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U.S.-Based

Legal AI Software Development

Legal AI software development by SoftDoes: custom AI assistants for research, review and drafting, with cited answers and client data kept private.

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  • 90+

    Active Client Partnerships

  • 80+ Person

    Product & Engineering Team

  • 100%

    Your Code & IP Ownership

  • U.S.-Led

    Delivery & Accountability

We understand the challenges you're facing

Why can't our lawyers ask one tool about our precedents, past matters, and the latest case law - and trust the answer?

A custom legal AI assistant uses retrieval-augmented generation (RAG) to ground every answer in the firm's actual documents: precedents, memos, opinions, briefs, contracts, playbooks, and licensed legal research content such as case law databases and practical law content. Effective legal AI systems ground outputs in reliable legal sources, not in the model's general training data. The system indexes documents with matter IDs, client IDs, jurisdictions, practice areas, and document types, and permission-aware search ensures that ethical walls and DMS access rights are enforced - so a lawyer on one matter never sees another client's confidential material. Consistent data models for sources, chunks, embeddings, matters, users, permissions, prompts, and outputs mean every answer can show "which paragraph from which document" it came from. SoftDoes designs retrieval pipelines with paragraph-level citation links and side-by-side source viewing, so legal teams can verify the answer against the original text before relying on it. Legal workflows have zero tolerance for fabricated case law or incorrect interpretations, and the architecture is built to make that standard enforceable.

Our clients and the bar expect us to protect confidences and supervise AI. How do we use AI without crossing those lines?

Legal AI must comply with professional standards regarding competence and confidentiality, and that compliance starts in the architecture, not in a policy document after launch. SoftDoes builds private or zero data retention model deployments - using platforms such as Azure OpenAI, Amazon Bedrock, or Google Vertex AI - so no third-party model is ever trained on your client data. Client and matter-level access controls, full audit logs of every prompt and output, mandatory citation links, and configurable human-in-the-loop review steps ensure that nothing leaves the firm without attorney review. The system is designed to support obligations under ABA Formal Opinion 512, the ABA Model Rules on competence, confidentiality, communication, fees, and supervision, state bar AI guidance, SRA guidance in the UK, GDPR, the EU AI Act, and alignment with frameworks like the NIST AI Risk Management Framework and ISO/IEC 42001:2023, which sets standards for AI management systems. SoftDoes works with client security teams on encryption, data residency, retention policies, and documented model behavior that fits outside counsel guidelines, so that 78% of law firms who prioritize data security in legal technology can adopt AI with confidence rather than anxiety.

Can AI work inside Word, Outlook, and our DMS instead of becoming yet another portal lawyers ignore?

Legal AI applications should be designed for seamless integration into existing legal workflows - and that means meeting lawyers inside the tools they already have open. SoftDoes builds API-first architectures with Microsoft Word and Outlook add-ins, Teams integration, and connectors to iManage, NetDocuments, SharePoint, and practice management or matter systems like Clio, Aderant, Intapp, or custom in-house platforms. The model layer can route to OpenAI, Anthropic, Google, Mistral, or self-hosted open models such as Llama via Azure OpenAI, Bedrock, or Vertex, without changing the user interface - so the firm is never locked into a single AI vendor. Rollout starts with indexing existing document collections while preserving permissions, cleaning and tagging precedent libraries, and choosing between cloud-hosted and private models based on risk appetite and data residency requirements. SoftDoes pilots with a few practice groups - corporate, litigation, finance - and rolls out use-case by use-case (a legal research AI assistant, then contract review, then intake triage) to build adoption without disrupting day to day practice.

Why did our lawyers try a chatbot for a week and then go back to the old way?

