AI Tools

• Introduction to Claude

Claude is a general-purpose AI tool from Anthropic, designed for diverse tasks such as research, drafting, and analysis, with applications in legal practice. 

• General Use in Legal Practice
• Assists with legal research, document preparation, contract review, and case organization.
• Can analyze complex documents, summarize lengthy cases, and create timelines.
• Offers API access for integration into legal teams’ platforms.
• Integrated into legal AI tools like Thomas Reuters’ CoCounsel and Legora.
• Claude Pro vs. Claude Max
• Claude Pro
• Costs $20/month per user ($17/month with annual contract)
• Designed for individual professionals conducting research, drafting, and analysis
• More suitable for solo practitioners
• Allows five times the usage of the free-version
• Offers enhanced safety features, unlimited projects, and robust security
• Safeguards user data with encryption, and complies with global privacy laws.
• Users can opt out of sharing their inputs (data) to further train the AI model in Privacy Settings. This is important because if the user does not opt out, Anthropic will use the data to further train its models and retain it for five years. 
• Claude Max
• Costs $100/month per user ($200/month for premium Max plan)
• Designed for teams or organizations with heavy workloads
• Allows twenty-five times the usage of the free version
• Provides higher intelligence, speed, capacity, and advanced privacy features.
• Includes a privacy dashboard and compliance with industry standards if used within an API, and offers additional privacy features like decoupling and user-driven feedback improvements
• Safeguards user data with encryption and complies with global privacy laws. 
• Users can opt out of sharing their inputs (data) to further train the AI model in Privacy Settings. This is important because if the user does not opt out, Anthropic will use the data to further train its models and retain it for five years. 
• Additional Claude Team and Claude Enterprise plans are available for large organizations, offering higher usage and are more suitable for mid- to large-sized legal teams. 

• Claude Team vs. Claude Enterprise

These models are suitable for larger organizations, offer higher usage, and are well-suited to mid- to large-sized legal teams. 

• Claude Team
• Minimum of 5 users required
• Higher usage limits than Pro - each team member gets their own usage limits
• Priority access during high-traffic periods
• Access to advanced models 
• Single Sign-On (SSO)
• Administration tools for managing access and permissions
• Integration with Slack, Microsoft Teams, and Microsoft 365 connectors
• Designed for businesses that collaborate, with centralized management and higher usage limits
• Safety: Uses encryption and does not use your data to further train their models. This safety feature is included with the subscription, regardless of your privacy settings. 
• Claude Enterprise
• Custom pricing with a minimum of 70 users
• Enterprise-grade security and compliance with single sign-on (SSO), cross-domain identity management, and role-based access controls.
• Audit logs available, custom data retention controls, and a Google Docs catalog
• Usage is significantly higher than Team
• Integrates with Microsoft 365, Slack, Teams, and others
• Dedicated account manager
• Designed for large organizations (70+ users) with strict security, compliance, and governance requirements. 
• Suited for legal teams that need SSO, audit logs, and custom data retention and encryption.
• Data is automatically excluded from further training of the AI model. This safety feature is included with the subscription, regardless of your privacy settings.

Features

• Assists with research, drafting, and document analysis.
• Document Handling: users can upload documents, ask questions, generate summaries, and create images and videos. 
• Integration: Google Gemini integrates directly into Google Workspace apps (Gmail, Docs, Sheets, Slides, Meet).
• Multi-Model Input: Ultra tier supports test, images, audio, and video generation.
• Video generation: Pro and Ultra tiers provide access to Veo2 and Veo3
• Template Creation
• Legal Assistant for research, report generation, brainstorming, and AI response verification.

Security

• Free Version: not covered by Google’s standard security protections within Workspace; not recommended for legal practice due to lack of enterprise-grade security and data confidentiality
• Pro Version: Offers Workspace-level security; Google does not use user data to train Gemini without permission. Robust data protection. 
• Ultra & Enterprise Plans: include enterprise-grade security, privacy, and compliance features such as encryption, advanced access controls, and granular permissions for workforce management. AI-driven threat detection and detailed audit logs. Robust data protection 

Price Points

• Free Tier: available to anyone with a Google account, limited functionality and storage (15 GB); not suitable for legal practice.
• Pro Version: $19.99 per month per user; 2 TB storage; 100 queries per hour; integrated with Google Workspace; access to Veo2 video generation.
• Ultra Version: $249.99 per month per user (discounted to $124.99 for first three months); 10-30 TB storage; unlimited daily queries; up to 100 file uploads; access to Veo3 video generation.
• Enterprise Plan: $30 per month per user (annual commitment); includes all Ultra features plus unrestricted Workspace integration and additional add-ons (e.g., AI Meeting).
• Free Demo: Not mentioned on website.

