Case and knowledge search with sources

A similar matter is searched for in Clio, SharePoint folders and Westlaw, and the ruling a colleague cited last year takes half a day to find. The assistant answers from the firm's material, Westlaw and the legislation register with a link to the source. If there is no source, it says so and does not make up citations.

Built for ISO 27001NIS2 DORA

Case and knowledge search with sources
  • Matter files connected from Clio
  • Westlaw and legislation search
  • Private model in the EU

A ruling found in a minute, always with a link to the source

  • Source link to the matter, the Westlaw ruling or the statute article
  • None invented citations: no source, no answer
  • Lithuania private AI in MDP CLOUD's GPU cloud
  • Clio a lawyer sees only their own matters, as in Clio

A firm's knowledge lives in several places: matter files and time entries in Clio, documents and opinions in SharePoint folders, case law in Westlaw, legislation in the official register, and part of it in colleagues' heads. When preparing a response, a lawyer asks in Teams whether anyone has handled a matter on early termination of a lease, opens several Clio records, browses SharePoint, then searches Westlaw and spends half a day looking for one supreme court ruling that a colleague cited last year. A junior lawyer meanwhile writes from general knowledge and risks missing a position the firm has already formed.

The assistant joins these places into one search. The lawyer asks in Teams or in a browser in plain language, and the assistant searches the firm's matter files in Clio and SharePoint, case law in Westlaw and legislation in the official register, and answers with links: to a specific matter document, an article of a statute, or a ruling with its number and date. The assistant writes no statement without a source: if it cannot find a ruling, it says so instead of making up a citation. We limit access according to Clio: a lawyer sees only the matters they can also see in the system. We implement private AI in MDP CLOUD's GPU cloud in Lithuania (EU), so matter files do not leave our data centre, models do not learn from your data, and every request and answer is logged in line with GDPR and legal professional privilege requirements. We connect to Clio through an API or an export and to Westlaw through the firm's account, and we use the court e-filing system and the legislation register as public sources.

How it works

Four steps from input to a record in your system, with human approval wherever there is risk.

Question in Teams or in a browser

The lawyer writes to the assistant in Teams or in the firm's browser window: "Have we handled matters on early lease termination, and what position did we take?" The assistant checks which Clio matters this user can see and searches only those, plus the public sources.

What you get

Matter files connected from Clio
Matter files connected from Clio

Matter documents from Clio and SharePoint are indexed in a private cloud, and access rights are taken over from Clio: whoever cannot see a matter in the system cannot see it in search either.

Westlaw and legislation search
Westlaw and legislation search

Case law from Westlaw through the firm's account and current versions of legislation from the official register are available in the same window, with a link to the ruling or article.

Private model in the EU
Private model in the EU

The model runs in MDP CLOUD's GPU cloud in Lithuania (EU), does not learn from your data, and the material is not passed to any external provider.

Request log and training
Request log and training

Every request, answer and source is logged with the time and the user. Lawyer training and first-month support are part of the implementation.

What we build it with

Private AI in MDP CLOUD's GPU cloud + Clio and Westlaw. We choose the platform by the task and by where your data may be located. For more on this service and its limits, see the service page.

Frequently asked questions

Can the assistant invent a ruling?

It is configured so that it cannot: it builds its answer only from the passages it finds and attaches a link to each statement, which the lawyer opens and checks. If there is no source, the answer is "not found", not a plausible citation. Even so, the final check and the conclusion are always the lawyer's.

Will a colleague see matters they have no access to in Clio?

No. Access rights are taken over from Clio and SharePoint: the assistant searches only the matters the user can see in the system, and closed matters and conflict-of-interest walls also apply in search. We test this with real users before launch.

Does it work with Westlaw and the court e-filing system?

We reach Westlaw through the firm's account, the court e-filing system and the legislation register as public sources, and Clio through an API or an export, depending on the version. We have no official partnerships with these systems. We work with their public interfaces and, before proposing a solution, check what your account allows.

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Expertise confirmed by certifications

This service is delivered by specialists with valid international certifications. Their expertise is confirmed by independent organisations, not by us.

All certifications
  • AISP badge
    AISP PECB

    Artificial Intelligence Security Professional

    AI systems are deployed with protection against data leakage and model abuse.

  • AAISM badge
    AAISM ISACA

    ISACA Advanced in AI Security Management

    The AI security programme and its controls are managed following the ISACA methodology.

  • AAIR badge
    AAIR ISACA

    ISACA Advanced in AI Risk

    AI risks are identified and managed like any other IT risk.

Let's discuss: case and knowledge search with sources

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