Josef vs Legito: how they compare in 2026
Josef and Legito are both no code platforms for document automation and legal workflows, and both have added AI. Josef is stronger on how its AI answers. Josef Q answers only from documents the customer uploads and shows the page, paragraph and clause behind each answer. When the answer is not there it says it does not know, and the legal team can review and edit what it tells people. Legito's counterweight is its contract. Its published agreement limits use of customer data to performing the service and commits to advance notice before a compelled disclosure. Its processing terms bar moving data out of the region the customer picks, in Virginia, Germany or Australia. Legito states that its AI runs on its own servers.
Which one fits
Choose Josef if
- You want employees to get answers from your own policies, not the open internet. Josef Q answers only from the content you upload, shows the page, paragraph and clause each answer drew on, and replies that it does not know when the answer is not there.
- Your legal team wants to control what a tool tells people. Josef's moderation layer lets the team review and edit answers, add or remove sources, and tune tone and length, and every question and answer is tracked and stored.
- You want evidence from in house teams like yours. Josef names L'Oréal, where Legal Counsel Candy Welsh reports a 66 percent drop in contract turnaround, and puts the general counsel of adidas and the head of legal operations at Bupa on the record.
Choose Legito if
- You want the data terms in a contract you can read. Legito's published agreement makes customer data the customer's property and confidential information, limits Legito's use of it to performing the service, and commits to advance notice before any compelled disclosure.
- You need data kept in one region. Legito lets each customer choose storage in Vint Hill, Virginia, Limburg, Germany or Melbourne, Australia, hosted with OVH, and its processing terms bar transfer outside that location without express written consent.
- You want to start without paying. Legito offers a permanently free plan with document lifecycle management, a no code application builder and electronic signature, plus a 30 day trial of all features with no credit card.
At a glance
All 15 axes, side by side
The same grid applied to every vendor in the index, graded from public sources. Hover a grade to see what the letter means on that axis.
AI Centrality
How much of the product is actually AI. Whether the machine learning is the mechanism the buyer is paying for or a feature layered onto conventional software, and whether the vendor is specific about which is which.
Josef sells three products: Josef Q for AI question and answer, contract automation, and workflow automation. Only the first is driven by models. The contract and workflow modules are template and rules automation that predate the AI layer, and they are what the L’Oréal case study's 66% turnaround figure rests on. Josef Q is not peripheral: it has its own login at q.joseflegal.com, four dedicated product pages and its own named customers at adidas, Bupa and Cityblock Health. Remove it, though, and a working no code document and workflow platform remains. The models drive a core capability layered on a product that would still work without them.
The vendor's own headline settles this. The AI page is titled AI-powered Document Automation and CLM, and its subtitle says AI powered and rule based document automation complement each other. Kedy AI is a real, named, shipped layer with five distinct capabilities, but it sits on top of a platform that stands entirely without it. Remove the models and a buyer still has interactive template automation, lifecycle management with routing and approvals, a no code application builder, an audit trail and a free electronic signature product. That is the whole of the free plan and the whole of what the named customers are quoted describing. The company was founded in 2015, and its case studies, including the PwC deployment and the 450,000 hours figure, rest on rule based automation rather than on inference. AI accelerates authoring and extraction here; it is not the mechanism the buyer is paying for.
Citation Accuracy and Hallucination Disclosure
Whether the vendor publishes measured accuracy on citations and assertions, grounds output to primary sources, and says plainly what its system does when it does not know. Legal has a documented public record of fabricated citations reaching filed briefs, so an untested claim of accuracy is not evidence.
Grounding is real and specifically documented. The AI controls page says Josef Q is a closed domain system answering only from uploaded content, and the source list shows the exact page, paragraph and clause an answer drew on, so a user can open and check the support. A document processing engine is described as scanning and optimizing uploaded content before indexing. No measured accuracy figure or test set is published. Josef Q retrieves the customer's own policies rather than primary law, so grounding to primary authority and citation status checking are not capabilities it claims. Against that, the audit trail page carries an unqualified “No hallucinations!” claim, which is marketing running ahead of the mechanism, though it sits alongside a described architectural control and a published refusal path.
