AI for legal operations
Ultramarine Work reads the LEDES invoices, trust ledgers, matter exports and signed contracts in the folder. From those it drafts the invoice review, the accrual register, the conflict write-up and the contract abstracts, for you to check.
E-billing-business-case.pptxExampleAsk it for
“Review the June LEDES bills from Harrowby Finch against their OCG and rate card, flag block billing and unapproved timekeepers, citing each guideline line.”
June-invoice-review-and-spend.xlsx“Build the FY26 litigation reserve schedule with probable and reasonably possible columns, and draft the description and evaluation lists for the audit letter.”
FY26-reserves-audit-tables.xlsx“Reconcile the August IOLTA statement to the trust journal and the client ledgers, list every difference, and flag each negative client balance.”
Aug-IOLTA-three-way-rec.xlsx“For the Brantwill Group intake, expand name variants, parents and subsidiaries, search the closed-matter export, and write up each hit with matter and parties.”
Brantwill-conflicts-writeup.docx“Turn the requirements list, two vendor quotes and last year’s outside counsel spend into a build-versus-buy e-billing case with NPV, payback and assumptions.”
E-billing-business-case.xlsx“Abstract the Aubermill Logistics MSA and its two amendments into the obligation register, with renewal dates, notice deadlines and the document that controls.”
Aubermill-obligations.xlsx
How it works
- 1
Gather the working files
The folder holds the closed-matter export, outside counsel guidelines and rate cards, LEDES bills, the trust journal and client ledgers, contracts with every amendment, firm accrual statements and the lawyers’ loss contingency assessments.
- 2
Ask for the deliverable
You ask for the invoice review, the reserve schedule, the trust rec or the abstract. It works the numbers in Excel with live formulas, drafts the letters in Word, and cites the clause, ledger line or invoice entry behind each finding.
- 3
Review it, then decide
Each conflict hit goes to the attorney who decides adversity, and you accept or overrule every invoice flag before the firm hears it, then take the reserve and accrual numbers to finance. Every file it touched still needs your review.
Inside the Legal Operations mode
Legal department operations
From the lawyers’ assessments it builds the ASC 450 reserve schedule and writes the description and evaluation lists the auditor’s inquiry letter needs.
Legal billing and trust accounting
Works the IOLTA three-way rec until journal, client ledgers and adjusted bank balance agree, then checks every LEDES bill against the guidelines and rate card.
Client intake conflicts and engagement
Takes an intake name, expands it into variants, parents and subsidiaries, then writes up each conflict hit and drafts the engagement and non-engagement letters.
Business case and capital allocation
Builds the e-billing business case from requirements, vendor quotes and spend history, with the NPV, payback and build-versus-buy math the GC and CFO ask for.
Contract abstraction and obligations
Abstracts each signed contract with its amendments in precedence order, and keeps the obligation register current on renewals, notice dates and terminations.
- Office skills
- Excel, Word, PowerPoint, PDF
- Tools
- Read, edit and write files, Search files, Run code, Search and read the web, View images
- Connectors
- SharePoint, Google Drive, Gmail, and additional custom connectors
- House style
- Your fonts, layouts and rules, on every file
Who it’s for
Legal operations staff in legal departments and law firms, including pricing, legal project management and legal technology roles, and law firm billing, conflicts and new business intake staff.
Questions
Where do our documents get processed?
Ultramarine Work changes files only in the project’s folder. When a request needs it, it can read files elsewhere on your computer, never passwords, keys or app data, and you can turn that off in settings. The model runs on Paper Instruments’ servers, so the content it works on is sent there to be processed. Paper Instruments is SOC 2 Type II, and our security and compliance details are on our compliance page.
Can we use it on client matters where the client restricts AI?
Your firm and the client’s outside counsel guidelines decide that, not the software. Clients restrict generative AI on their matters or require written approval naming the tool. ABA Formal Opinion 512 says a boilerplate engagement clause is not consent, and the client’s informed consent is required where the tool could disclose client information. Content it works on is sent to Paper Instruments’ servers to be processed. The details are on our compliance page.
Does it decide what to pay a firm or how much to accrue?
No, the call stays with you or the responsible attorney. It builds the flag list and the schedule. Each invoice flag cites the guideline or ledger line behind it, and each reserve row shows the assessment and source it came from, so the reviewer accepts or changes every item. Reducing a bill or declining an invoice is the reviewer’s decision.
Can it certify our trust reconciliation?
No, the lawyer signs the certification, and software cannot sign it. The three-way rec it prepares makes the trust journal, the client ledgers and the adjusted bank balance tie out. You still resolve every difference and keep the records the way Rule 1.15 and your state’s trust rules require, because the attorney certifies a personal review, and a negative client balance is a correction only the firm can make.
How do we know it found every conflict?
You cannot assume it caught every conflict. It searches the files you give it, so a stale closed-matter export or a missing subsidiary list limits what it can find. Each hit comes with the matter and the source document behind it, and names it could not resolve get flagged rather than guessed. The write-up supports the check your conflicts system runs, and the attorney decides adversity, waiver and clearance.