Search & Insight
AI Contract Intelligence
Extracts key terms, dates and obligations across your contract library.
Intake & Extraction
AI Document Extraction for Legal Operations
Parties, references and key dates pulled from incoming legal paperwork into your matter system, with every deadline confirmed by a person.
Notices, intake forms and correspondence arrive every day, and someone has to read each one for parties, references and dates before anything else happens. This build extracts the fields you define with a confidence score on each and sends every date to a person for confirmation before it reaches your matter system. It reads what the document says. It gives no legal advice.
- Parties, matter references and key dates extracted automatically
- Every deadline confirmed by a person before it posts
- Clean data written to your matter management system
$5,400
20–30 working days
Optional maintenance $270/mo
What it is
AI Document Extraction for Legal Operations reads incoming legal paperwork, such as intake forms, court or tribunal notices and correspondence, and extracts the fields you define, including parties, matter references and key dates, each with a confidence score. Results reach your matter management system after review. It gives no legal advice.
Why businesses buy it
A misread date on a court notice is one of the most expensive mistakes a legal team can make, and it usually happens because a busy paralegal is retyping their fortieth document of the day. Manual entry is slow, and it puts risk exactly where you can least afford it. This build removes the retyping and keeps a person on every date that matters, with the source page alongside. The written scope fixes the document types, fields and systems before you order.
Problems this solves
Hearing dates from court and tribunal notices are keyed by hand
The system extracts hearing dates, matter references and parties from incoming notices with a confidence score. Doubtful dates go to a reviewer before reaching your matter management system.
New matter intake forms are retyped into the matter system
Intake forms are one of up to three document types set up with legal field sets. Client names, parties and matter details are extracted and checked against your validation rules.
Correspondence gets filed without the matter it belongs to
Letters and emails are read for matter references and party names. Clear matches flow through, and uncertain ones wait for a paralegal to confirm. The system gives no legal advice.
A good fit if
Lawyers or paralegals spend hours copying parties, references and dates from incoming documents into the matter system.
A missed or mistyped deadline is the error your team worries about most.
Most incoming paperwork falls into up to three types, arriving through one inbox or folder.
You want extracted dates confirmed by a qualified person before anyone relies on them.
Not the right fit if
Your documents are contracts and you need terms, obligations and renewal dates across the library. See AI Contract Intelligence.
You want clauses pulled into a structured clause library. See AI Clause Extraction.
Requests from the business need capturing and triaging before any document exists. See AI Legal Intake.
You mainly need legal documents tagged by type and filed. See AI Legal Document Classification.
How it works
- Paperwork arrives through one route. Notices, intake forms or correspondence land in the inbox or folder you designate for this build.
- The fields you defined are extracted. Parties, matter or case reference, court or tribunal, document date and key dates such as a response deadline are read from the content, wherever they appear.
- Deadlines are never posted on trust. You can set a rule that every date field goes to review regardless of its confidence score, so a person confirms each one before it is relied on.
- Other fields follow confidence and your rules. High-confidence values that pass validation are written to your matter management system against the right matter.
- Uncertain values go to the reviewer you named. They see the source page next to the extracted field, correct it if needed, and approve.
- Lawyers keep the legal judgment. The build reads and records; interpreting a document, advising a client or deciding on a step stays with qualified lawyers.
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.
- At least 20 real samples of each document type, redacted as your confidentiality rules require.
- The fields to extract from each type, and which must always go to review, such as deadlines.
- Access to the intake inbox or folder.
- Access to your matter management or document management system as the destination.
- The reviewer, such as a paralegal or lawyer, who checks queued fields.
- Admin access and API keys for both systems, never sent by email.
- One decision-maker to approve the field 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, sample paperwork, fields and review rules confirmed.
Weeks 1–2
Extraction rules built from the Legal Operations template, deadlines set to always review.
Week 3
Inbox and matter management system connected, review queue configured.
Weeks 3–4
100 sample documents processed, field-level accuracy report shared.
Week 4
Your review and two rounds of changes.
