Product
The complete legal AI platform
Nine specialized agents. Human oversight built in. Integrations with your existing tools. One platform for your entire practice.
Five pillars of the platform
CounselAI is more than agents — it's a unified platform where documents, knowledge, workflows, and integrations work together.
AI Agents
9 purpose-built agents for every legal workflow
Document Vault
Secure storage with AI-powered extraction
Knowledge Base
Your firm's institutional memory, searchable
Workflows
Chain agents for complex multi-step tasks
Ecosystem
Clio, iManage, Word, Outlook, API & webhooks
Every agent, explained
Intake Qualifier
Never miss a qualified lead
Classifies inquiries by practice area, scores urgency, identifies missing information, and extracts party names for conflict screening — all in seconds.
- Practice area classification
- Urgency scoring
- Missing info detection
- Party name extraction
Conflict Check
Catch conflicts before they become problems
Screens new matters against your entire client and contact database. Flags all potential matches and never declares 'no conflict' — always requires attorney review.
- Full database screening
- Name similarity matching
- Conservative by design
- Attorney review required
Drafting Agent
First drafts in minutes, not hours
Produces document drafts with proper legal formatting, marked placeholders for case-specific facts, red flags for ambiguous areas, and alternative provisions.
- Legal formatting
- Placeholder marking
- Red flag identification
- Alternative wordings
Legal Research
Structured research memos with sources
Produces research memos with arguments for and against, source tables with verification status, and flagged unresolved questions — separating fact from inference.
- Structured memos
- Source verification
- Arguments analysis
- Question identification
Document Review
Extract insights from any document
Reads contracts and agreements to extract key parties, dates, obligations, unusual clauses, and risk items into a structured summary.
- Key term extraction
- Risk flagging
- Obligation mapping
- Comparison support
Deadline Tracker
Never miss a deadline again
Pulls deadlines from uploaded documents, tags each with confidence and source reference, then syncs calendar events with reminders.
- Automatic extraction
- Confidence scoring
- Calendar integration
- Reminder scheduling
Client Comms
Professional updates in your firm's voice
Drafts client status emails, letters, and updates. Adapts to your firm's tone and formatting. You review and approve before anything sends.
- Tone matching
- Status templates
- Multi-format output
- Preview & approve
Billing Review
Recover unbilled time
Surfaces missed time entries from activity logs, flags billing inconsistencies, and suggests accurate entries for attorney review.
- Activity log analysis
- Unbilled time detection
- Entry suggestions
- Consistency checks
Knowledge Base
Your firm's memory, searchable
Indexes your templates, past work product, and internal memos. Finds relevant precedents and language from your own files in seconds.
- Template search
- Precedent matching
- Semantic search
- Access controls
Workflows
Agents that work together
Chain agents into multi-step workflows. When one agent finishes, the next picks up — with attorney checkpoints at every critical decision.
New Matter Intake → Conflict Check → Engagement Letter
- 1Intake Qualifier classifies the inquiry
- 2Conflict Check screens against all existing clients
- 3Attorney reviews and approves
- 4Drafting Agent generates engagement letter
Document Upload → Review → Deadline Extraction → Calendar Sync
- 1Document uploaded to vault
- 2Document Review extracts key terms and risks
- 3Deadline Tracker pulls all dates with confidence scores
- 4Deadlines sync to firm calendar with reminders
Research Request → Memo → Draft Motion
- 1Attorney submits research question
- 2Legal Research produces structured memo with sources
- 3Attorney reviews findings and approves
- 4Drafting Agent produces motion draft from research
Monthly Billing → Unbilled Time Recovery → Invoice Generation
- 1Billing Review scans activity logs for unbilled time
- 2Flagged entries presented for attorney approval
- 3Approved entries added to matter billing
- 4Summary report generated for partner review
Trust & Oversight
Human-in-the-loop. Always.
Every high-risk AI output enters an approval queue. Attorneys review, edit, and approve before anything is finalized.
Full Transparency
See what the AI did, why, and its confidence level
Attorney Gate
No output reaches a client or court without approval
Audit Trail
Every action logged with immutable audit records
See the platform in action
Book a demo and we'll walk through the agents most relevant to your practice area.