No accuracy content of any kind is published. There is no figure, test set, evaluation, third party validation or named failure mode on the AI page, the security page, the pricing page or the subscription agreement, and the agreement does not mention AI at all. The nearest thing to a control is a design constraint. AI drafting is described as inserting extracted data into automated templates while keeping the template fully intact, which bounds what the model can alter but says nothing about output accuracy. The nearest thing to a limitation disclosure is a blog article asking whether a reader can accept that AI returns different results in two identical situations. It acknowledges nondeterminism in the abstract without stating what the product does about it. Grounding to primary legal authority does not apply to a document automation and CLM product. The knowledge base article on AI document drafting was not opened and may say more.
Autonomy and Oversight Model
What the system decides on its own, what a lawyer must approve, and whether the vendor documents where the review point sits. A tool that drafts under review and a tool that files without one are different products and different risks.
The control structure is published in detail. The AI controls page documents human moderation of every answer, adding and removing sources in a Moderation tab, a Tuning Lab for tone, length and spelling, and Smart and Follow-up Suggestions that shape what end users ask. The stop rule is published and specific: outside the uploaded content, the tool answers “Sorry, I don’t know.” The audit trail page adds that all user questions and generated answers are tracked and stored. What is missing is a route back to human judgment. No escalation path from an unanswered question to a lawyer is published, and no thresholds or distinct autonomy modes are published. The review surfaces are the strongest part of the published material.
Autonomy is claimed and oversight is not described. The vendor states that AI agents will undertake regularly recurring tasks in the customer's workspace, which is unattended operation, and that Kedy AI navigates through workflows and controls lifecycle operations. Nothing published states what an agent may do without a human, at what point it stops, whether a confidence signal is shown to a reviewer, or what happens after an agent acts wrongly. No approval gate for AI output is described anywhere. The platform audit trail, described on the security page as timeline and versioning, is a general control that predates the AI and is not presented as a way to oversee it. The subscription agreement, where a supervision obligation would ordinarily sit, is silent on AI entirely.
Operational and Outcome Evidence
Named, dated evidence that the product works in production at real firms or legal departments. Case studies with figures and identified customers count. Unattributed testimonials and launch announcements do not.
Attribution and figures are both present. The L’Oréal case study names Candy Welsh, Legal Counsel, and reports a 66% drop in contract turnaround, one contract moving from over an hour to 20 minutes, more than 100 such contracts a year, and roughly two weeks of work saved annually. Other named deployments carry named officers. Katherine Roseveare, General Counsel at adidas, is named for a deployment across more than 65,000 people, and Claire Nuske, Head of Legal Operations at Bupa, for more than 40 self service tools. Wendy Chow, General Counsel at Cityblock Health, and Sheila Dusseau, Head of Global Legal Operations at Ferring Pharmaceuticals, are also named. No case study carries a date, and the 66% figure comes with no statement of how it was measured or over what period, so neither the method nor the currency can be assessed.
Deployment evidence is broad and well attributed. Named customers appear with logos, including PwC, Deloitte Legal, LexisNexis, Holland & Knight, Santander, Société Générale, UniCredit, Telia, Škoda, Vialto, U.S. VETS and the Bronx and New York County District Attorneys' offices, against a stated base of over 400,000 users. Testimonials carry full names and roles. Tomas Fiala, Director at PwC, describes a Center of Excellence running since 2018 across the PwC global network. Others include Paul V. Saunders, Chief Innovation Officer and Partner at Stewart McKelvey, and Sony Varughese, Chief Technology Officer. Nel Pelle, Sales Manager at BAM, Galya Oster at Atrafin, Eli Cohen, Chief Operating Officer at RBI, and Jeremy Aber, a software attorney, are also quoted. Figures include contract checking falling from 20 to 50 minutes down to 5 minutes, 450,000 hours saved at a Big Four firm, and a deployment for 10,000 users built by two specialists working part time. The figures sit inside testimonials and case study titles with no method, baseline, sample or date. None of the outcome evidence is attributed to Kedy AI; every quoted result describes rule based document automation.
Privilege and Confidentiality Posture
How client confidences are handled: attorney client privilege and work product treatment, segregation of one client matter from another, whether client data trains any model, and what the vendor commits to in writing rather than in marketing.
No customer agreement is published. The only published documents are website terms and a privacy policy dated 15 February 2024, which applies to Josef as a controller rather than to customer content held as a processor. What is published is real but general. Josef's FAQ says customers keep full ownership of their data and Josef acts as custodian, and the security page states AES-256 at rest and TLS 1.3 in transit with server side keys held by Josef. Nothing addresses training on customer content, tenant separation, or privilege and work product. For an in house buyer the key need is separation between tenants, and no separation of any kind is documented. The ownership and encryption commitments can be read before signing, but the commitments that matter most cannot.
