Legal Firms Use Case

How legal firms use Archivus for contract analysis, case management, and compliance.

Overview

Legal firms handle thousands of documents daily: contracts, case files, legal research, client communications. Archivus helps legal teams:

  • Analyze contracts - Extract key terms, obligations, and risks
  • Manage case files - Organize and search case documents
  • Ensure compliance - Track document retention and access
  • Collaborate - Share documents securely with clients and team members

Key Use Cases

Contract Analysis

Challenge: Reviewing contracts manually takes hours and risks missing important terms.

Solution: Upload contracts to Archivus and ask questions:

from archivus import ArchivusClient

client = ArchivusClient(api_key="YOUR_API_KEY", tenant="law-firm")

# Upload contract
document = client.documents.upload("service-agreement.pdf")

# Create chat session
session = client.chat.create_session(document.id, "Contract Review")

# Ask key questions
questions = {
    "parties": "Who are the parties to this contract?",
    "term": "What is the contract term and expiration date?",
    "payment": "What are the payment terms?",
    "termination": "What are the termination clauses?",
    "liability": "What are the liability and indemnification clauses?",
    "governing_law": "What is the governing law and jurisdiction?"
}

analysis = {}
for key, question in questions.items():
    response = client.chat.ask(session.id, question)
    analysis[key] = {
        "answer": response.content,
        "confidence": response.confidence,
        "sources": response.sources
    }

# Generate contract summary
print("Contract Analysis Complete")
for key, data in analysis.items():
    print(f"\n{key.replace('_', ' ').title()}:")
    print(f"  {data['answer']}")
    print(f"  Confidence: {data['confidence']:.2f}")

Benefits:

  • 75% time savings - Automated contract review
  • Higher accuracy - AI catches details humans might miss
  • Consistent analysis - Same questions for all contracts
  • Source citations - Every answer includes page references

Case Management

Challenge: Finding relevant documents across thousands of case files.

Solution: Use semantic search to find documents by meaning:

# Find all documents related to a specific case
results = client.search.search(
    query="documents about breach of contract case XYZ",
    mode="semantic",
    tag_id="tag_case_xyz"
)

# Find similar cases
similar_cases = client.search.search(
    query="cases similar to employment discrimination",
    mode="semantic",
    folder_id="folder_cases"
)

# Find documents by concept
compliance_docs = client.search.search(
    query="documents about regulatory compliance requirements",
    mode="semantic"
)

Benefits:

  • Instant discovery - Find documents without exact keywords
  • Related cases - Discover similar cases automatically
  • Concept search - Find documents by legal concepts

Document Organization

Challenge: Organizing documents by case, client, document type, and date.

Solution: Use folders, tags, and AI auto-tagging:

# Create folder structure
cases_folder = client.folders.create("Cases", color="#3B82F6")
clients_folder = client.folders.create("Clients", color="#10B981")

# Create case folder
case_xyz = client.folders.create(
    "Case XYZ",
    parent_id=cases_folder.id,
    color="#EF4444"
)

# Upload documents with auto-tagging
document = client.documents.upload(
    "motion-to-dismiss.pdf",
    folder_id=case_xyz.id,
    enable_ai=True,
    tags=["motion", "case_xyz", "2025"]
)

# AI automatically tags with:
# - Document type: "motion", "pleading", "brief"
# - Case-related: "case_xyz", "client_name"
# - Legal concepts: "dismissal", "jurisdiction"

Benefits:

  • Automatic organization - AI tags documents automatically
  • Consistent structure - Standard folder hierarchy
  • Easy retrieval - Find documents by multiple criteria

Client Collaboration

Challenge: Sharing documents securely with clients while maintaining control.

Solution: Use workspaces and share links:

# Create client workspace
client_workspace = client.workspaces.create(
    "Acme Corp - Legal Matters",
    description="Legal documents for Acme Corp"
)

# Upload documents to workspace
document = client.documents.upload(
    "legal-opinion.pdf",
    workspace_id=client_workspace.id
)

# Share with client user
client.documents.share(
    document.id,
    user_id="client_user_id",
    permission="view"
)

# Or create shareable link
share_link = client.documents.create_share_link(
    document.id,
    permission="view",
    expires_days=30,
    password="secure-password"
)

Benefits:

  • Secure sharing - Control who can access documents
  • Audit trail - Track who accessed what and when
  • Time-limited access - Share links expire automatically

Compliance & Retention

Challenge: Managing document retention policies and compliance requirements.

Solution: Use tags and search to track compliance:

# Tag documents with retention policy
client.documents.update(
    document_id="doc_abc123",
    tags=["retention_7_years", "compliance_required", "client_confidential"]
)

# Find documents expiring soon
expiring_docs = client.search.search(
    query="documents with retention policies expiring soon",
    mode="semantic",
    tag_id="tag_retention_7_years"
)

# Generate compliance report
compliance_docs = client.search.search(
    query="documents requiring compliance review",
    mode="semantic",
    tag_id="tag_compliance_required"
)

Benefits:

  • Policy tracking - Tag documents with retention policies
  • Automated alerts - Find documents needing attention
  • Compliance reports - Generate compliance reports easily

Real-World Example

Law Firm: Smith & Associates

Challenge:

  • 50+ attorneys handling 200+ active cases
  • 10,000+ documents across multiple practice areas
  • Manual document review taking 4-6 hours per contract
  • Difficulty finding relevant case precedents

Solution with Archivus:

  • Uploaded all case files and contracts
  • Created chat sessions for contract review
  • Used semantic search to find case precedents
  • Organized documents by case and client

Results:

  • 80% reduction in contract review time
  • 90% faster case document discovery
  • 100% compliance with document retention policies
  • Improved client service with faster document access

Essential

  • Document upload and organization
  • Semantic search
  • AI chat for document Q&A
  • Auto-tagging and classification
  • Multi-document analysis
  • Document comparison
  • Workspace collaboration
  • Share links with expiration

Advanced

  • Custom AI agents for legal workflows
  • Integration with legal case management systems
  • Advanced analytics and reporting

Pricing

Legal firms typically use:

  • Pro Plan ($99 CAD/month) - For small firms (1-5 attorneys)
  • Team Plan ($249 CAD/month) - For medium firms (5-25 attorneys)
  • Enterprise Plan (Custom) - For large firms with custom requirements

Next Steps

Questions? Contact support@ubiship.com or sales@ubiship.com