The challenge
Associates and paralegals at Kaplan Martin spent hours on every contract and discovery document — scanning for non-standard clauses, summarizing key terms and flagging risks. Every review started from scratch, and the quality depended on who was doing it that day.
Matter intake and first-pass drafting varied attorney to attorney. The firm had a playbook — experienced attorneys knew what to look for — but there was no way to make that knowledge systematic at scale.
What we built
A copilot inside Microsoft Word and iManage that reads the document alongside the attorney. It checks each clause against the firm's standard playbook, flags deviations with the relevant clause and the firm's position, and summarizes the full document with citations to the source paragraphs.
For matter intake, it drafts a first-pass memo structured to the firm's template — attorneys review and edit rather than write from a blank page. Role-based access keeps client documents scoped to the right matters. The attorney stays in control; the copilot handles the scan.
The result
- 55% less time on first-pass contract and document review.
- Consistent clause checks against the firm's playbook every time.
- Higher billable capacity per associate — same hours, more matters.
- Attorneys review and decide — the copilot handles the scan.