Foundry research · Great Library of SISO

Law firms

Begin with supervised intake, approved-template assembly and evidence-preserving document review. Compare against the firm's existing software before replacing it. Neither exposure estimates nor a repository's features establish cash savings.

Research dated 2026-09-05. Business value remains unmeasured. Software descriptions are documented capabilities; each project must verify fit, rights and outcomes before adoption.

United States research pilot; state/practice-area requirements still need an authorized firm-specific review.

What the evidence supports

An occupational task inventory identifies legal-assistant document preparation, records organization and research. A preregistered 2024 study found errors in the legal AI research tools it tested despite retrieval grounding. This supports decomposing tasks and measuring supervised assistance; it does not supply a law-firm-wide automation rate or a current vendor-performance ranking.

[onet] [legal-ai-study]

Processes to test

Client intake and missing-information chase

Collect and normalize supplied fields; flag missing facts and possible matches; never accept a conflict or engagement automatically.

Measure
Human minutes per complete, accepted intake including review and chase
Reject the idea if
Reject if a known conflict/identity ambiguity is suppressed or completed intake takes no less total human time.
Human authority
Firm-designated intake reviewer; lawyer owns conflict/engagement decision.

[mycase] [actionstep] [docassemble]

Approved-template document assembly

Populate approved templates from validated interview answers and return a draft plus field provenance.

Measure
Human minutes per correct, reviewed document; critical field errors
Reject the idea if
Reject if version/party/amount/date errors survive review or review effort erases assembly savings.
Human authority
Qualified professional approves template/rules and final legal document.

[onet] [docassemble] [mycase]

Document extraction and source-linked review

Extract candidate facts with document/version/page references; reviewers accept/reject each finding.

Measure
Correct accepted findings per reviewer hour, with unsupported findings counted
Reject the idea if
Reject if a finding lacks its supporting source or cross-matter retrieval exposes restricted material.
Human authority
Matter owner controls access and interpretation; extracted text is not legal advice.

[onet] [legal-ai-study] [repo-opencontracts]

Approved-document signing coordination

Prepare a signing envelope only from approved immutable content; require explicit release authority.

Measure
Human coordination minutes per correctly completed signing workflow
Reject the idea if
Reject if signer/document identity changes undetected or benefit depends on bypassing approval.
Human authority
Authorized firm sign-off; no automatic filing or signing.

[mycase] [repo-documenso]

Client updates and administrative follow-up

Draft status updates from current records; route for review and send only when authorized.

Measure
Net human minutes per accurate approved update, including exception/retry review
Reject the idea if
Reject if stale status is sent as current, recipients cross matter boundaries or retries duplicate an action.
Human authority
Firm communication owner retains recipient/content/send control.

[mycase] [actionstep] [repo-activepieces]

Time/billing exception review

Surface missing time descriptions, inconsistent identifiers or rejected line items in a read model; keep financial authority upstream.

Measure
Review minutes per resolved exception; correction rate; actually recovered contribution margin
Reject the idea if
Reject if trust/billing state is overwritten or saved billable hours are counted both as cash and new revenue.
Human authority
Billing/accounting owner; no trust-ledger or invoice replacement authorized.

[mycase] [actionstep] [repo-teable]

Existing software

MyCase

Vendor currently advertises intake, case management, document automation, time/billing and client communication features.

No verified billing-basis quote or client invoice; do not count the subscription as cancellable.

[mycase]

Actionstep

Vendor currently advertises matter/workflow management, intake/conflict checking, document automation, billing and client portal features.

Firm-specific quote and actually avoidable spend unknown.

[actionstep]

LegalServer

Current case-management product explicitly targets civil legal aid, public defenders and government law offices.

Do not treat a public-interest legal product as a like-for-like incumbent for a private commercial firm.

[legalserver]

Reusable code candidates

jhpyle/docassemble

Guided interviews and template-based PDF/RTF/DOCX document assembly.

Possible reuse
Version-pinned sidecar with firm-approved interviews/templates; not an autonomous legal adviser.
Limits
Firm-specific rules, template correctness, privilege, tenancy, retention and integrations unproved.
Rights
GitHub metadata reports MIT; route/dependency/attribution review still required

[docassemble] [repo-docassemble]

Revision: 1b6678384bc953afeef5c8e2fcde0f5e1c238b6e

Open-Source-Legal/OpenContracts

Document annotation, structured extraction and citation-linked review, as described in upstream README.

