AI Law Assistant

Specifications

How AI Law Assistant works, what it includes, and what controls the result.

Process

How it works

1

Ask in plain words

Type a question, attach a text file or a photo, or dictate it. Ask about the law, a document in your firm's files, or a client or deadline.

2

Answer a quick question if it asks

If the answer turns on a fact it cannot guess, such as the date of the injury or which side you represent, it asks one to three short multiple-choice questions first.

3

It researches before it answers

It searches case law and official sources, and on Professional it looks up your clients, matters and saved documents. A status line shows each step.

4

Read the answer, open the sources

The answer comes first, then the authority with links. If it proposes a change to your records, you confirm it or cancel.

Use

Two ways to use it

Every plan

Research and drafting questions

Ask what the law says, how a rule applies, or what a clause means. It answers from authority it found, in your state's terms.

  • Searches court opinions and official statute, rule and regulation sites
  • Searches your firm's saved drafts, analyses, emails, briefs and strategy memos
  • Past conversations are kept in your history, or use Temporary chat to keep one out
Professional and up

Your clients, matters and deadlines

Ask about a client, what is due this week, or what is overdue. Ask it to open a matter, add a note or move a deadline, and it shows a card for you to confirm.

  • Looks up clients, their notes and matters, and deadlines, soonest first
  • Proposes four kinds of change: a new client, a client note, a new matter with a deadline, and an edit to a matter
  • A new matter schedules the Document Drafter to prepare a draft before the deadline, 3 days ahead unless you choose otherwise
Includes

What it includes, in full

Answers are as long as the question needs: a few sentences for a quick one, the fuller explanation for a multi-part one, and a full memo only when you ask for one.

Case law search

Searches federal and state court opinions and cites only cases the search returned.

Statutes, rules and regulations

Looks at official sources such as state legislature and court sites, the U.S. Code, the Code of Federal Regulations and the federal courts.

Sources with links

Each answer lists the authority it relied on, so you can open it and confirm.

Quick questions

One to three short multiple-choice questions when a missing fact would change the law or the answer.

Saved documents

Finds and reads your firm's saved drafts, contract analyses, emails, briefs and strategy memos.

Clients and matters

Searches clients, opens a client with notes and matters, and lists deadlines. Professional and Enterprise.

Confirm card

Shows exactly what a proposed change will do. Nothing is saved until you confirm, and each confirmed change is logged.

Attachments and dictation

Attach a plain text file or a photo, or speak your question.

Chat history

Conversations are saved to your history, with Temporary chat for ones you do not want kept.

Quality

How the result is controlled

Researched, not recalled

For a legal question it searches first. In our testing, answers from memory alone cited a case that does not exist and the wrong statute, which is why research is the rule.

No case it did not find

It will not cite a case that did not come back from a search. Where it could not confirm a point, it says so.

The answer comes first

The opening sentence gives the answer, then the governing rule, any exception that could change the result, and the sources.

Changes need your confirmation

Lookups run at once, but a change to your clients or matters is only proposed. You confirm it, and it is logged.

Your state first

It applies the law of the state in your firm profile, and flags when federal law or another state governs.

Your review comes first

An answer is a starting point for an attorney, not legal advice. Open the sources before you rely on them.

What it does not do

It does not give legal advice

It is a research aid. The attorney decides what to tell the client.

It does not change records by itself

It proposes. You confirm.

It does not file or send anything

It does not file with a court or send a message to anyone. Drafts and emails come from the other tools, for you to review.

It does not read your whole inbox

It sees only what you type or attach, your saved documents, and, on Professional, your clients and matters.

State law

How your state’s law is used

The law differs by state, so the Assistant starts from yours.

Your state first

Answers apply your state's law and use its own terms, and say when federal law or another state's law governs.

Deadlines and pre-suit steps

Filing deadlines and required pre-suit steps are in front of it for every state and DC. For 36 states it also has the state bar's guidance on lawyers using AI and the court rules on AI in filings, so it can tell you what your state expects.

Court rules on AI

For a growing list of states, it also has the bar guidance and court rules on using AI in filings.

Kept up to date

The reference file is checked every month for new laws and court decisions, and fully re-verified every June and December.

The reference file is an aid researched from official sources, not an attorney's review. Confirm current law before you rely on it.

Your firm

Setting it up, and how firms use it

A few settings shape every answer, and every other tool as well.

Your state

Set in your firm profile, with up to five other states you practice in.

Your practice

Practice areas, who the firm represents, the courts you appear in, letterhead and each attorney's signature block.

AI Configuration

On Professional and Enterprise, administrators add the firm's own tone and context, applied to every tool.

How firms use the Assistant

Limitations periods and pre-suit steps

Check the period and the notice a claim needs before you take the case.

A quick check before a call

Confirm a rule or a standard in the minutes before a client call.

What is due this week

Ask for the week's deadlines and anything overdue across the firm's matters.

Opening a new matter

Describe it in a sentence, confirm the card, and the draft is scheduled.

Finding a prior draft

Search the firm's saved documents instead of digging through folders.

Testing an argument

Ask what authority supports or cuts against a position.