Substantive published commitments, short of the full picture. The subscription agreement makes all data, files, documents and templates uploaded or created by the customer the customer's property. It grants Legito the right to use customer data solely to perform under the agreement, a purpose limitation rather than a broad license. Section 5 makes customer data the customer's confidential information and binds Legito to reasonable care, purpose limitation and access on a need to know basis under signed confidentiality agreements. The AI page adds that no third party service processes customer data in AI and that data is never used for AI training. Retention is bounded: the customer may export for 30 days after termination, after which Legito may destroy the data. The customer chooses a named storage region, and the processing agreement bars transfer outside it without express written consent. Encryption is applied in transit and at rest with keys held away from the hosting provider, and a self anonymization feature covers data in documents. Privilege and work product are not mentioned anywhere in the agreement or on any published surface. The product holds contract and back office documents rather than matter files.
UPL and Professional Responsibility Posture
Whether the vendor is clear that it supplies a tool rather than legal advice, who its audience is, and how it addresses unauthorized practice of law, competence and supervision duties, and jurisdiction limits. ABA Formal Opinion 512 is the reference point. Where the advice line is not the duty a product raises, the axis is read through the nearest professional duty it does raise: judicial conduct rules and the reviewing duty for products sold only to courts, and the duty to bill for time actually spent for products that draft time entries.
The only published disclaimer covers the wrong thing. The website terms say content on the Josef website is for information purposes only, which addresses the marketing site rather than the output of a tool answering policy questions for employees. The product, meanwhile, is described in advice terms. The Josef Q demo panel offers scalable guidance and advice, and the FAQ describes legal aid organizations and boutique firms using Josef to deliver onboarding, wills and guidance tools to members of the public. No jurisdiction limit, statement of who may rely on an answer, or disclosure requirement for consumers is published, and ABA Formal Opinion 512 is not mentioned. The disclaimer exists but does not reach the product, and the uses the vendor advertises to the public are where the advice line matters most.
Nothing addressing unauthorized practice, professional responsibility or the boundary between the software and legal advice is published on any Workspace surface. The subscription agreement, which is the customer agreement for this product, contains no such provision, and neither the AI page, the legal department page nor the law firms page carries a disclaimer. One instrument on the same domain does address it. The Legito Marketplace terms of service require a user to tick a box agreeing that the application is not a legal service or its substitute. The Marketplace is a separate product with its own purchase path, its own terms and its own single use conditions for consumers, so that acknowledgment governs a different transaction and does not apply to the Workspace product.
AI Governance and Bias Disclosure
Published governance over model behavior: who owns it inside the vendor, what is tested before release, and what is disclosed about disparate output across matter types, parties, or populations.
No governance position is published. There is no responsible AI page, no named internal owner, no testing regime before release, and no ISO 42001 or equivalent. Nothing addresses whether answer quality varies across topics, document types or populations. The moderation and review controls are real, but they are an oversight mechanism rather than governance, and security controls are a separate subject. The chief executive's published article on context engineering is a design argument, not a governance disclosure.
No governance disclosure is published. There is no AI policy, no acceptable use policy for AI, no responsible AI or ethics statement, no bias or fairness discussion, no ISO 42001 or NIST AI RMF alignment claim, and no named internal owner for AI decisions. No model evaluation or testing is described, and neither the subscription agreement nor the data processing agreement has a section on AI. Two blog articles discuss AI in document processes and where AI brings value and where its limits lie, but both are market commentary rather than statements of how the vendor governs its own models. The ISO 27001 certification covers information security, and its quoted scope names document automation and CLM software development and hosting, not AI governance. Surfaces read: the AI page, the security page, the subscription agreement and its data processing exhibit, the pricing page and the site footer inventory.
AI Safety and Data Stewardship
Retention, deletion, access control, and what happens to prompts and documents after they are processed. Whether the vendor states its subprocessors and its incident practice, or leaves the buyer to assume.
