Dispatches
Solutions · Legal

Connect research, drafting, and firm operations with cited workflows.

One platform for attorneys and business teams to automate citation checks, monitoring, reporting, and client portals with full attribution and source control.

41 citations confirmed, 3 flagged as overruled or superseded, each linked to the authority and passage.

Motion for Summary JudgmentThe Court held that reliance must be objectivelyreasonable under established precedent.Constructive notice suffices for statutory liabilityunder controlling authority.The doctrine applies to federal agencies asarticulated in prior Supreme Court decisions.The appellate court found that the standard ispreponderance of the evidence.The plaintiff bears the burden under settleddistrict court authority.41 confirmedgreen3 overruledamberCitation review · 3 exceptions
Fig. 01Word Studio flags 3 overruled authorities; the attorney reviews only the exceptions
  • Citations on every claim
  • Attribution on every edit
  • iManage
  • Outlook
  • Word
  • Runs in your environment
  • Clients use portals, included in Athena services
The problem

Assembly should not replace judgment.

A court publishes an order. Someone checks the page, opens the document, decides who needs it, and drafts an email. An alert fires. Someone pulls the company data and starts the memo. A practice leader needs a report. Someone runs the query and formats the spreadsheet.

The judgment is the job. The assembly around it is not.

Less assembly. More judgment.

Associate eveningSame briefBrief open in WordResearch in secondCitation checklistManual cross-checkFlag each authorityHours of assembly before judgmentCitation panelReview 3 flaggedCalendar: Review 3 flagged authorities
Fig. 02From manual cross-checks to three calendar minutes: the citation panel leaves only exceptions
How it works

Give the repeatable steps to Athena.

  1. Start with one finished output. A citation-checked brief. A monitoring digest. The weekly time-entry report. Bring a sample of work the firm would accept.

  2. Connect the sources. iManage, Outlook, the DMS folder, the firm's templates, approved research sources. Each attorney's own permissions.

  3. Define the review points. Which steps need a lawyer. What routes to whom. Where the output lands.

  4. Review, not redo. Every claim cited to the passage, every edit attributed, with time travel to any prior version.

01SourcesconnectediManage ·Outlook · Word02Athena runsthe stepsresearch ·draft · monitor03Citationsand …Citations topassages04ReviewerWhich stepsneed a lawyera person approves05OutputdeliveredMemo · brief ·reportEvery claim cited to the passage. Every edit attributed. Time travel to the version a reviewer
Fig. 03The workflow connects firm sources, runs the repeatable steps, and routes to review points
Example workflow

Example workflow: Citation check from email

SURFACES INWHAT COMES INTHE PLATFORMWHAT GOES OUTDELIVERED BACKWebMobile · voiceText (SMS)Slack · TeamsChromeOffice add-inMeeting botMeetingsWordPowerPointSheetsFiles · PDFsDataAgentsAppsLibrarySessionsSpacesStudiosMeetingsLakehouseSemantic modelsDatabaseDashboardsPowerPointSheetsDashboardsData · APIsApps · portalsWebMobile · voiceText (SMS)Slack · TeamsChromeOffice add-inMeeting botEmail1Workflows (AOPs)2Email3Word41 INAttorney forwards folderof motions to theworkflow's email addressfor citation review.2 RUNAthena verifies everycitation, retrieves theunderlying case, flagsoverruled or supersededauthority.3 CHECKReview document returns with41 confirmed citations and 3flagged exceptions for lawyerreview.4 OUTWord Studio displays marginpanel: each citation linkedto authority and passage,only exceptions needattention.
Fig. 04The route on the system map: Email → Workflows (AOPs) → Word. Connectors: iManage · Outlook · Word · approved research sources
Use cases

Citation checks to firm financial operations.

Check every citation. Flag overruled authority.

Paste a brief or email a folder of motions to the workflow's address. Every citation is verified, the underlying case retrieved, overruled or superseded authority flagged. The review document returns with only the exceptions for a lawyer.

