What Roox does

Roox (legal name: ROOX Business Solutions, S.A.) is a Portuguese LegalTech and IT services company founded in 2001 and headquartered in Lisbon, operating exclusively in the legal sector and adjacent professional services for over 25 years. The company delivers an integrated stack combining proprietary platforms — JVRIS EDGE (cloud-based legal practice management), FLOW (business process management for KYC, conflict check, client intake), LEGALBI (business intelligence with 60+ analysis dimensions), and ROOX Observatory (market intelligence drawn from a 2021 survey of 10,000 Portuguese lawyers) — with certified reseller status for tier-1 international platforms including iManage Work 10, Intapp (DealCloud, WorkSpaces, Time, Risk & Compliance), and Microsoft 365 integrations. Its ISO 9001 and ISO 27001 certifications (SGS-audited) and COTEC Innovative Status underpin its positioning as a security-and-compliance-grade provider for law firms handling privileged data.

The company operates a hybrid revenue model blending recurring software subscriptions and licenses, managed IT services (24x7 monitoring, server administration, support handling ~150 daily requests and 32K+ tickets annually), ROOX Cloud infrastructure services managing over 200 TB of legal data, and one-time professional services for law firm IT setups and M&A-style mergers. Pricing is not publicly disclosed; digital signatures are sold on a monthly per-user subscription with per-signature surcharges. Go-to-market is direct enterprise sales with a consultative, account-based motion complemented by channel partnerships (Intapp, iManage, EID Easy OÜ), targeting primary segments of medium and large Portuguese law firms, with secondary reach into specialist boutiques, corporate legal departments, and regulated professions.

Name

Roox

Legal name

ROOX Business Solutions, S.A.

Website

https://roox.pt

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

101–250 employees

Short description

Roox is a Lisbon-based LegalTech company, founded in 2001, that provides integrated software (JVRIS EDGE, FLOW, LEGALBI) and managed IT services exclusively to Portuguese law firms and professional services firms, supported by ISO 27001 certification and tier-1 international platform partnerships.

Ownership category

akta.pro rank

Product category

Legal Technology Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182), Computer Systems Design and Related Services (54151), Computer Systems Design Services (541512), Management Consulting Services (54161)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Prepackaged Software (7372), Services-Computer Programming Services (7371)

akta.pro primary industry

Enterprise Application License Advisory, Vendor Management & Optimization (BPAEAGAO)

akta.pro secondary industries

Software/Application Support (SaaS, Enterprise Apps) (BPAAACAC), CRM Managed Services & Support (BPAEAGAD), Enterprise Content Management (ECM) Suites (HDAEAGAB)

Keywords

• Legal practice software
• Document management systems
• Managed IT services
• Business process automation
• Cloud infrastructure services

Headquarters

HQ city

Lisbon

HQ country

Portugal

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Infrastructure, Marketing or Sales

Revenue model

1. Software Licensing and Subscriptions: Revenue from proprietary platforms (JVRIS EDGE, LEGALBI, FLOW, ROOX Observatory) and reselling/integrating third-party platforms (iManage, Intapp, DealCloud) under subscription or perpetual license models.
2. Managed IT Services: Ongoing managed services covering server administration, monitoring, security, and support. Delivered in hybrid, cloud, or on-premise configurations with 24x7 availability options.
3. Cloud Infrastructure Services: ROOX Cloud hosting and ROOX Cloud Backup services providing secure data center replication and redundancy.
4. Digital Signature Add-in: Monthly per-user subscription for Digital Signatures for iManage Work, with additional per-signature costs varying by geography and certificate type.
5. End-User Support Services: IT support services including help desk, on-site support, and shared CIO services. Delivered via call center handling average 150 requests daily.
6. Law Firm IT Setup: One-time implementation services for new law firm technology infrastructure, mergers, splits, and incorporations. Investment models available up to 24 months.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

Roox delivers an integrated ecosystem of proprietary and internationally-sourced software platforms alongside managed IT services exclusively for the legal sector and professional services firms. The proprietary JVRIS EDGE practice management platform serves as the central hub, complemented by FLOW (BPM), LEGALBI (business intelligence), and ROOX Observatory, integrated with resold third-party platforms such as iManage, Intapp, and DealCloud. The offering is rounded out by ISO-certified cloud infrastructure (ROOX Cloud), managed services, end-user support, GDPR compliance, and law firm IT setup services.

