How LitRisk works

From project model to expected value – explained in detail

You already know why LitRisk is the better alternative to Excel. Here we show you exactly how the platform works in detail – step by step, feature by feature.

01 · Project models

One model, a hundred consistent claims

Models define planned costs, cost centers, formulas, calculation logic, statutory fee rates and project-specific rules in one central place. Every new claim automatically uses the same logic.

  • Define planned costs and cost centers once, centrally
  • Formulas and calculation logic as reusable building blocks
  • Statutory fee rates and project-specific rules per model
  • Consistency across the whole portfolio instead of copy-paste between spreadsheets

Screenshot: project model editor

02 · Creating claims

Pick a model, everything else is automatic

When creating a new claim, you only pick the matching project model and enter the claim-specific data. Cost centers, formulas and calculation logic are generated automatically.

  • Only claim-specific data needs to be entered manually
  • Cost centers and formulas are generated automatically from the model
  • Significantly less effort per new case
  • Fewer sources of error thanks to less manual entry

Screenshot: creating a new claim

03 · Claim grid

Every claim, no more spreadsheets

The claim grid shows every claim in your portfolio with all relevant information in one view. Columns can be expanded to reveal context without losing the overview.

  • All claims and metrics in one searchable view
  • Expandable columns for additional context
  • Filter, sort and group as usual – just without Excel
  • One source of truth for the whole team

Screenshot: claim grid portfolio view

04 · Claim detail

Every claim, down to the detail

The detail view shows actual costs, status, documentation and every project-specific field of a claim – and lets you edit them directly.

  • Actual costs compared against planned costs
  • Status and processing history at a glance
  • Documents and notes right on the claim
  • Project-specific fields from the underlying model

Screenshot: claim detail view

05 · Dashboards

Widgets for every view of your portfolio

Configurable dashboards show portfolio overview, metrics, forecasts and performance – for the full picture as well as individual sub-portfolios.

  • Portfolio overview with the most important metrics
  • Forecasts for the expected portfolio trajectory
  • Performance analyses per sub-portfolio or period
  • Freely combinable widgets for different perspectives

Screenshot: dashboard widgets

06 · Expectation calculator

The current expected value of every claim

Before a project starts, lawyers model the legal process and enter probabilities for each instance and outcome. This produces a current, mathematical expected value for every claim. Throughout the project, these assumptions are continuously compared against actual results.

  • Legal process modeled with probabilities per instance and outcome
  • Current expected value for every individual claim
  • Ongoing comparison of assumptions against actual results
  • Spot early whether the portfolio is trending better or worse
  • Track how portfolio value and case value are developing
  • A grounded basis for deciding whether a settlement is worthwhile

Screenshot: expectation calculator with probability tree

07 · Outcome simulation

Play out possible outcomes before they happen

Simulations show how different instances, cost trajectories, returns and settlement scenarios affect the portfolio – a grounded basis for strategic decisions.

  • Cost and return scenarios across multiple instances
  • Risk assessment for different trajectories
  • Settlement scenarios compared side by side
  • Impact on the overall portfolio visible instantly

Screenshot: outcome simulation

08 · AI assistant

An assistant that knows your portfolio

The AI assistant answers questions about claims, models and metrics directly in the context of your portfolio and supports day-to-day work in LitRisk.

  • Questions about individual claims or the whole portfolio, answered directly
  • Support for analyses and reports
  • Context-aware instead of generic

Screenshot: AI assistant in portfolio context

09 · AI-powered extension

LitRisk adapts to your company – not the other way around

AI can extend LitRisk on a project-specific basis: new calculations, new fields and new logic can be added specifically for your use case.

  • New functionality and calculations on request
  • New fields and logic for your specific requirements
  • Continued development aligned with how you actually work

Screenshot: configuring an AI-powered extension

10 · APIs

Connected to law firms, providers and internal systems

APIs let you import data, automate workflows and connect LitRisk to firm systems, service providers and internal tools.

  • Imports from existing firm and specialist systems
  • Automated workflows instead of manual data transfer
  • Connections to service providers and internal systems
  • Open interfaces instead of a closed silo

Screenshot: API and integration overview

11 · Security

Traceable down to the last detail

Audit history, versioning and clearly governed rights ensure every change to a claim stays traceable – GDPR compliant and audit-ready.

  • Complete audit history per claim
  • Versioning instead of overwritten intermediate states
  • Clearly governed access rights per role
  • GDPR-compliant processing of sensitive data

Screenshot: audit history of a claim

12 · Convexio support

Personal guidance from the very first import

Convexio supports the migration from Excel, builds custom extensions and handles project setup – with personal support instead of an anonymous ticket system.

  • Migration of existing Excel portfolios into LitRisk
  • Custom extensions for your requirements
  • Personal project setup instead of self-service onboarding
  • A direct line to the team building LitRisk

Screenshot: migration and onboarding progress

Convinced? Get started now.

Book your demo and see how your portfolio feels inside LitRisk.