The reason is almost always the same: the chatbot didn't fit the actual task. User interfaces should facilitate attorneys in reviewing AI outputs effectively, and that requires research with partners, associates, PSLs, paralegals, transactional lawyers, in-house counsel, and business clients to identify the exact steps in legal work where AI can reliably save time. SoftDoes builds task-specific experiences: a research assistant with cited answers to legal questions across jurisdictions, contract review against a playbook with suggested redlines tracked directly in Word, due diligence tables extracting the same clauses from hundreds of commercial agreements, and transcript or deposition summaries with issue tagging for litigation research. For corporate legal departments, a "legal front door" or intake assistant triages internal requests and answers routine policy questions from business teams - with clear escalation to humans for anything that requires strategic advice or attorney-client privilege protections. The UX patterns matter: side-by-side source view, confidence and coverage signals, one-click insert into Word with formatting, saved workflows per practice area, and accessible layouts that reduce the learning curve instead of adding to it.

How do we know the AI is accurate, and how do we avoid getting stuck with one vendor or runaway usage costs?

Legal AI systems require clear verification processes for source citations and legal claims - and that means evaluation is an engineering problem, not a hope. SoftDoes builds evaluation frameworks where test sets are authored with lawyers per practice area, automated accuracy and citation checks run against every model or prompt change, adversarial red-team tests probe for prompt injection and data leakage, and benchmarks compare performance across AI models. Usage monitoring and cost controls are built in: rate limits, caching of frequent queries, routing simple tasks to cheaper models, and per-group or per-matter usage dashboards so innovation and finance teams can track spend in real time. Implementing AI can reduce operational costs by 30–40%, but only if model costs are managed deliberately. The architecture is model-agnostic with versioned APIs, so the firm can swap in newer LLMs, add practice areas, or introduce agentic AI workflows for multi-step tasks without redesigning the platform. SoftDoes delivers prompt libraries under version control, data source catalogs, and runbooks so internal knowledge and innovation teams can safely update workflows themselves - reducing vendor dependence for every change.

You give the advice. We engineer the AI behind it.

Custom legal AI assistants and copilots

Custom legal AI assistants and copilots

AI assistants tailored to the firm or legal department, grounded in internal precedents, binders, playbooks, and licensed research content - not a general chatbot trained on the open internet. Components include secure chat with citations, permission-aware knowledge search, practice-area-specific prompt libraries, document upload and analysis, Word and Outlook add-ins, drafting from approved precedents, and full audit logging.

  • Answers that always link to the exact clause, paragraph, or case excerpt used - so legal professionals can verify before they rely.

  • Drafts that start from your approved templates, playbooks, and house style - not generic legal language.

  • Access that mirrors existing client, matter, and ethical wall rules from your DMS and matter systems.

AI review, extraction, and workflow automation

AI review, extraction, and workflow automation

AI systems that process large document sets - contract portfolios, lease banks, NDAs, policies, claim files, discovery productions, court documents, and regulatory updates - and turn unstructured legal documents into structured, reviewable data. Results flow into review tables with human-in-the-loop validation before data moves to CLM, matter management, or eDiscovery tools, eliminating manual data entry.

  • Bulk review tables showing every extracted field plus the source snippet and link - AI can extract contract data with at least 98% accuracy.

  • Playbook-based issue spotting with suggested redlines surfaced directly in Word - contract AI identifies key terms and flags risky clauses.

  • Automated routing and draft responses for routine requests (e.g. NDAs, DPAs, policy questions) with escalation to lawyers for complex legal work.

AI governance, evaluation, and model operations

AI governance, evaluation, and model operations

The platform and tooling that keep legal AI trustworthy over time: evaluation suites, monitoring, admin controls, and compliance workflows. Regular audits of training data and model outputs are necessary to ensure bias and fairness, and responsible AI practices in legal contexts demand transparency and explainability in outputs. Governance spans accuracy (no invented cases), confidentiality (who sees what), and accountability (who reviewed and approved each output) - all configurable by the client.

  • Automated evaluation runs before any model, prompt, or index change is promoted to production.

  • Dashboards for innovation, risk, and GC teams covering accuracy, citation integrity, latency, and spend.

  • Admin controls defining approved AI models, data sources, and AI use cases per practice group and geography.

Numbers Don’t Lie

Recent projects showcasing how we design, engineer, and deliver production-ready software solutions.

