AI Proposal and Scope Generation for Law Firms

The system ingests outside counsel guideline documents on file for each client and maps their billing restrictions, rate approval requirements, and scope limitations against the draft proposal before it reaches the partner for review. If a client prohibits block billing or caps certain disbursement categories, those constraints are flagged in the draft rather than discovered at the LEDES submission stage. For clients without guidelines on file, the system flags the gap so business development can request them before the engagement letter is finalized.

Yes. Revenue Institute is built to connect with iManage and NetDocuments as primary sources of matter history and precedent engagement letters. The AI surfaces prior matters by practice area, client type, and matter complexity so the proposal reflects how the firm has actually scoped and priced comparable work, not a generic template. Document output is saved back into the DMS under the appropriate matter structure so nothing lives outside the firm's existing records environment.

The workflow includes a conflict check status gate that is visible to the partner and intake coordinator before the proposal is released externally. If the conflict check is still open, the system generates a draft for internal review but flags it as pending clearance and prevents it from being marked ready for client delivery. This removes the common failure mode where scope and rates are committed verbally or in a preliminary email before the intake process has confirmed clearance.

Rate cards, billing code structures, and standard scope language are configured at the practice group level, so a litigation matter proposal draws on different precedent and rate logic than a transactional or regulatory matter. The AI selects the relevant practice group template based on matter type classification at intake and applies the correct billing codes for LEDES formatting from the start. Partners can override any element, and those overrides are logged so the firm builds a cleaner precedent library over time.

The engagement letter template includes standard retainer and trust accounting language that reflects the firm's jurisdiction-specific IOLTA requirements, and the system flags when a proposed matter type typically requires an advance fee deposit so that language is included before the letter goes out. This reduces the situation where a matter opens, time is captured, and the billing team discovers the engagement letter did not address trust account terms. It does not replace the firm's trust accounting platform but it closes a common gap at the proposal stage.

For firms running standard practice management platforms with iManage or NetDocuments already in place, you have a working system inside the first 100 days, with the bulk of that time spent on rate card configuration, outside counsel guideline ingestion, and conflict check workflow mapping. The intake coordinator and a practice management lead are the primary internal contacts during setup. The system does not require a full IT project or replacement of existing billing infrastructure.