Bring the matter into focus.
Connect the documents, knowledge and review steps behind legal work. Give your team a clearer way to find context, compare material and prepare a matter brief.
Start with a matter review.
One request can bring relevant agreements together, compare the wording and prepare a source-linked summary for the matter owner.
Follow the workflowInspect the draft summary
The agreement and addendum contain different renewal notice periods. Both sources are included for review; the example does not determine which term governs.
More context for the work that needs judgment.
Build around the team’s actual documents and review process, with the matter owner deciding what happens next.
Find matter knowledge
Locate relevant agreements, correspondence and internal guidance across the sources agreed for your system.
Compare document terms
Prepare differences and passages for review instead of asking a person to reconstruct them from several files.
Prepare a source-linked brief
Create a draft summary that keeps the evidence close to the output.
From your process to a working system.
Start with a focused workflow, connect the information it needs and build the review steps into the implementation.
Connect the matter context
Map the document sources, knowledge and access requirements for one defined legal workflow.
Relevant sources, clearly scoped.Prepare the material
Retrieve, compare and summarize the agreed documents, with references for the reviewer.
A draft the matter owner can inspect.Keep review in the process
Place the approval step before a summary is shared or another connected action proceeds.
The team controls the next action.
Your stack sets the shape.
Build around the knowledge and applications your team already uses. We define the connections needed for the first workflow and where its models run.
100+ integrations, with public and private model options. The sources, actions and deployment choices for your workflow are agreed during implementation.
- Knowledge sources
- The documents, knowledge sources and existing applications needed for your selected workflow.
- Connected actions
- Defined tool actions and handoffs, with the permissions and approval rules your process needs.
- Model options
- Public or private models selected around your data, deployment and workflow requirements.
Google DriveMicrosoft 365
Slack
Notion
Salesforce
HubSpotKeep control part of the system.
Legal workflows depend on access and judgment. Define who can retrieve matter material and who reviews prepared work.
Matter access
Map access to the selected sources and the people responsible for the matter.
Source references
Keep important statements connected to the underlying material.
Owner approval
Make the matter owner’s review a defined step before an action proceeds.
A few practical questions.
Can the system work around our existing document tools?
We start with your document sources and software. The workflow audit identifies the connections and access rules needed for the first use case.
Does the assistant decide which legal wording applies?
The example prepares the discrepancy for review. The workflow can help find and compare material while leaving the legal judgment with your team.
What is a useful first workflow?
A bounded matter review, document comparison or internal knowledge search is a practical place to start. Choose a process with clear sources and an owner who can evaluate the output.
Start with one legal workflow.
Bring us the document-heavy process your team repeats. We’ll map the sources, review steps and first useful implementation.
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