AI-CHATBOT / ENTERPRISE AI
Support legal research, drafting, contract review, and firm operations with AI agents designed around your practice. Give attorneys and staff access to useful tools while keeping your organization’s information and requirements in focus.
Plan Your Legal AI ProjectStart with your practice, your workflows, and a focused AI use case.
INTELLIGENT SUPPORT FOR YOUR LEGAL PRACTICE
AI for Legal
Connected support for attorneys and legal teams
Your Legal Practice
Your knowledge, your systems, and your AI agents
One AI foundation. More support for your legal team.
Conceptual illustration, not a product screenshot.
THE OPPORTUNITY
Attorneys and legal staff manage research, documents, client communications, deadlines, and administrative work across multiple matters. Finding the right information and preparing work product can require significant time and coordination.
AI agents can assist with research, drafting, contract review, document organization, and common operational tasks. Agents can be configured around approved firm resources and defined responsibilities.
Our legal solution provides an AI platform that can be configured around your practice’s systems, security needs, and professional workflows—while attorneys maintain responsibility for legal judgment and final work product.
Illustrative legal AI workflow
Approved firm knowledge
Templates and precedents
Compatible legal systems
Defined roles and access
Practice-specific workflows
Attorney review steps
Research and drafting
Client and matter work
Firm operations
KEY CAPABILITIES
Configure agents for specific responsibilities while keeping attorneys involved in review, judgment, and final decisions.
Assist attorneys in locating relevant cases, statutes, firm precedents, and research materials.
Help prepare draft documents, organize arguments, and work with approved templates.
Assist with identifying provisions and comparing agreements against firm guidance.
Support intake, knowledge management, billing preparation, and other practice workflows.
LEGAL RESEARCH AND DRAFTING
AI agents can help legal teams locate information, prepare drafts, and organize materials for attorney review.
Assist with locating case law, statutes, and approved research materials relevant to a legal question.
Focus: research support.
Help organize arguments and prepare draft motions, briefs, and other documents using approved templates.
Focus: attorney-reviewed drafting.
Help identify provisions, compare language against firm standards, and flag items for attorney attention.
Focus: supported document review.
Attorneys should independently verify AI-generated research, citations, quotations, and legal analysis before relying on them.
CLIENT AND MATTER MANAGEMENT
AI can assist legal teams with information gathering and document preparation while attorneys and staff retain responsibility for review and decisions.
Help gather initial information and guide prospective clients toward the appropriate intake process.
Help organize parties and matter information for the firm’s established conflict-checking process.
Help authorized users find relevant documents, information, and approved matter resources.
Assist with organizing and reviewing documents for relevance and potential privilege issues.
Help prepare draft time entries, billing narratives, and invoices for staff review.
Assist with assembling draft documents from approved templates and matter information.
FIRM OPERATIONS AND KNOWLEDGE
Connect legal professionals to approved resources that support their work and preserve institutional knowledge.
Help authorized users find relevant templates, prior work product, and firm knowledge.
Provide access to approved internal policies, procedural guidance, and training information.
Help organize deadline information and reminders within your firm’s established review procedures.
Help new attorneys and staff locate approved training materials and workplace resources.
Help staff find information about common technology questions and available support.
Direct questions that require additional judgment or assistance to the appropriate person or team.
Attorneys and staff remain responsible for verifying deadlines, resolving conflicts, and making privilege determinations.
AI AGENTS FOR YOUR PRACTICE
Each agent can be designed around a defined audience, approved information, and the role it is intended to support.
Helps attorneys locate legal information and materials for independent review.
Helps identify provisions and compare language against approved guidance.
Helps gather initial information and direct inquiries to the appropriate team.
Helps authorized staff locate firm documents, templates, and resources.
LEGAL SYSTEM INTEGRATIONS
Plan integrations with compatible practice management, document management, research, and identity systems.
Discuss connections to compatible platforms such as Clio, MyCase, and PracticePanther.
Plan integrations with supported systems such as iManage, NetDocuments, and SharePoint.
Discuss your requirements for compatible research and e-discovery platforms, including available access and integration methods.
SECURITY AND CONTROL
Plan deployment, identity, access, and model selection around your practice’s confidentiality and technology needs.
Discuss managed hosting or deployment in your firm’s own cloud, data center, or suitable air-gapped environment.
Configure access around authorized users, roles, matter permissions, and your firm’s policies.
Consider supported AI models, self-hosted models, and source code licensing based on your requirements.
Confidentiality and data handling depend on the complete deployment, model providers, integrations, access controls, and your firm’s professional obligations.
GETTING STARTED
Start with a practice priority and develop a plan that can grow as your team evaluates the solution.
Discuss the practice groups, workflows, and information challenges you want to address.
Select initial agents, approved knowledge sources, system connections, review steps, and success measures.
Gather feedback, review results, and plan additional agents or practice groups as appropriate.
FREQUENTLY ASKED QUESTIONS
It is an approach to deploying AI agents that assist attorneys and staff with research, drafting, document review, knowledge management, and practice operations.
No. AI agents assist legal professionals. Attorneys remain responsible for legal judgment, supervision, client obligations, and final work product.
Yes. Agents can be configured around approved firm resources, including templates, precedents, and internal guidance, subject to the access rules you establish.
Yes. Attorneys should independently verify citations, quotations, sources, and legal analysis before relying on or submitting AI-assisted work.
Integrations with compatible practice management, document management, research, and other systems can be discussed based on available access and project requirements.
Yes. Deployment in your firm’s own cloud or on-premises infrastructure can be discussed, including suitable air-gapped environments.
Data handling depends on the deployment, selected model providers, connected systems, access controls, and agreements. Your firm should review these elements against its confidentiality and professional obligations.
Begin by discussing your practice’s priorities and selecting a focused pilot. Your team can evaluate the initial agents, workflows, and controls before expanding their use.
LET'S GET STARTED
Explore how AI agents can help your team support research, drafting, client services, and firm operations.
Discuss Your Legal AI ProjectWe can discuss your practice’s goals, systems, confidentiality requirements, and deployment options.
