Legal Operations
AI Legal Intake
For in-house legal teams: captures and triages incoming legal requests from the business.
Knowledge Assistants
AI Company Knowledge Hub for Legal Operations
Lawyers stop fielding where-is-it and what-is-the-status questions, because the hub answers from your matter files with a citation.
Legal teams lose hours every week to the same questions: how to raise a request, which template applies, where a matter stands, when a date falls. This hub answers them from your matter records and legal-ops guidance, with a citation every time. It never gives legal advice, privileged files stay with the legal team, and your lawyers decide what the wider business can see.
- Colleagues self-serve intake, template and status questions
- Key dates looked up from matter records, with the source cited
- Privileged matter files stay restricted to the legal team
$12,400
20–30 working days
Optional maintenance $620/mo
What it is
AI Company Knowledge Hub for Legal Operations is a cited Q&A assistant over your matter records, document management files and legal-ops guidance, with workflows for matter intake, document triage, status updates and deadline tracking. It points people to sources and never gives legal advice. Privileged files stay with the legal team.
Why businesses buy it
In-house lawyers are expensive to interrupt, yet much of their inbox is status checks and where-do-I-find-it questions. Each one pulls attention from contracts, disputes and advice that only they can give. This hub handles those routine questions with cited answers from your own records, so requests arrive complete and nobody chases a matter owner for a date. Because the Scope Card fixes the sources, permission groups and benchmark testing before you order, legal and IT can approve it knowing exactly what it will and will not touch.
Problems this solves
Lawyers repeat answers that already sit in the playbooks
The hub is a cited Q&A assistant over your legal-ops guidance and document files. It points people to the right playbook or precedent and never gives legal advice.
Matter status and deadlines live in separate systems
Workflows for status updates and deadline tracking draw on your matter records. Staff can check where a matter stands or when a deadline falls, without emailing the fee earner.
Privileged files must never reach the wider business
Permission groups keep privileged files with the legal team. The Legal Operations content source map records which sources each group can see. Benchmark questions test these limits before launch.
A good fit if
Colleagues across the business ask legal how to submit a request, which template to use or where a matter stands, and a lawyer ends up replying by email.
Your matter management system, document management platform and shared drives each hold part of the picture, and nobody can search all three at once.
Key dates sit in matter records, and you want staff to look them up with the source cited instead of chasing the matter owner.
Privileged matter files must stay with the legal team, while intake guidance should be open to everyone who raises requests.
Not the right fit if
You want incoming legal requests captured and triaged as a workflow rather than answered as questions. See AI Legal Intake.
You need clause-level review of contracts against your playbook. See AI Contract Review Workflow, which flags deviations for lawyer review.
Your need is a searchable base of precedents, templates and guidance used by lawyers only. See AI Legal Knowledge Base.
You want intake, contract review, renewal tracking and legal document search delivered together. See the AI Legal Ops Stack bundle, with one combined intake.
How it works
- We connect up to 3 content sources, usually your matter management system, your document management platform and email or Google Drive, covering up to 2,000 documents.
- The Legal Operations intent library separates the four question types it is built for: matter intake, document triage, status updates and deadline tracking.
- A colleague asking how to open a new matter gets your intake steps and the right form, cited to the guidance document it came from.
- Status and deadline questions are answered from the matter records you connect, with the record cited, so the requester can see where a date came from.
- Questions that ask for a legal opinion get none: the hub says it does not give legal advice, and its outputs stay for review by qualified lawyers.
- Up to 3 permission groups keep privileged files inside the legal team, and 60 benchmark questions on intake, triage, status and deadlines test it before launch.
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.
- Access to your matter management system, document management platform and any shared drive or mailbox to include, up to three sources in all.
- The user list grouped by audience, for example legal team, legal operations and business requesters, with which matters each may see.
- 30 sample questions with expected answers, such as how to request an NDA, where a matter stands or when a notice date falls.
- Your legal-ops policies and service information: intake rules, request categories, turnaround commitments and approved templates.
- Admin access for each connected source, plus a workspace admin for sign-in on the chosen interface.
- One decision-maker in legal operations to approve the permission groups and the benchmark answers.
- 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; matter sources, audiences and sample questions confirmed.
Weeks 1–2
Matter records, document management files and intake guidance ingested and tagged by audience.
Week 3
Legal Operations intents, citation logic and the no-legal-advice boundary built and connected.
Weeks 3–4
60 benchmark questions on intake, triage, status and deadlines run, accuracy report delivered.
Week 4
Your review and two change rounds.