Access control is documented and the rest is not. The security page states AES-256 encryption at rest, TLS 1.3 in transit, encryption keys held by Josef on the server side and regular access audits, alongside OWASP and ASD secure coding frameworks, automated vulnerability scanning and annual third party penetration testing. What happens to uploaded documents and prompts afterwards is not addressed. The privacy policy keeps service data for the business relationship and an unstated period after, and describes deletion only as securely deleting or anonymizing once no legitimate business need remains. No incident practice is published. The subprocessor list is not published; the privacy policy says it can be provided on request, and no self service portal or download route is published.
Three express commitments sit together on the AI page. Kedy AI is hosted entirely on Legito servers, no third party services process customer data in AI, and customer data is never used for AI training. The subscription agreement is consistent with them: it grants Legito the right to use customer data solely to perform under the agreement and reserves no training or improvement right anywhere. The closest clause, on statistical information, permits Legito to compile and publish performance statistics about the service if they neither identify customer data or the customer nor permit reidentification. That is a right to performance metrics, not to machine learning. The processing agreement bars transfer outside the chosen region, sets an eight hour breach notification undertaking, and requires subprocessors to be bound to confidentiality. The limit is placement. Every AI commitment lives on a marketing page, and the customer agreement, last modified in September 2023, does not mention AI at all, so a buyer has the vendor's word rather than a term to enforce.
AI Liability and Recourse
What the vendor stands behind contractually when its output is wrong. Indemnities, caps, carve outs, insurance, and whether any of it is published or only reachable through a negotiated agreement.
Nothing is published on who bears the loss when an answer is wrong. The only published liability clause sits in the website terms and excludes liability arising from use of the Josef website, limited, where it cannot be excluded, to resupplying the relevant services or information. That is a website clause, not a position on product output. No master subscription agreement, customer agreement, service level agreement, warranty or indemnity is published, and the site footer offers only the website terms, the privacy policy and a cookie notice.
A published agreement gives real general recourse and none specific to AI. A tiered availability warranty credits 10, 25 or 50 percent of the monthly fee by uptime level. If availability falls below 98 percent for two months in a row or any three in six, the customer may terminate and recover prepaid fees. Legito warrants that security and functionality will not materially decrease and that the service will perform in accordance with its documentation. There is a 30 day cure period for material breach, an intellectual property indemnity covering defense costs, negotiated settlements and damages awarded by a court, and an eight hour breach notification undertaking in the processing exhibit. Against that, liability is capped at fees paid in the preceding twelve months, and all indirect damages are excluded, including loss of or unauthorized access to data. Nothing in the agreement addresses AI output. There is no warranty, allocation of responsibility or remedy where Kedy AI extracts a term wrongly, drafts from the wrong source, or an agent acts on a bad inference. The processing exhibit also disclaims liability for customer data disclosed through a cyber attack despite reasonable efforts.
Practice Systems Integration Depth
How deeply the product reaches into the systems legal work already lives in: document management such as iManage and NetDocuments, Word and Outlook, contract lifecycle management, matter management, e-billing, and court filing systems.
Thirteen integrations are named and grouped by function, and the direction of data flow is described. Policies sync in from SharePoint and Confluence, data is pulled from Airtable and Google Sheets, and captured information is pushed out to Slack, Teams, SharePoint and Salesforce. The legal systems are present: HighQ, Xakia, Dazychain and Actionstep are all named. The Xakia entry goes furthest, describing Josef bots launched from Xakia's internal client portal so that requests stay managed within Xakia. Two integrations, Actionstep and Xakia, have linked walkthroughs. No documentation an implementer could use is published: no developer index, no field mapping, and no statement of what a firm must configure. The integrations page answers any unlisted case by inviting a conversation with the team.
Integration is documented rather than asserted, and the documentation is public. A REST API is published with a Swagger specification, alongside webhooks described as a push API, programmable tags, a developers hub, and self service creation, deactivation and deletion of API keys. Named ready made integrations include Salesforce, Microsoft SharePoint and Zapier. The subscription agreement itself names DocuSign, Salesforce and HubSpot as third party services the platform works with, which puts the integration surface in the contract rather than only on a product page. A Model Context Protocol server is published so that other AI applications can reach Legito features. Legal practice systems are absent. No document management system such as iManage or NetDocuments, no practice or matter management system, no time and billing system and no court or filing system appears in the integration inventory. The depth is real, and the direction is general enterprise back office rather than the legal stack.