Go-live
Live on incoming paperwork, recorded handoff, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $5,400 |
| Express | 15–25 working days | $6,200 |
| Rush | 10–20 working days | $7,000 |
What you receive at handover
- AI Document Extraction for Legal Operations configured on one intake route and connected to your matter management system or other agreed system
- Legal operations field sets and validation rules for up to three document types, such as intake forms, notices and correspondence
- A human review queue for low-confidence fields such as dates and references
- A test report using legal operations scenarios, from 100 sample documents with an accuracy report
- An admin guide and a recorded 60-minute handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can free paralegals from retyping parties, references and dates.
- Helps key dates reach the matter system sooner, with a person checking doubtful ones.
- Makes it easier to keep correspondence tied to the right matter.
- Time from notice received to date in the matter system
- Compare receipt and entry timestamps for a sample of notices, before and after launch.
- Date or reference errors found later
- Log corrections made to matter records each month and compare quarter on quarter.
- Intake forms processed per week
- Count from the intake log after launch and compare with paralegal records beforehand.
Before you start: Time how long a notice and an intake form take to key today. Note any date or reference corrections made to matter records last quarter.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build is one fixed price. Running costs are roughly $30 to $200 a month in your own accounts for OCR and AI usage plus storage, scaling with the pages that pass through. A team handling long bundles of correspondence sits higher in the range than one processing short notices.
AI usage during build and testing is billed to your own accounts, so client material never passes through an account of ours.
Ask about running costsCustom requirements
A fourth document type, more than 25 fields per type, a second intake route, or calculating deadlines from rules rather than reading them from the page is outside the Scope Card. Add a note at checkout for a written Change Quote.
Request a custom versionKeep it running
Monthly maintenance covers monitoring, fixes, updates, a health report and change hours each month, enough for a new notice format, an extra field or a revised review rule. It starts after the 30 days of support.
$270/mo (5% of the build price a month, 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 | Legal document software usually bills per user, per month | A legal technology consultancy quotes after discovery | Ours is one fixed price, shown on this page before you buy |
| Deadlines | Dates extracted and posted, sometimes unchecked | Depends on what was agreed | Ours can send every date to a person before it is relied on |
| Legal judgment | Varies by product | Depends on the brief | Ours gives no legal advice; lawyers review the output |
| Delivery | Licenses are quick, configuration is not | Usually several weeks | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
Can AI Document Extraction for Legal Operations calculate filing deadlines?
No. It reads dates that appear in the document, such as a stated response deadline or hearing date, and records them for review. Calculating a deadline from procedural rules is legal judgment and stays with your lawyers. If you want rule-based date calculations built, that would be scoped separately through a Change Quote.
Will extracted dates go into our matter system without a check?
Not if you set the always-review rule, which we recommend for every date field. Each date then waits in the review queue next to the source page until a paralegal or lawyer confirms it. Other fields, such as party names, can go straight through when confidence is high and rules pass.
Which legal documents does the extraction build handle?
Up to three document types you choose, for example matter intake forms, court or tribunal notices and incoming correspondence. Each type can carry up to 25 fields. For contracts, where you need obligations and renewal terms across a whole library, AI Contract Intelligence, $4,900, is the closer fit.
How is client confidentiality handled?
Documents move only between the intake route and the destination system you connect, both in your own accounts. Samples can be redacted before we see them, and fields you do not need can be left off. The Audit Logging Add-on, $1,500, records every access and action if your firm wants that trail as well.
When can the legal extraction build start reading our paperwork?
The panel on this page shows delivery time for each speed, counted from the day intake is complete and access to your matter system is verified. Send 20 samples per document type, such as notices and intake forms, plus the field list within 72 hours of ordering. Each day they arrive late moves the go-live date by 3 working days.
What are the monthly running costs for legal document extraction?
Roughly $30 to $200 a month in your own accounts for OCR and AI usage plus storage, depending on page volume. There is no per-matter or per-user fee from us. Monthly maintenance is optional and covers new notice formats and rule changes.
Give fee-earners back the hours spent copying dates and parties.
Order AI Document Extraction for Legal Operations.
Works well with
Legal Operations
AI Legal Intake
For in-house legal teams: captures and triages incoming legal requests from the business.