06Legal
Find the clause. Keep the judgment.
Matters drown teams in contracts, filings, and email. We engineer document intelligence and research assistants that retrieve, extract, and draft with citations — so lawyers and advisors review work, they do not re-key it. Professional judgment stays with the professional.
- 6
- capabilities
- 4
- delivery stages
- 4
- system layers
Architecture
A matter architecture that respects the wall
Legal AI that mixes clients is a malpractice event waiting for a demo. We isolate by matter, ground every answer in retrieved text, and keep a human on anything that leaves the firm.
Sources
- DMS
- Research
- Time
- 01
Matter context
Ethical walls, client-matter numbers, and repository permissions before any retrieval.
- 02
Intelligence
Clause extraction, research assist, and draft generation with mandatory citations.
- 03
Review
Work product lands in the lawyer’s workflow — redlines, comments, and sign-off.
- 04
Audit
Query and draft logs that survive a conflict, privilege, or client audit conversation.
Why it matters
Why professional services cannot use generic AI
A fluent answer without a source is worse than a slow associate. The system has to show its work.
Grounded in the file
Answers cite the clause, the exhibit, or the opinion. If it is not in the corpus, the system says so.
Matter isolation
Indexes and prompts never cross ethical walls. Access follows the same rules as the DMS.
Review as the product
The output is a work product the professional can stand behind — not a chat transcript.
How it works
Retrieve, analyze, and review
- 01
Retrieve
Search the matter, the precedent set, and the research corpus with walls intact.
- 02
Analyze
Extract clauses, dates, parties, and risks into structures a reviewer can scan.
- 03
Review
Drafts and memos arrive with citations. Nothing client-facing ships without a person.
In production
What production legal AI actually does
How the system behaves when it is live — not in a demo.
- 01
How it works
The corpus is the source of truth. Generation is a drafting aid on top of it.
- Retrieves passages under matter and ethical-wall rules.
- Extracts structure or drafts with citations back to those passages.
- Hands the packet to a reviewer in Word, the DMS, or the matter workspace.
- 02
Why it is different
This is not a public chatbot pointed at confidential files.
- No answer without a retrievable source — or an explicit ‘not in file’.
- Client-matter isolation tested, not promised.
- High-stakes outputs are blocked from send until review.
- 03
Why it matters
Turnaround drops without lowering the professional standard.
- Due diligence and contract review scale with the pile, not headcount.
- Research starts from the file, not a blank search bar.
- Clients get faster work with a trail you can defend.
The challenge
Where legal and advisory work stalls
Document intelligence and knowledge assistants that turn dense case files, contracts, and research into fast, searchable answers.
- 01
Volume of unstructured text
Contracts, productions, and email are the job. Reading them linearly is not a strategy.
- 02
Knowledge trapped in matters
The answer exists in last year’s deal file. Nobody can find it without the partner who ran it.
- 03
Deadline compression
Diligence, filings, and client questions still land on Friday. The system has to be safe at speed.
- 04
Confidentiality
One leaked index across clients and the tool is done. Isolation is the product.
Put it to work
What we build for Legal
Work product systems we build for firms and legal teams — always with a reviewer in the loop.
Contract analysis
Clause extraction, deviation detection, and playbook comparison for review, not auto-sign.
- Clauses
- Deviations
- Playbooks
Matter research assistants
Question-answering over the file and approved research sources, with citations.
- Citations
- Memos
- Sources
Due diligence automation
Document sets clustered, tagged, and summarized into issue lists a lead can prioritize.
- Issue lists
- Tags
- Packets
Drafting assist
First drafts from templates and retrieved clauses — never sent without counsel review.
- Drafts
- Templates
- Redlines
Compliance tracking
Obligation and deadline extraction with owners — integrated to the matter, not a side spreadsheet.
- Obligations
- Dates
- Owners
Knowledge search
Firm-wide retrieval that still respects walls, so precedent helps without leaking clients.
- Precedent
- Walls
- Access
Legal
The work Legal teams run
Document intelligence and knowledge assistants that turn dense case files, contracts, and research into fast, searchable answers.