  • Startup
  • Real Estate
2026

Our Haus AI

A finance professional turned founder built Our Haus AI, an AI-powered collaborative workspace where homeowners and contractors scope, bid, contract, and document renovation projects together. SoftDoes took her prototype and made it production-ready.
Outcome
SoftDoes hardened and secured a far-more-than-MVP platform for launch, delivering on a fast, defined timeline so a solo non-technical founder could move to production and start onboarding founding users.
  • 10XMVP scope delivered
  • 2+years Ongoing partnership
  • 1Fully owned Platform
View Full Case Study
Our Haus AI case study screenshot
  • Finance
  • Energy
2026

Deepwater Insights

Deepwater Insights delivers proprietary alternative data and niche research on the offshore drilling and energy sector to institutional investors, family offices, and high-net-worth individuals who require coverage that larger firms don't provide.
Outcome
A brand-aligned editorial platform with premium content architecture gave Deepwater Insights a professional home for its research and a direct channel to investors beyond social media.
  • 100%Brand Continuity
  • 2Platform Distribution
  • 100%Paywall-Ready Content
View Full Case Study
Deepwater Insights case study screenshot
  • Real Estate
2026

The building buyer

The Building Buyer is a Florida-based real estate investment firm co-founded by Dylan Troiano and Charles Hanlin. They acquire single-family, multifamily, and commercial properties across South Florida and beyond, with a focus on motivated seller opportunities.
Outcome
SoftDoes built a proprietary lead generation and data extraction system that replaced hours of manual research each day, freeing the team to focus on deals instead of data.
  • 18Weekly hours saved
  • 2+Years Ongoing partnership
  • 1Fully owned Platform
View Full Case Study
The building buyer case study screenshot
  • Education
  • Non-Profit
2026

WOVEN & NICE

Woven is a Spring Valley, NY nonprofit running the NICE program (New Training Inclusive Community Environment) in four Rockland County schools. Their team supports students through restorative practices, mediation, and professional development for teachers and administrators.
Outcome
A full website rebuild gave Woven a cleaner, more navigable donation experience and a stronger digital presence to support their push into new school districts.
  • 4Schools Served
  • 4Weeks to Launch
  • 1STTime on Upwork
View Full Case Study
WOVEN & NICE case study screenshot
  • Healthcare
2026

CareInTouch

CareInTouch is a Bay Area home health agency providing skilled nursing and therapy services to patients referred from hospitals and clinics. With over 100 staff, they operate in one of the most complex and compliance-driven healthcare markets in the country.
Outcome
SoftDoes built a custom compliance and billing monitoring app that eliminated missed deadlines, reduced revenue loss, and gave ownership real-time oversight of the entire care workflow.
  • 40% Reduction In Billing Errors
  • 100+Staff Operations Managed
  • 0Missed Compliance Deadlines
View Full Case Study
CareInTouch case study screenshot
  • Startup
2026

Sparkle The Cleaning Service

Sparkle The Cleaning Service is a Detroit-area residential cleaning company with 10 years in business, connecting homeowners with vetted, insured independent cleaners through a subscription-based marketplace platform.
Outcome
Launched a two-sided marketplace that removes the middleman from cleaning transactions, letting cleaners earn more while giving customers a transparent, trust-first booking experience.
  • 75% Platform Transparency
  • 2XPlatform Growth
  • 40%Higher User Retention
View Full Case Study
Sparkle The Cleaning Service case study screenshot
  • Startup
2026

DineMate

DineMate is a Maryland-based dating and connecting platform built around verified profiles, restaurant reservations, and prepaid dining experiences. Founded to bring back authenticity to how people meet and connect.
Outcome
A fully custom web app, live on AWS, replaced a stalled mobile build and gave a first-time founder a scalable foundation to pursue users, partnerships, and investor capital.
  • 60% Time Saved
  • 99%System Reliability
  • 40%Higher User Retention
View Full Case Study
DineMate case study screenshot
  • Healthcare
2026