Product overview

ROOX is a Portuguese LegalTech company (established 2001) offering an integrated ecosystem of proprietary and internationally-sourced software platforms for the legal and professional services sector. The portfolio centres on the JVRIS EDGE legal management platform as the core hub, supplemented by the DealCloud relationship intelligence platform, and FLOW business process management platform. Document management is served via iManage Work 10, with specialized add-ons for threat management (iManage Threat Manager), records management (iManage Records Manager), and security policy enforcement (iManage Security Policy Manager). Intelligence and analytics capabilities include LEGALBI (business intelligence), ROOX Observatory (market research BI), and AI-powered features across products. Collaboration is handled through Intapp WorkSpaces (Microsoft Teams integration), while specialized functions include vCitius (CITIUS integration), Digital Signatures for iManage Work, INTAPP Time (time capture), and KOGNIT (knowledge management). Compliance tools include Intapp Risk & Compliance and dedicated GDPR/Information Security services. The company delivers all services with ISO 9001 and ISO 27001 certifications, operates ROOX Cloud hosting over 200 TB of legal data, and provides managed services, end-user support, and law firm IT setup services.

Differentiator

Problem solved

Functional benefit

Brands

• JVRIS EDGE: Cloud-based legal management software for law firms with mobility, iManage integration and LegalBI dashboards.
• LEGALBI
• FLOW
• ROOX Cloud
• ROOX Cloud Backup
• ROOX Observatory

Products and services

• JVRIS EDGE Cloud-based legal practice management software for law firms providing integrated management, total mobility, and data-driven decision-making with iManage integration and LEGALBI dashboards.
• DealCloud AI-powered deal and relationship intelligence platform for financial services and professional services teams, helping organizations manage relationships, data, and pipeline for smarter origination and growth.
• Intapp Time Time capture agent that automatically identifies where lawyers invest their time, providing precision, efficiency, and transparency in time management for law firms.
• iManage Work 10 Cloud-based legal document management system that centralizes all documents, emails, and communications in a single secure repository, using AI to turn business content into knowledge.
• FLOW BPM platform for implementing workflows in law firms with pre-configured models for KYC, Conflict Check, Client Intake, and Lawyer Onboarding processes, with drag-and-drop workflow design.
• LEGALBI Legal business intelligence platform providing over 60 dimensions of analysis for financial, operational, and strategic performance, turning JVRIS data into actionable insights.
• Intapp WorkSpaces Platform that transforms Microsoft Teams into an engagement workflow system with AI capabilities for creating engagement workspaces, generating insights, and automating engagement lifecycle management.
• iManage Threat Manager Security solution using adaptive behavioural modelling and machine learning to detect and neutralize sophisticated cyber threats including stolen credentials attacks.
• iManage Records Manager Records management solution providing centralized interface for managing physical and electronic records with governance policies, retention periods, and destruction rules.
• Intapp Risk & Compliance Risk management platform centralizing three pillars: Intake process, Conflict Check process, and contractual terms control, using AI for data cross-referencing.
• iManage Security Policy Manager Security policy management tool enabling enforcement of need-to-know basis information barriers across departments, functions, projects, or matters without sacrificing productivity.
• iManage Tracker Task management tool that organizes all tasks and content at project level, integrated with iManage Work.
• Digital Signatures for iManage Work AddIn for iManage Work that enables qualified digital signature collection for multiple countries using national e-ID systems including Portuguese Cartão de Cidadão and Chave Móvel Digital.
• KOGNIT Knowledge management platform integrated with iManage Work 10 that allows sharing of any type of content with metadata classifiers, comprehensive search, and indexing capabilities.
• vCitius CITIUS integration tool that proactively monitors PER and PEAP processes related to clients, providing automatic notifications for credit claim risk mitigation.
• ROOX Observatory Business Intelligence platform presenting results of a 2021 survey of 10,000 Portuguese lawyers on technology adoption, accessible via interactive dashboards.
• Managed Services ISO 9001 and ISO 27001 certified managed IT services for law firms including 24x7 monitoring, preventive maintenance, server administration, and technical support delivered in hybrid, cloud, or on-premise configurations.
• ROOX Cloud ISO-certified private cloud built for law firms managing over 200 TB of legal data, with continuous monitoring, full redundancy, and disaster recovery capabilities.
• ROOX Cloud Backup Secure backup replication service relocating backups to a secure data centre environment, mitigating ransomware and catastrophe impacts.
• End-User Support Call centre support averaging 150 requests daily with 70-second response time, NPS of 57, and technicians trained in legal sector particularities handling 32,000+ tickets annually.
• Law Firm IT Setup Complete technology setup service for law firms including mergers, splits, and incorporations with certified infrastructure and end-to-end integration, with investment models available up to 24 months.
• GDPR Services GDPR compliance services ensuring organizations meet EU personal data protection requirements including technical and organizational measures.
• Information Security Services Information security services including ISO 27001 implementation, security awareness training, and control/mitigation mechanisms for confidentiality, integrity, and availability.

