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GPSolo Magazine

GPSolo September/October 2024: Election Law

Artificial Intelligence Tools for Lawyers

Mathew Kerbis

Summary

  • Lawyers who want to improve their practice and better serve the public must learn to use AI.
  • This article explores the AI landscape, examining various tools, their applications, and their implications for the legal profession.
  • The integration of AI in legal practice raises several important ethical considerations.
Artificial Intelligence Tools for Lawyers
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The legal profession is undergoing a profound transformation driven by the rapid advancement and integration of artificial intelligence (AI) technologies. This evolution presents both unprecedented opportunities and significant challenges for legal practitioners. Those of us who want to improve our practice and better serve the public must learn to use AI, which is a daunting task in light of the vast array of novel tools on the market. To help you get there, let’s explore the AI landscape, examining various tools, applications of such tools, and the implications for the legal profession.

General-Purpose AI Tools

The advent of powerful general-purpose AI tools has had a significant impact across industries, including law. Large language models (LLMs) such as OpenAI’s GPT series, Anthropic’s Claude, and Google’s Gemini have demonstrated remarkable capabilities in natural language processing and generation. These models have limitations but can assist lawyers with a wide range of tasks, from initial nonlegal research to drafting non-confidential documents and even analyzing complex legal scenarios (as long as you omit sensitive or confidential information from the input).

Microsoft’s integration of AI into its Office suite through Copilot represents another significant development. This tool enhances productivity by offering AI-powered assistance directly within familiar applications such as Word, Excel, and PowerPoint. For lawyers, this can mean more efficient document creation, data analysis, and presentation preparation. Turning written briefs into demonstrative exhibits for trial or research/opinion memos into presentations with graphics and charts is as easy as prompting Copilot in PowerPoint (and iterating for improvements).

Writing assistants such as Grammarly have evolved beyond simple spell-checking to offer sophisticated grammar and style suggestions powered by AI. These tools can help lawyers improve the clarity and professionalism of their written communications, from client emails to court filings.

Adobe’s incorporation of AI into its PDF and e-signature platform is particularly relevant for legal professionals who frequently work with PDFs in Adobe. The AI assistant can help with tasks such as document summarization and information extraction, and new features are being added, streamlining document management processes.

Design platforms such as Canva and Beautiful.ai have integrated AI to simplify the creation of visual content. While visual presentations are not traditionally a focus for lawyers, their increasing importance in courtrooms and client communications makes these tools valuable for modern legal practice. These tools are particularly useful for law firm owners (such as this author) in marketing and business development.

Perhaps one of the most intriguing developments is the emergence of AI-powered answer engines such as Perplexity. Unlike traditional search engines, Perplexity synthesizes information from multiple web sources to provide concise, cited answers to queries. For lawyers, this can offer a rapid way to gain initial insights into unfamiliar legal topics or to quickly gather background information on cases or clients before pursuing traditional or AI-powered legal research.

Legal-Specific AI Tools

There are dozens of AI tools specifically catering to legal professionals. Each one warrants a deep dive, and this article will not attempt to explain all of them in great detail. Instead, a broad overview will be presented so you can see which category of tools is most useful for your practice, thereby narrowing your search and reducing your time spent doing follow-up research. There are far more tools than can be listed in this article, as the market is changing rapidly. By all means, do not limit your follow-up research to the tools listed below.

General Legal AI Assistants

These tools are the closest thing to one-stop shops for legal AI. Some of these do it all, and some do it better than others or in ways more preferable to you. Just like flavors of ice cream, there’s one for everyone’s preference. That said, some of these use the same ingredients, while others have proprietary ingredients and/or toppings that help differentiate themselves. While these tools might also fit into the narrower categories listed below in subsequent sections, they will be omitted there for the sake of brevity. Leading examples of general legal AI assistants include the following:

  1. Paxton AI. This comprehensive legal AI assistant offers document analysis, drafting, and research capabilities. Its ability to understand legal context and terminology makes it particularly powerful for law firms of all sizes. Paxton is the only listed tool (at least at the time I wrote this article) to have its own proprietary legal large language model. This author uses Paxton as his primary AI tool.
  2. LawDroid. Offering customizable AI chatbots and automation platforms, LawDroid allows law firms to streamline client interactions and internal processes. It can handle tasks from initial client intake to document generation, freeing up lawyers’ time for more complex work.
  3. GC AI (General Counsel AI). Designed specifically for in-house legal teams, GC AI addresses the unique needs of corporate counsel, including contract management, regulatory compliance, and risk assessment.
  4. Centari. Focused on transactional law, Centari offers specialized assistance for contract review, due diligence, and related tasks.
  5. Legalyze.ai. This practice area–agnostic AI tool aims to assist with various legal tasks across different specialties.