Prior Authorization AI

Prior Authorization AI is a healthcare automation startup building AI-powered tools to streamline prior authorization for Medicare and Medicaid medical transportation providers in New Jersey.
Outcome
Replaced a 16-hour manual document collection process with an automated intake and submission pipeline, freeing the founder to focus on clinical oversight instead of clerical work.
  • 16Weekly hours saved
  • 63%Admin time reduced
  • 43%Fewer submission errors
View Full Case Study
Prior Authorization AI case study screenshot
  • Education
2026

Grand Central Language Services

Grand Central Language Services provides translation and interpretation for organizations operating in complex, multilingual environments. As demand grew, internal workflows became harder to manage. SoftDoes built a custom platform to streamline coordination, improve visibility, and support scalable operations.
Outcome
The new platform brought structure to daily operations, improving project organization, reducing manual coordination, and increasing visibility across workflows. The system now supports more reliable delivery and gives the team a foundation for growth.
  • 72%Workflow Reduction
  • 48%Coordination Reduction
  • 83%Visibility Increase
View Full Case Study
Grand Central Language Services case study screenshot
  • Healthcare
2026

FMY Orthodontics

FMY Orthodontics, a multi-location practice in West Tennessee, partnered with SoftDoes to replace a spreadsheet-based financial workflow with a custom web platform. The goal was to simplify how staff present treatment financing while allowing patients and families to review and complete decisions remotely.
Outcome
The new platform streamlined internal workflows and removed manual spreadsheet work while giving patients a more flexible, modern experience. Staff spend less time coordinating financing, and families can review and finalize plans from home with ease.
  • 60%Workflow Reduction
  • 75%Remote Adoption
  • 5Locations Aligned
View Full Case Study
FMY Orthodontics case study screenshot
2025

Forbidden Alchemy

Forbidden Alchemy is an alternative fashion brand creating dark, provocative clothing for the metalhead community, with 10% of profits donated to mental health awareness. Its mostly mobile audience struggled with a store that was hard to navigate and weak on functionality.
Outcome
SoftDoes delivered a new UX/UI, quick access to size charts, a simple checkout, and a gothic brand identity across web and merch, turning the Shopify store into a leading destination for alternative fashion and growing revenue month over month.
  • +44%Revenue Month Over Month
  • 86%Design Satisfaction
  • 2.8XUser Retention Growth
View Full Case Study
Forbidden Alchemy case study screenshot
2025

Altera

Altera builds on decades of computational neuroscience research to create digital human beings for gaming. Backed by a $2M pre-seed round led by Andreessen Horowitz, the team needed a landing page that could explain complex agent technology to players, partners, and investors.
Outcome
SoftDoes designed a polished landing page and brand with real-time character personalization, a simplified product story, and a mobile-first layout, giving Altera a trustworthy presence and a private beta sign-up flow for investors and partners.
  • 98%Dynamic Customization
  • 100%Streamlined Navigation
  • $2MPre-Seed Round
View Full Case Study
Altera case study screenshot
  • Real Estate
2025

Brizacorp

Brizacorp manages residential properties and coordinates the staff who handle painting, cleaning, and repair requests. Its team tracked work across messengers, phone calls, e-mail, and paper planners, with no single place to manage requests or measure performance.
Outcome
SoftDoes built a web and mobile CRM with role-based panels for admins, managers, and employees, bringing requests, staff, and statistics into one system and making daily tasks faster to complete and easier to track.
  • 98%Application Stability
  • 95%Utilization Rate
  • 30%Faster Task Completion
View Full Case Study
Brizacorp case study screenshot
2025

Color & Harmony

Color & Harmony is a Kentucky-based color consulting studio led by certified color strategist Diana Cartaya. The studio needed a website that reflects its refined aesthetic, showcases its portfolio, and explains a science-based color process in simple language.
Outcome
In just 2 months, SoftDoes designed and developed a responsive website with a clear journey from first visit to booking, lifting conversions and engagement and helping the studio grow revenue from $7,500 to $25,500+.
  • 45%Conversion Rate Increase
  • 50%Higher User Engagement
  • 2Months to Launch
View Full Case Study
Color & Harmony case study screenshot
2025

