Who can use this feature?

👤 Clients who have Workspace Plans with Organization Admin, In-house Legal, and Contributor user permissions

🔑 Needs the 'Full contract access' permission and the 'Manage Intake' permission

These are standard AI features included in the Essentials, Ultimate, and Matters plans. If you’re unsure which plan you’re in, contact your CSM.

In this article:

If you’re on an eligible Workspace plan, an Organisation Admin can enable Standard AI features in the LawVu website:

Locate the Standard AI tile, review the AI T&Cs, accept them, and enable the features.

Once enabled, the Sparkle icon and Workspace Intelligence button will appear in the top navigation.

📌 Note: Only users with Intake Manager or Full Contract permissions will have access.

Matter Manager assignment suggestions help streamline the intake process by providing smart recommendations for assigning matters. This feature is available to users with the Manage Intake permission, typically Organization Admins or legal users.

This feature leverages AI to analyze historical data and suggest the most suitable matter managers based on workload, expertise, and past assignments.

You can access this feature from two places:

For each matter in the Intake queue, either from the Intake grid view or from the Matter details page:

a. Locate the matter in the Intake queue and click the Sparkle icon to open a modal displaying suggested matter managers.

b. Review up to three suggested managers, each with an explanation of why they were recommended.

c. Select a suggested manager and add a short note (optional).

If you prefer, you can ignore the suggestions, close the modal, and assign the matter using the usual steps.

The AI-powered suggestions are based on:

The Contract AI features are available only to users with full contract access, such as Org Admins, In-House Legal, and Contributors. Standard users are excluded.

When a contract document is processed, AI features are activated to extract key insights.

Processing begins when:

AI processing includes:

We are continually improving Standard AI features, such as adding monetary data extraction.

Note: This AI processing is different from the AI-powered contract data extraction powered by Zuva, which focuses on preselecting specific fields.

Contract Summarization quickly extracts and presents the key details of any contract in a clear, consistent format. This helps streamline contract review and ensures that important information is easily accessible.

Key Details included:

You can generate a contract summary using one of the following methods:

To revisit past summaries, click the Conversation History button in the top right corner of the Workspace Intelligence panel. This allows you to view previous conversations, each automatically named based on its topic for easy reference.

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The Contract Q&A feature allows you to ask specific questions about a contract document, and AI will respond in natural language. This makes it easier to understand contract terms and key details without manually searching through the document.

With Workspace Intelligence AI, all questions are scoped to the current contract document. This ensures accurate and relevant responses.

Common questions from Early Access users:

During document processing, AI automatically extracts key dates such as the effective date, executed date, renewal date, and expiry date. It can also derive and infer time periods.

For example, consider the clause:

"This contract shall automatically renew at the anniversary date if not cancelled within 90 days of the anniversary date."

While this wording does not include explicit dates, the AI uses the effective date to determine the anniversary date and calculates 90 days prior to infer the cancellation deadline. This automation saves time, reduces costs, and enhances service for business users by minimizing manual review.

You can update extracted text, select relevant dates, and click "Add dates" to save them to the Key Dates tab for the contract.

Watch the animation to see this feature in action:

Standard AI features are available to all customers on the Workspace Essentials, Ultimate, and Matters plans. If you’re not on one of these plans, contact your CSM to arrange a demo and discuss the best plan for your needs.

We’re actively building more features based on customer needs. If you have a feature request, we’d love to hear it!

LawVu has a company-wide compliance program that meets global information security and privacy standards, including ISO27001, SOC1, SOC2, HIPAA, and GDPR.

Your data is completely secure. Your data remains in your chosen Data Stack location at rest. We do not use your data or your prompts to train our models.

We use Azure OpenAI services to generate responses to your Workspace Intelligence requests. We use Azure Data Zones in the United States and European Union. For customers in these regions, your Workspace Intelligence AI requests are processed within your respective regions.

For customers outside of the United States and EU, we use one of these Data Zones to process your Workspace Intelligence AI requests. For customers in Australia, your requests are processed in the EU. For customers in Canada, it's the USA Data Zone.

Additionally:

Azure Data Zones allows us to ensure we can offer the latest Azure OpenAI models to you cost effectively.

Workspace Intelligence honors the same permissions that our Global Search feature does. Which means that users will only be able to see content and records that they have access to. Deleted content is also not searchable.

Currently, there are no limits—you can use the features as often as you need.

Workspace Intelligence utilizes Microsoft’s Azure OpenAI Service. This service is provided from within our secure Azure ecosystem where customer data remains segregated and is not used to train any public models. LawVu operates a company-wide compliance programme that meets global information security and privacy standards, including ISO27001, SOC1, SOC2, HIPAA, and GDPR & CCPA. We are also aligned with the new ISO42001 standard for AI Management Systems and actively pursuing certification.

Due to the sensitive nature of our customers' use, LawVu has a full exemption from the standard terms allowing Microsoft to monitor use of their Open AI Service.

In order to improve Workspace intelligence, we need your feedback. Which means if you get a response that you weren’t expecting or is incorrect, we need to know about it so we can improve the quality of the output. You can contact us via the Support menu at the bottom right of your screen.