Enterprise DNA

Internal information · Live demo

Precedent and knowledge search for lawyers

Helps the firm's lawyers find the right precedent and practice note in seconds, and sends clause changes to the partner who owns the precedent.

InternalWeb chatYour data Your knowledgeAnswers from your dataSummaries
Live demo

Talk to Nina at Bramblegate Law Group

Bramblegate Law Group is made up. Nina is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.

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The problem

The firm's best drafting lives in a document system with thousands of versions. Associates lose time hunting for the current template, or start from an old one, and partners only find out at review.

How it works

  1. Searches the firm's approved precedent library and practice notes
  2. Gives the reference, the owner, when it was last reviewed and the key points of the practice note
  3. Points out when a newer or more specific version exists
  4. Sends requests to change a protected clause to the precedent's owner
  5. Searches only the knowledge library, never other clients' files

What it connects to

  • Document management system
  • Precedent library
  • Practice management system
  • Teams or Slack
Sample chat
  1. Jordan (employment associate)I need our separation agreement for a 52-year-old sales director who's part of a client's group layoff.
  2. AgentUse EMP-014, the group separation agreement for employees 40 and over, last reviewed by Lauren Pike's team in March. The practice note says a group program needs a 45-day review period, a 7-day revocation period and the age and job title disclosure schedule.
  3. Jordan (employment associate)Is there a version without the non-disparagement clause? The client wants it out.
  4. AgentThere isn't. Any change to the non-disparagement or confidentiality clauses needs Lauren's sign-off. Shall I send her a note with your matter number?
  5. Jordan (employment associate)Yes, it's BG-24160.
  6. AgentDone. I've sent Lauren the request with EMP-014 attached and linked it to BG-24160. I'll let you know as soon as she replies.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Your knowledge. Answers from your documents, website and videos, and stays current when they change.
  • Answers from your data. Looks up live records in your own database and systems, not just documents.
  • Summaries. Every conversation ends with a written summary, a transcript and the next step.

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