The Modern Gentlemen

The Modern Gentlemen sells premium men's skincare featured in Men's Health, GQ, and Men's Journal. Its customers wanted an efficient routine, but generic product suggestions and limited skincare knowledge made choosing the right products hard.
Outcome
SoftDoes redesigned the store around personalization, with a skin quiz, AI-powered product recommendations, and a tiered Prestige Points rewards system, creating a mobile-first experience that lifted conversions and repeat business.
  • 30%Increase in Conversions
  • 25%Higher Customer Retention
  • 92%Mobile Purchases
View Full Case Study
The Modern Gentlemen case study screenshot
2025

OQ Technology

OQ Technology connects IoT devices, machines, and people anywhere on the planet through its satellite network, serving energy, maritime, logistics, agriculture, and mobile operators. Its website made it hard to explore products and reach pricing plans.
Outcome
SoftDoes redesigned the platform with clearer navigation, focused Lite to Enterprise plans, an ROI calculator, and dedicated flows for businesses, individuals, and operators, making the choice easier for users and boosting sales.
  • 4Pricing Plans Clarified
  • 3Dedicated User Flows
  • 1Unified Platform
View Full Case Study
OQ Technology case study screenshot
  • Real Estate
  • Finance
2025

Stay Vest

Stay Vest is a private real estate investment firm that acquires, renovates, and operates boutique hotels for cash flow, tax benefits, and equity gain. It needed a platform that explains its strategy and earns the trust of passive investors.
Outcome
SoftDoes designed a premium, responsive web platform presenting the investment strategy, property portfolio, team, and key operating metrics, with an "Invest with us" form that turns interested visitors into qualified investor leads.
  • 1,500+Guest Stays
  • 200+Rooms Managed
  • 5States Covered
View Full Case Study
Stay Vest case study screenshot
2024

Bokeyno Motorsports

Bokeyno Motorsports is the leading mobile installer of vertical doors for high-performance cars. This Shopify website isn’t just about services—it’s a bold statement of power, style, and expertise. With a sharp layout, strong visuals, and real-world case studies, the site delivers all the information car enthusiasts need to book confidently and instantly.
Outcome
With a mix of dynamic layouts, curated gallery sections, and fast-loading interactions, we kept the user journey focused on action—whether it’s learning about supported models or requesting a quote.
  • 54%Booking Requests
  • 43%Lead Conversion
  • 32%Qualified Inquiries
Bokeyno Motorsports case study screenshot
2025

ai document processing platform

A comprehensive talent solution designed to help companies attract, hire, and retain top talent more effectively. The platform combines AI-powered recruitment technology with employee financial wellbeing programs, enabling smarter hiring decisions while supporting employees’ financial stability and long-term engagement.
Outcome
The new software significantly reduced staff steps for presenting and managing patient financing, replacing a manual workflow with a single streamlined system and improving clarity for both staff and patients.
  • 62%Faster Processing Time
  • 78%Less Manual Work
  • 35%Improved Accuracy
ai document processing platform case study screenshot

WHAT CLIENTS SAY

Independently verified reviews from real clients on Clutch.co

FMY Orthodontics

Client Story

Real feedback from

FMY Orthodontics

“Their perseverance and solution-oriented mindset. SoftDoes consistently found ways to make things work, added features we had not originally envisioned, and never became frustrated. It felt like working with a true partner who cared about the success of our practice.”

Dan Merwin

DDS, MS -- President, FMY Orthodontics

Prior Authorization AI

Client Story

Real feedback from

Prior Authorization AI

“Every time I sent a request, if there was anything that didn't work, they were able to turn it around quickly. Even when there were no updates yet, they always reached out to let me know they were working on it.”

Joseph Oluwo

Founder of Prior Authorization AI

WOVEN

Client Story

Real feedback from

WOVEN

“What stood out most was their commitment to understanding our needs before presenting solutions.”