Microsoft’s AI Tools - Copilot

Standard Copilot

Microsoft’s free version of Copilot is a web-based AI Tool designed for casual use. It can generate images, write papers or articles, and conduct research. Features: 

• Access GPT-4 and GPT-4 Turbo during non-peak hours
• Perform searches or creative tasks using pictures, voice, or text
• Generate and edit AI images, limited to 15 per day
• Explore specialized tools like the Vacation Planner
• Receive real-time, up-to-date results 

Limitations: 

Standard Copilot does not have enterprise-level security and data privacy protection. All data entered into prompts is owned by Microsoft and used to train its AI tools. It also lacks advanced features that lawyers need, like in-depth document analysis. 

Copilot Pro: Advanced AI for Productivity

Copilot Pro is a paid subscription priced at $20 per month per user. 

Key Features:

• Everything that Standard Copilot offers, plus:
• Faster performance and priority access to Access GPT-4 and GPT-4 Turbo during peak hours
• Integraton with all Microsoft 365 apps, except Teams
• Up to 100 boosts per day in Designer
• Create custom GPTs

Limitations: 

Copilot Pro was designed for individual users, not businesses, law firms, or large organizations. Web-grounded, using the internet for information retrieval. Does not integrate with the Teams app. Does not have enterprise-grade security and data privacy. 

Microsoft 365 Copilot

Microsoft 365 Copilot is also a paid subscription service, priced at $30 per month per user. 

Key Features:

• Designed for businesses and organizations
• Integrates with all of Microsoft 365 apps, including Teams, with seamless integration
• Enterprise-grade security features, compliance with regulatory standards, the organization’s data is in a secure partition, and does not use any data, prompts, or responses for AI training. Encryption, at rest and in transit, audit logging to safeguard business data. 

Thomson Reuters Westlaw Precision with CoCounsel

Combines two powerful AI tools: Westlaw Precision and CoCounsel.

Precision

• AI-assisted legal research filtering cases by legal issue, fact pattern, motion type, and outcome.
• Users type a prompt with a legal research question to begin the search
• Responds with a textual summary with references to the primary sources it used for the response 
• KeyCite is a feature
• Provides insights on judges, courts, attorneys, and case types 
• Can compare and contrast statutes and regulations.
• Can generate multi-jurisdictional surveys.
• Offers "Claims Explorer" to find causes of action, counterclaims, and affirmative defenses for pleading drafting.

CoCounsel

• Focuses on practical legal tasks and litigation preparation
• Uses AI to plan and execute legal research using the Westlaw database
• Leverages AI to automate legal tasks, including:
• Document search and review for relevant information
• Answering questions about uploaded documents with citations
• Summarizing documents and depositions
• Preparing case timelines
• Comparing and contrasting summaries
• Preparing deposition questions and trial strategies
• Drafting pleadings and correspondence
• Analyzing contracts (identifying key issues, risks, and relevant provisions) and suggests redlines
• Ideal for analyzing large volumes of discovery materials

Price Points

Westlaw Precision with CoCounsel prices vary based on:

• Number of attorneys
• Jurisdiction
• Length of contract

A free trial of the tool is available upon request.  

