LegalAI Space

48 terms

The words we use.

Every term below is a real object or state in the software, not a marketing coinage. Where a word is deliberately not used, we say why: usually because it is another vendor's word, a promise we cannot keep, or plumbing a lawyer should never have to read.

The unit of work

Matter

The working file for one client engagement. It carries client, matter reference, responsible partner, practice area, jurisdiction, key dates, counterparties and status. Its documents, chats, agent runs and share links sit on one timeline.

Never: project, workspace, case (a case is an authority), folder, workstream.

Matter chip

The control in every composer that stamps the work with a matter. It is the reason an answer is about this engagement rather than about law in general.

Firm

The customer: the law firm using the product.

Never: organisation, org, workspace, account, tenant.

Seat role

The staffing grade the firm supervises and bills by: Partner, Fee-earner, Paralegal, Business services. It is separate from the permission role (owner, admin, member), because a partner is usually just a member in permission terms and the seat manager has to be able to say so.

Conflict check

The name match that runs automatically when a matter opens, across matters, parties and documents. Where the hit is on a restricted matter, the reader sees only that a restricted matter may conflict and who to ask; the full record is stored and redacted per reader.

Never: ethical wall, information barrier, Chinese wall.

Research and verification

Authority

A case, a statute or a piece of regulator material cited in an answer. The reference table is labelled Authorities when a run cites primary law, and References when it only cites firm documents or web sources.

Verdict

The state of an authority after checking. Three values only: verified (the citation resolves to a real source and the text matches), needs a check (nobody has confirmed it yet, or it could not be confirmed), and not found (it was looked for and it does not exist).

Never: accurate, correct, guaranteed, 100% verified.

Needs a check

The third verdict, and the phrase to use in prose. It is deliberately plain and unalarming: something that has not been checked is not something that is wrong.

Never: unverified, unconfirmed, suspicious, failed (unless it actually failed).

Treatment signal

How later courts have treated an authority. Nine values: good law, followed, applied, distinguished, explained, considered, needs a check, doubted, overruled. Shown beside the verdict.

Never: citator.

Closed world

The finite, published list of sources research is allowed to fetch from: 74 approved domains in total, 44 UK and Irish, 18 EU and ECHR, 12 treaty and international, with 10 paywalled domains refused by name, including Westlaw, Practical Law, Lexis, Bloomberg Law, Justis and vLex.

Never: walled garden, curated corpus, our database.

Gate

A deterministic check that runs on output, code rather than a model's opinion. Four of them: match-set (every citation in the answer must be one that was actually retrieved), quote-verbatim (a quoted passage must appear word for word in the retrieved source), confidence-floor (a claim below the threshold is held rather than passed through), and closed-world-URL (a link from a domain outside the allow-list does not render).

Match-set

One of the four gates: every citation that appears in the deliverable must be present in the verified set the citation verifier produced. Set membership, nothing else. A citation in the text that never got checked is reported, not passed.

Quote-verbatim

One of the four gates: every quoted passage must appear word for word in the source it is attributed to. A near-quote is a finding.

Confidence-floor

One of the four gates: per-section confidence is capped by the authorities the section rests on. Where the strongest signal on a section's authority is doubted or needs a check, confidence is capped at medium; where it is overruled, it is capped at low.

Closed-world-URL

One of the four gates: every URL cited or fetched must be on the approved list for the firm's jurisdictions, and not on the refused list.

Verified

The verdict meaning the citation resolves in the source it claims to come from and the detail matches. A pinpoint corrected during the check still counts as verified, and the correction is shown.

Not found

The verdict meaning the citation does not resolve, the quote does not match, or the metadata disagrees with the source. This is the verdict that stops work leaving the firm.

Check

The word for what runs alongside an agent, covering both the deterministic gates and the verification agents.

Where we looked

The panel that shows the sources the firm's policy allowed for this piece of work.

Verify all

The button beside the citation summary line that runs the checker over everything outstanding.

Privilege review

The pass over a draft for privileged material before it leaves the firm.

PII screen

The check for personal data before a run proceeds, with a firm-level allow-list for names that must not be redacted.