Possible reuse
Read-oriented evidence extraction/review sidecar; source document and reviewer authority retained.
Limits
README features are not measured extraction accuracy; do not convert extracted claims into legal conclusions.
Rights
GitHub metadata reports MIT; full route review pending

[repo-opencontracts]

Revision: 2cd5230d90cd666e9536103801fdcb118149fba7

documenso/documenso

Self-hostable electronic-signature workflow, described by its upstream project.

Possible reuse
Approved signing sidecar/API only after rights, identity and document-class review.
Limits
Feature existence does not establish validity for every document, court process or jurisdiction; no signature was sent.
Rights
GitHub metadata reports AGPL-3.0; obligations and commercial route unresolved

[repo-documenso]

Revision: 2cac63a000e22422bdea449f68b8025e709aa73a

activepieces/activepieces

Typed reusable connector pieces and workflow execution.

Possible reuse
Allowlisted draft/notification workflow with human-approved external writes.
Limits
Connector availability does not prove client consent, reliable retries, idempotency or matter-level permissions.
Rights
README separates community MIT and commercially licensed enterprise features; edition/route review required

[repo-activepieces]

Revision: af374df8ae23f973376650f9b83642e2e7985bf3

teableio/teable

PostgreSQL-backed tables, forms, permissions and API advertised upstream.

Possible reuse
Evidence-bound review/read model; not replacement authority for matter, trust or financial ledgers.
Limits
Generic table behavior does not implement legal conflict rules, trust accounting or system-of-record migration.
Rights
GitHub SPDX NOASSERTION; edition and route unresolved

[repo-teable]

Revision: 5ef2238883cad7c3980084de9a9031135fb9734f

Business value and a falsifiable pilot

No firm baseline, invoices, achieved automation rate, review/rework time, operating cost, displacement proof or eligible-population measurement. Null is not zero.

Within one authorized firm, compare matched routine work under the incumbent workflow and supervised candidate workflow. Start with synthetic/redacted fixtures; pre-register which documents/actions are in scope before using live data.

  • Human time including review/rework is not lower than the matched baseline.
  • Any privileged record crosses an unauthorized boundary or an unapproved external action occurs.
  • The result depends on treating draft/closed status as accepted legal work.
  • Measured first-year net cash is not positive for a cash-savings offer; capacity gains alone are not cash.
Read the shared value model

Limits

  • This is not legal advice, product admission or an industry-wide value forecast.
  • Current software adoption prevalence and current subscription prices were not verified; named offerings are not assumed to be installed.
  • No claim that a generic repository replaces the whole legal practice stack.
  • Rights, security, accessible UI, restoration and integration behavior remain product-owner gates.

Sources

  1. Paralegals and Legal Assistants — updated 2026 · O*NET OnLine

    Observed task inventory, not an automation forecast or firm baseline.

  2. 8am MyCase legal practice management · MyCase

    Capabilities observed on live vendor page; no firm adoption or performance measurement.

  3. Law firm management software · Actionstep

    Capabilities observed on live vendor page; not a migration or savings proof.

  4. Case management for civil legal aid and public defenders · LegalServer

    Vendor explicitly distinguishes its buyer from for-profit law firms.

  5. Guided interviews and document assembly · docassemble

    Deterministic assembly capability is not evidence that a generated legal document is correct.

  6. jhpyle/docassemble pinned README · jhpyle/docassemble

    Commit identity verified using GitHub API; README review is not executable module qualification.

  7. Open-Source-Legal/OpenContracts pinned README · Open-Source-Legal/OpenContracts

    Commit identity verified using GitHub API; README review is not executable module qualification.

  8. documenso/documenso pinned README · documenso/documenso

    Commit identity verified using GitHub API; README review is not executable module qualification.

  9. activepieces/activepieces pinned README · activepieces/activepieces

    Commit identity verified using GitHub API; README review is not executable module qualification.

  10. teableio/teable pinned README · teableio/teable

    Commit identity verified using GitHub API; README review is not executable module qualification.

Canonical source and machine access

Pinned Foundry source · Record JSON

SHA-256: bfd07cd3ea7ecec4881c8d28820c4e3c58f0a8a2cae14f81d38ee7395b0e95f7