Legal Operations
AI Legal Operations Assistant
Handles routine legal-ops coordination and matter tracking.
Legal Operations
AI Legal Research Workflow
Case law, statutes and regulatory sources you name are researched and delivered as a brief a lawyer can act on.
Keeping up with case law, statutes and regulators usually means someone checking the same sites every week and writing notes nobody has time to read. AI Legal Research Workflow tracks the sources you name and delivers a daily or weekly brief, with every summary linked to its source. Change alerts flag new activity, and a lawyer reviews everything before anyone acts on it.
- A daily or weekly brief on the sources you name
- Every summary linked to its source for checking
- Change alerts when a tracked source moves
$3,900
20–30 working days
Optional maintenance $249/mo
What it is
AI Legal Research Workflow tracks the case law, statutes and regulatory sources you name and turns developments into a recurring brief a lawyer can review, with ad hoc questions answered between briefs. Every summary links back to its source, and change alerts flag new activity on the sources you choose.
Why businesses buy it
Missing a ruling or a regulatory change can be expensive, but manual monitoring is tedious and often slips when the team is busy. Associates spend hours scanning sources that rarely change, and the useful updates arrive late or not at all. This build watches the sources you choose and summarizes what is new, so your lawyers start from a short, linked brief instead of a blank search. The Scope Card sets the number of sources, the brief schedule and the channel in writing, and it gives no legal advice.
Problems this solves
Lawyers check the same legal sources every week by hand
The workflow tracks the case law, statutes and regulatory sources you name, up to 25 in total. Developments are turned into a recurring brief, daily or weekly, for a lawyer to review.
A key regulatory change is noticed only after a client asks
Change alerts flag new activity on the sources you choose. Alerts arrive through one channel, such as email, Slack or Notion, between scheduled briefs. Nothing waits for the next scheduled brief.
Research summaries cannot be checked without redoing the research
Every summary links back to its source. Lawyers can open the original before relying on a point or passing it to a client. That keeps the lawyer in control of the advice.
Quick research questions wait until someone has a free hour
Between briefs, ad hoc questions about the tracked sources can be answered. Two trial report cycles are reviewed with you before launch, so the format suits your team.
A good fit if
You want case law, statutes or regulatory changes in a defined practice area tracked continuously instead of checked manually when someone remembers to.
You can name up to 25 specific sources, courts, agencies or topics to track, rather than asking for open-ended research on anything.
You want a recurring brief, daily or weekly, delivered to a channel your team already checks, plus an alert when something material changes.
You're comfortable having a lawyer review every research brief before it's relied on, rather than treating the output as a final answer.
Not the right fit if
You want answers pulled from documents you already hold, such as a client's contract set, not research into external case law or statutes. See AI Legal Document Search.
You need specific clause types extracted from your own contracts as structured data, not a research brief. See AI Clause Extraction.
You want the firm's own precedents, templates and playbook guidance surfaced, not developments in external law tracked. See AI Legal Knowledge Base.
You need more than 25 tracked sources or more than one recurring brief. Add a note at checkout and we quote it, or start from our Custom AI enquiry form.
How it works
- You name up to 25 sources to track, such as specific courts, regulatory agencies, statute sections or opposing-counsel activity relevant to your practice.
- AI Legal Research Workflow monitors those named sources on the schedule you set and pulls out developments that match the questions you told us matter.
- A recurring brief, daily or weekly, is delivered to the channel you chose, email, Slack or Notion, summarizing what changed and why it's relevant.
- A material development, such as a new ruling or a proposed regulation, triggers a change alert outside the normal brief schedule, so nothing waits for the next cycle.
- Every brief links back to the primary source, the actual case, statute or filing, so a lawyer can verify before relying on the summary.
- We run two trial report cycles with you before launch so the brief's format and depth match how your team actually reads it.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Your business information (company basics, hours and brand voice), shared during intake, or confirmation we can reuse what you gave us on an earlier order.
- The specific sources, courts, agencies or topics Research Workflow should track.
- The questions each brief needs to answer, so developments are judged against what actually matters to you.
- Access to the delivery channel the brief should reach, email, Slack or Notion.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- One decision-maker who can approve the tracked source list and sign off at launch.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified, tracked sources and brief questions confirmed.
Weeks 1–2
Source monitoring and the recurring brief format built.
Week 3
Delivery channel connected and change-alert rules configured.
Weeks 3–4
Two trial report cycles run and reviewed with you.
Week 4
Your review and two rounds of changes.