Work and output

Agent

A purpose-built worker you hand a task to: Research, Contract, Due Diligence, Drafting, Litigation & Disputes, Employment, IP & Technology, Privacy & Data Protection, Compliance & Regulatory, Audit & Risk, Matter Intelligence, Client Intake, Horizon Scanning, Regulatory Change Tracker, Cross-Jurisdictional Comparator, and others.

Run

One execution of an agent. It has a plan step, a jurisdiction gate, a PII screen, a live status, and it ends in a result.

Never: chat.

Deliverable

The thing a run produces: a document, not a transcript. A memo with a summary, the files it read, action items, open questions, an authorities table, How this was made, and a download. Formats: Word, Slides, Spreadsheet, PDF.

Never: output, response, result (in customer copy), answer (for a run).

Prepare for

The control that shapes a deliverable by audience. Five presets: Executive Brief (board or General Counsel, bottom line first, one page), Work-Stream Memo (fee-earner team, full analysis and next actions), Client Update (lay client, plain English), Court-Ready (formal, numbered paragraphs, OSCOLA with pinpoints), Regulator Response (SRA, FCA, ICO: precise, factual, numbered chronology).

Action item

A task in a deliverable, with a tick-box the reviewer confirms. Confirming is the supervisor's act.

Never: to-do, recommendation.

Open question

Something the agent could not resolve. Answer it and the answer folds into a refined run: the mechanism by which a partner sends work back down without starting again.

How this was made

The section of a run that records what it did: the plan, the steps, and what each check found.

Playbook

A saved column set for the review grid: the firm's questions, applied consistently across documents. Five are seeded: NDA, commercial contract/MSA, M&A due diligence, lease abstraction, employment agreement.

Never: template, checklist.

Document Review

The grid: documents as rows, questions as columns, a Verified against source chip and the cited quote in each cell, Open in document, retry on failed cells, and an export.

Specialty

Reusable firm knowledge or an executable tool attached to an agent.

Tier

The speed and depth setting on a chat or run: Thorough, Balanced, Fast.

Regulatory change

Horizon

The surface where a firm watches its regulators.

Never: horizon scanning module, regulatory intelligence.

Watch

A saved configuration of what to monitor: jurisdictions, sectors and source packs. A watch with no sources scans nothing, so the product refuses to save one.

Source pack

A curated bundle of primary sources. Six: UK financial services, UK core legal, Data and privacy, EU regulatory, US enforcement, Life sciences.

Scan

One execution of a watch. It has a cadence, it returns developments, and it is on the record even when it returns nothing: Past scans shows the empty ones too. A scan is to a watch what a run is to an agent.

Never: sweep, crawl, check (a check is a verification thing), refresh.

Development

One thing that changed: a new instrument, a consultation, an enforcement action, a piece of guidance. It carries a materiality band, a deadline, an owner and, where relevant, a link to a matter.

Never: alert, update, item, insight.

Materiality band

How much a development matters to this firm. Bands, not scores; a number implies a precision the product does not have.

Digest

The weekly partner email summarising developments.

Governance

Audit and compliance register

The single record of runs, verification, sharing, documents, members and conflict checks. Exportable to CSV.

Never: audit trail, logs, dashboard.

Inspection bundle

The printable document a firm hands a file reviewer or a regulator, carrying a content digest.

Never: compliance certificate, tamper-proof, tamper-evident, hash chain.

Share link

A client-facing link to a piece of work. Passcode on by default, optional email gate, an expiry, a PDF download, and every view logged.

Hold work with a failed authority

The firm-level rule: work citing something the firm checked and could not confirm cannot be shared or exported until it is fixed. Authorities nobody has checked yet never block anything. An owner or admin can override with a note, and the note stays with the check.

Commercial

Credit

The unit of AI usage. Credits meter model work only, never seats, storage or features.

Welcome credits

The 500 credits a new firm starts with. They expire after 30 days.

Extras allowance

A monthly credit allowance on every paid plan for web search and similar costs.

BYOK

Bring your own key. Connect the firm's own AI provider key and usage costs zero platform credits. Available on every plan, including Free.