Legal Research

These tools not only speed up the research process but also have the potential to uncover relevant precedents or arguments that might be missed via traditional research methods. They can analyze vast amounts of legal data, identifying patterns and connections that can inform legal strategies. Leading examples include the following:

  1. Vincent AI (vLex). Leveraging vLex’s extensive legal database, Vincent AI offers advanced search and analysis features for case law and legal documents.
  2. Responsiv. Focused on legal research for in-house legal teams, Responsiv offers AI-driven research tailored to corporate legal needs.
  3. Lexis+ AI. LexisNexis’s AI-powered platform enhances its traditional legal research offerings with features such as natural language querying and predictive analytics (with mediocre results).
  4. CoCounsel (Thomson Reuters). Recently acquired by Thomson Reuters, CoCounsel integrates AI capabilities into the Westlaw ecosystem, offering research and analysis tools (with worse-than-average results compared to other listed tools).

Document Analysis and Management

These tools can significantly reduce the time spent on document review and analysis, allowing lawyers to focus on higher-level strategic work. They can also help ensure consistency in contract interpretation and reduce the risk of overlooking important clauses or provisions. Leading examples include the following:

  1. Henchman. Offering AI-driven contract analysis and management, Henchman helps lawyers quickly extract key information, identify potential issues, and draft documents based on these contacts. Henchman was recently acquired by Lexis, but at the time of writing, its features have not been revealed within the Lexis platform.
  2. LegalOn. Initially focused on non-disclosure agreements, LegalOn has expanded to offer AI analysis for various types of legal documents.
  3. Callidus. This tool provides AI-powered contract review and analysis with a focus on improving efficiency in due diligence processes.
  4. Clearbrief. Using AI to analyze legal briefs and memoranda, Clearbrief provides insights into argument strength and citation accuracy.
  5. Trellis. With a focus on state court data, Trellis offers AI-driven analytics to inform litigation strategies.

Litigation Support

These litigation-focused AI tools can help lawyers prepare more effectively for trial, identify key evidence, and develop stronger arguments. They can also assist in case valuation and settlement negotiations by providing data-driven insights. Leading examples include the following:

  1. Parrot and Skribe. Both tools focus on deposition analysis, using AI to transcribe, summarize, and extract key information from depositions.
  2. EvenUp. This tool specializes in medical record analysis and settlement recommendations, which is particularly useful for personal injury and medical malpractice cases.
  3. Filevine. A practice management platform that incorporates AI features, Filevine includes tools specific to immigration law, among other AI features.
  4. Briefpoint. This tool specializes in AI-powered drafting of discovery propounding and responses.

Drafting

These tools can significantly reduce the time spent on routine drafting tasks, allowing lawyers to focus on more complex aspects of document preparation. They can also help ensure consistency across documents and reduce the risk of errors or omissions. Leading examples include the following:

  1. Gavel. Offering AI-powered document automation, Gavel helps lawyers create standardized documents more efficiently.
  2. Hyperdraft. Focusing on AI-assisted drafting from scratch, Hyperdraft helps lawyers create custom documents tailored to specific needs.
  3. The Contract Network. This tool provides AI-powered contract collaboration, negotiation, and drafting, potentially streamlining complex transactional work.
  4. SixFifty. A document database and automation platform for human resources and in-house corporate teams, SixFifty uses AI to update custom documents with changes in law to maintain compliance.
  5. Spellbook. This tool offers AI-powered drafting of contracts and litigation documents.

Intellectual Property Tools

These tools can help IP lawyers navigate the vast landscape of existing patents and trademarks, identify potential infringement issues, and develop more effective IP strategies for their clients. Leading examples include the following:

  1. Patented AI. Offers AI-driven patent search and analysis.
  2. Husky.ai. Provides AI-assisted trademark search and clearance.
  3. Tradespace. Uses AI for trademark portfolio management.
  4. Solve Intelligence. Offers AI-powered patent drafting.
  5. RPX Empower. Provides AI-driven patent risk assessment, analytics, and litigation intelligence.
  6. Patsnap. Offers IP analytics powered by AI.

