Home / Knowledge Management & Firm AI Assistants
9 toolsDocument management and firm-wide AI assistants that put the firm's own files and know-how behind a chat that drafts, summarizes and answers.
The nine tools here split into three kinds. Four are the AI assistants built into a practice-management system, listed here because they answer questions across the whole firm's matters: Archie AI inside Smokeball, Clio Duo inside Clio Manage and LOIS by Filevine, which has a free LOIS Explore tier, all priced by quote; and MyCase IQ, included in MyCase plans from Pro at $100/user/mo billed annually, with the Case Assistant and Discovery Assistant on Advanced at $130/user/mo billed annually. Two are document and email management systems with AI on top: iManage Work, with Ask iManage, and NetDocuments ndMAX, with its Legal AI Assistant and AI Search, both quoted. Three are standalone assistants: CaseMark Para takes assignments by email, Teams, Slack or its web app and returns finished documents from a library of more than 1,200 workflows, at $20/seat/mo on Standard and $100/seat/mo on Pro; LawDroid Copilot comes in the LawDroid Ultra bundle with Builder intake bots at $1,188/Year after one free week; and AI Lawyer, a web and mobile assistant with a free trial, is priced by quote.
Across the set the AI puts the firm's own files behind a chat: it summarizes a matter or a document, flags discrepancies between documents, drafts replies in Outlook and edits in Word, checks a draft against the firm's playbooks, finds a file from a plain-language question, runs repeatable workflows such as deposition summaries and medical chronologies, and verifies the citations in its own research. Three of the nine post a price, from $20/seat/mo to $1,188/Year, and six are quoted, with LOIS by Filevine offering a free tier; every figure was read on the vendor's own site on October 31, 2026. Five of the nine vendors post that client data is not used to train their AI models and name a standard: CaseMark Para, Clio Duo, MyCase IQ and NetDocuments ndMAX name SOC 2 Type II, and Archie AI names ISO 27001:2022; LOIS by Filevine posts a SOC 2 Type II statement but no statement about training. CaseMark Para, Clio Duo and LawDroid Copilot list Clio as an integration, Archie AI and CaseMark Para list Smokeball, MyCase IQ lists MyCase, and NetDocuments ndMAX lists CoCounsel Legal, Lexis+ Protégé and Clearbrief.
Featured spot open. Put your tool at the top of this category for $149/month.
Feature your toolWeb and mobile legal assistant for consumers and lawyers that answers questions in chat, runs internet research and summarizes, compares and translates documents.
AI: Ask AI Lawyer, internet-powered research, AI document handling (summarize, compare, translate)
Smokeball matter assistant that summarizes documents, flags discrepancies, drafts in Outlook and Word, checks documents against firm Playbooks and hosts Archie Apps.
AI: Archie AI, Archie in Outlook, Archie in Word, Playbooks, Archie Apps, Smokeball AI in Communicate and Intake
Takes assignments by email, Teams, Slack or web app and returns finished deposition summaries, medical chronologies and trial-day summaries from 1,200+ workflows.
AI: Para, Page-Line Deposition Summary, Narrative Deposition Summary, Medical Chronology, Daily Trial Summary, Exhibit List, Lexi agent, Transcript Studio
Assistant built into Clio Manage that prioritizes tasks, drafts client updates, summarizes documents and generates bills, sold as the Manage AI add-on.
AI: Clio Duo, Manage AI, scheduling automation, smart task prioritization, AI-generated client updates, automated billing, document analyser
Document and email management whose Ask iManage assistant finds information and automates tasks, with AI Enrichment for document classification and data extraction.
AI: Ask iManage, AI Enrichment, iManage AI (Model Context Protocol)
Legal assistant for research, document analysis and drafting letters and emails, bundled with Builder's no-code intake bots and Clio integration in LawDroid Ultra.
AI: LawDroid Copilot, Natural Language Answers, Automate Documents, Intake New Clients
Filevine's legal AI that checks research citations, drafts in Word and Outlook, runs repeatable Routines and Skills and runs agents across a firm's cases.
AI: LOIS Legal Research, LOIS for Word, LOIS for Outlook, LOIS for Meetings, LOIS Routines, LOIS Skills, LOIS Console, Ask LOIS
Assistants built into MyCase that answer cited questions across a case, OCR scanned discovery, extract parties, dates and obligations and refine communications.
AI: 8am IQ, MyCase IQ, Case Assistant, Discovery Assistant, Document Assistant, Writing Assistant, Finance Assistant (coming soon)
Cloud document and email management with built-in ndMAX legal AI: a Legal AI Assistant, AI Search, Tabular Review, ready-made legal AI apps and an AI App Builder.
AI: ndMAX, Legal AI Assistant, AI Search, NetDocuments Tabular Review, ndMAX Studio, AI App Builder, Legal Context Graph
4 of the 9 tools post a price; 5 are quote-based (priced to your business after a demo). Posted prices: CaseMark Para $20/seat/mo; LawDroid Copilot $1,188/yr; LOIS by Filevine free plan; MyCase IQ $100/user/mo.
Free trial: AI Lawyer, Clio Duo, LawDroid Copilot and MyCase IQ. Free plan: LOIS by Filevine. The other 4 start with a demo or a quick signup.
AI Lawyer, Archie AI, CaseMark Para, Clio Duo, LawDroid Copilot, LOIS by Filevine and MyCase IQ are listed as a fit for a solo attorney. The other 2 are built for small and mid-size firms.
Tools that name the segment on their own site: Solo attorneys 7; Small law firms 9; Personal injury firms 2; Family law and estate planning practices 2; Criminal defense practices 1.
5 of the 9 post a statement that client data is not used to train AI models and name a security standard: Archie AI (ISO 27001:2022); CaseMark Para (SOC 2 Type II; HIPAA); Clio Duo (SOC 2 Type II; SOC 1 Type II; HIPAA); MyCase IQ (SOC 2 Type II ("8am is SOC 2 Type II certified")); NetDocuments ndMAX (SOC 2 Type 2; ISO 27001; HIPAA). The other 4 have no such statement posted on the vendor's site, which is not the same as training on your data; ask before you buy.
Listings that name an integration or platform: Archie AI (Smokeball, Microsoft Word, Outlook, CaseMark, Novo AI, Supio); CaseMark Para (Clio, Smokeball, Google Drive, Microsoft 365, Outlook, Microsoft Teams); Clio Duo (Clio App Directory); iManage Work (Microsoft 365); LawDroid Copilot (Clio, Most CRMs, Bring your own AI API key); LOIS by Filevine (Microsoft Word, Outlook, Filevine Integrations & APIs directory); MyCase IQ (Claude, Docketwise, CASEpeer); NetDocuments ndMAX (Microsoft 365, Microsoft Copilot, Azure OpenAI, MCP integrations, CoCounsel Legal, Lexis+ Protégé). Integrations change often; confirm with the vendor before you buy.
On Oct 31, 2026, against each vendor's own site and pricing page. Vendors change plans often; anything a reader or vendor flags is fixed, usually the same day. Corrections: support@aiforlawpractices.com.