otris legal SUITE

Legal soft­ware
from otris

Maximum flex­ib­il­ity
Ef­fi­ciency through AI in­teg­ra­tion
Trans­par­ency in legal pro­cesses
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Legal soft­ware that sim­pli­fies your legal pro­cesses

The otris legal SUITE is your modular legal tech plat­form for con­tract, in­vest­ment, case and ip man­age­ment. You choose the spe­cial­ist solu­tions that suit your re­quire­ments – in­di­vidu­ally or in com­bin­a­tion. This keeps your work struc­tured and the context of doc­u­ments and de­cisions trace­able at all times.

1

Take ad­vant­age of modular spe­cial­ist solu­tions that adapt to your re­quire­ments and grow with you.

2

Sim­pli­fy pro­cesses with work­flows and auto­ma­tions – and reduce manual steps.

3

Manage pro­cesses and doc­u­ments cent­rally so that content is avail­able in the ap­pro­pri­ate context.

Which spe­cial­ist solu­tions meet your re­quire­ments – in­di­vidu­ally or in com­bin­a­tion?

Legal soft­ware for legal pro­cesses in Com­pan­ies: flex­ible com­bin­a­tions

The spe­cial­ist solu­tions offered by otris legal SUITE support your legal work wherever legally rel­ev­ant pro­cesses are managed and doc­u­mented within your Company. The seam­less com­bin­a­tion creates syn­er­gies – at the same time, each spe­cial­ist solu­tion is also avail­able in­di­vidu­ally as legal soft­ware:

otris con­tract – simple con­tract man­age­ment
Manage the entire con­tract life cycle ef­fi­ciently and se­curely: from con­tract cre­ation and digital sig­na­tures to dead­line mon­it­or­ing and audit se­cur­ity in archiv­ing. otris con­tract sup­ports legal de­part­ments and spe­cial­ist areas in cent­rally man­aging con­tracts and mapping work­flows in a struc­tured manner – with AI support if re­quired.

otris matter – Cent­ral­ised process man­age­ment
Or­gan­ise your legal affairs cent­rally with otris matter. The digital legal file sup­ports you in doc­u­ment­a­tion and pro­cessing – for example, in con­tract reviews, in­quir­ies or pro­ceed­ings. Op­tim­ise col­lab­or­a­tion with in­tern­al and ex­tern­al parties and keep track of terms thanks to auto­mated mon­it­or­ing. Func­tions such as Legal Front Door allow spe­cial­ist de­part­ments to submit legal in­quir­ies in a struc­tured manner – this reduces the work­load on the legal de­part­ment and speeds up pro­cessing.

otris cor­por­ate – In­vest­ment man­age­ment made easy
Manage your company in­vest­ments cent­rally and in a struc­tured manner. With otris cor­por­ate, you can record and or­gan­ise master data, per­form­ance in­dic­at­ors and in­form­a­tion on man­dates and boards – even for complex company struc­tures. Main­tain an over­view, struc­ture pro­cesses and sim­pli­fy in­tern­al re­port­ing – and, if ne­ces­sary, re­port­ing to au­thor­it­ies.

otris ip – Sys­tem­at­ic In­tel­lec­tu­al Prop­erty Man­age­ment
Manage your IP rights – from patents and trade­marks to designs – cent­rally and se­curely. With otris ip, you can keep track of terms, prepare re­gis­tra­tions ef­fi­ciently and create a com­plete over­view of your in­tel­lec­tu­al prop­erty port­fo­lio. This enables you to support re­li­able IP man­age­ment – even with complex port­fo­li­os and re­spons­ib­il­it­ies.

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„In par­tic­u­lar, the com­bin­a­tion option of con­tract and in­vest­ment man­age­ment with legal matter ex­ten­sion con­vinced us.“
Carola Bereu­ter
Finance & Legal Affairs, Dop­pel­mayr Seil­bahnen GmbH

Fea­tures that char­ac­ter­ise our otris legal SUITE

Op­er­at­ing concept. Work con­sist­ently.

The spe­cial­ist solu­tions in the otris legal SUITE are based on a common tech­no­logy plat­form. This ensures that the nav­ig­a­tion logic and menu nav­ig­a­tion are con­sist­ent across all modules. This makes it easier to learn and switch between the spe­cial­ist solu­tions.