Features

• Designed for In-House Counsel
• Contract review and drafting
• Document summarization 
• Policy development
• Exact Quote Tool
• Multi-Modal RAG
• Microsoft Word integration
• Prompt library and dictation
• Interactive website for training

Security

• No data retention
• Multi-factor authentication
• Encryption at rest, and in transit
• Data segregation
• Vendor compliance 
• Regulatory Standards: SOC 2 Type II, SOC 3 and GDPR

Price Points

• Basic plan: $5K a year or $6K a year if paid monthly
• Includes unlimited chats, prompts, file uploads, Microsoft Word add-in, prompt assistance, and daily product updates
• Proprietary Easy Prompt included
• Teams Subscription: All features of the Basic plan, plus team prompt library, Enterprise SSO, shared chats, and group onboarding. Price not published.
• Enterprise Subscription: All features of Teams subscription, plus managed procurement/onboarding, dedicated support, and account manager. Price not published.
• Free 14 day demo

The key features of Harvey AI include:

• Custom-Built Legal Intelligence:
  • Trained on legal documents, case law, statutes, and treatises
  • Trained on a legal team’s proprietary legal library 
• Document Review and Analysis:
  • Automated Contract Review: Summarizes contracts, flags critical clauses, and evaluates compliance
  • Processes large volumes of documents for discovery 
• Legal Research Assistance:
  • Provides curated lists of sources, case law summaries, and argument suggestions
• Drafting and Document Generation:
  • Template-Driven Drafting: Populates firm-approved templates with case-specific details
  • Language Recommendations: Suggests clauses and boilerplate language based on best practices
  • Consistency and Version Control: Tracks changes across document iterations
• Compliance and Risk Management Tools:
  • Automated Compliance Checks
  • Risk Assessment Reporting
  • Audit Trail Documentation
• Integrates with case management, billing, and document management systems
• Security and Confidentiality:
  • Employs advanced encryption protocols and access controls
  • Enterprise-grade security features such as SOC2 Type II
  • Compliance with international data protection standards

AI Legal Tool - Lexis+ AI

The key features of Lexis+ AI include:

• AI Legal Search: Uses a large language model (LLM) to interpret legal queries, delivering relevant case law, summaries, and citations quickly
• Case Law Summarization: Extracts key facts, holdings, and reasoning from case law
• Legal Analytics: Provides predictive analytics based on factual patterns or court decisions
• Integration with Lexis+ Ecosystem: Seamlessly integrates with Lexis+’s legal database and citation management tools
• Conversational Legal Assistant: Allows users to interact via text or voice for clarifications, explanations, or quick answers to complex legal questions
• Document Drafting and Review: Drafts legal documents, reviews contracts, suggests clauses, and flags potential issues
• Protege General AI and Legal AI: Offers access to general-purpose AI models (e.g., GPT-5, GPT-4o) and legally grounded models (e.g., Claude 3.7, GPT-4.1), fine-tuned for legal tasks
• Multiple Legal-Tuned Models: Includes advanced models like Claude 4, GPT-4o-mini, and Mistral, all grounded in LexisNexis’ legal database

Spellbook

An AI Legal Tool for contract review and drafting.

• Contract Review Features:
• Analyzes documents against predefined standards
• Flags potential issues and generates redlined versions
• Highlights specific clauses (e.g., indemnification, renewal terms, liability caps)
• Suggests potential consequences if language is not changed
• Contract Drafting Features:
• Creates new clauses, entire contracts, or templates
• Includes a Clause Library of boilerplate language; users can upload their own
• Generates initial summary emails to clients describing key terms
• Can generate custom language (e.g., making a one-sided indemnification clause mutual)
• Question Feature:
• Allows users to ask specific questions about individual clauses, combinations of clauses, or entire contracts
• Examples: comparing indemnification clauses across multiple documents, inquiring about renewal dates
• Other Features: 
• Includes a library of master service agreements, non-disclosure agreements, and employment agreements
• Compares contractual terms to industry standards
• Recommends quick auto-fixes
• Security and Free Demo: Efficiency:
• SOC 2 Type II Compliant, with all data encrypted and zero data retention
• Offers a free demo and detailed guides

BillerAssist markets itself as an AI-powered legal billing tool designed to assist law firms in streamlining their billing, reducing write-offs, and improving compliance with client-specific guidelines. 

Key features:

• Error detection: BillerAssist uses color-coded alerts to flag billing issues like excessive charges, block billing, or guideline violations as the entries are logged. It also learns from changes made to the firm’s billing by a human user.
• Smart suggestions: The tool offers suggestions for task descriptions based on a law firm’s historical data to ensure consistency and compliance.
• Automated training: It shows approved examples and flags problematic entries.
• Client-specific rules: Custom billing rules set by client or legal matter to prevent rejections.
• Flexible integration: Works with most billing systems

Ethical and Security Considerations. BillerAssist does not use a law firm’s billing data to train external AI models. Every billing entry and correction is logged for transparency and compliance review. Timekeepers, reviewers, and administrators have distinct permissions to prevent unauthorized edits or approvals.

