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Re-Deploying Everything In Legal
Re-Deploying Everything In Legal

Forbes

time25-07-2025

  • Business
  • Forbes

Re-Deploying Everything In Legal

John Arsneault is the CIO of the law firm Goulston & Storrs and the founder of venture capital company Portfolio X. getty Highly customizable AI-enabled software, targeted at automating workloads that replace repetitive human-led tasks, will upend all existing software in the Legal industry (and all industries, for that matter). While the timeframe for this transformation is unknown, the process has already begun. Most of the existing software base, including current SaaS platforms, are unlikely to deliver the benefits of the AI-native tools and will thus become relics of the past. Deploying AI tools, targeted at native workload automation from their inception, should prove to be a streamlined evolution versus waiting for existing software to be modified and adjusting workloads upon platform upgrade availability. In recent years, law firms and corporate legal departments have gravitated toward artificial intelligence (AI) as a means to streamline repetitive, manual tasks. These highly customizable AI-enabled platforms are transforming legal workflow by automating document drafting, contract review, research, compliance and even client intake. While firms are increasingly adopting AI—five times faster than cloud systems—ethical, accuracy and data-security considerations remain challenges. Today's AI tools can be configured according to firm-specific processes, policies and templates. For instance, contract automation platforms allow law firms to upload preferred clause libraries, set redlining rules and define strategic guardrails. Tools like LawGeex enable legal teams to enforce custom playbooks for consistent contract review. AI tools such as Voiceflow make it easy to build branded client‑facing assistants via no-code interfaces. Next-gen platforms seamlessly integrate with existing systems—CRMs, calendars, document management, e‑signature services—ensuring legal AI becomes part of a unified tech ecosystem. for instance, connects with 3,000-plus platforms and lets teams customize tone, priority tasks and escalation paths. Core Use Cases In Legal Automation Document Review And Contract Lifecycle Management (CLM) Contract review is a central use case. AI systems like LawGeex, Kira Systems, and Pocketlaw quickly surface missing clauses, risk language or outdated templates. Full CLM suites—such as Actionstep, Agiloft and ContractExpress—automate everything from clause extraction and drafting to storage and e-signature. Legal Research Natural language processing (NLP) tools like Ross Intelligence and Casetext CoCounsel scan statutes, opinions and regulatory updates to provide cited answers within minutes. These tools are trained on specific jurisdictions and integrate RAG (retrieval-augmented generation) to ensure accuracy. Platforms like Everlaw automate document tagging, predictive coding and storytelling in litigation contexts. Lex Machina uses historic case data to forecast litigation outcomes, helping lawyers make better strategic decisions. Compliance And Monitoring AI continuously tracks regulatory changes, flags non‑compliant clauses and alerts firms of risk exposure across jurisdictions. Enidia AI specializes in contract compliance checks across multiple regulatory frameworks. Client Intake And Communication Chatbots, e‑receptionists, and virtual legal assistants like and Voiceflow bots handle client intake, appointment booking, FAQs and reminders, freeing staff from repetitive admin work. Billing, Time Tracking And Case Management AI-integrated systems (e.g., Clio, automatically log hours, generate invoices, assign tasks and notify attorneys of deadlines—a major leap from manual tracking. Leading Platforms and Their Capabilities • Ironclad: A CLM platform leveraging GPT-3/4 to auto-scan contracts, extract terms and assist redlining; supports custom workflows and integrates with cloud storage. • Harvey AI: Built atop GPT-4 and designed specifically for legal environments; offers custom LLMs tailored to fans of legal practices and integrates deeply with document archives. • LawGeex, Paxton Legal AI, Spellbook AI, LegalRobot: Specialized in contract review, drafting support, risk-flagging and clause comparisons; each offers policy-driven custom settings. • ContractExpress: Template-based drafting tool with intelligent questionnaires; widely used by law firms and corporations. • Agiloft, Actionstep: Customizable practice-management tools featuring document automation, workflow controls and e-sign capabilities. • UiPath: A leading robotic process automation (RPA) platform used to automate repetitive tasks (e.g., moving files, updating systems) and integrate AI capabilities in broader business processes. Adoption Drivers And ROI Efficiency Gains Firms can expect reductions in time spent summarizing intake notes and performing discovery workflows. Quality And Consistency Rule-based contract tools enforce policy adherence, reduce human error and generate consistent outputs—even when deployed across geographies. Strategic Legal Work AI frees attorneys (especially associates) from administrative burden, allowing them to focus on higher-value, strategic functions. Risks, Mitigation And Ethical Concerns Hallucinations And Accuracy AI can hallucinate, producing plausible but false citations. Morgan & Morgan faced sanctions after relying on fabricated case law. To combat this, most firms employ RAG-based systems and require human validation. Data Privacy And Security Client confidentiality is paramount. Firms are implementing robust data policies, including private-model deployments, zero-data retention and SOC 2 / GDPR / CCPA compliance. Ethical Adoption Some argue that not using AI could be unethical if it deprives clients of efficient representation. Several bar associations are debating whether lawyers are obligated to integrate AI responsibly. The Future Of Legal Automation • AI-Powered Agents: Firms have aimed to develop agentic AI that can manage entire legal workflows—from due diligence through drafting to review—acting akin to junior lawyers. • Proprietary LLMs: AM Law 100 firms and others are building in-house LLMs to keep sensitive data secure while enabling customization. • Global Expansion: Tools like Harvey have shown some global adoption. • Regulatory Compliance: Expect more regulation, standardization and skill certification as AI use becomes more common in law. Conclusion Customizable AI tools are rapidly reshaping legal work. By automating repetitive manual tasks—drafting, review, research, billing—they enable more accurate, faster and lower-cost legal services. However, realizing these benefits demands careful tool selection, integration, oversight and governance. Adoption must balance innovation with risk, ensuring systems are accurate, secure and used ethically. Firms that get the balance right will gain not only substantial operational efficiency but also strategic advantage—and offer potentially significantly improved access to justice. Forbes Technology Council is an invitation-only community for world-class CIOs, CTOs and technology executives. Do I qualify?

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