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Marcus
Legal Research & Case Analyst

Your AI Research Associate found 47 on-point cases, Shepardized every one, and had the memo on your desk before you finished your coffee

12x faster research turnaround. 95% case-law coverage. Zero overruled citations missed.

$65-85K/yr junior-associate research time, replacedDeploys in 6-8 weeks
THE PROBLEM

Your junior associates spend 60% of their billable hours on legal research. That is not a value judgment, it is an economic problem. A single motion-to-dismiss brief requires four to eight hours of deep research across Westlaw, LexisNexis, and your firm's own work product. For a firm with 10 to 50 attorneys, those hours multiply into thousands of non-billable or under-recovered research hours every quarter. Meanwhile, institutional clients with legal-spend analytics are pushing back on research line items they consider excessive.

The accuracy problem compounds the cost problem. Even experienced associates miss relevant precedent 15 to 20 percent of the time. A single missed case, an overlooked ruling, an unreported overruling, or a recent statutory amendment can mean the difference between winning and losing a motion. Partners know this, which is why they often re-review research that associates have already completed, doubling the firm's internal cost.

Worse, your firm's institutional knowledge is trapped in individual minds and in closed-matter folders. An associate researching a breach-of-fiduciary-duty question for a Delaware LLC dispute has no idea that a partner handled a nearly identical matter 18 months ago and drafted a comprehensive memo that is sitting in your DMS gathering digital dust. Research is duplicated constantly because there is no systematic way to surface prior work product at the moment it is needed.

Marcus is your AI Legal Research & Case Analyst. He pulls case law from Westlaw and LexisNexis simultaneously, Shepardizes every citation, identifies the strongest supporting and opposing precedent, cross-references your firm's prior work product on similar matters, and delivers a structured research memo in firm-standard format, all before the partner finishes their morning coffee. The partner reads it in 15 minutes, marks up two sections, and the brief gets drafted from a position of strength instead of a position of "I hope we didn't miss anything."

$65-85K/yr
Junior-associate research time, replaced by a single AI employee.
That is why you need Marcus.
HOW IT WORKS

How Marcus works, step by step

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

1

Attorney initiates a research request through Clio matter notes or a direct query

Marcus parses the research question, identifies the jurisdiction, area of law, and key legal issues, then constructs optimized search queries across Westlaw and LexisNexis simultaneously — Boolean, natural-language, and citation-based searches running in parallel.

via Clio
2

Search queries return initial result sets from legal databases

Marcus evaluates relevance across hundreds of results, Shepardizes every cited case to confirm it is still good law, filters out overruled or distinguished cases, ranks results by authority weight, jurisdiction, and recency, and identifies the strongest supporting and opposing precedent.

via Westlaw
3

Relevant precedent and statutory authority identified

Marcus cross-references findings against the firm's prior work product in your DMS, surfacing internal memos, briefs, and research from closed files that are directly on point. If a partner handled a nearly identical issue 18 months ago, Marcus finds that memo.

via LexisNexis
4

Research synthesis complete

Marcus generates a structured research memorandum in firm-standard format: case summaries, key holdings, statutory references, confidence ratings, jurisdictional gaps, and a preliminary analysis of how each authority applies to the current matter. Sent to Slack for the supervising attorney with Approve / Request Deeper Analysis / Reassign.

All research memoranda are flagged as draft and routed to the supervising attorney for review before any client communication or filing.
via Slack
5

New case law or statutory changes published relevant to active matters

Marcus monitors legal-database alert feeds and proactively notifies the assigned attorney when new authority could affect pending matters, open research questions, or upcoming filing deadlines — with a relevance score and a one-paragraph impact summary.

Alerts indicating a material change in controlling authority are escalated to the partner of record immediately via Slack.
via Westlaw
6

End of day at 5:00 PM

Marcus sends a daily research digest to the managing partner: matters researched today, memos delivered, pending research requests, case-law alerts triggered, and a firm-wide research utilization summary. The partner reads it in 90 seconds.

via Slack

What Marcus handles vs. what stays with you

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

Marcus handles
Parses the research question and identifies jurisdiction, area of law, and key legal issues
Evaluates relevance across hundreds of results and Shepardizes every cited case
Cross-references findings against the firm's prior work product in the DMS
Generates a structured research memorandum in firm-standard format
Your team handles
Marcus never provides legal advice or makes strategic recommendations — all output is presented as draft analysis for attorney review
No research memorandum leaves the firm or is shared with a client without explicit attorney sign-off
Marcus does not assess credibility, evaluate factual disputes, or weigh settlement considerations — those require human judgment
All citations are verified against primary sources; Marcus flags any citation he cannot independently confirm for manual verification
Marcus does not draft motions, briefs, or pleadings; he produces the research attorneys use as the foundation for their own work product
INTEGRATIONS

Works inside your existing tools

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

Clio
Reads & writes
Westlaw
Reads from
LexisNexis
Reads from
Slack
Writes to
IMPLEMENTATION

From zero to Marcus

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

DEPLOY TIME
6-8 weeks

Shadow/monitoring mode first, then a gradual rollout.

DATA REQUIRED
Westlaw API credentials and subscription tier for verification
LexisNexis API access and content-set configuration
Clio practice-management data: matter types, practice areas, attorney assignments
Firm's prior work-product index in the DMS for internal knowledge retrieval
Jurisdictional and practice-area preferences for default search parameters
PILOT PROCESS

Pilot begins with a single practice group's active research requests. Marcus runs in shadow mode alongside two to three associates, comparing his output against their independent research for completeness and accuracy, with full validation before production deployment.

YOUR AI TEAM

Works alongside Marcus

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

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Deploy Marcus for your
legal operations

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