Deployment Model and Data Residency
Where the software runs and where the data sits. Multi tenant cloud, single tenant, private deployment, on premises, and whether region of residence is a published option or an enterprise conversation.
The security page and the FAQ both state data residency options in the US, Europe, the UK and Australia, a commitment to four regions stated consistently in two places. The tenancy model is never stated: nothing says whether customers sit in shared or separate instances. Processing location is not addressed separately from storage, and two documents pull in different directions. The security page offers regional residency, but the privacy policy says personal information may be transferred and processed outside the user's country, including in the United States, relying on standard data protection clauses for EEA and UK transfers. The two are not necessarily inconsistent, since the privacy policy governs Josef as controller rather than the platform tenancy, but no published document reconciles them.
Residency is published, specific and contractually locked. The security page states that each customer may choose its data storage location and names three: Vint Hill, Virginia in the United States; Limburg, Germany in the European Union; and Melbourne, Victoria in Australia. Hosting is with OVH, named openly. The data processing exhibit provides that Legito may not transfer customer data to a third country outside the chosen server location without the customer's express written consent, which makes the choice an enforceable term. Two gaps remain. Tenancy is nowhere stated, so a buyer cannot tell whether the service is single tenant, pooled or configurable, and no self hosted, private cloud or on premises option is published. There is also an inconsistency between the vendor's own pages. The account creation form on the AI page offers a server choice of Australia, Canada, Germany and the United States, adding Canada to the three locations the security page lists.
Security Certifications and Trust Center
Independent attestation a buyer can pull without a sales call: SOC 2, ISO 27001, penetration test summaries, a trust center with current reports and named scope rather than a badge image.
SOC 2 Type II is stated on the security page, the FAQ and the home page, and the privacy policy states SOC 2 Type I and II. Annual third party penetration testing is stated, as are GDPR compliance and ISO certification of the underlying server infrastructure. Nothing that would let a reader check any of it is published. No auditor, scope or coverage period is named, no report or summary is offered by any route, and no trust center exists. No Vanta, SafeBase or equivalent portal is linked from the footer or navigation. The standard is named in prose rather than only as a badge image, but there is no route to the evidence at all, not even a gated one.
The certification body is named, and the evidence is dated. The security page states approval by Lloyd's Register to ISO/IEC 27001 and quotes the certified scope: the development and hosting of Legito document automation and contract lifecycle management software, and the provision of document automation and software configuration services. The certification is cited as ISO/IEC 27001:2013, a revision superseded by the 2022 edition. The page states that the latest ISO 27001 audit was conducted in July 2021, on a page last modified in September 2024. No certificate document is published, no certificate number or validity window is given, there is no SOC 2 report, and there is no trust center or document request portal. The OVH certifications listed on the same page, ISO 27001, SOC 1 Type II, SOC 2 Type II, PCI DSS and a Cloud Security Alliance STAR self assessment, belong to the hosting provider, not to Legito. The penetration testing described is the customers' own: the page states that large customers engage third party auditors and that Big Four firms regularly test the application. That describes customer diligence, not a program Legito commissions.
Model Supply Chain Disclosure
Which models sit underneath, whose they are, where they run, and whether the vendor commits to telling customers when that changes. A legal buyer inherits every dependency it cannot see.
Josef acknowledges a large language model underneath and never says whose. The chief executive's published position is that an LLM alone cannot be trusted and needs context engineering, and the audit trail page refers to GenAI engineering. No model, model provider or inference location is named. Hosting region and ISO certified infrastructure are published, but a hosting location shows where the software runs rather than whose model sees client content. There is no commitment to notify customers if the underlying model changes. The only route to the supply chain is the subprocessor list the privacy policy says is available on request.
Nothing about the model itself is disclosed. No model, provider, model family or version is named, and the vendor does not say whether Kedy AI is built in house, fine tuned from open weights, or licensed and run on Legito infrastructure. What is published is architectural and useful to a buyer: Kedy AI is hosted entirely on Legito servers, and no third party service processes customer data in AI. That tells a firm that no external model provider sees client content, and it is covered under Deployment Model and Data Residency and under AI Safety and Data Stewardship. Where the models run is not what the models are. Legito does name three AI services, OpenAI, Anthropic Claude and Google Gemini, but offers them expressly as optional alternatives for customers who prefer them. The page states that Kedy AI does not require any integration, so these are a substitute the customer elects rather than Kedy's supply chain. An assurance that no third party processes data in AI is difficult to reconcile with an undisclosed model of unstated provenance, and only the vendor can close that gap.
