SOS Innovate is a practice and case management platform for enterprise law firms, covering case management, legal accounting, document management, and client relationship management, with built-in legal AI capabilities.

Key features and functions include:

Case Management
Case management functionality includes contact, email, and matter management, an integrated matter diary and critical dates tracking, time recording, mobile access, and predefined and customizable workflows, along with integrated search and client onboarding.

Legal Accounting
Accounting tools include a business accounts overview, automated billing, flexible invoice templates, client and office account reconciliation, payment and receipt requisitions, credit control, and standard and bespoke reporting.

Document Management
Document management functionality includes document bundling, Microsoft Office integration, standard and customizable templates, automatic email filing, version control, e-signature capabilities, electronic document sharing, and integrated legal forms.

Client Relationship Management
CRM functionality includes marketing list creation, tailored dashboards and reports, client history tracking, data segmentation, and referral management and reporting, with self-service capabilities for clients.

Legal AI
The platform includes LawY, an integrated legal AI assistant that supports legal research, document drafting, and matter analysis.

Workflow Customization
A script designer toolkit provides a library of editable, pre-built workflow templates, allowing firms to tailor workflows to their own processes.

Integrations and Compliance
The platform connects to third-party applications through a flexible API and built-in integrations, and includes compliance tools such as conflict checking.