Who should use the Legal Research and Review Workflow workflow?
Teams or solo builders working on finance & legal tasks who want a repeatable process instead of one-off tool experiments.
AI Workflow · Finance & Legal
A practical step-by-step workflow to conduct legal research using AI tools, from setting up the environment to delivering reviewed contracts.
Deliverable outcome
Final, verified legal research memo and reviewed contract delivered to the client or stakeholder.
30-90 minutes
Includes setup plus initial result generation
Free to start
You can swap tools by pricing and policy requirements
Final, verified legal research memo and reviewed contract delivered to the client or stakeholder.
Use each step output as the input for the next stage
Step map
Instead of relying on a single generic AI model, this pipeline connects specialized tools to maximize quality. First, you'll use ROSS Intelligence to a clearly defined research query with jurisdiction and scope, ready for ai-assisted search. Then, you pass the output to Lexis+ AI to a curated set of relevant legal authorities (cases, statutes, regulations) with key holdings extracted. Then, you pass the output to CaseText CoCounsel to a synthesized legal analysis that applies the law to your facts, with identified gaps resolved or noted. Then, you pass the output to LawGeex to a redlined contract with ai-identified issues reviewed and validated against legal research. Then, you pass the output to Harvey to a polished legal memo or summary that clearly communicates research findings, analysis, and contract recommendations. Finally, Fastcase is used to final, verified legal research memo and reviewed contract delivered to the client or stakeholder.
Define Legal Question and Scope
A clearly defined research query with jurisdiction and scope, ready for AI-assisted search.
Conduct AI-Assisted Legal Research
A curated set of relevant legal authorities (cases, statutes, regulations) with key holdings extracted.
Analyze and Synthesize Legal Findings
A synthesized legal analysis that applies the law to your facts, with identified gaps resolved or noted.
Review and Redline Contracts Using AI
A redlined contract with AI-identified issues reviewed and validated against legal research.
Draft Legal Memo or Summary of Findings
A polished legal memo or summary that clearly communicates research findings, analysis, and contract recommendations.
Final Quality Check and Delivery
Final, verified legal research memo and reviewed contract delivered to the client or stakeholder.
Start by clearly articulating the legal issue or contract clause you need to research. Identify jurisdiction, relevant statutes, case law, and any specific terms. This ensures AI tools return targeted results rather than generic information.
Why ROSS Intelligence: ROSS Intelligence is specifically designed for natural language legal research queries and searching statutes/regulations, directly matching the step's need for defining a legal question and scope.
Use AI tools to search for relevant statutes, regulations, and case law based on your defined question. Leverage natural language queries and citation analysis to find authoritative sources. Review AI-generated summaries and citations for accuracy.
Why Lexis+ AI: Lexis+ AI is a dedicated AI legal research tool explicitly listed for legal research, case summarization, and document drafting, perfectly aligning with AI-assisted legal research.
Compare and contrast the retrieved authorities to identify patterns, conflicts, or gaps in the law. Use AI to summarize trends or generate a brief analysis of how the law applies to your specific facts. Document your reasoning for later use.
Why CaseText CoCounsel: CaseText CoCounsel offers document review and legal research capabilities that directly support analyzing and synthesizing legal findings from research.
Upload the contract(s) into an AI contract review tool that identifies risky clauses, missing terms, and inconsistencies with your legal research. Use the tool to generate redlines and comments, then manually verify each suggestion for accuracy and context.
Why LawGeex: LawGeex is explicitly designed for contract redlining, policy compliance checking, and risk identification, directly matching the step's need for AI contract review and redlining.
Compile your research, analysis, and contract review into a structured memo or summary. Use AI to help format citations, generate executive summaries, and ensure clarity. The memo should include your legal opinion, recommendations, and any open issues.
Why Harvey: Harvey's capabilities in legal research, contract analysis, and document review make it well-suited for drafting a comprehensive legal memo or summary of findings.
Perform a final review of the memo and redlined contract for accuracy, completeness, and formatting. Use AI to check for contradictory statements or missing citations. Deliver the final documents to the client or stakeholder with a cover note summarizing key actions.
Why Fastcase: Fastcase provides case law analysis and citation verification, directly addressing the need for an AI citation checker in the final quality check.
§ Before you start
Teams or solo builders working on finance & legal tasks who want a repeatable process instead of one-off tool experiments.
No. Start with the top pick for each step, then replace tools only if they do not fit your pricing, compliance, or output needs.
Open the mapped task page and compare top options side by side. Prioritize output quality, integration fit, and predictable cost before scaling.
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