Legal Operations
AI Legal Operations Assistant
Handles routine legal-ops coordination and matter tracking.
Legal Operations
AI Legal Document Search
Ask a plain-language question about your legal document library and get an answer with the exact source and page cited.
Finding the right document across matters and drives can eat an hour that should have gone to the work itself. AI Legal Document Search lets your team ask a plain-language question and get an answer with the exact source and page cited. Permission groups keep each user inside the matters they may see, and the library refreshes monthly so results stay current.
- Plain-language answers with the source and page cited
- Permission groups keep users inside their own matters
- Monthly refresh keeps search results current
$7,900
20–30 working days
Optional maintenance $395/mo
What it is
AI Legal Document Search answers questions about one legal document set you hold, such as a client's contracts or a matter's filings. Every answer cites the exact source and page. Permission groups keep users to their own matters. It gives search and citations only, not legal advice. AI Legal Knowledge Base covers firm-wide precedents and guidance instead.
Why businesses buy it
Legal teams lose real time hunting for documents: searching drives by file name, asking colleagues where something was saved, re-reading filings to find one paragraph. That time is rarely billable and always frustrating. This build indexes the library you already hold and answers questions with citations, so every answer can be checked in seconds. It is benchmarked on your own questions before launch. The Scope Card sets the document limit, sources, users and permission groups in writing, so you know exactly what is indexed.
Problems this solves
Lawyers lose time hunting for documents across matters and drives
Users ask plain-language questions about your document library and get answers with the exact source and page. Up to three content sources and two thousand documents are covered.
Answers without sources cannot be trusted in legal work
Every answer cites the document and page behind it. Lawyers can check the source in a click, and the tool gives search and citations only, not legal advice.
Search tools show people documents from matters they should not see
Up to three permission groups keep users to the matters they may see. Access is set during setup and follows your own rules. Ethical walls and client confidentiality are easier to respect.
New filings are added but the search index falls behind
A monthly content refresh brings new documents into the index. Searches stay close to what the library actually holds, through one interface such as a web app or Teams.
A good fit if
You already hold a defined legal document library, such as a client's contract set, a matter's filings or due diligence documents, and want it searchable by plain-language question.
Your team spends real time re-opening documents to check one fact, one date or one clause, instead of asking a question and getting a cited answer.
You can name up to three content sources, such as your document management system or a shared drive, and up to 50 users who need access.
You want every answer to cite the specific document and page it came from, not a summary with no way to check it.
Not the right fit if
You want the firm's own accumulated know-how, precedents, templates and playbook guidance surfaced, not search over one client's or matter's document set. See AI Legal Knowledge Base.
You need specific clause types, such as indemnification or termination terms, pulled out of a defined set of contracts as structured data. See AI Clause Extraction.
You need research into case law, statutes or regulations that exist outside your own files, not answers from documents you already hold. See AI Legal Research Workflow.
Your document library runs past 2,000 documents or about 10,000 pages. Add a note at checkout and we quote it, or start from our Custom AI enquiry form.
How it works
- We connect to up to three content sources you name, such as your document management system, SharePoint or Google Drive, and index the documents inside your defined library.
- A team member asks a plain-language question in the interface you chose, a web app, Slack or Microsoft Teams, the same way they would ask a colleague.
- AI Legal Document Search finds the passages that actually answer the question, across up to 2,000 documents, rather than matching on keywords alone.
- The answer comes back with the source document and page cited, so anyone can open the original and check it before relying on it.
- Permission groups, up to three, keep each user seeing only the documents their role should see, matching how access already works in your matter management system.
- If the library doesn't contain an answer, it says so rather than guessing, and content refreshes once a month to pick up newly added documents.
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.
- Access to the content sources Document Search should read, such as your document management system, SharePoint, Google Drive, Notion or Confluence.
- The user list and the permission groups each person should belong to.
- 30 sample questions with the answers you would expect, so we can benchmark accuracy before launch.
- Workspace admin access for setting up sign-in.
- 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 permission groups 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, content sources and permission groups confirmed.
Weeks 1–2
Document library indexed and cited Q&A built.
Week 3
Interface connected and permission groups configured.
