A law firm cut document retrieval time by 85% and improved compliance tracking with AI document management
Three matters reference indemnification caps above 1x fees in SaaS MSAs over $500K, most recently the Doran Holdings engagement (2024), which settled at 1.5x annual fees.
The challenge
Associates spent 15-20% of their billable time searching for relevant precedents, contracts, and filings across disconnected systems: a legacy DMS, network drives, and email archives. Compliance deadlines were tracked in spreadsheets, and missed deadlines had resulted in regulatory penalties. Partners lacked visibility into matter status without requesting manual status reports.
What we built
We deployed a RAG-based knowledge system that indexes the firm's entire document library, including legacy archives. Associates search in plain language and receive relevant documents with highlighted excerpts and source citations. A compliance module tracks regulatory deadlines per matter, sends automated alerts at configurable intervals, and escalates overdue items. A matter dashboard gives partners real-time status across all active engagements.
How we got there
Index the full document library
Connected the legacy DMS, network drives, and email archives into one searchable index.
Build cited, plain-language search
Let associates search in natural language and get sourced excerpts, not just file lists.
Automate compliance tracking
Added deadline tracking with configurable alerts and a partner-facing matter dashboard.
Results
Document retrieval time dropped by 85%. Associates recovered an average of 3 billable hours per week. No compliance deadlines were missed after deployment. Partners gained instant visibility into matter status without requesting manual reports.
Services used in this engagement
Want results like these?
Tell us about your business. We will assess how AI can help.