Templates & checklists
Legal-first
Motions, discovery, contracts, depositions and filing checklists tailored to jurisdictional rules
AI writing for legal teams
Templates and prompt clusters for motions, briefs, contracts, discovery, and client letters — with built-in citation checks, Bluebook-ready formatting, and audit trails so supervising attorneys can validate every step.
Templates & checklists
Legal-first
Motions, discovery, contracts, depositions and filing checklists tailored to jurisdictional rules
Citation verification
Reviewer-led workflows
Workflows surface sources and require human confirmation before citation acceptance
Auditability
Prompt-and-response history
Exportable records for internal review and compliance checks
Practical benefits
AI can reduce repetitive drafting, normalize tone and formatting, and provide starting points for motions, memos, and client communications. The key for legal teams is controls: outputs must be traceable, reviewable, and aligned with jurisdictional rules and firm style before they reach clients or courts.
Capabilities
Focused features and prompt clusters that address common legal tasks, reduce revision cycles, and preserve defensibility.
Prebuilt prompts and checklists for motions, demand letters, engagement letters, and memos that embed style and jurisdictional constraints.
Workflows that extract cited authorities, display source snippets, and flag mismatched or unsupported citations for reviewer action.
Exportable prompt-and-response histories with reviewer sign-off checkpoints to document who reviewed what and when.
Configurable templates and editorial rules to align drafts with local court rules, filing formats, and firm style guides.
Ready-made prompts
Start from vetted prompt clusters tailored to common legal tasks so teams avoid blank-page drafting and get review-ready text faster.
Integrations & exports
Designed to work alongside legal research platforms, document management systems, and common drafting environments. The assistant outputs review-ready drafts and exportable histories that can be recorded in matter management systems and incorporated into billing workflows.
Risk management
AI assistance must be paired with firm policies and reviewer workflows. This section outlines practical controls for privilege, citation verification, and auditability.
Workflow examples
Concrete, repeatable workflows reduce risk and speed adoption.
Privilege is preserved through workflow and access controls, not by simply using an assistant. Best practices: restrict AI drafting to a controlled environment tied to the matter, limit data sharing to authorized users, avoid sending privileged attachments to external services, and retain an auditable prompt-and-response history. Require supervising attorney sign-off before sharing drafts outside the firm.
Use a mandatory citation-check step in the workflow: export the assistant’s cited authorities to a verification queue, have a paralegal or researcher retrieve the primary source, compare quotations and pinpoint-paragraph citations, correct Bluebook forms if needed, and record verification in the document’s audit trail. The assistant can pre-populate source snippets to speed reviewer validation, but human confirmation is required.
Yes. Configure templates with firm style fields (font, spacing, signature blocks), set citation formatting to Bluebook preferences, and attach local rule checklists to filing templates. These guardrails reduce formatting-only revisions and keep outputs review-ready for supervising attorneys.
Adopt staged review: (1) generation with embedded checklists, (2) paralegal or junior attorney verification of facts and citations, (3) partner review with highlighted changes and a summary of what the assistant produced. Include reviewer notes and require explicit sign-off before external distribution or filing.
Keep exportable logs that record each prompt, the assistant’s output, timestamps, and user edits. Attach reviewer sign-offs and verification notes to the matter file. These records support internal audits, conflict reviews, and compliance checks without exposing privileged content outside controlled systems.
Combine prompt engineering with verification steps: constrain the assistant to cite authorities only when a source snippet is provided, require a secondary human check of all legal assertions and quotations, and use jurisdiction-specific templates and local-rule checklists so the assistant’s output is framed by concrete, verifiable parameters.
Document the nature of AI-assisted work in time entries (e.g., 'Drafted initial motion using firm template; citation verification performed'), quantify attorney involvement (review and revision time), and maintain transparency with clients per firm policy. Keep prompt-and-response exports attached to internal matter records for fee review if needed.
Yes. Use the client-summary prompt cluster to transform dense analysis into concise, plain-English summaries that highlight risks, next steps, and recommended actions. Include an optional one-sentence recommended action and estimated timeline to keep communications practical and client-focused.