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How it works

How work moves from your team to the AI Paralegal and back.

A clear path for every task: assigned by your team, performed under your procedures, and returned for review before anything leaves the firm.

  • Assigned, not prompted
  • Exceptions flagged
  • Reviewed before release
The short answer

Assign the work. Review what comes back.

Your team assigns a task or a matter. The AI Paralegal gathers context, runs the firm's defined workflow, and flags anything unclear. It returns prepared work for review.

An attorney or staff member approves it before it leaves the firm. Your firm sets the rules at every step.

Six steps. Your rules. Your review.
Walkthrough video · one task from assignment to approval (placeholder)
Two models

Prompting a tool is not the same as delegating work.

The difference shows up in who starts the work, where context comes from, and who answers for the result.

Prompt-based tools

  • A person writes the request each time
  • Context is pasted in by hand
  • An answer comes back in a chat window
  • The user decides how much to trust it
  • History lives in a chat thread
  • Results depend on how well each person asks

Assigned work

  • A person assigns a task or matter
  • Context comes from the matter and the firm's own records
  • Finished work comes back in the firm's format
  • Approval follows rules the firm has set
  • Each task leaves a record tied to the matter
  • Results improve as the firm refines its procedures
The lifecycle

Six steps from assignment to the matter file.

Every task follows the same path, so your team always knows where work stands.

  1. 1

    Assign

    A paralegal, attorney, or intake coordinator hands over a task or a whole matter. The request can also start from a trigger your firm defines, such as a new intake form.

    • • Named task or workflow
    • • Matter and deadline attached
    • • Requester recorded
  2. 2

    Gather context

    The platform pulls what the task needs from the matter: documents, prior notes, and the relevant firm templates and procedures.

    • • Matter documents and notes
    • • Firm templates
    • • Applicable procedures
  3. 3

    Perform the workflow

    It runs the approved sequence of steps for that task type, such as indexing records, structuring facts, or assembling a packet.

    • • Steps in a fixed order
    • • Sources cited in the output
    • • Firm formatting applied
  4. 4

    Flag exceptions

    When something is missing, inconsistent, or outside the rules, the work is marked instead of guessed at. The exception goes to the right person.

    • • Missing documents
    • • Conflicting facts
    • • Items outside the rules
  5. 5

    Review and approve

    Output arrives at the review level your firm set for that task. Reviewers can approve it, return it with notes, or take it over.

    • • Approve
    • • Return with notes
    • • Escalate to an attorney
  6. 6

    Return to the matter

    Approved work is filed to the matter and the next step is queued. The record shows who assigned, who reviewed, and what changed.

    • • Filed to the matter
    • • Next step queued
    • • Record kept
Firm Intelligence™

Your procedures become the instructions.

Two firms can handle the same task in different ways. The platform is configured around how yours does it.

  • Intake forms
  • Document templates
  • Checklists
  • Naming and filing rules
  • Follow-up schedules
  • Sign-off rules
Firm Intelligence™
Your terms, formats, and rules, applied the same way each time.
  1. 01 Assigned
  2. 02 Prepared
  3. 03 Reviewed
  4. 04 Filed

Connected to the systems you approve.

Fit with your case management, document, and email tools is confirmed during the workflow assessment.

  • Case mgmt · TBC
  • Documents · TBC
  • Email · TBC
  • Calendar · TBC
Who decides what

Every task has a level of control.

Your firm sets the tier for each task type. A partner can move a task up a tier at any time.

  1. Tier 1 Automated

    Automated

    Internal preparation with no outside effect. The work is logged and open to spot checks.

    • Sorting uploaded files
    • Tagging document types
    • Pulling dates from records
    • Building a records index
  2. Tier 2 Review Required

    Review Required

    Anything a client, court, or third party could see is reviewed by your team first.

    • Client reminder messages
    • Records request drafts
    • Demand package drafts
    • Form population
  3. Tier 3 Attorney-Controlled

    Attorney-Controlled

    Judgment calls stay with attorneys. The platform prepares the materials, and the attorney decides.

    • Case strategy
    • Settlement terms
    • Whether to file
    • Non-standard clauses

The firm writes the rules. The platform follows them. Attorneys make the decisions.

Getting started

What setup involves.

Setup is a short, structured project, not a platform migration. You start with one workflow, prove it on real matters, and then decide what comes next.

What the firm provides

Your firm shares the materials that define how a workflow is done today. A named contact from the practice group answers questions along the way.

  • Templates, checklists, and written procedures for the chosen workflow.
  • A few sample matters, with private details handled as your firm directs.
  • Approval rules: which outputs need review, and by whom.
  • Access to the systems your firm has approved for the pilot.

What BASG configures

BASG, the technology company behind the platform, turns those materials into a working workflow. The firm reviews the setup before any real matter runs through it.

  • The step sequence for the workflow, written to match your procedures.
  • Output formats that match your templates.
  • Exception rules and the person each exception goes to.
  • The oversight tier for each output.

The workflow assessment

One session maps the repeatable work in a practice group. It ranks candidate workflows by volume, repetition, review effort, and risk. You leave with a shortlist and a recommended first workflow.

The 30 day pilot

One workflow runs on real matters under your approval rules for 30 days. Results are measured, not assumed.

The pilot tracks review time, turnaround time, exception rate, and staff feedback. The firm then decides whether to expand, adjust, or stop.

Questions

How the delegation model works in practice.

Want to see it on your own workflow? Book a demo.

An exception is any point where the work cannot be completed cleanly, such as a missing record, conflicting dates, or a document outside the rules. The item is marked in the output and sent to the person your firm named for that type of issue.

Three stacks of paper on a pale surface, moving from loose pages to tabbed files to a bound packet.

See one of your workflows, end to end.

Tell us which repeatable work costs your team the most hours. We will show how it would be assigned, performed, reviewed, and filed.

  • 30 minutes, remote
  • Focused on one workflow you choose
  • No commitment to a pilot

Please do not include confidential client or privilege matter information in this inquiry form.