Standardise on one thing your risk committee can inspect.

Standardise the source policy across every practice group, roll out agent by agent, and give the risk committee its own surface from day one.

Mid-size firms, 50 to 150 fee-earners

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Agents · Contract Agent · Employment Contract Compliance ReviewCompleted

Mapped out the plan
Which sources answer which clause, and in what order.
Confirmed the jurisdiction in scope
England and Wales; Irish and EU material labelled comparative only.
Screened the prompt for personal and client data
Employer name redacted before dispatch; the memo keeps its own name.
Ran the citation gates
Match-set, quote-verbatim, confidence-floor, closed-world-url. 1 finding.

The four deterministic gates, standardised across every practice group in the firm.

Before

A procurement exercise can outlast the interest: nine months of security questionnaires and an implementation project, and by the time it lands the partners who wanted it have found their own tools.

A pilot with six enthusiasts produces impressive anecdotes and teaches the firm nothing about what happens when a sceptical litigation partner tries it on a Thursday.

The real risk at your size is not the tool you bought; it is the three you did not, being used on client documents by people who will not mention it.

After

The source policy is standardised before the tool is: one approved list, ranked by authority, four deterministic gates on every answer, the same for every practice group and every jurisdiction a matter can sit in.

The catalogue maps to your groups on day one, Contract and Due Diligence for corporate, Litigation & Disputes for the contentious team, Audit & Risk for the risk side, so a rollout is a mapping exercise rather than a training programme.

A client's outside counsel guidelines ask whether AI was used on their matters; you export the register filtered to that client and answer with a spreadsheet.

A senior lawyer and a junior colleague reading one memo together at a high table.

Grounded on the matter

Conflict checks run automatically on matter open across matters, parties and documents, with restricted-matter results redacted per reader, the discipline your risk function needs enforced rather than requested.

See how matters work

Matters · Project Halcyon · SPA warranties and disclosureOpen

Project Halcyon: SPA warranties and disclosure

Buy-side warranty review, disclosure analysis and cited due-diligence grid.

Client: Halcyon Bidco Ltd
Reference: WC-2026-0412
Practice area: Corporate / M&A
Jurisdiction: England and Wales
Responsible partner: E. Vance

No conflict check on file.

Chat, on this matter

Compare warranties with the disclosure letter.

Three high-priority exceptions require action: the unregistered charge, the change-of-control right and the tribunal claim.

Send a message… (@ to mention tools)BalancedPrepare for

25 Aug
Disclosure exceptions matrix
Chat
21 Aug
Disclosure exceptions matrix
Run · completed · 560 credits
18 Aug
Project Halcyon: Disclosure Letter
Document · indexed
16 Aug
Project Halcyon: Share Purchase Agreement
Document · indexed
4 Aug
Matter opened
Opened

A conflict check across offices, a restricted match redacted for the reader.

A memo, not a chat

The knowledge lead adds columns to the five seeded playbooks for the questions your groups actually ask, and can create firm agents, skills and checks directly rather than requesting them from a vendor.

See the review grid

Document Review · Hartwell matter · contract screen0/12 filled

Document	Parties and effective dateTEXT	Term and renewalTEXT	Limitation of liabilityTEXT	Governing lawTEXT
nda-hartwell-meridian.txt
saas-agreement-northgate.txt
board-minutes-hartwell.txt

A seeded playbook extended with your own columns, built by your knowledge lead.

Verified, then shareable

The risk committee reads one override this month, on the record, with the reason, alongside two runs held and corrected rather than overridden, which is the artefact a risk committee has been asking vendors for.

See how verification works

Audit register · Calder & Finch LLP · last 24 hours

5 of 8 entries · digest sha-256

Time	Who	Type	Entry	Matter
09:36	j.okafor	Document	Disclosure_letter_v4.docx uploaded · 18 pages	HAL-2026-0031
09:30	e.vance	Conflict check	Conflict check on open · no matches across 38 matters	RC-2026-0009
09:12	admin	Member	p.hartley added · role: Associate · 4 matters	Workspace
08:55	r.chen	Run	Due Diligence Agent · review grid · 12 documents	HAL-2026-0031
08:40	r.chen	Verification	Verify all · 6 authorities · 6 verified	HAL-2026-0031

Exports carry a content digest so a reviewer can confirm nothing was edited after the fact.

One override, on the record, alongside two runs held and corrected.

Named, not generic.

Each agent is built for one kind of work, carries its own protocols and returns the same six-tab run. These are the ones this desk reaches for.

What a run costs.

Cost by matter is on the billing page for every practice group, metered in credits with a cash equivalent, alongside an unassigned line for work nobody stamped to a file.

See pricing

What you will say before you try it.

A procurement exercise usually outlasts the interest.: There is no implementation project, no data migration and no minimum-term negotiation. A proper pilot is two practice groups on the same plan for a month, compared against each other, not a nine-month questionnaire.
Do you have SOC 2 or ISO 27001?: We do not publish certifications on this page, and we will not imply them. What we publish is the confidentiality and data statement, the source policy and the audit export. Ask us directly and you will get a direct answer.
Can we deploy in our own tenancy?: Not on the published plans. Anything beyond the standard hosted deployment in Microsoft Azure UK is a conversation with us rather than a plan option, and we will tell you plainly where it stands before you buy.

Nearby desks.

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Bring your risk lead and one practice-group head.

Ask us to fail a citation live and show you exactly what the firm sees.

Book a 20-minute walkthrough Start free