Automating Legal Research & Document Analysis - AI Agent Case Study

Legal involves extensive document analysis, cross-examination, and tedious recording of case notes. Analyzing case documentation and researching prior case outcomes can take dozens of man-hours that lawyers should be spending building client defenses.

Leverage FluxAI Agents to automate your legal research and document analysis, saving countless hours as the notes are annotated for you.

Legal Research and Case Analysis Specialist

Meet Victoria an intelligent workflow, that transforms sprawling case law and dense contracts into concise and citable notes for easy reference. Victoria specializes in accelerating legal research to generate comprehensive legal briefs, thereby saving attorneys the time spent on preparing case notes themselves.

Victoria integrates with systems and respects governance, so drafts of legal documents can be accessed through permissioned controls, ensuring that your team remains in authority over sensitive case data.

When the research is consolidated and contracts automatically interpreted, fewer legal precedents are missed, and settlement negotiations happen faster.

How Victoria Works

Step 1: An attorney queries a research request, which consists of uploading relevant case documentation to establish a scope and set a deadline.

Step 2: Victoria interprets the key issues of the uploaded case data and relevant jurisdictions to shape the search and determine which legal databases to consult.

Step 3: Victoria then executes the search by querying specific legal databases and analyzing uploaded documents under role-based access controls.

Step 4: When the queries are answered, Victoria analyzes similar cases within external legal databases.

Step 5: Using advanced data distillation techniques, Victoria sifts through similar legal cases to create a referenceable framework of the most relevant ones that are compiled to inform a legal brief.

Step 6: Victoria leverages the framework to draft a legal brief, generating a memorandum of relevant facts that flags conflicts of interest and identifies controlling authorities, thereby condensing as much relevant data as possible into the case notes.

Step 7: This is where the workflow temporarily halts automations for human feedback. Victoria sends the brief to an attorney for a final review, where they will make edits, approve or reject suggestions to the brief, and finalize the case positioning for negotiation.

Step 8: Victoria receives the final review from the attorney and then consolidates all approved research findings from the brief into annotated case notes for reuse.

Application

Let's imagine what Victoria looks like in action; picture this: a multistate healthcare network is renegotiating its indemnity scope (defined losses, damages, and liabilities) after a major device recall.

The general counsel provides Victoria with a master service agreement (MSA - a document outlining continuous business relationships between clients), third-party claims, summaries on damage limits, and a device issue list detailing failed specifications.

Victoria ingests all this data, scopes out distributors across the states in which the medical device was recalled, retrieves the manufacturer details, and compares patterns to prior disputes in related legal cases.

Victoria then performs a case analysis on the recalled device, which distills discrepancies between distributors. Victoria suggests rectifying this with tighter contract language and generates a legal brief to present to attorneys for final review.

Automating this research will ensure that, if the healthcare network chooses to renew contracts with device manufacturers and carriers, recall policies are clearly defined to establish a standard baseline. This will enable a more streamlined response in the event of a recall, reducing initial confusion.

Conclusion

By automating case analysis and legal research, Victoria compresses days of annotations and notetaking into a few minutes of automation, preserving lawyer judgment and raising consistency across deals and disputes.

Hire Victoria today and save your firm hours or prep work with every case, and browse our other intelligent workflows for automation across every department.