Best Practices for AI Integration in Legal Practice

As lawyers begin to incorporate AI tools into their practice, several best practices emerge:

  1. Treat AI as a powerful assistant. Interact with AI tools as you would with highly capable associates or staff, providing clear instructions and context.
  2. Use simple, natural language. Most modern AI tools are designed to understand and respond to conversational language, so there’s no need for specialized interfacing.
  3. Maintain clean, organized data. The effectiveness of AI analysis often depends on the quality and organization of the underlying data. Implementing strong data management practices can significantly enhance AI tool performance, particularly for law firms that are larger and have more data.
  4. Consider AI as a client benefit. Explore offering AI-powered tools as a value-added service for clients, potentially differentiating your services in a competitive market. Instead of a chatbot for potential clients, consider an AI-powered subscriber benefit for actual clients to interact with when you are not available, which will be helpful for clients while stopping just short of giving legal advice (not that AI is capable of doing so in the first place). When you return, you can pick up where the AI left off and have more productive asynchronous communications with clients.
  5. Leverage AI for non-billable tasks. Using AI for administrative and organizational tasks can increase overall firm productivity. You may also find that AI reduces traditional billable tasks, which brings us to the next point. . . .
  6. Explore alternative billing models. As AI increases efficiency, firms should reconsider traditional hourly billing models in favor of subscription, value-based, and/or flat-fee pricing.

Ethical Considerations and Challenges

The integration of AI in legal practice raises several important ethical considerations:

  1. Competence. ABA Model Rule 1.1, Comment 8, requires lawyers to maintain competence in relevant technology. This extends to understanding the capabilities and limitations of AI tools used in practice.
  2. Confidentiality and data security. Lawyers must ensure that client data remains protected when using AI platforms; this requires careful vetting of vendors and robust data protection measures.
  3. Supervision and responsibility. While AI can assist with many tasks, the ultimate responsibility for legal work remains with the human attorney. Lawyers must carefully review and validate AI-generated content.
  4. Bias and fairness. AI systems can potentially perpetuate or amplify biases present in training data. Lawyers must be aware of this possibility and work to ensure fair and unbiased use of AI tools.
  5. Transparency. When using AI tools, lawyers may need to disclose this use to clients and, in some cases, to the court, at least until the technology becomes ubiquitous.

The Future of AI in Legal Practice

As AI technologies continue to evolve, we can expect to see even more sophisticated applications in the legal field. Potential future developments include:

  1. More advanced predictive analytics for case outcomes and judicial decisions.
  2. More sophisticated AI-driven contract negotiation tools.
  3. Further enhanced natural language processing for legal research and document analysis.
  4. Integration of AI with blockchain for smart contracts and secure document management.
  5. Better AI-assisted legal reasoning and argument development.
  6. Law firm–specific AI chatbots trained on your interactions with clients that can help clients without giving legal advice when you are not available.

A Paradigm Shift

The integration of AI in a legal practice represents a paradigm shift in how legal work is conducted. From research and drafting to document analysis and practice management, AI tools offer the potential to significantly enhance the efficiency and quality of legal services. However, AI adoption requires careful consideration of ethical obligations, data security, and the fundamental role of the lawyer.

As the AI landscape continues to evolve, we must stay informed and critically evaluate which tools best suit our practice needs. By responsibly incorporating AI into our workflows, we can not only increase our efficiency but also expand our services and better serve our clients more affordably and scale to serve more clients, thereby reducing the access-to-justice gap.

The key to successful AI integration lies in striking a balance between leveraging the power of these new technologies and maintaining the essential human elements of legal services: judgment, empathy, and ethical reasoning. As AI tools become more prevalent, the most successful lawyers will be those who can effectively combine technological proficiency with communication and interpersonal skills, using AI to augment and enhance their practice rather than replace core legal competencies.

Oh, and in case you were wondering, yes, this article was enhanced with the help of AI. Not using AI to enhance writing is like only using maps for directions instead of using GPS. Sure, it’s useful to be able to read a map, but would you not use GPS with live traffic information just because you can read a map? Is GPS perfect? Of course not! We’ve all heard stories of people getting lost because of GPS errors, but that doesn’t mean people don’t use GPS. They just use it cautiously and don’t blindly rely on it. Now, you, too, can use AI cautiously without blindly relying on it to significantly improve your law practice.

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