Citation verificationTrigger · Folder of motions emailed to workflowVerify 41 citations in briefRetrieve underlying casesFlag 3 overruled or superseded authoritiesPrepare review documentReview document with 3exceptions returned tolawyerCitation review · 3 exceptions
Fig. 05Email a folder of motions; receive a review document flagging only the exceptions

Turn an alert into a working memo.

A market alert triggers the next steps: collect approved company information, assemble a chronology, prepare a memo on the firm's template with sources attached. A reviewer sees it before it becomes advice or outreach. One practice group receives the memo in about 10 to 15 minutes.

Securities Alert MemoMarket Alert: Regulation FD enforcement actionannounced this morning.Company background: The issuer filed an 8-K on theselective disclosure matter; SEC docket retrieved.Chronology: Initial disclosure to analysts;corrective 8-K filed; SEC notice issued.Analysis: The enforcement action applies theRegulation FD standard from the adopting release.Next steps: Practice group to assess clientportfolio and prepare outreach where applicable.Company 8-KattachedSEC docketretrievedMemo received in 10 to 15
Fig. 06Market alert becomes a working memo with chronology and cited sources in 10 to 15 minutes

Monitor changes. Bring back the source.

Court, docket, and regulatory sources checked on a schedule, 100+ browser sessions a day at one firm. A digest with the source document, retrieval time, and a short explanation. Monitoring is not a substitute for official service or deadline controls.

Source Monitoring DigestTrigger · Checked on scheduleCase docket · Order on Motion to CompelDocket · Amended Complaint filed · retrievedFederal Register · Final Rule · retrievedDigest with sourcedocument, retrieval time,and a short explanationCourt · docket
Fig. 07100+ browser sessions a day become a digest with source, time, and explanation

Competitive and client intelligence, at scale.

Hourly pulls from market and legal databases; an AmLaw 100 market map with 1,000+ cited entries. The marketing and BD team became the firm's largest internal user.

AmLaw 100 Market MapFirmPracticeRecent MatterSourceDateFirm ASecuritiesLead counselCourt docketAug 2026Firm BM&AAdvisor8-K filingAug 2026Firm CAntitrustRepresentedFTC docketJul 2026Firm DIP LitigationPatentPACER docketJul 2026Firm ERegulatoryComment letterFederal RegisterJun 2026WHO CHANGED WHATAthenaHourly pulls from marketand legal databasesMarketing teamLargest internal user ·1,000+ cited entriesBD teamFilter applied: SecuritiesLitigation
Fig. 081,000+ cited entries refreshed hourly; marketing and BD became the largest internal users

Firm financial operations.

Firm financial operations that took days are now roughly 95% automated, with the team's judgment applied at the end.

Firm financial scenariosFirm financial operations, roughly 95% automated—Five to ten years—Scenario weighting—About 95% analysis—Committee judgment at endCOMPAREBase allocationAthenaScenario weightsAthenaFinal adjustmentCommitteeAttribution on every changed assumption
Fig. 09Firm financial operations with scenario modeling and attribution

Recurring reports from firm data.

Time-entry and unbilled reporting off synced Azure SQL. PACER invoice allocation to billable and non-billable. A bill-review workflow two years in production. Define the calculations once; reuse the workflow.

Azure SQL syncPACER invoicesTime entriesONE DEFINITIONUnbilled reportDefine calculationsonce; reuse workflowAssociate hoursWeeklyBill allocationOngoingsame allocation logic reused
Fig. 10Time-entry and PACER invoice reports from synced firm data with reusable calculations

Knowledge, from your templates and your documents.

A CLE Q&A application over 250+ PDFs built in 15 days. An FAQ agent that answers by email for people who never log in. Entity-relationship diagrams from documents for conflicts and KM. Trademark image-similarity search.

Your templates and yourdocumentsCLE Q&A over 250+ PDFsBuilt in 15 daysFAQ agent answers by emailNo login requiredEntity diagrams for conflictsFrom deal documentsTrademark image searchSimilarity matching×Knowledgeapplications fromfirm content
Fig. 11A CLE bot, FAQ agent, entity diagrams, and trademark search built from firm documents

Give clients a clear next step.

A firm-branded portal for requests, submissions, and review status. Uploading is separate from submitting; submitting from acceptance. An authorized reviewer decides. External clients use it without individual licenses.