System scope. Tailor-made com­bin­a­tions.

You decide which spe­cial­ist solu­tions from the otris legal SUITE you want to use. You also choose a suit­able edition for each spe­cial­ist solu­tion and add func­tions as re­quired. If you have more ex­tens­ive re­quire­ments, the otris con­sult­ing team will adapt stand­ard­ised modules spe­cific­ally to your pro­cesses.

In­ter­faces. Secure data ex­change.

The spe­cial­ist solu­tions in the otris legal SUITE can be com­bined with each other and in­teg­rated into ex­tern­al system land­scapes. De­pend­ing on the scen­ario, data can be ex­changed uni­direc­tion­ally or bi­d­irec­tion­ally via stand­ard­ised in­ter­faces.

Op­er­at­ing mode. Cloud or on-premises.

You decide whether you want to run in­di­vidu­al modules or the entire otris legal SUITE in the cloud or on-premises. With on-premises, the solu­tion runs in your data centre. Al­tern­at­ively, you can use the otris cloud of­fer­ing in Germany, op­er­ated by otris systems GmbH, if you want to reduce the load on your IT re­sources.

Central portal. Manage in­quir­ies in a struc­tured manner.

Legal Front Door com­ple­ments otris legal SUITE with a central portal for legal in­quir­ies and pro­cesses. Em­ploy­ees can use it to submit re­quests or upload Con­tracts for review, for example. The in­form­a­tion is re­cor­ded in a struc­tured manner and made avail­able to the legal de­part­ment in the ap­pro­pri­ate context. In con­junc­tion with spe­cial­ist solu­tions such as otris matter and otris con­tract, in­quir­ies can be trans­ferred dir­ectly into ex­ist­ing work­flows.

AI in­teg­ra­tion. Ad­vant­ages in every­day work.

With otris copilot, the AI in­teg­ra­tion from otris, you can in­teg­rate your pre­ferred ar­ti­fi­cial in­tel­li­gence (AI) into spe­cial­ist solu­tions in the otris legal SUITE. This allows you to capture in­form­a­tion faster, eval­u­ate content in a more tar­geted manner and process re­cur­ring tasks more ef­fi­ciently.

  • Auto­mat­ic data ex­trac­tion. Trans­fer rel­ev­ant content such as dead­lines, terms or clauses in a struc­tured manner.
  • Faster review. Analyse ex­tens­ive doc­u­ments in a tar­geted manner and identi­fy con­spicu­ous pas­sages more quickly.
  • Relief in every­day work. Less manual routine work, more space for pro­fes­sion­al eval­u­ation.

Prac­tic­al example:
In otris con­tract, an up­loaded con­tract can be eval­u­ated by AI and sum­mar­ised in a struc­tured form so that rel­ev­ant in­form­a­tion is avail­able more quickly in the context of the process.

In­dustry-spe­cif­ic solu­tions. Flex­ib­il­ity for your re­quire­ments.

Reg­u­lat­ory re­quire­ments and in­dustry-spe­cif­ic demands pose major chal­lenges for com­pan­ies and or­gan­isa­tions. With the otris legal SUITE, we offer you a modular plat­form that can be adapted to your in­di­vidu­al re­quire­ments with in­dustry-spe­cif­ic ex­ten­sions. Our many years of ex­pert­ise from nu­mer­ous pro­jects form the basis for solu­tions that fit your pro­cesses exactly:

  • Finance – Reg­u­la­tions such as the Digital Op­er­a­tion­al Re­si­li­ence Act (DORA) require ef­fect­ive man­age­ment of con­trac­tu­al and com­pli­ance issues, es­pe­cially with third-party pro­viders. The otris legal SUITE sup­ports fin­an­cial in­sti­tu­tions with spe­cial­ised modules and op­tion­al AI in­teg­ra­tion to min­im­ise legal and reg­u­lat­ory risks and gen­er­ate the ne­ces­sary reports.
  • Mu­ni­cip­al­it­ies: Mu­ni­cip­al­it­ies have to im­ple­ment tax re­quire­ments such as § 2b UStG, which re­quires com­plete doc­u­ment­a­tion and trace­ab­il­ity of con­tracts. The otris legal SUITE offers spe­cif­ic ex­ten­sions to meet these re­quire­ments and to make pro­cesses ef­fi­cient.
  • Health in­sur­ance com­pan­ies: In the health care sector, the focus is on the ad­min­is­tra­tion of supply con­tracts and other legal doc­u­ments. The otris legal SUITE enables a central and struc­tured filing system linked to rel­ev­ant reg­u­la­tions, terms and reg­u­lat­ory re­quire­ments.

