How Boutique Firms Turn Document Chaos into AI Briefings

Why AI briefings matter now

Boutique litigation teams need the same level of visibility as AmLaw giants, but rarely have a knowledge management team. After interviewing early LexFlow customers we learned that:

• 72% of partner meetings start with someone asking “where are we on this matter?”
• Most firms rely on PDF dumps before hearings, which takes hours to prepare.
• Intake data, case notes, and referral fee updates live in different tools.

LexFlow’s AI Briefing tab centralizes filings, document chats, and audit trails so you can answer those questions instantly.

Step 1 — Upload the critical filings

Drag pleadings, motions, or discovery into the **Documents** tab. LexFlow automatically:

1. Extracts the text with our PDF/DOCX pipeline (including citations). 2. Generates searchable embeddings so the AI knows where to look. 3. Captures metadata such as document type, notes, and upload history.

> Pro tip: add a short note for context (e.g., “contains the amended answer and counterclaims”) so collaborators understand why it matters.

Step 2 — Open the document chat

Click **Chat with AI** on any document. The panel gives you:

• Saved sessions for recurring questions (e.g., “Outline deadlines”).
• Full citations back to the PDF chunk that triggered the answer.
• Delete controls for keeping the record tidy when a matter closes.

Lawyers have been using prompts like:

“Summarize the relief requested in Section II and flag related court deadlines.”
“List the factual assertions that tie to our expert witness.”

Because the AI reads the document directly, you get precise answers without copy/pasting text into a generic chatbot.

Step 3 — Switch to the AI Briefing tab

The case-level AI tab stitches together:

• Recent filings and uploads
• Calendar events and reminders
• Partner and intake activity

Ask natural-language questions like “What are the next three tasks for the Johnson matter?” and the AI will reference both document chats and the case timeline.

Step 4 — Share with partners and associates

Invite collaborators under **Members**. Editors can upload new documents, chat with the AI, and pin key answers for future reference. Viewers stay read-only but get the exact same briefing experience during check-ins.

What’s next

We’re shipping more AI briefings tied to billing and referral analytics throughout Q1. Want to preview those features? [Book a walkthrough](mailto:hello@lexflow.com) or start the 7-day solo trial from the pricing section.