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AI Agents

An assistant that retrieves, summarizes, and surfaces information across your firm’s own systems — every action logged, with a person always making the final call.

What We Build
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Beyond a simple question-and-answer assistant, this can pull together information from more than one place — a client’s correspondence, a set of matter documents, your firm’s own prior work — and present it as a summary or a briefing, sourced back to where it came from.

It does not decide anything on its own, and it does not send a final answer on your behalf. It surfaces what a person needs to make the decision faster, and every step it takes is recorded on infrastructure you control.


What It Deliberately Does Not Do
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This is a differentiator, not a disclaimer. Every item below is a place where a confident wrong answer would be worse than no answer at all.

  • It does not score risk or flag a clause as dangerous. It shows the relevant passage, sourced, for a person to judge.
  • It does not perform a conflict check. It finds every mention of a name across the corpus and shows where; a person decides whether that’s a conflict.
  • It does not decide which version of a document is better. It shows every difference, with both sources on screen.
  • It does not take an irreversible action without approval. Anything that can’t be undone waits for a person to say yes first.

Engineering Principles
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  • Scoped by default — connected only to the systems relevant to your firm, never everything at once.
  • Human approval before anything irreversible — a configurable checkpoint for any action that can’t be undone.
  • Full audit trail — every retrieval, summary, and draft is logged for review.
  • Refuses rather than invents — asked something your library doesn’t cover, it says so instead of guessing.

Related Services #


Frequently Asked Questions
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What is the difference between this and a chatbot?
A chatbot answers a question you ask. This goes a step further: it can pull information from more than one of your systems, summarize it, and present it as a briefing — but it does not decide anything on its own, and it does not take an action it can’t undo without a person approving it first.
Does it make decisions or take actions in our systems?
No. It retrieves, summarizes, and drafts for review — it does not score risk, flag a clause as dangerous, decide which version of a document is better, or perform a conflict check on its own. Those judgment calls stay with your team. Its job is to put the right information in front of the right person faster.
What systems does it connect to?
Only the ones relevant to your firm — your document management system, matter records, or correspondence — connected where there’s a clear reason to. Nothing is connected by default, and nothing outside your own infrastructure is involved unless you explicitly choose it for a named reason.
How do you keep it from doing something unintended?
Every action is logged, so it’s always possible to see what was retrieved, summarized, or drafted, and in response to what request. Anything irreversible waits for a person’s approval before it happens.