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41 citations confirmed, 3 flagged as overruled or superseded, each linked to the authority and passage.
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.
Fig. 02From manual cross-checks to three calendar minutes: the citation panel leaves only exceptions
How it works
Give the repeatable steps to Athena.
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.
Connect the sources. iManage, Outlook, the DMS folder, the firm's templates, approved research sources. Each attorney's own permissions.
Define the review points. Which steps need a lawyer. What routes to whom. Where the output lands.
Review, not redo. Every claim cited to the passage, every edit attributed, with time travel to any prior version.
Fig. 03The workflow connects firm sources, runs the repeatable steps, and routes to review points
Example workflow
Example workflow: Citation check from email
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 Every citation is verified, the underlying case retrieved, overruled or superseded authority flagged.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.
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.
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.
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.
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.
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.
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.
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.
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.
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
“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.
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.
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.