The Ancillex platform

Less chasing.
More legal delivery.

Bring the plan, documents and updates together, so your team can spend more time moving the work forward.

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One connected platform for legal delivery: plan steps, owners and deadlines; create documents from templates and keep them linked to the work; collaborate through comments and notes; track progress, waiting work and priorities. AI-assisted planning prepares a starting point for review. Reusable templates carry proven steps and documents into the next project. Your judgement stays central.

The same work.
A more connected way to deliver.

From the first action to the latest update, keep the context with the work.

One plan. A clear view of the work.Steps, documents and ownership together.

01 / Connect the context

Find the whole story in one place.

A task in the tracker. A file in a folder. The latest answer in email.

Today

Task tracker
Obtain board approvalIn progress
Project filesBoard resolution.docx
EmailAny update on approval?From: Priya Shah

With Ancillex

Follow the step to its owner, documents, notes and conversation.

Obtain board approval

In progress
Assigned to
James McDonald
Due date
18 November
Document linked to the example board approval step
DocumentStatusOwner
Board resolution.docxDraftJames McDonald

James McDonald 10 November

Draft is ready for review. I’ll share with the board once we have Priya’s confirmation.

02 / Understand progress

Know why work is waiting.

“In progress” leaves the team chasing the detail.

Today

Task tracker
TaskStatus
Obtain board approvalIn progress
EmailWho are we waiting for?From: James McDonald

With Ancillex

See the latest position, who needs to respond and when to follow up.

Progress update

Board papers circulated. Waiting for the directors’ comments before finalising the resolution.

Progress state
Waiting internally
Waiting on
Priya Shah
Follow-up
19 November

Comments

Priya Shah 11 November

I’ll consolidate the directors’ comments.

03 / Create and track documents

Create the document where the work is.

Create the Word file separately, then copy its location back into the tracker.

Today

Task tracker
TaskStatus
Submit the financing packNot started
Board resolution.docxProjects / Northbridge / DocumentsManually add a link to the tracker

With Ancillex

Choose a template, add the details and keep the generated draft linked to its step.

  1. Step requirement

    Submit the financing pack
    Document requirement

    Financing approval resolution

  2. Board Minutes

    Company
    Northbridge Limited
    Chair
    James McDonald
    Create document

  3. Document created

    Financing approval resolution.docxDraft

    Submit the financing pack

    James McDonald
The generated draft stays linked to its document requirement and step. This diagram illustrates the workflow shown in the application.

See connected legal delivery in practice.

See how Ancillex could work for your team.

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Ancillex at a glance

Ancillex at a glance