Use Cases for Legal Services

Prospect submits inquiry via web or phone.

AI conducts intake interview (matter type, jurisdiction, conflict check inputs).

Conflict check run against firm database.

Qualified prospects offered consultation slots; unqualified given referrals or resources.

Booked consultation appears on attorney calendar with intake summary.

Attorney prepared with full context before call.

Engagement letter auto-generated upon retention.

Case documents uploaded to secure review environment.

AI scans every document, identifies decision-relevant ones.

Key clauses extracted, dates and parties identified.

Concerns and inconsistencies flagged.

Associate reviews curated set with AI summary.

Senior attorney validates findings.

Privilege log auto-maintained.

Contract uploaded for review.

AI extracts all clauses, compares to firm's standard positions.

Deviations flagged with risk scoring.

Suggested redlines generated based on firm playbook.

Attorney reviews AI analysis, refines redlines.

Final review and client communication.

Negotiation history tracked across versions.

Matter opened, case type triggers workflow template.

Tasks, deadlines, and dependencies auto-created.

Calendar entries with court rules and jurisdiction-specific timing.

Client receives status updates automatically.

Attorneys and paralegals work tasks in sequence.

Risk alerts if deadline approaching without progress.

Matter closed with full audit trail.

Calendar, email, document, and call activity captured passively.

AI suggests time entries with matter assignment.

Attorney reviews and approves daily (5 min vs. 30 min).

Approved entries flow to billing.

Trends surfaced (time leakage, write-down patterns).

Attorney submits research question.

AI searches case law, statutes, secondary sources.

Relevant authorities ranked, summarized, and citation-checked.

Attorney reviews curated results.

Memo or brief drafted with AI assistance.

Senior attorney reviews and finalizes.

Matter status changes trigger client notifications.

Update content tailored to client and matter.

Client receives update; can ask follow-up questions.

Routine questions answered; complex routed to attorney.

Attorney handles strategic communications.

Communication log maintained for matter file.