Preparation
Less file preparation
Bring scattered documents into a clear starting point for the matter.
Led by advocates and lawyers
In development with advocates and lawyers in India and Australia, with AI Alchemy as technology partner. Built to give legal professionals more time for clients.
Prototype walkthrough
Follow a fictional matter through the prototype, from choosing the client to a draft assessment. Nothing moves on until the lawyer confirms it.
Step 1 of 6 · Client information
Link the matter to a client from the firm’s directory or register a new one. The client can be changed later without losing documents or assessment history.
The lawyer chooses the client.
Freight logistics company
Organisation · existing client
Step 2 of 6 · Matter details
Record the parties, whether proceedings have started and what the client wants assessed. The same matter carries on if proceedings begin later.
The lawyer records the instructions.
Step 3 of 6 · Documents
Upload files, attach documents the firm already holds, or connect a mailbox or drive. The matter agent searches connected accounts for material that belongs to the matter and suggests it with reasons. Each document is then classified automatically.
The lawyer adds what belongs and confirms each type.
Agent searched 2 connected accounts
3 documents suggested for this matter, each with the agent’s reasons.
15 documents prepared. Types are suggested by the agent and confirmed or corrected by the lawyer.
Step 4 of 6 · Extraction & review
A case summary is drawn from the prepared documents. Each value links to the exact quotation it came from, and the lawyer confirms, corrects or excludes it.
The lawyer confirms every value.
27 of 64 fields extracted12 documents cited
A coverage report, not a checklist. Every field is optional.
Rate variation
12% rise for fuel and tolls, agreed from January
Email of 11 December · page 1
Amount outstanding
$486,320 across invoices 3318 to 3335
Invoice schedule · page 2
Withholding clause
Clause 11.4 applies when monthly performance falls below 95%
Master services agreement · page 14
Step 5 of 6 · Analyse & research
Legal issues are drawn from the reviewed extraction. Research attaches authorities to each issue and stays separate from the case evidence. Both run only when the lawyer chooses.
The lawyer accepts or rejects each issue.
3 authorities retained
9 of 18 searches returned results. Searches that found nothing are shown too.
Step 6 of 6 · Assessment & report
The narrative cites the extraction, issues and authorities it relies on. Each completion is saved as a version that never changes, and a report is optional.
The lawyer completes and owns the assessment.
Assessment completed · v1.0
Saved exactly as completed, with 15 source versions.
Next: open preparation
The business problem
Case files arrive in different formats. Facts sit across documents, research needs checking and each new draft repeats work already done.
That preparation draws experienced people away from advice, strategy and clients.
The intended value
Lawyers set the workflow priorities and legal quality criteria. These are the outcomes practitioner evaluation will assess.
Preparation
Bring scattered documents into a clear starting point for the matter.
Research
Find relevant material and its sources without repeatedly working through the whole file.
Capacity
Reduce routine preparation so skilled people can focus on advice and judgement.
Advocates and lawyers lead product direction, practitioner relationships and legal validation. AI Alchemy leads architecture, engineering and technical security, and evaluation and trial readiness are reviewed together. Each workflow and jurisdiction is evaluated before a practitioner trial.
Your next step
Join the practitioner conversations shaping Legal Intelligence. Tell us which research, preparation or drafting tasks you want to improve, without sharing client or matter details.