Go-live
Go-live with a recorded handoff; 30 days of support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $12,400 |
| Express | 15–25 working days | $13,650 |
| Rush | 10–20 working days | $14,900 |
What you receive at handover
- The AI company knowledge hub for Legal Operations, live in a web app, Slack or Microsoft Teams
- A Legal Operations content source map and test question set
- Connections to up to three sources, such as matter records, document management and guidance
- Cited Q&A with up to three permission groups and a monthly content refresh
- A test report using legal-ops scenarios, with sixty benchmark questions and an accuracy report
- An admin guide, the recorded 60-minute handoff session and 30 days of post-launch support
Expected benefits and how to measure them
- Can make playbooks and precedents easier to reuse
- Helps the legal team spend less time on status questions
- Keeps privileged material inside the legal team
- Status enquiries to lawyers
- Tally status emails to lawyers for two weeks before launch, then for two weeks a month after.
- Time to find a precedent
- Time a sample of precedent searches before launch and repeat with the hub.
- Intake triage time
- Measure the time from a new matter arriving to its assignment in your matter records, before and after.
Before you start: List the playbooks and precedent stores in scope. Tally status questions and time a sample of precedent searches.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
You pay for the build once. Running costs land in your own accounts at roughly $50 to $300 a month, covering AI model usage, the vector database and hosting; the figure tracks how many documents are indexed and how often people ask. Matter management and document management licenses stay as they are.
AI usage during build and testing is also charged to your own accounts, never routed through us.
Ask about running costsCustom requirements
Need a fourth source, such as a second document management system, or more than three audiences? Add a note at checkout and you receive a written Change Quote; nothing extra starts until you accept it. Larger or bespoke projects go through the Custom AI request form.
Request a custom versionKeep it running
Monthly maintenance for this edition covers monitoring, fixes, model and platform updates, a monthly health report and monthly hours for changes like a new request category or an updated intake template. It begins once the 30 days of support end.
$620/mo (5% of the build price a month, includes 6 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 knowledge tool usually bills per user each month | A legal-tech consultancy quotes after scoping your matter data | Ours is one fixed price, shown before you buy |
| Legal advice | A general chat tool has no boundary set for your team | Depends on the guardrails agreed in the project | Ours gives no legal advice; outputs are for lawyer review |
| Matter status | Staff still open the matter system and search by hand | A custom build covers whatever was scoped | Ours answers status and deadline questions with the record cited |
| Delivery | Quick to sign up, slow to organize around your matters | Usually several weeks of discovery | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
Will the Legal Operations hub give legal advice to the business?
No. Legal advice is outside this build, and its outputs are for review by qualified lawyers. It answers process and record questions, such as how to submit a request, which template applies or where a matter stands, each with a citation. A question asking whether a clause is acceptable, or what the business should do legally, is declined.
Can the hub read our matter management system directly?
Yes, as one of the 3 content sources, through the system's API or an export, depending on what your matter management system offers. Matter records are indexed with their permission group, so status and deadline answers cite the record they came from. If your system offers neither an API nor an export, raise it at intake so the route can be confirmed first.
How are privileged matter files kept away from business requesters?
Through up to 3 permission groups set before launch, for example legal team, legal operations and business requesters. Retrieval applies the group on every question, so a requester outside the legal team never receives a passage from a restricted matter file. You define the groups at intake and approve them before go-live.
What does the deadline-tracking workflow actually do?
It answers questions about dates held in your connected matter records and documents, such as a filing date or a notice period noted on a matter, and cites the record each date came from. It does not set reminders or diarise dates in another system. For notice and renewal dates across contracts, AI Contract Renewal Monitor tracks them.
What will the Legal Operations hub cost to run each month?
Roughly $50 to $300 a month in your own accounts for AI model usage, the vector database and hosting. The build itself is paid once. Your matter management, document management and Google Drive subscriptions continue on your current plans, and optional monthly maintenance is there if you want changes made for you.
When will the Legal Operations hub be ready for the business to use?
Delivery follows a fixed schedule that starts once your intake is complete, and the delivery panel shows the date and the faster express and rush options before you order. Intake items are due within 72 hours of ordering, and every day they arrive late moves delivery by 3 working days, so having source access and sample questions ready matters.
Who checks that its intake and status answers are right before launch?
You do. The hub is tested against 60 benchmark questions, including your 30 samples, and the accuracy report shows each answer with its citation. Two rounds of changes follow your review. After delivery you have five working days to report anything that does not match the Scope Card, and that is fixed at no extra cost.
Give lawyers their time back from status questions.
Order AI Company Knowledge Hub for Legal Operations and the business gets cited answers on intake, matters and deadlines on a fixed delivery date, with no legal advice given.
Works well with
Legal Operations
AI Legal Operations Assistant
Handles routine legal-ops coordination and matter tracking.