The fol­low­ing applies across all in­dus­tries: with the otris legal SUITE, you get a solu­tion that not only sup­ports basic legal pro­cesses but also ad­dresses in­dustry-spe­cif­ic chal­lenges – flex­ibly, ef­fi­ciently and sus­tain­ably.

otris legal SUITE

Flex­ible, trans­par­ent, ef­fi­cient – Taxes your legal pro­cesses cent­rally and in the overall context. A suite that grows with your re­quire­ments.

Our legal tech solu­tion in prac­tice – trans­par­ency, se­cur­ity and ef­fi­ciency

Whether you use the spe­cial­ist solu­tions of the otris legal SUITE in­di­vidu­ally or in com­bin­a­tion depends on your re­quire­ments. Which com­bin­a­tions have proven them­selves in prac­tice? Here are a few ex­amples:

Cor­por­ate house­keep­ing. Clarity and order for cor­por­ate struc­tures.

The man­age­ment and doc­u­ment­a­tion of company-rel­ev­ant data and pro­cesses is a central Task in cor­por­ate house­keep­ing. With otris cor­por­ate, you can cent­rally record, archive and control in­form­a­tion such as com­mer­cial re­gister ex­tracts, res­ol­u­tions, minutes of su­per­vis­ory board meet­ings or art­icles of as­so­ci­ation.

In com­bin­a­tion with otris con­tract, an in­teg­rated view is created: Con­tracts re­lat­ing to company hold­ings – such as profit trans­fer or merger agree­ments – can be linked dir­ectly. This reduces du­plic­ate data storage and keeps rel­ev­ant in­form­a­tion con­sist­ent in one place (‘single source of truth’).

Com­pli­ance and term man­age­ment. Min­im­ise risks, create se­cur­ity.

Com­pli­ance re­quire­ments often go hand in hand with terms, evid­ence and clear re­spons­ib­il­it­ies. The com­bin­a­tion of otris con­tract (con­tract man­age­ment) and otris matter (legal matter man­age­ment) helps you to meet these re­quire­ments in a struc­tured manner:

  • Con­tract man­age­ment: Monitor con­trac­tu­al terms and Mile­stones cent­rally. Use tem­plates and a clause library to im­ple­ment changes con­sist­ently.
  • Legal matter man­age­ment: Manage cases such as con­tract reviews, pro­ceed­ings or company ac­quis­i­tions in a digital legal file dir­ectly in otris matter.

This creates clear re­spons­ib­il­it­ies, greater trans­par­ency and a lower risk of missed dead­lines or com­pli­ance vi­ol­a­tions.

Legal cases and con­trac­tu­al dis­putes. Over­view in the event of a con­flict.

Legal dis­putes require com­plete, well-struc­tured doc­u­ment­a­tion. With otris matter, you can or­gan­ise all rel­ev­ant pro­cesses and link them dir­ectly to the cor­res­pond­ing Con­tracts in otris con­tract.

Example: A dispute relates to a Con­tract with several ap­pen­dices and agree­ments. By linking them in otris legal SUITE, you can keep track of changes, cor­res­pond­ence and doc­u­ment statuses. This fa­cil­it­ates ar­gu­ment­a­tion and reduces the effort in­volved in case pro­cessing.

Pro­tect­ive rights and in­vest­ments. Linking values and ob­lig­a­tions.

Manage IP rights such as patents, trade­marks or designs cent­rally in otris ip and link them to the cor­res­pond­ing com­pan­ies in otris cor­por­ate. In ad­di­tion, related Con­tracts – such as licence agree­ments or rights of use – can be doc­u­mented in otris con­tract.

If an IP in­fringe­ment occurs, record the in­cid­ent in otris matter and take legal action in a struc­tured manner. This gives you a com­pre­hens­ive over­view of rights, ob­lig­a­tions and re­la­tion­ships re­lat­ing to IP assets.