Go-live
Live, recorded handoff session, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $3,900 |
| Express | 15–25 working days | $4,600 |
| Rush | 10–20 working days | $5,250 |
What you receive at handover
- The AI Legal Research Workflow, configured and deployed to your environment
- Tracking for up to 25 named sources or topics, with change alerts
- One recurring brief, daily or weekly, delivered by email, Slack or Notion
- Connections to up to two systems
- A test report from two trial report cycles reviewed with you
- An admin guide, the recorded handoff session and 30 days of post-launch support
Expected benefits and how to measure them
- Can free lawyer time spent on routine source monitoring
- Helps the team hear about developments sooner
- Makes research points easier to check against their sources
- Hours spent monitoring sources
- Ask lawyers to log monitoring time for two weeks before launch, then repeat a month after.
- Developments caught by alerts
- Count alerts each month that led to a client note or internal action.
- Brief items needing correction
- Track how many brief items reviewers correct each cycle after launch.
Before you start: Log weekly hours spent checking sources by hand, and list the sources and topics you track today.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running AI Legal Research Workflow afterwards costs roughly $20–120/month, covering AI usage plus web data or search API calls, billed directly in your own accounts and scaling with how many sources you track.
AI usage during the build and testing is also billed to your accounts, so you keep ownership of every provider relationship. Nothing runs through us.
Ask about running costsCustom requirements
If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Your original order runs on its normal timeline either way. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
We recommend monthly maintenance: monitoring, fixes, and monthly change hours, which cover adding a tracked source, adjusting the brief questions or tuning alert sensitivity. Maintenance starts after the 30 days of support, bills monthly, and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A legal research platform charges a per-seat subscription regardless of how much you use it | An outside research service bills by the hour | Ours is one fixed price, shown on this page before you buy |
| Scope | A legal research platform gives you a search box across everything, tuned by no one | Scope is agreed case by case | Ours tracks only the sources and questions you named, written on the Scope Card first |
| Delivery | A legal research platform waits for someone to log in and search | Delivery depends on what was agreed | Ours pushes a recurring brief to the channel you already check |
| Delivery | Sign-up is instant, useful tracking takes longer to configure | Typically several weeks before work even begins | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
How much does AI Legal Research Workflow cost?
The build is a one-time fixed price, shown in the price panel on this page next to each delivery speed, and it is confirmed with your Scope Card. It covers your tracked source list, the brief format and schedule, change alerts, delivery to your chosen channel and two trial report cycles run before launch. There is no charge from us per brief afterwards.
Is AI Legal Research Workflow the same as searching our own documents?
No. It tracks external sources, case law, statutes and regulatory activity you name, rather than searching a document library you already hold. If you want questions answered from your own contracts or filings, AI Legal Document Search is built for that instead, with every answer cited to your own files.
Does AI Legal Research Workflow give legal advice?
No. It organizes sources, summaries and developments for a lawyer to review, it does not draw legal conclusions or tell you what to do about a ruling or a proposed regulation. Every brief links back to the primary source so a qualified lawyer can verify it before it's relied on for any decision.
How much does AI Legal Research Workflow cost to run each month?
Roughly $20 to $120 a month in your own accounts, covering AI usage plus web data or search API calls. The figure moves with how many sources you track and how often the brief runs, so a daily brief on many sources costs more than a weekly one on a few. We charge nothing per brief, and monthly maintenance is optional.
How long does AI Legal Research Workflow take to launch?
The delivery time is fixed before you buy and shown in the delivery panel on this page, with faster speeds where offered. It starts once your source list, brief format and delivery channel are agreed. Most of the build goes into tuning the monitoring rules across two trial cycles, so the first live brief already matches what your lawyers want to read.
What access does AI Legal Research Workflow need?
It needs the list of sources, courts, agencies or topics to track, the questions each brief must answer, and access to the delivery channel, email, Slack or Notion. Admin access and API keys for any connected system are shared by adding our team as a user or creating a key you control, never by email, the same as every Upmark build.
Can I track a new source with AI Legal Research Workflow later?
Yes. Swapping or adding a tracked source within your existing 25-source limit fits inside the monthly change hours that come with maintenance. A second recurring brief or a source count above 25 is a bigger change and gets a written Change Quote first.
Stop finding out about a ruling after it mattered.
Order AI Legal Research Workflow and it turns the sources you name into a recurring brief on a fixed delivery date. The scope above is what you get, in writing, before you pay.
Works well with
Legal Operations
AI Legal Knowledge Base
Organizes precedents, templates and guidance into a searchable base.