Legal services

Steps in this industry’s terms · 5 steps

1. 01

   Break down issue search scope

   Input

   Case issues, authorized materials and research scope

   Output

   Issues, search terms and permitted sources

   • Intent-aware search planning and refinementQuery classification + search terms, source and freshness refinement
2. 02

   Extract case-file and regulatory passages

   Input

   Issues, search terms and permitted sources

   Output

   Sectioned materials and citation locations

   • Provider-backed web search and readable-page extractionSearch and page extraction + readable-content fallback
   • Research paper extraction and explainer packagingTechnical document section extraction + metadata and explainer validation
   • Office/PDF text extraction, scoped storage and document authoringBounded document extraction and authoring + previews and structural checks
3. 03

   Organize positions and citations

   Input

   Sectioned materials and citation locations

   Output

   Research report draft with citations

   • Evidence retrieval, reranking and answer synthesisBudgeted retrieval and reranking + fetched-evidence answers
   • Hot-topic research reportsFrequent topic selection + source-supported report drafts
4. 04

   Legal reviewer checks applicability

   Human review

   Input

   Research report draft with citations

   Output

   Reviewed authorities and reasoning

   Decided byAssigned reviewer or requesting user

   • Sanitized Markdown reading, handoff extraction and exportSafe structured document rendering + navigation and export
5. 05

   Format and export the research report

   Input

   Reviewed authorities and reasoning

   Output

   Readable and printable research report

   • Responsive editorial report templatesStructured content layouts + screen and print formats
   • Office/PDF text extraction, scoped storage and document authoringBounded document extraction and authoring + previews and structural checks

Steps in this industry’s terms · 4 steps

1. 01

   Read permitted contract materials

   Input

   Contract question, authorized library and search scope

   Output

   Clause passages with document references

   • Web search and research synthesisSearch request aggregation + source-linked research output
   • Remote browser sessions and artifactsBrowser operations + screenshots and structured page extraction
2. 02

   Rank relevant clauses

   Input

   Clause passages with document references

   Output

   Authorized clauses ranked by relevance

   • Vector storage, embedding and rerankFiltered vector storage + similarity candidate queries
   • Embedding and rerank APIsBatched text embeddings + candidate reranking
3. 03

   Draft clause summaries

   Input

   Authorized clauses ranked by relevance

   Output

   Summary draft with original-text references

   • Provider text summarization, sentiment and intent analysisSupplied text topic and intent extraction + structured summaries
4. 04

   Legal reviewer checks original text

   Human review

   Input

   Summary draft with original-text references

   Output

   Human-confirmed summary and evidence pack

   Decided byAssigned reviewer or requesting user

   • Remote browser sessions and artifactsBrowser operations + screenshots and structured page extraction
   • Provider text summarization, sentiment and intent analysisSupplied text topic and intent extraction + structured summaries

Steps in this industry’s terms · 4 steps

1. 01

   Check case-work account readiness

   Input

   Case-file organization goal, authorized account and writable folders

   Output

   Valid session and case-file action scope

   • Browser login/session readiness toolkitSession preparation + dependency readiness diagnosis
   • Scoped agent identity and authorizationRequest identity verification + action scope limits
2. 02

   Legal reviewer approves actions

   Human review

   Input

   Valid session and case-file action scope

   Output

   Approved case-file action list

   Decided byAssigned reviewer or requesting user

   • Local coding-agent execution governancePre-action policy decisions + human permission and audit
   • Governed external tool and search adaptersSchema, permission and budget checks + evidenced tool calls
3. 03

   Organize files and retain diffs

   Input

   Approved case-file action list

   Output

   Screenshots, file diffs and receipts

   • Native computer control with permission gatesAuthorized screenshots + rate-limited pointer and keyboard actions
   • Scoped browser automation and research sessionsBounded browser scope + page action evidence
   • Scoped coding tools, worktrees and change reviewScoped file edits + bounded execution and change evidence
4. 04

   Review case-file changes

   Human review

   Input

   Screenshots, file diffs and receipts

   Output

   Accepted changes and exception records

   Decided byAssigned reviewer or requesting user

   • Local coding-agent execution governancePre-action policy decisions + human permission and audit
   • Collaborative delivery, approvals and evidence gatesDraft and artifact versioning + human handoff approval

Steps in this industry’s terms · 4 steps

1. 01

   Collect case and regulatory evidence

   Input

   Case issues, authorized evidence and regulatory material

   Output

   Dated legal research materials with provenance

   • Disclosure collection and text extractionDocument index collection + cleaned text and normalized references
   • Pricing, hiring and release-page change monitoringOfficial page snapshots + quoted changes for review
   • Multi-asset quotes, history and market comparisonsIdentifier normalization + historical series and comparison context
2. 02

   Resolve parties and relationships

   Input

   Dated legal research materials with provenance

   Output

   Party relationships and evidence index

   • Startup and investor knowledge normalizationEntity and relation import + aliases, uncertainty and provenance
   • Audited curation and database publishing pipelineHuman merge and override decisions + controlled data sync
3. 03

   Compare issues and counterevidence

   Input

   Party relationships and evidence index

   Output

   Supporting, opposing and unresolved items

   • Investment thesis evidence and verdict trackingClaims linked to supporting and challenging evidence + revisable periodic verdicts
   • Evidence-grounded investment Q&ASelected entities and evidence assembly + traceable answers
4. 04

   Legal reviewer checks the memo

   Human review

   Input

   Supporting, opposing and unresolved items

   Output

   Human-accepted issue memo and citations

   Decided byAssigned reviewer or requesting user

   • Investment memo generationResearch evidence synthesis + persisted memo artifacts