Expert Systems + Legal Bots are defined here as primary rules-based systems that allow a lawyer, or member of the public, to interact with the trained/pre-set software to find answers to legal questions, and/or to be guided through the completion of legal forms and documents, or other legal process.

The companies listed here are:

  • A2JAuthor
  • Berkeley Bridge (also see in Contracting Platforms, Document Automation.)
  • BRYTER
  • Josef
  • LawDroid
  • Neota Logic

 

A2JAuthor (CALI)

Core Product(s):  A2J Author

Main Technology: Form and Legal Process Automation/Expert System

Key Use Cases: Legal aid, court, probono and academic law clinic form automation.

HQ: CALI

Chicago, IL

Other Offices: Atlanta, Minneapolis

Total Staff (approx.): 10

Year of Founding: 1982

Development Stage (e.g. Beta, fully operational): fully operational

CEO (or equiv): John Mayer / Executive Director

CTO (or equiv):Jessica Frank / Project Manager

Main external investors, if any: Non-profit consortium of 200 US law schools

Target Market: Courts, law clinics, legal aid, non-profits serviing self-representing litigants (SRLs)

Main Legal Jurisdictions in which you currently operate: All

Reference Clients:

–New York Family Courts DIY Forms (https://www.nycourts.gov/courthelp/diy/index.shtml)

Michigan Law Help (https://michiganlegalhelp.org/)

Law Help Interactive (lawhelpinteractive.org)

Pricing Model(s): Use of A2J Author for SRLs is free to courts, law school clinics and legal aid. For commercial use, contact us. Self-serve training is free on our YouTube.com/a2jauthor channel.  Custom training and consulting available on project basis.

Software Configuration (e.g. cloud; on-site installation):   Many options – Self hosting, hosted solution at www.a2j.org (Fall 2018), hosting through lawhelpinteractive.org (legal aid restrictions).

Security Standards (e.g. ISO Cert, or other): Extensive security built in.  No certifications.

Company Description: CALI is a 501(c)(3) non-profit consortium of over 200 US law schools and other affiliate organizations that works at the intersection of technology, law, legal education and access to justice.  We are funded primarily by law school membership dues.  CALI publishes over 1000 web-based tutorials that each law students the law.  CALI publishes over 40 casebooks under a Creative Commons license.  CALI is the developer of A2J Author which is used in over 40 states and by law schools as an experiential learning expert system.What is your core product’s key selling point?

A2J-Author’s UI/UX is specifically designed for SRLs to successfully complete complicated court forms and legal process interviews.  Mobile/responsive and used over 6 million times in past decade.

Main contact email: jessica@cali.org

Twitter (or other social media): @a2jauthor

Berkeley Bridge

Core Product(s): Berkeley Publisher

Main Technology: Expert system, Document Assembly

Key Use Cases: Expert systems, Document Assembly, Document Automation (see other section)

HQ: Alphen aan den Rijn, Netherlands

Other Offices: NA

Total Staff (approx.): 14

Year of Founding: 2005

Development Stage: Fully operational

CEO (or equiv): Oskar Snijders

CTO (or equiv): Matthijs de Vries

Main external investors, if any: None, privately held

Target Market: Law firms, general counsels, governments, compliance, HR, healthcare

Main Legal Jurisdictions in which you currently operate: EMEA

Reference Clients: Stibbe, CMS, Galp, Kennedy van der Laan, Wolters Kluwer, Dutch Government, Wolf Theiss and Van Doorne.

Pricing Model(s): Yearly subscription.

Software Configuration (e.g. cloud; on-site installation): both cloud & on premises are possible.

Security Standards (e.g. ISO Cert, or other): ISO 27001, NEN 7510

Company Description:

Berkeley Bridge believes that the existing knowledge & experience in organizations is the most important precondition for success. The effective use of all information available allows organizations to optimize processes and to serve customers better.

Berkeley Bridge has been supporting organizations for over fifteen years by advising them and inspiring them in terms of knowledge systems. We provide solutions for designing, managing, and sharing knowledge in, inter alia, the legal domain, in health care, for the government, and in many other sectors.