External client (included in Athena services)Request draftreceivedSupporting documentsacceptedFinal submissionsent backAuthorized reviewerUploading separate fromsubmitting; reviewer decidesbefore acceptance
Fig. 12Firm-branded portal with upload, submission, and review stages for external clients

A firm-wide assistant, behind your SSO.

A white-labeled application for every attorney and staff member, included in Athena services. One firm grew to 90+ users organically.

90+ usersOne firm grew organically to 90+ users,included in Athena servicesWhite-labeled application behind SSO for every attorney and staff
Fig. 13Firm-wide assistant, included in Athena services, grew to 90+ users organically at one firm
What customers say
“The tools have way more capacity than we have the mindset to maximize them at this stage, but, you know, that's a good problem to have.”
Innovation lead · An AmLaw 100 firm
“So we use the SDK, and we write that in Python, and it calls Athena majority by API. The results appear in the interface itself.”
Legal technology team · A global law firm
“Obviously, you guys have really good security. We trust you guys with your security of what we do.”
Innovation lead · An AmLaw 100 firm
“Does look pretty much very impressive compared to everything else that we're exploring.”
Legal technology lead · A global law firm
“You guys have a lot more control because you guys own the interface.”
Legal technology lead · A global law firm
“Things have moved from the theoretical to the reality stage.”
Innovation lead · An AmLaw 100 firm
“It's good to understand the capability of the platform. That how far, and how quickly you guys can get these things going [...] that has been impressive overall.”
VP-level AI leader · A Fortune 500 retailer
“Lets us get a lot more out of our data than [...] We can sit on top of all of the data in [our data warehouse] as opposed to just, like, our little ingested, you know, three gigabytes semantic models. I think we have a lot of power here.”
Analytics lead · A Fortune 500 retailer
“Gave Athena the spreadsheet, explained which column I was trying to figure out, and then ten secs it told me... exactly how the calculation was based on the other data.”
Analyst · A global manufacturer
“He wrote the entire stuff. By itself. And I was there, and I was thinking, alright. If I had to write all this stuff, I mean, I would've spent days, days, days.”
Manufacturing analyst · A global manufacturer

Verbatim from customer calls. Customers anonymized.

Platform

Legal on one platform

Agents handle an individual assignment: read these sources, compare these authorities, explain this figure. Workflows (Agent Operating Procedures) repeat a defined process on a schedule or trigger with review and delivery steps. Applications give attorneys, clients, and practice leaders a focused interface to the work.

Athena provides the platform. Your firm brings the procedures and the domain judgment.

Governance

Configure sources and permissions with IT.

Choose the deployment, approved sources, and allowed actions with IT and risk. Managed cloud or your own environment. Source-system permissions inherited. Tool approvals configurable. Discovery-aware retention and hard delete on your schedule. Document the data handling for the connectors and model providers you enable.

What to plan for

Public case-law search in our reference build uses public authority sources. It does not demonstrate comprehensive legal-database coverage and does not replace an attorney's validation of authority. Connect your licensed research databases (Legal research, Legal research, etc.); the workflow uses them with your credentials.

FAQ

What can AI agents do for a legal team?

Research, check citations, draft on your templates, monitor regulatory changes, and answer policy questions from your own materials.

Who reviews the work?

A lawyer you name reviews before anything becomes advice or is sent.

Is our information protected?

Agents use each person's own permissions, and Athena can run in your own environment.

Where should we start?

With one recurring task that has a clear standard of done.

One platform underneath

AGS · Athena Governance System

Records every change by a person or an agent, rolls back one contributor's edits without losing anyone else's, and keeps the model, instructions, and sources behind each agent action.

Palladium · deployment

How the platform is deployed: Athena's managed cloud, your cloud on AWS, GCP, or Azure, on-prem, air-gapped, or GovCloud. Same platform in every option.

How it fits together

Build, Work, and Data on top; 150+ connectors and every surface in and out; one map of the whole platform.

Related

Related products and stories

Start with one finished output.

We will scope the workflow with you, agree the review points, and expand after the output and controls meet your firm's requirements.