Prices:

• $29/month for the first user
• $12/month for each additional user
• No charge for inactive users or local counsel
• Free trial available

Clio Duo is an AI tool embedded in Clio Manage, designed to help lawyers automate routine tasks and streamline workflows, including billing.

Key features:

• Automated bill generation: it can create bills individually for a specific matter or in bulk, generating multiple bills for different matters.
• Smart task delegation: Lawyers can delegate time entry creation to Duo, which helps capture billable hours more consistently.
• Billing insights: Duo extracts and summarizes billing data–like month-to-month comparisons–so firms can track performance and growth.
• Client communication: It drafts professional billing-related emails and messages, helping support staff respond promptly to clients.
• Secure & compliant: Duo operates within Clio’s secure environment, respecting user permissions, and maintaining audit logs for transparency.

Ethical and Security Considerations. Data is not used to train external AI models. Duo only accesses information users are authorized to view. All activity is logged for compliance review.

Prices:

• Clio Duo is included with Clio Essentials, Advanced, and Complete plans, but not with the EasyStrat plan
• Clio Essentials is $79/month per user
• Clio Advanced is $109/month per user
• Clio Complete is $139/month per user

Laurel is marketed as ideal for law firms with fifty-plus timekeepers that are seeking accurate and automated timekeeping and time sheets, eliminating the need for lawyers to manually track their time throughout the day.

Key features:

• Automated time capture: Laurel integrates with email, Word, PDF readers, browsers, and video calls, and uses AI to convert digital activity into ready-to-review time entries.
• AI narrative generation: It creates compliant billing narratives using firm-specific billing guidelines, reducing rejections and write-offs.
• Real-time compliance checks: Flags non-compliant entries before submission, helping lawyers avoid billing violations.
• Operational analytics: Tracks productivity, tool usage, and work-from-home patterns to inform the firm’s administrators.
• Profitability: Law firms using Laurel report an average increase of 28 billable minutes per lawyer per day, with profit lifts of 4-11%, as reported by LawSites.

Ethical and Security Considerations. Laurel’s AI is trained only on a law firm’s data - no cross-firm or external model training. Laurel is SOC 2 (a cybersecurity compliance standard/framework to ensure third-party service providers store and process client data in a secure manner) compliant. Laurel is also HIPAA compliant so it meets rigorous standards for data privacy and security. Timekeepers can choose which apps and URLs are tracked.

Prices:

• Law firms must request a demo or contact Laurel directly to receive pricing. 
• Laurel does not currently offer a free trial, but free demos are available.
• The more users equal higher costs, but there are possible volume discounts.  

MagicTime is designed to allow lawyers to capture billable time without manual input or timers. MagicTime represents that it can capture every billable minute automatically on a user’s computer.

Key Features:

• Background time capture: MagicTime tracks activity across Gmail, Outlook, Word, Chrome, court websites, calendars, and more, and automatically converts time spent into billable time.
• AI-powered categorization: MagicTime assigns captured time to the correct client and matter using firm-specific rules and context.
• Narrative generation: Builds compliant billing descriptions based on your activity, reducing write-downs or write-offs.
• Auto-filing: Syncs with legal CRMs (Customer Relationship Management software) like Clio, PracticePanther, and Rocket Matter to file timesheets with a single click. 
• Custom Rules: Allows lawyers to define what should get tracked and what should not.
• Legal Electronic Data Exchange Standard (LEDES) support, which is a standardized invoice file format in the legal industry. It also comes with Uniform Task-Based Management System (UTBMS) support, which is a coding system allowing lawyers to bill by litigation task, making it compatible with industry-standard billing codes for seamless compliance.

Ethical and Security Considerations. Only the individual lawyer can access their tracked data; the firm’s administrators do not have visibility. Magictime’s AI learns from a lawyer’s own usage patterns; it does not train on or share data across firms. It is built to handle sensitive legal data securely with SOC 2 & HIPAA Compliance.

Prices:

• Free 7 day trial
• Custom pricing based on law firm size and needs.