In order for everyone in the organization to benefit optimally, however, it is important that this valuable information is accessible and practically applicable. In practice, most information is located in the minds of employees, hidden in separate documentation or fragmented in different systems. Therefore, we aim to make a significant contribution to the improvement of knowledge sharing in your organization so that valuable information is available to everyone and so that it can actually be of decisive value to your organization.

What is your core product’s key selling point?

No coding platform for domain experts.

Main contact email: rvandeplassche@berkeleybridge.nl

Twitter (or other social media):

https://www.linkedin.com/company/berkeley-bridge

BRYTER

Core Product(s): No-Code Automation Toolbox for Decision Automation

Main Technology: Expert Systems, Online-Platform, Conversational AI (ML)

Key Use Cases: Decision Automaton and Knowledge Automation

HQ: Berlin, Germany

Other Offices: Frankfurt, Germany

Total Staff (approx.): 20

Year of Founding: 2018

Development Stage (e.g. Beta, fully operational): fully operational

CEO (or equiv): Michael Grupp

CTO (or equiv): Michael Huebl

Main external investors, if any: NA

Target Market: General Counsel, Law Firms, Accounting Firms

Main Legal Jurisdictions in which you currently operate: Germany, Europe

Reference Clients: Baker McKenzie, Association of German Lawyers

Pricing Model(s): Annual License Fees

Software Configuration (e.g. cloud; on-site installation): Cloud, On-Site

Security Standards (e.g. ISO Cert, or other): ISO Certificate, Germany Data Security, EU Privacy Compliant

Company Description:

BRYTER is a no-code, AI-powered toolset to turn expert knowledge into interactive modules.

The company has acquired the software core built by the legal tech pioneer Lexalgo and the European Space Agency and has combined the expert system shell with state-of-the-art frontend.

What is your core product’s key selling point?

It only takes 4 easy steps for lawyers, auditors, consultants and other knowledge professionals to build, accelerate, scale, sell and analyze their knowledge.

Users can enrich decision trees with logic and rules with BRYTER’s no-code editor. BRYTER allows to effortlessly manage complex, professional decision structures and automate your workflows.

Main contact email: https://www.bryter.io/contact

Twitter (or other social media):  @BRYTER_io

Josef

Core Product(s): Legal automation platform

Main Technology: expert system; conversational user interface; document automation

Key Use Cases: intake and triage; automated legal services (both public-facing and custom); workflow automation; document automation; marketing and lead generation; community legal education

HQ: Melbourne, Australia

Other Offices: New York

Total Staff (approx.): 6

Year of Founding: 2018

Development Stage (e.g. Beta, fully operational): Fully operational

CEO (or equiv): Tom Dreyfus

CTO (or equiv): Kirill Kliavin

Main external investors, if any: N/A

Target Market: lawyers, in-house counsel, law firms and government/legal aid

Main Legal Jurisdictions in which you currently operate: Australia, United States, United Kingdom

Reference Clients: Herbert Smith Freehills; American Bar Association; Baker McKenzie; Betterment; Future Super

Pricing Model(s): Monthly subscription fee

Software Configuration (e.g. cloud; on-site installation): Cloud

Security Standards (e.g. ISO Cert, or other):

  • Josef’s data centres are ISO 27001
  • All data at rest is encrypted using AES-256. All data in transit is encrypted using TLS 1.2.
  • Josef uses best practice, secure coding guidelines and automated testing tools such as SAST and SCA.

Company Description:

Josef is a ‘next generation’ legal automation platform and an intuitive and engaging interface between lawyers and clients.

Josef enables lawyers to automate legal services and workflows on its no-coding-required platform; just click, type, drag and drop to create conversational legal bots. Josef’s workflow builder integrates with a powerful document automation editor, supporting the generation of personalised legal documents, like letters, agreements and forms.

Designed by lawyers, for lawyers, Josef is the legal automation platform for every lawyer to use in their day-to-day work. Josef works across the legal industry, from global top-tier commercial firms to personal injury firms to local community legal centres.

What is your core product’s key selling point?

Josef is truly easy-to-use. Any lawyer, anywhere, can pick it up and start building; no training modules, no user manuals.  Lawyers know what their clients need; Josef gives them the platform to build it.

