Who should use the Perform 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 perform legal research with clear steps, mapped tools, and delivery-focused outcomes.
Deliverable outcome
A reusable research archive that saves time on future projects.
30-90 minutes
Includes setup plus initial result generation
Free to start
You can swap tools by pricing and policy requirements
A reusable research archive that saves time on future projects.
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 Notion AI to a clear, written legal question with jurisdiction and scope defined. Then, you pass the output to Fastcase to a curated list of primary and secondary sources directly relevant to the legal question. Then, you pass the output to CaseText CoCounsel to a synthesized analysis with a preliminary answer and supporting citations. Then, you pass the output to Fastcase to confirmation that all sources are current and legally valid. Then, you pass the output to Jenni AI to a polished legal research memo ready for client or court submission. Finally, NetDocuments is used to a reusable research archive that saves time on future projects.
Define the legal question and scope
A clear, written legal question with jurisdiction and scope defined.
Gather primary and secondary legal sources
A curated list of primary and secondary sources directly relevant to the legal question.
Analyze and synthesize findings
A synthesized analysis with a preliminary answer and supporting citations.
Validate and update research
Confirmation that all sources are current and legally valid.
Document and present findings
A polished legal research memo ready for client or court submission.
Archive and tag for future use
A reusable research archive that saves time on future projects.
Start by clearly articulating the legal issue or question you need to research. Identify the jurisdiction, relevant area of law, and any key facts or parties involved. This step ensures you don't waste time on irrelevant sources.
Why Notion AI: Notion AI is a versatile note-taking and content generation tool that directly supports defining legal questions and scoping research with its note-taking and AI-assisted writing capabilities.
Use legal databases to collect relevant statutes, regulations, case law, and secondary commentary. Search using keywords, Boolean operators, and citation references. Prioritize authoritative sources from the identified jurisdiction.
Why Fastcase: Fastcase is a dedicated legal research database for case law analysis and citation verification, directly matching the need for primary and secondary legal sources.
Read through the collected sources, noting key holdings, reasoning, and any conflicting authorities. Synthesize the information into a coherent analysis that answers the legal question. Highlight the most persuasive or binding precedents.
Why CaseText CoCounsel: CaseText CoCounsel provides legal research, document review, and deposition preparation, directly supporting analysis and synthesis of legal findings.
Check that all cited authorities are still good law by using citators (e.g., Shepard's, KeyCite). Verify that no new statutes or cases have changed the legal landscape since your initial search. This step prevents reliance on overturned or superseded law.
Why Fastcase: Fastcase includes citation verification, which is a core citator function to validate and update legal research.
Organize your research into a clear, structured memo or brief. Include the legal question, summary of findings, analysis, and a conclusion with actionable recommendations. Cite all sources properly and note any limitations or caveats.
Why Jenni AI: Jenni AI is designed for writing academic papers with citation management in thousands of styles, directly matching the need for a word processor with citation management.
Save all research materials, including search queries, source lists, and the final memo, in a searchable repository. Tag by topic, jurisdiction, and date to enable quick retrieval for similar future questions. This step is optional but highly recommended for efficiency.
Why NetDocuments: NetDocuments is a legal document management system with semantic matter search and automated email filing, directly supporting archiving and tagging for future use.
§ 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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