Quantifiable outcome

• Net Promoter Score of 57, compared to 31 industry standard for IT sector
• +4 more outcomes

Named customers9 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration17 records

AI capability10 records

Feature6 records

Partnerships

Five partnerships are on record, tiered core and flagship.

• PeopleForcecoreTechnology or Integration · 1 July 2024Strategic partnership announced July 2024 for advanced integrations between PeopleForce and PMS JVRIS EDGE, enhancing practice management system capabilities.
• EID Easy OÜcoreTechnology or Integration · 22 February 2023Partnership for development of qualified digital signature request process for iManage Work 10. EID Easy acts as communication hub with various digital signature collection systems across multiple European countries including Portugal.
• IntappflagshipChannel Partner/ Reseller/ DistributorROOX is a certified partner and reseller for Intapp products including DealCloud, Intapp WorkSpaces, Intapp Time, Intapp Risk & Compliance, and Intapp Conflicts. Awarded Intapp Power Partner (2025) and Client Impact Award (2026).
• iManageflagshipChannel Partner/ Reseller/ DistributorROOX is a certified partner and reseller for iManage product family including iManage Work 10, iManage Security, iManage Threat Manager, iManage Records Manager, and iManage Tracker. Deep integration with all ROOX platforms.
• MicrosoftcoreTechnology or IntegrationIntapp Workspaces transforms Microsoft Teams into a legal collaboration platform. Integration with Microsoft 365, Azure, and AI tools including Microsoft Copilot for legal workflow automation.

Scale indicators8 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• NetDocuments: NetDocuments is a cloud-based document management system purpose-built for legal professionals. ROOX both partners with and competes against NetDocuments in the Iberian market, and NetDocuments is referenced alongside iManage in ROOX's integration stack.
• Litéra: Litéra provides legal document productivity, comparison, and workflow tools widely used by global law firms. Comparable to ROOX as a legal-vertical document and workflow technology provider targeting similar mid-to-large law firm customers.
• Aderant: Aderant is a legal practice management software suite for mid-to-large law firms. Highly comparable to ROOX's JVRIS EDGE practice management platform, with similar target customer profile and similar vertical feature set.
• Tikit (Elevate): Tikit (now part of Elevate) is a UK-based LegalTech consultancy and reseller that historically partnered with iManage and other legal platforms to serve UK and European law firms. Directly comparable to ROOX's model of integrating iManage/Intapp with proprietary workflow and managed services for law firms.
• BigHand: BigHand provides legal-specific technology solutions including document creation, workflow, and resource management for law firms globally. Highly comparable to ROOX as a vertical LegalTech software and services provider serving mid-to-large law firms with managed-service-adjacent offerings.

Emerging players

• Clio: Clio is a leading cloud-based legal practice management platform with rapidly growing global reach. Comparable to ROOX's JVRIS EDGE for the boutique/small-firm segment, though ROOX differentiates through deeper enterprise integration and managed services.

Broad incumbents

• iManage: iManage is a global enterprise document management and AI platform for legal and professional services. ROOX is a flagship reseller and integrator of iManage in Portugal; iManage is both ROOX's primary partner and a potential direct competitor in the territory.
• Mitratech: Mitratech provides legal, risk, and compliance technology including practice management, e-billing, and policy management for corporate legal departments and law firms. Comparable to ROOX's compliance and legal department offerings, though broader in scope and geography.
• Intapp: Intapp provides deal, risk, and compliance software for legal and financial services firms. ROOX is an Intapp Power Partner and reseller in Portugal; Intapp's verticalized platform is the foundation of much of ROOX's differentiated solution set.
• Wolters Kluwer Legal & Regulatory: Wolters Kluwer provides legal information, software, and compliance tools across Europe. As a global LegalTech incumbent with deep European presence, it represents the broader competitive set ROOX competes against for Portuguese law firm technology spend.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat7 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/rooxbusiness
• Facebookfacebook.com/rooxbusinesssolutions
• LinkedInlinkedin.com/company/rooxsa

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Roox