News

Ref­er­ence reports | Tech­nic­al art­icles

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Cor­por­ate doc­u­ments at a glance

Everything with one solu­tion: Dop­pel­mayr di­git­ises with otris soft­ware ...

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Auto­mate con­tract man­age­ment

Bora relies on digital work­flows for con­tract cre­ation and tem­plate main­ten­ance ...

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Group-wide con­tract man­age­ment

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Expand and combine – your options with legal soft­ware from otris

With otris legal SUITE and other otris solu­tions, you can support legal pro­cesses not only in the legal de­part­ment, but also in related de­part­ments. The uniform plat­form fa­cil­it­ates in­teg­ra­tion and ex­pan­sion – tailored to your re­quire­ments. Your options at a glance:

Combine suites

Cover cross-de­part­ment­al re­quire­ments by com­bin­ing otris legal SUITE with otris com­pli­ance SUITE and other solu­tions – for example, in legal re­gister or policy man­age­ment.

Im­ple­ment ad­just­ments

Map your pro­cesses pre­cisely: The otris con­sult­ing team will help you adapt work­flows, file struc­tures and func­tions to your pro­cesses and expand them as needed.

Lever­age project ex­per­i­ence

Benefit from proven im­ple­ment­a­tion in SMEs and cor­por­ate en­vir­on­ments – as the basis for re­li­able in­tro­duc­tion and further de­vel­op­ment of your solu­tion.

FAQs: Fre­quently asked ques­tions about Legal Suite soft­ware

What is legal soft­ware?

Legal Soft­ware sup­ports legal de­part­ments in di­git­ising and op­tim­ising their pro­cesses. The otris legal SUITE is a com­pre­hens­ive legal soft­ware that com­bines Con­tract, In­vest­ment, In­tel­lec­tu­al prop­erty Man­age­ment and In­tel­lec­tu­al prop­erty Man­age­ment in one solu­tion.

What ad­vant­ages does the otris legal SUITE offer com­pared to other legal tech solu­tions?

The otris legal SUITE is char­ac­ter­ised by its modular flex­ib­il­ity, central data storage and the option of in­teg­rat­ing AI-sup­por­ted func­tions. It com­bines legal se­cur­ity with ef­fi­ciency and trans­par­ency and can be in­di­vidu­ally adapted to the re­quire­ments of your Company.

Is otris legal SUITE suit­able for legal op­er­a­tions?

Yes. The suite has a modular struc­ture and offers con­sist­ent user guid­ance across all spe­cial­ist solu­tions.
It also sup­ports stand­ard­ised pro­cesses with work­flows, role and au­thor­isa­tion con­cepts, and in­teg­ra­tion options into ex­ist­ing system land­scapes. This allows pro­cesses to be scaled and fa­cil­it­ates im­ple­ment­a­tion across teams.

Can otris legal SUITE be sup­ple­men­ted with AI func­tions?

Yes. With otris copilot, ar­ti­fi­cial in­tel­li­gence can be spe­cific­ally in­teg­rated into spe­cial­ist solu­tions in otris legal SUITE. This allows se­lec­ted work steps to be sup­por­ted dir­ectly in the ap­plic­a­tion.

How does our legal soft­ware support in-house coun­sels?

The otris legal SUITE helps cor­por­ate lawyers to cent­rally and ef­fi­ciently control complex legal pro­cesses such as con­tract reviews, dead­line mon­it­or­ing and legal matter man­age­ment. At the same time, it im­proves co­oper­a­tion with other de­part­ments and min­im­ises risks through seam­less doc­u­ment­a­tion.

What func­tions does the otris soft­ware offer for legal de­part­ments?

The otris legal SUITE offers com­pre­hens­ive func­tions such as con­tract man­age­ment, in­vest­ment man­age­ment, dead­line mon­it­or­ing, digital legal files, tem­plate man­age­ment, auto­mated work­flows and the option of in­teg­rat­ing AI-sup­por­ted ana­lyses.

otris legal SUITE at a glance – legal tech soft­ware for your legal work

Would you like to receive an over­view of otris legal SUITE – legal tech soft­ware that sup­ports struc­ture and trace­ab­il­ity in legal pro­cesses? Then please request further in­form­a­tion. We will show you which spe­cial­ist solu­tions suit your re­quire­ments – and how they fit into your system land­scape. Please use the Contact form for this purpose.

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