Danna Pastran

Administrative Operations Manager, WOVEN

Grand Central Language Services

Client Story

Real feedback from

Grand Central Language Services

“The site performs as intended and provides the foundation for our company's digital presence.”

Joe Goldstein

QA Manager, Grand Central Language Services

DineMate

Client Story

Real feedback from

DineMate

“They go above and beyond.”

Eric Snead

CEO, DineMate "Dating Connecting Platform"

Why they Choose SoftDoes

  • Projects are led by senior engineers and AI architects who have shipped production-grade legal AI systems with retrieval, privacy controls, and evaluation suites - not account managers who relay messages. They review outside counsel guidelines, AI policies, court standing orders on AI disclosure, and security questionnaires, then translate them into concrete design decisions about data flow, access models, and model behavior. Legal AI development requires multidisciplinary teams including legal experts and developers, and SoftDoes engineers collaborate directly with partners, GC, innovation leads, knowledge teams, and IT so discussions about RAG design, permission-aware indexing, citation verification, and cost tradeoffs happen without intermediaries. That means the people making architectural choices understand both the technical tradeoffs - model choice, latency, context windows, token costs - and the legal risk implications of hallucinations, leakage, and audit requirements.

  • Delivery follows a phased approach: start with one high-value use case and a pilot practice group, then iterate and expand across practice areas and offices, aligned with risk approvals and partner buy-in. AI implementation timelines typically range from 3–6 months, and SoftDoes produces detailed specifications and acceptance criteria that include target accuracy and citation correctness benchmarks agreed with lawyers before build begins. Regular demos use real (appropriately anonymized) matters and documents so stakeholders see progress early and can refine requirements before surprises compound. SoftDoes coordinates with security, knowledge, IT, content vendors, and AI model providers to keep dependencies visible - because predictability is critical when partners and clients need to approve AI before anyone uses it on live matters.

  • Architectural choices enforce separation between data sources, vector stores, permission services, the model layer, and user interfaces - all exposed through documented APIs so no single component is a bottleneck. Security and auditability are embedded in legal software architecture from the outset: monitoring tracks accuracy, citation reliability, latency, and model costs, while comprehensive logging supports audits of who asked what and what was returned. Engineering practices include code reviews, CI/CD with security scans, automated evaluation suites before every deployment, and regression tests for permission rules. The legal AI ecosystem allows for ongoing updates to align with legal changes - clients can adopt newer AI models, expand to new jurisdictions or practice areas, and onboard more users without rewriting the core platform.

  • Post-launch onboarding includes runbooks, admin and user documentation, training sessions for "AI champions" in each practice group, and clear usage guidelines for lawyers - all designed so internal teams can operate the system confidently. Intuitive admin consoles let knowledge and innovation teams manage users, approved models, data source connections, practice-area prompt libraries, and usage limits without calling SoftDoes for every configuration change. Systems are designed consistent with clients' existing IT and support models so internal helpdesks can resolve most issues independently. Ongoing partnerships are available for new features, model upgrades, and expansion to new use cases, but the firm is never locked in for basic operations.

How we work with your quality team

This is how SoftDoes partners with you from first conversation through long term support.