But Josef is not just a legal automation platform. The key to a tech-enabled legal industry is a client-centric approach, which is why Josef has built an engaging and intuitive conversational interface for clients to access digital legal products wherever and whenever they need them.

URL: https://joseflegal.com/

Main contact email: tom@joseflegal.com

Twitter (or other social media): @joseflegal

LawDroid

Core Product(s):  Reception Bot, Paralegal Bot, and Legal Health Check Bot

Main Technology: Chatbot, NLP, ML

Key Use Cases:

Customer Engagement / Lead Conversion

Client Intake / Case Management

Legal Issue Triage / Diagnosis

HQ:  Vancouver, Canada

Other Offices: NA

Total Staff (approx.): 4

Year of Founding: 2016

Development Stage (e.g. Beta, fully operational): Beta, Initial Customers

CEO (or equiv): Tom Martin

CTO (or equiv): NA

Main external investors, if any:  Legal Services Corporation

Target Market: Lawyers and Law Firms

Main Legal Jurisdictions in which you currently operate:  United States, Canada, Europe

Reference Clients:

Patrick Palace, Palace Law, https://www.palacelaw.com/

Megan Zavieh, Zavieh Law, http://zaviehlaw.com/

The Commons Law Center, https://thecommonslawcenter.org/

Pricing Model(s): Monthly recurring subscription

Software Configuration (e.g. cloud; on-site installation):    Cloud-based

Security Standards (e.g. ISO Cert, or other):  SSL, GDPR

Company Description:

LawDroid is a Legal AI company that creates useful bots to help legal professionals get more done in less time. Our clients include small and medium-sized law firms, legal aid organizations and enterprise legal companies. Founded in 2016, LawDroid is based in Vancouver, Canada with clients around the globe. A percentage of LawDroid’s revenues go to its “Justice Everywhere” initiative dedicated to eliminating the access to justice gap. LawDroid has been featured in Artificial Lawyer, Lawyerist, Forbes, and Above the Law. It is a member of the MaRS accelerator program and a Fastcase 50 winner.

What is your core product’s key selling point?

We help legal professionals eliminate the busy work with the help of AI and automation.

Main contact email: tom@lawdroid.com

Twitter (or other social media): @lawdroid

 Neota Logic 

Core Product(s): Neota Logic System; automation software for legal services

Main Technology (e.g. NLP/ML; expert system): expert system, document & process automation and third-party ML processing through API, data analytics & visualisation

Key Use Cases (e.g. doc review; risk assessment, research): new case intake and analysis, triage and routing, document review automation, document assembly, e2e document lifecycle automation, legal self-service applications, automated compliance systems, multi-jurisdictional analysis.

HQ: New York

Other Offices: London, Melbourne

Total Staff (approx.): 70+

Year of Founding: 2009

Development Stage (e.g. Beta, fully operational): Fully operational

CEO (or equiv): John Lord

CTO (or equiv): Julian Uebergang, Howard Robinson

Main external investors, if any: NA

Target Market: General Counsel, Legal Operations, Law Firms, Tax Advisors, Audit and Accounting

Main Legal Jurisdictions in which you currently operate: All major markets.

Reference Clients: Refer to client announcements and success stories  http://www.neotalogic.com/

Pricing Model(s): Monthly license fee for access to development tools and professional services.

Software Configuration (e.g. cloud; on-site installation):    Cloud in AWS and Azure (from Sept 2018)

Security Standards (e.g. ISO Cert, or other): All recognised standards are supported.

Company Description:

Neota Logic is the provider of Neota Logic System, intelligent automation software for professional services. Founded in 2009, the company serves corporate and private practice clients globally from offices in New York, London and Melbourne. Our software is used by companies to automate routine aspects of professional services work such as new matter analysis and routing, self-service queries, document review and drafting and compliance assessment and advice.

What is your core product’s key selling point?

Neota Logic System (NLS) is a comprehensive platform for legal services automation, offering ‘no-code’ tools to automate expert legal reasoning, end-to-end processes and document lifecycle. NLS authoring tools allow for rapid prototyping and easy maintenance of applications along with ‘API’ integration with a wide variety of third-party Ai and traditional technologies.

Main contact email: seabrook@neotalogic.com

Twitter (or other social media): @NeotaLogic


[ Further companies will be added to this category. ]