Legal Operations
AI Legal Operations Assistant
Handles routine legal-ops coordination and matter tracking.
Legal Operations
AI Legal Knowledge Base
Your firm's precedents, templates and playbook guidance become one place your team can ask, instead of asking a colleague.
Your firm's best answers already exist, scattered across precedents, templates and guidance notes on different drives. AI Legal Knowledge Base brings them into one place your team can ask in plain language, with every answer cited to the source. Permission groups control who sees what, and a monthly refresh keeps the base current as your guidance changes.
- Cited answers from your own precedents and templates
- Permission groups control who sees each source
- Monthly refresh keeps guidance current
$7,900
20–30 working days
Optional maintenance $395/mo
What it is
AI Legal Knowledge Base organizes your firm's own precedents, templates and playbook guidance into one searchable base, so a team member gets a cited answer instead of interrupting a colleague or re-researching a settled question. Permission groups control who sees what, and the base refreshes monthly.
Why businesses buy it
When guidance lives in people's heads and old folders, juniors interrupt seniors, settled questions get researched again, and outdated templates slip back into use. That is costly in time and risky in quality. This build gives your team one cited source of the firm's approved thinking, so answers are consistent and easy to check. It is benchmarked on real questions before launch. The Scope Card fixes the document limit, sources, users and permission groups in writing, so you know exactly what goes into the base.
Problems this solves
Precedents and templates are scattered across drives and inboxes
The knowledge base brings your firm's precedents, templates and playbook guidance into one searchable place. Up to three content sources and two thousand documents are covered.
Junior lawyers interrupt colleagues to find a settled answer
Team members ask a question and get a cited answer from your own material. They can check the source before using it, instead of waiting for a colleague.
Old templates stay in use after a better version exists
A monthly content refresh brings updated documents into the base. Answers point to the source, so it is clear which version they come from. Outdated material is easier to retire.
Sensitive guidance is visible to people who should not see it
Up to three permission groups control who sees what. Access is set during setup for one interface, such as a web app, Slack or Teams.
A good fit if
Your firm has built up its own precedent clauses, deal templates, playbooks or guidance memos, and finding the right one still depends on asking the person who wrote it.
You onboard new associates or paralegals regularly and want them able to ask how the firm normally handles something and get a cited, firm-specific answer.
You can name up to three content sources, such as your document management system or a shared drive, holding up to 2,000 documents of internal guidance.
You want answers grounded only in material your firm approved, with anything outside that scope flagged as unanswered rather than guessed at.
Not the right fit if
You need answers from one client's or matter's specific document set, such as a contract library or due diligence files, not the firm's general guidance. See AI Legal Document Search.
You need specific clause text pulled out of contracts as structured data, not general playbook guidance surfaced. See AI Clause Extraction.
You want new matters captured and routed, not existing internal knowledge made searchable. See AI Legal Intake.
Your internal knowledge base 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, a shared drive or your practice's internal wiki, and index your precedents, templates and guidance.
- A team member asks a plain-language question, such as how the firm typically handles a particular clause or matter type, in the interface you chose, a web app, Slack or Microsoft Teams.
- AI Legal Knowledge Base answers from the firm's own approved material, up to 2,000 documents, and cites the specific precedent, template or guidance memo behind the answer.
- Permission groups, up to three, keep guidance visible to the practice groups it applies to, matching how access already works across your firm.
- If the knowledge base doesn't hold an answer, it says so rather than guessing, and content refreshes once a month to pick up new precedents and updated guidance.
- We test it against 60 benchmark questions your team supplies before launch and hand you an accuracy report.
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 holding your precedents, templates and guidance, such as your document management system, SharePoint, Google Drive, Notion or Confluence.
- The user list and the permission groups each practice area 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
Precedents, templates and guidance 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
- The AI Legal Knowledge Base, configured and deployed in one interface for up to 50 users
- Your precedents, templates and playbook guidance loaded from up to three sources
- Cited answers 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 searching for the right precedent
- Helps junior lawyers find settled answers without waiting
- Makes it easier to use your current templates
- Time to find a precedent
- Time a set of typical lookups before launch, then repeat them in the knowledge base.
- Questions asked each week
- Check the usage log for weekly question counts to see whether the team relies on it.
- Benchmark accuracy after refresh
- Rerun a sample of benchmark questions after each monthly refresh and compare.
Before you start: Time ten common precedent lookups today and keep the list 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 Knowledge Base afterwards costs roughly $50–300/month, covering AI model usage, the vector database and hosting, billed directly in your own accounts and scaling with how much guidance you index and how often your team asks questions.
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, updating a template 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 | An internal wiki tool bills per seat whether people actually search it or not | A knowledge-management consultant quotes after discovery calls | Ours is one fixed price, shown on this page before you buy |
| Scope | An internal wiki tool is a blank page you have to organize yourselves | An agency agrees scope during the project | Ours is written on the Scope Card before purchase |
| Answers | An internal wiki tool relies on someone finding and reading the right page | Depends on what was scoped | Ours answers the question directly and cites the source behind it |
| Accuracy check | An internal wiki tool has no benchmark, pages just get stale | 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 Knowledge Base 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 precedents and guidance, the content source connections, the permission groups, the monthly refresh and the accuracy benchmark run before launch. There is no charge from us per user or per question afterwards.
How is AI Legal Knowledge Base different from AI Legal Document Search?
Knowledge Base holds your firm's own accumulated guidance, precedents and templates, used across many matters and answered from material the firm itself approved. Document Search answers questions from one specific document set you already hold, such as a client's contract library, with citations tied to that set alone. If you need both kinds of answer, they can run side by side.
Does AI Legal Knowledge Base replace a lawyer's judgment on a matter?
No. It surfaces the firm's own precedents, templates and guidance with citations, it does not apply that guidance to your specific facts or tell you what to do. Anything the knowledge base can't answer is flagged rather than guessed at, and how any precedent is used on a live matter stays a lawyer's decision.
How much does AI Legal Knowledge Base 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 much guidance you index and how often your team asks questions, so a large firm with a deep precedent bank sits higher. We charge nothing per question, and monthly maintenance is optional.
How long does AI Legal Knowledge Base 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 permission groups are agreed. Most of the build goes into indexing your firm's guidance and benchmarking answers against questions your team really asks, before your two review rounds.
What access does AI Legal Knowledge Base need to our systems?
It needs access to the content sources holding your precedents and guidance, such as your document management system, SharePoint or an internal wiki, 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.
Can I add a fourth content source to AI Legal Knowledge Base 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.
Stop asking a colleague what the firm usually does.
Order AI Legal Knowledge Base and your precedents, templates and guidance become cited, searchable answers on a fixed delivery date. The scope above is what you get, in writing, before you pay.
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