Commercial Transparency
Whether a buyer can learn what this costs without entering a sales process: published rates, the unit being charged, what sits behind an enterprise tier, and what implementation adds.
No pricing information is published at any level. There is no pricing page, and the navigation and footer of the home page, the Josef Q and integrations pages, the security page, the AI controls page and the FAQ carry no pricing entry. Every commercial path is a demo booking or a contact form. No tier names, packaging structure, unit of charge or figure is published, so nothing shows what is charged for, let alone how much.
Real pricing information is published, but no rate is. A permanently free plan exists and its scope is named: document lifecycle management, the custom application builder and Legito Sign, as a lite version of the enterprise workspace described as free of charge forever. The electronic signature product is offered at no fee, and a 30 day trial opens all features with no credit card required. Pricing pages are maintained in six languages. No paid figure, volume band, unit of charge, minimum term or seat minimum is published on any vendor page, and the pricing page carries no plan table in its rendered body. The Complete Features List section of the pricing page is a heading with no content in the extracted body; the page's structure indicates something belongs there, so it may say more. A third party site publishes monthly rates per user and a minimum user count, but it is not the vendor's own publication.
Firm and Practice Coverage
Who the product is actually built for. AmLaw, midlaw, small firm and solo, in house departments, government and courts, and which practice areas are supported rather than merely claimed.
Coverage is set out by segment, with named customers in each. The FAQ and customer navigation name five segments: in house legal, global law firms, boutique and NewLaw firms, legal aid organizations and community legal centers, and law schools. Each has its own page and named users. In house users include L’Oréal and Bumble, and firms include Orrick and Herbert Smith Freehills. NewLaw users include Hive Legal and Polaris Lawyers, legal aid users include Housing Court Answers and Everyday Justice, and education users include Cornell, NYU and the University of Pennsylvania. Document types are named too, including NDAs, MSAs, employment agreements, powers of attorney and client onboarding forms, with question and answer uses grouped under commercial, privacy and data, legal operations and HR. The limits are not stated: Josef's FAQ says anything repeatable can be automated, government use is not addressed, and no page says where the product stops.
The legal surface is real and named but sits inside a wider back office platform. A dedicated Legal department page addresses legal operations directly, framed as no code automation for legal ops to apply expertise at scale with controls, automation and oversight. A Law Firms industry page addresses knowledge transfer and repeat drafting, and a Professional Associations page addresses member document portals. Legal adoption is evidenced by name: Holland & Knight, Stewart McKelvey with a published automation journey, Deloitte Legal, LexisNexis, and the Bronx and New York County District Attorneys' offices, the last with its own prosecution automation case study. The interface and pricing pages are maintained in English, German, Spanish, French, Czech and Slovak, and three hosting regions serve the Americas, Europe and Asia-Pacific. Legal is one of seven departments and one of eight industries. There is no breakdown by practice area, no legal content for particular jurisdictions and no statement of which matter types are covered. A buyer can see that legal teams use it; they cannot see which legal work it is built for.
The 12 legal signals, side by side
Recorded rather than graded. These are the questions a practitioner has to answer before a tool touches a client matter, and the answers are taken from public material only.
Client Data in Training
Can material a lawyer puts into this product be used to train a model?
No customer agreement is published, and no policy page states a position on training. The website terms, the privacy policy dated 15 February 2024, the security page, the FAQ and the Josef Q product and AI controls pages say nothing on it, and no customer agreement appears anywhere on the site. Josef's FAQ says customers keep full ownership of their data and Josef acts as custodian, which is an ownership statement rather than a training commitment. Josef Q answering only from uploaded content describes the retrieval source, not model training.
The AI page states plainly that customer data is never used for AI training, alongside commitments that Kedy AI is hosted entirely on Legito servers and that no third party service processes customer data in AI. The Subscription Services Agreement was read in full. It contains no training or model improvement right anywhere, and grants Legito the right to use customer data solely to perform under the agreement, a purpose limitation consistent with the marketing claim.
The closest clause is the statistical information provision. It permits Legito to compile and publish statistics about service performance if they neither identify the customer or customer data nor allow reidentification. That clause does not name machine learning, training or model improvement, and it operates on performance metrics rather than customer content. The commitment sits on a product page, while the agreement, last modified September 2023, does not mention AI at all.
