Who should use the Legal research 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
Practical execution plan for legal research with clear steps, mapped tools, and delivery-focused outcomes.
Deliverable outcome
A validated, finalized legal research product delivered to the stakeholder with confidence in its accuracy.
30-90 minutes
Includes setup plus initial result generation
Free to start
You can swap tools by pricing and policy requirements
A validated, finalized legal research product delivered to the stakeholder with confidence in its accuracy.
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 Lexis+ AI to a clear, bounded research plan with a focused legal question and prioritized sub-issues. Then, you pass the output to Fastcase to a curated set of primary authorities (statutes, regulations, and binding cases) with validity confirmed. Then, you pass the output to ROSS Intelligence to a contextual understanding of the legal landscape, including policy rationales and interpretive trends. Then, you pass the output to AI Doc Writer to a structured analysis that connects each legal authority to the specific facts and sub-issues of the case. Then, you pass the output to Jenni AI to a polished, citation-compliant research memo or brief section that directly answers the legal question. Finally, NetDocuments is used to a validated, finalized legal research product delivered to the stakeholder with confidence in its accuracy.
Define Research Scope & Issue Identification
A clear, bounded research plan with a focused legal question and prioritized sub-issues.
Primary Source Retrieval
A curated set of primary authorities (statutes, regulations, and binding cases) with validity confirmed.
Secondary Source Analysis & Contextualization
A contextual understanding of the legal landscape, including policy rationales and interpretive trends.
Synthesis & Issue-Specific Analysis
A structured analysis that connects each legal authority to the specific facts and sub-issues of the case.
Draft Research Memorandum or Brief Section
A polished, citation-compliant research memo or brief section that directly answers the legal question.
Final Validation & Delivery
A validated, finalized legal research product delivered to the stakeholder with confidence in its accuracy.
Start by clarifying the legal question, jurisdiction, and relevant facts. Break the core issue into sub-questions (e.g., elements of a claim, statutory requirements). Use client intake notes or case theory to bound the research.
Why Lexis+ AI: Lexis+ AI provides legal research with jurisdiction filters and case management integration, directly matching the step's need for a legal research platform with jurisdiction capabilities.
Search for statutes, regulations, and case law using keywords from your issue statement. Use citators (e.g., Shepard's, KeyCite) to verify that cases are still good law. Collect full-text sources and note parallel citations.
Why Fastcase: Fastcase directly offers legal research, case law analysis, and citation verification with citator functionality, matching the step's primary source retrieval and citator needs.
Consult treatises, law review articles, practice guides, and restatements to understand how courts interpret the primary sources. Use these to identify majority/minority rules, policy arguments, and analogies.
Why ROSS Intelligence: ROSS Intelligence conducts legal research using natural language queries and searches statutes/regulations, which can support secondary source analysis and contextualization, though no tool directly matches HeinOnline or Bloomberg Law.
Organize your findings by sub-issue, applying the law to your facts. Create an outline that maps each sub-issue to relevant authorities, analogies, and counterarguments. Identify gaps where additional research is needed.
Why AI Doc Writer: AI Doc Writer includes legal contract drafting and business proposal synthesis, which aligns with drafting and outlining needs for synthesis and issue-specific analysis.
Write a formal research memo or brief section using IRAC (Issue, Rule, Analysis, Conclusion) format. Include proper citations (Bluebook or ALWD) and a conclusion that answers the original legal question. Ensure the document is ready for review by a supervising attorney or partner.
Why Jenni AI: Jenni AI writes academic papers with AI autocomplete, manages citations in thousands of styles, and conducts literature reviews, directly matching the need for citation software and drafting a research memorandum.
Perform a final citator check on all cited cases and statutes. Review the memo for logical flow and completeness. Deliver the final document to the requesting attorney or client with a summary of key findings.
Why NetDocuments: NetDocuments is a document management system that supports semantic matter search and automated email filing, directly matching the need for a document management system and citator tool.
§ 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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