- 01
Document Intelligence
- 02
Contract Analysis
- 03
Case Research Assistants
- 04
Compliance Tracking
- 05
Legal Document Drafting Automation
- 06
Due Diligence Automation
- 07
Client Intake Systems
- 08
Regulatory Change Monitoring
- 09
Billing & Time Tracking Automation
- 10
Knowledge Base Search
Research
The file, searchable
Matter-aware retrieval with citations over DMS, email, and research sets.
Practice ops
Intake and deadlines that do not slip
Client intake, conflicts-adjacent routing, and obligation tracking with owners.
Client products
A tool you can put in front of clients
When the firm productizes a workflow, tenancy and review stay in the architecture.
DMS & PMS
Intelligence on the repository you have
Connectors to iManage-class, NetDocuments-class, and practice systems — no rip-and-replace.
Show the source or stay silent
Work product a partner can sign
We optimize for review speed, not for fluency. Every extraction and draft points at a passage. If the model is unsure, it flags the gap instead of filling it with confident fiction.
- Citations required on generated analysis
- Ethical-wall and matter isolation in the index
- Human sign-off before anything leaves the firm
System flow
How we engineer for legal & professional services
- Corpus & workflows
- Retrieval & analysis
- Human-in-the-loop
- Secure delivery
- Audit & refine
The outcome
Dense information turned into searchable, actionable knowledge — without sacrificing professional judgment.
What changes for the teams that run this work every day.
Linear reading of every page
Issue lists with cited passages
Precedent in someone’s head
Walled, searchable firm knowledge
Drafts from a blank page
Template-and-clause first drafts for review
Under the hood
Industry-specific AI / ML
RAG and NLP over matters, contracts, and research — citation-grounded, review-ready.
- 01
Clause extraction and structured outputs for review
- 02
Matter-aware research assistants with grounded citations
- 03
Due diligence acceleration over document sets
- 04
Semantic search across precedents and internal memos
Production & governance
- 01
Human-in-the-loop on high-stakes outputs
- 02
Client-matter isolation and ethical-wall access patterns
- 03
Audit logs of queries and drafts
- 04
Evaluation on representative samples before rollout
How we deliver
A clear path from first conversation to production
- 01
Scope the work product
Name the documents, the reviewer, and what must never auto-send.
- 02
Encode the walls
Matter, client, and ethical-wall rules in the index — tested with adversarial queries.
- 03
Evaluate on real files
Precision on extraction and citation against matters the practice already closed.
- 04
Land in the workflow
Word, DMS, or matter workspace — then audit logs and a review SLA.
Technology
Tools and platforms we work with
We choose the simplest stack that fits the constraint — and work in yours where you already have one.
Python
FastAPI
PostgreSQL
OpenAI
Anthropic
LangChain
LlamaIndex
Pinecone
AWS
Docker
Engagement outcome
What you receive
- Matter-isolated retrieval and extraction services
- Review workflow for drafts and analysis
- Citation and ‘not in file’ behavior
- Audit logging of queries and generations
- Runbook for knowledge, IT, and practice leads
Where it connects
Capabilities we draw on
- AI & IntelligenceGenerative AI, LLM applications, RAG, machine learning, and document intelligence engineered for production.
- AI Agents & AutomationAI agents, workflow orchestration, and business process automation for email, voice, support, sales, and research.
- Software EngineeringCustom web, mobile, API, and enterprise software engineering — reliable foundations for modern businesses.
FAQ
Questions we hear in this sector
Straight answers about how we work — without invented case results.
Will this send a client letter on its own?
No. Client-facing and filing-bound outputs require a named reviewer. The system drafts and cites; counsel decides.
How do you keep matters from leaking?
Indexes, prompts, and logs are scoped to client-matter permissions. We test with queries that should fail — not only ones that should succeed.
Can it use public case law and our internal files together?
Yes, as separate corpora with clear source labels. Internal files never train a public model, and answers show which corpus they came from.
What about privilege?
Access follows your existing privilege and ethical-wall rules. We do not create a back door for ‘helpful’ cross-matter search.
Keep exploring
Related industries
Ready to engineer this for Legal?
Tell us about the operation, the constraint, and what production has to look like. We'll come back with an honest first increment — not a generic AI pitch.