-native.
Time to build 8weeks
Corpus already refreshed daily/monthly. Builds on the only AI feature currently in production. HITL QA process already established.
ROI · Year 1 6–10hr/wk per lawyer
For a 30-lawyer firm: ~12,000 billable hours unlocked. Direct LIA upsell — moves AI from free table-stakes to a per-seat premium tier. Pricing power, not just savings.
Competitors
Harvey AI
Agentic Word (Feb 2026), Advanced Reasoning. English / US.
Direct
CoCounsel
Deep research grounded in Westlaw. US-only corpus.
Direct
Magnar AI
LATAM legal research; Carey invested $500k Jan 2026.
Closest threat
Clio + vLex
Vincent AI; 110 jurisdictions, no LATAM matter SoR.
Adjacent
Open prototype → Live demo
03 / BillingTimeBilling

Pre-bill review & narrative rewrite

An agent reads every time entry against the client's outside-counsel guidelines, rewrites narratives in compliant English, flags blocked time, predicts write-downs, and drafts the pre-bill memo for the billing partner.

Use case In-house and external counsel write 2,000+ time entries per month on a mid-size matter. Each goes to a billing partner for pre-bill review against client OCGs (outside counsel guidelines). 15–25% of billable time is written off in this step — half of it preventable with a better narrative.
Solution A TimeBilling-native agent that ingests each time entry + matter context, checks it against the client's specific OCG ruleset (block-billing, vague verbs, courtesy time, staffing levels), rewrites the narrative compliantly, flags entries likely to be cut, and drafts a pre-bill reconciliation memo. Integrates with the LATAM e-billing providers already in the stack.
Time to build 4weeks
Smallest scope. TimeBilling data already structured. E-billing connectors live.
ROI · Year 1 2–4% revenue recovered
For a $20M firm: $400–800k recovered annually. Partner pre-bill review 5× faster. Defends TimeBilling per-outcome pricing against e-billing platforms moving upstream.
Competitors
BigHand, Aderant
Pre-bill review for BigLaw; English, no LATAM e-billing.
Different market
Clio Duo
Time-entry suggestions; no OCG enforcement, no LATAM.
Light overlap
Harvey, CoCounsel
Do not touch the billing workflow.
Unique to us
Open prototype → Live demo
How to read these prototypes. Each one runs on synthetic data designed to look like the kind of artifact a Lemontech customer actually sees in production. Click Run agent / Start research / Run pre-bill review to drive the demo step-by-step. Every screen toggles between English and Spanish. All competitive moves cited are sourced from the AKKR PortCo AI Posture Assessment and public announcements through April 2026.
PraxisIQ · Diligence
2026 · v1
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