Workforce / Legal / David
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David
Document Review & Contracts Analyst

David reviewed 1,400 pages of discovery overnight, flagged 3 high-risk clauses in the Meridian contract, and had the redline ready before opposing counsel's response deadline

1,400+ pages reviewed per night. Clause extraction in minutes vs hours. 95% accuracy on risk flagging.

10+ hrs/week of paralegal review time, replacedDeploys in 6-8 weeks
THE PROBLEM

Document review is the single largest consumer of paralegal and junior-associate time at every litigation and transactional firm. A mid-size discovery production can run to tens of thousands of pages. What a partner needs summarized in an hour, your paralegals and junior associates need weeks, sometimes months, for first-pass review. Studies show human reviewers miss 20 to 40 percent of relevant documents during first-pass review, and inter-reviewer consistency rarely exceeds 60 percent.

On the transactional side, every contract your firm touches requires the same meticulous clause-by-clause analysis. A commercial lease, a software licensing agreement, an M&A purchase agreement, each needs cross-referencing against internal definitions, comparison against market standards, identification of risk-shifting language, and deviation detection from the client's negotiating position. Associates develop review fatigue by the third NDA of the day. Critical provisions get missed: indemnification caps that do not match the term sheet, non-compete clauses exceeding jurisdictional enforceability limits, automatic-renewal provisions buried in boilerplate.

The risk calculus is asymmetric. Missing a favorable clause costs the client a negotiating opportunity. Missing an unfavorable clause can cost millions. A single uncaught unlimited-liability provision in a vendor agreement or a missed IP-assignment ambiguity in an employment agreement can generate litigation that dwarfs the original transaction value.

David is your AI Document Review & Contracts Analyst. For litigation, he reviews discovery documents at scale, tagging privilege, identifying relevant exhibits, generating privilege logs with Bates numbers. For transactional work, he compares contracts against your firm's approved clause library, flags deviations, extracts key provisions, and drafts redline suggestions with margin notes explaining market-standard positions. Partners see a clean risk report, not a 120-page contract.

10+ hrs/wk
Paralegal review time reclaimed per matter, redirected to work that needs human judgment.
That is why you need David.
HOW IT WORKS

How David works, step by step

Each step is automated. David only escalates when human judgment is required.

1

David ingests the full document set from iManage

He applies OCR to image-based documents, identifies each document or contract type, and parses content into a structured taxonomy: privilege indicators for discovery, clause categories for contracts.

via iManage
2

Document set ingested and indexed

For discovery: David classifies every document as responsive, non-responsive, or requiring human review, then runs privilege detection across all responsive documents based on attorney name lists, domain patterns, and content indicators. For contracts: David compares each clause against the firm's approved clause library and market-standard benchmarks, flagging deviations and missing provisions.

via Clio
3

Review complete, risk flags identified

For discovery, David generates a review dashboard with document volumes, key clusters, and a preliminary privilege log with Bates numbers. For contracts, an executive risk summary with clause-by-clause analysis, risk ratings (high/medium/low), and suggested redline markup with margin notes.

All high-risk clause flags and privilege determinations are routed to a senior associate or partner. David never makes final privilege calls or approves contract language.
via Slack
4

Attorney reviews and provides feedback

David incorporates attorney feedback into the firm's clause library, updating risk parameters and privilege-detection rules so future reviews reflect the firm's evolving positions and risk tolerances.

via Clio
5

Contract execution tracked via DocuSign

David monitors DocuSign for execution status, logs the final executed version to the matter file in Clio, and sets calendar reminders for key dates: renewal deadlines, option-exercise periods, termination-notice windows, and milestone deliverables.

via Clio
6

End of day at 5:00 PM

David sends a daily review digest: pages reviewed, privilege flags, risk items identified, contracts analyzed, and pending attorney decisions. The litigation partner reads it in 60 seconds.

via Slack

What David handles vs. what stays with you

Clear boundaries. David works autonomously within defined limits and escalates everything else.

David handles
Ingests the full document set from iManage, applies OCR, and classifies documents into a structured taxonomy
For discovery, classifies every document as responsive, non-responsive, or requiring human review, and detects privilege
For contracts, compares each clause against the approved library and generates a risk summary with redline markup
Incorporates attorney feedback into the firm's clause library and privilege-detection rules for future reviews
Your team handles
David never makes final privilege determinations; every potentially privileged document is reviewed by a qualified attorney
All redline suggestions are presented as tracked recommendations for attorney decision-making; David never edits final contract language directly
David does not assess the strategic significance of documents; identifying a "hot document" for deposition prep requires human legal judgment
Redaction decisions for sensitive personal information, trade secrets, or confidential business information require attorney approval
David does not communicate with opposing counsel or make representations about production completeness
INTEGRATIONS

Works inside your existing tools

David connects to the platforms you already use. No new software to learn.

iManage
Reads & writes
Clio
Reads & writes
Slack
Writes to
IMPLEMENTATION

From zero to David

David is deployed gradually, with measurable checkpoints at every stage.

DEPLOY TIME
6-8 weeks

Monitoring mode first, then a gradual rollout.

DATA REQUIRED
iManage workspace credentials and document-type classification mapping
Firm's approved clause library, review protocols, and clause-library templates
Attorney and staff name and domain lists for privilege detection
Clio matter data for cross-referencing valid terms and client positions
Historical review data from prior matters for model calibration (minimum 3 completed reviews)
PILOT PROCESS

Pilot begins with a single active litigation matter of at least 5,000 pages. Weeks 1-2, David runs first-pass review in parallel with the firm's existing manual process, and every determination is validated against a reviewer before production deployment.

YOUR AI TEAM

Works alongside David

These AI employees share data and coordinate with David to cover your full legal operation.

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Deploy David for your
legal operations

Start with a 90-minute discovery session. We evaluate whether David is the right fit for your workflows and show you exactly what changes.