Weeks 3–4
60 benchmark questions tested, accuracy report shared 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 | $7,900 |
| Express | 15–25 working days | $8,900 |
| Rush | 10–20 working days | $9,900 |
What you receive at handover
- AI Legal Document Search, configured and deployed in one interface for up to 50 users
- Connections to up to three content sources, covering up to two thousand documents
- Cited Q&A with up to three permission groups and a monthly content refresh
- A test report from 60 benchmark questions, with an accuracy report
- An admin guide, the recorded handoff session and 30 days of post-launch support
Expected benefits and how to measure them
- Can reduce time spent looking for documents and passages
- Helps lawyers check an answer against its source straight away
- Makes it easier to respect matter permissions while searching
- Time to find a document or passage
- Time a set of typical searches by hand before launch. Repeat the same searches in the tool after.
- Weekly active users
- Check the tool's usage log each week to see how many of your users rely on it.
- Benchmark accuracy over time
- Rerun a sample of the 60 benchmark questions after each monthly refresh and compare results.
Before you start: Time ten typical document searches by hand today and keep the questions for a repeat test after launch.
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 Document Search afterwards costs roughly $50–300/month, covering AI model usage, the vector database and hosting, billed directly in your own accounts as your library grows or your team's question volume changes.
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 content source, adjusting permission groups or refreshing the benchmark set. Maintenance starts after the 30 days of support, bills monthly, and can be cancelled any month.
$395/mo (5% of the build price a month, includes 3 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 document search tool bills per user or per document indexed every month | A custom agency quotes after discovery calls | Ours is one fixed price, shown on this page before you buy |
| Scope | A document search tool is a general index you configure permissions in yourself | An agency agrees scope during the project | Ours is written on the Scope Card before purchase |
| Citations | A document search tool may return a summary with no source shown | Citation depends on what was scoped | Ours cites the exact document and page behind every answer |
| Accuracy check | A document search tool rarely benchmarks against your own questions before go-live | Testing depends on what the agency scoped | Ours runs 60 benchmark questions first, with a written accuracy report |
Questions about this product
How much does AI Legal Document Search 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 indexing your library, connections to your content sources, the permission groups, the monthly refresh and the accuracy benchmark run before launch. There is no charge from us per user or per question.
How is AI Legal Document Search different from AI Legal Knowledge Base?
Document Search answers questions from a defined set of documents you already hold, such as one client's contract library or a matter's filings, with every answer cited back to that set. Legal Knowledge Base is broader: it holds the firm's own precedents, templates and playbook guidance, used across many matters rather than tied to one document set.
Does AI Legal Document Search give legal advice?
No. It answers questions using only the documents in your library and cites the source behind every answer, so nothing is invented. It does not interpret what a clause means for your matter or recommend a course of action, and final legal judgment always stays with a qualified lawyer reviewing the cited material directly.
How much does AI Legal Document Search cost to run each month?
Roughly $50 to $300 a month in your own accounts, covering AI model usage, the vector database and hosting. The figure moves with how many documents you index and how often your team asks questions, so a busy litigation team sits higher than a small in-house group. We charge nothing per question, and monthly maintenance is optional.
How long does AI Legal Document Search 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 access to your content sources is verified and your permission groups are agreed. Most of the build goes into indexing your library and benchmarking answers against real questions from your team, before your two review rounds.
What access does AI Legal Document Search need to our systems?
It needs access to the content sources you name, such as your document management system, SharePoint or Google Drive, plus workspace admin for sign-in setup and admin API keys for each connected system, shared by adding our team as a user or creating a key you control, never by email. You also provide the user list and permission groups.
Can I add a fourth content source to AI Legal Document Search later?
Small changes, such as adjusting permission groups or refreshing the benchmark questions, fit inside the monthly change hours that come with maintenance. Adding a fourth content source beyond the three in scope is a bigger change and gets a written Change Quote first.
Can I cancel the AI Legal Document Search maintenance?
Yes. Maintenance bills monthly and can be cancelled for any month going forward, with no long-term contract attached. Search keeps running in your own accounts after you cancel, with your index and settings intact. Future changes, such as new permission groups or another content source, would then be made by your team using the admin guide, or ordered when you need them.
Stop reopening documents to check one fact.
Order AI Legal Document Search and it turns your document library into cited, plain-language answers 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.