Finding the AI use cases worth buildingDiscovery starts with workshops involving partners, associates, knowledge and innovation teams, GC and risk, IT and security, and - for in-house legal departments - business stakeholders. We jointly review current AI experiments and policies, document collections and their quality, client restrictions on AI use, security requirements, and the tasks that consume the most lawyer time: research, drafting, review, due diligence, and intake. The outcome is a prioritized list of legal AI use cases - for example, a cited research assistant for the finance practice, NDA triage, or litigation transcript summarization - each with value estimates, risk profiles, and a backlog for the first AI solution.
AI architecture, UX, and governance designSoftDoes produces diagrams for retrieval pipelines, permission services, model routing, logging, and integration points with tools like iManage, NetDocuments, Clio, or Aderant. UX deliverables include wireframes for chat interfaces with source panels, review tables, Word and Outlook side panels, and admin and analytics dashboards. Governance is designed in from the start: AI usage policy drafts, role-based access, human review workflows, and jurisdiction-specific constraints checked against bar guidance, client outside counsel guidelines, and data residency requirements. AI systems should respect jurisdiction and account for changes in legal context, and the design phase is where those constraints become enforceable architecture.
Engineering, evaluation, and pilotEngineering runs in short iterative cycles with regular demos and immediate feedback from selected lawyers using realistic matter scenarios. Evaluation sets are built collaboratively with lawyers: research questions, contracts with known issues, tricky NDAs, long transcripts, "no good answer" cases, and scenarios that test permission boundaries. Regular evaluations of legal AI verify outputs against qualified legal standards. Automated accuracy and citation checks, red-teaming for prompt injection and data leakage, and performance and cost testing run continuously - followed by a limited pilot in one or two practice groups with real legal work. Legal AI tools need strong confidentiality measures to protect sensitive information, and the pilot phase tests those measures under realistic conditions.
Monitoring, improvement, and adoptionAfter the pilot, rollout proceeds to production infrastructure, monitoring dashboards, and defined processes to review flagged answers and user feedback. Lawyers report 6–20% time savings per week using AI, and periodic prompt and retrieval tuning, index refresh routines, and the addition of new practice areas or workflows keep value growing as adoption expands. Regular check-ins with sponsors and AI champions review usage metrics, value stories, risk incidents (if any), and prioritize next enhancements or model upgrades. The legal AI ecosystem should allow for ongoing updates to align with legal changes - new statutes, new jurisdictions, new practice areas - so the system stays current long after launch.

Frequently Asked Questions

Everything you need to know about working with SoftDoes. Can’t find an answer?

How do you stop the AI from inventing cases or quotes?

SoftDoes constrains legal AI to retrieved documents and licensed legal sources, surfaces only content that actually exists, and shows the exact passages for every citation. Automated checks confirm that a cited case or clause exists in the source set, and policies decline or qualify answers when no reliable source is available. Evaluation test sets are built with lawyers, and ongoing monitoring of user-flagged answers catches regressions. Lawyers must verify AI outputs to maintain client confidentiality and professional standards - and the tools are designed to make that attorney review fast and reliable.

Will our client data be used to train AI models?

No, by design. SoftDoes configures private or enterprise model deployments with zero data retention and no training on customer prompts or legal data. Data privacy frameworks like GDPR and HIPAA must protect privileged communications, and access controls follow client, matter, and ethical wall permissions with full audit logs available for client and regulator reviews. These settings are documented for outside counsel guideline compliance and alignment with ABA Formal Opinion 512 and GDPR principles.

Can the AI work inside Word, Outlook, and our document management system?

Yes. SoftDoes frequently builds Microsoft Word and Outlook add-ins and integrates with systems like iManage, NetDocuments, SharePoint, Clio, or Aderant via APIs. Lawyers can review suggested redlines, summaries, and extractions directly in the document or email where they work, with changes tracked - so there's no need to copy and paste from a separate AI portal. Data and results flow back into matter, CLM, or eDiscovery systems so nothing lives only in the AI interface, and legal AI tools integrate into existing legal workflows without forcing adoption of a new platform.

Who owns the source code, prompts, and intellectual property?

Clients own the custom source code, configuration, prompt libraries, workflows, evaluation sets, and indexes delivered for their project, unless a different arrangement is mutually agreed in writing. Third-party AI models, research content, and open-source components remain under their own licenses, which SoftDoes documents during the project. At handover, clients receive repository access, deployment scripts, documentation, and evaluation suites so internal teams or other vendors can continue evolving the system independently.

What kind of support do we get after launch?

Options include an initial hypercare period, ongoing support SLAs, and managed evaluation runs whenever the model stack changes. Incidents - especially any suspected confidentiality or accuracy issues - receive top priority, followed by small enhancements and feature roadmap requests. Monitoring metrics include accuracy on test sets, citation validation rates, adoption by practice group, latency, and cost per active user, and these are shared transparently with innovation and risk teams. AI can improve client retention by 20–30% when legal AI tools are maintained and improved continuously.

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