Prompt and Output Retention
How long does the product keep what a lawyer typed, and can that be set to zero?
Retention is acknowledged without a period. The privacy policy dated 15 February 2024 states Josef retains service data for the duration of the business relationship and a period afterwards for analysis, historical and archiving purposes, deleting or anonymizing it once no ongoing legitimate business need remains. No period is stated and no customer control is offered. The audit trail page separately states that all user questions and generated answers are tracked and stored by Josef Q, so prompts and outputs plainly persist, but no published document says for how long.
Nothing published addresses how long prompts to Kedy AI or the outputs it returns are retained. The agreement sets a general rule for customer data: a 30 day export window after termination, after which Legito has no obligation to keep the data and may destroy it. That governs documents and workspace content rather than AI interactions. No separate period, zero retention option or configurable setting is described for prompts or outputs.
The AI page states that data always stays within Legito servers, which is a commitment on location, not retention. The Subscription Services Agreement, its data processing exhibit, the AI page, the security page and the pricing page were all read on 7 September 2026, and none addresses the point.
Ethical Walls and Matter Segregation
Does retrieval respect the firm’s ethical walls, or can the model read across them?
The security page, privacy policy, FAQ, website terms and the Josef Q product and AI controls pages do not address ethical walls, matter level segregation or tenant separation. Access is described at the level of encryption and access auditing rather than who can see which content. Permissions are implied at tool level, since a builder selects which sources each tool draws on, but nothing published describes how separation between users, teams or matters is enforced at query time.
Access control is claimed and named, but the segregation model behind it is not documented. The security page lists a robust access control list, IP address login restrictions, password requirements customizable per workspace, logouts after user inactivity and a session shutdown method. The workspace is evidently the tenancy boundary, since each customer chooses its own storage region. Nothing published explains how separation works below that boundary.
Nothing describes walls at the level of a matter or client, how a conflict is enforced between two teams inside one workspace, whether Kedy AI is scoped to a user's permissions when it searches or extracts, or what an administrator can configure. No document management system integration exists, so there is no external access control list for the product to inherit. The controls are real; the model a firm would need to evidence a wall is not published.
Third Party Request and Subpoena Notice
If someone subpoenas the vendor for a firm’s data, does the firm hear about it first?
The privacy policy addresses compelled disclosure and commits to nothing on notice. It states that information is provided to comply with the law, giving a search warrant, subpoena or court order as the examples, and separately that Josef discloses where required to enforcement agencies, government agencies and regulatory bodies. It contains no commitment to notify the customer and no exception for where notice is lawfully permitted.
The policy does state that Josef has received zero government requests for information since it was founded, which is a transparency statement rather than a published transparency report.
The commitment is contractual and mutual. The confidentiality section of the Subscription Services Agreement lets a recipient disclose confidential information to the extent required by law or court order. The recipient must give the disclosing party advance notice so that it can seek a protective order. Customer data is expressly defined as the customer's confidential information, so the undertaking reaches the material a legal buyer cares about.
The obligation to notify is stated without an exception for cases where notice is prohibited, and its stated purpose is to preserve the customer's chance to resist the demand. Legito publishes no transparency report and no statistics on the demands it has received, so a buyer can see the promise but not how often it has been triggered or honored.
Primary Law Corpus Provenance
Where does the law in this product come from, and does the vendor have the right to use it?
The product does not retrieve primary law, so there is no legal corpus to source. Josef Q answers from the policies, playbooks and templates a customer uploads, which the vendor states explicitly in contrast to the open internet. No public material identifies any primary law source, license basis or update cadence. The question does not arise for this kind of product; the vendor has not declined to answer it.
Two different questions arise here and the vendor answers neither, though only one applies. Kedy AI works on the customer's own documents, templates and workspace data rather than on an external legal corpus. There is no case law, legislation or third party content library whose licensing a buyer would need to check. The question that does apply is the provenance of the model itself, and nothing is published about it.
Legito does not say what Kedy AI was trained on, whether it was built in house or adapted from a base model, or what rights it holds in the underlying data. An assurance that no third party processes customer data in AI describes the inference path and says nothing about where the model came from. Surfaces read on 7 September 2026: the AI page, the security page, the Subscription Services Agreement and its data processing exhibit.
Good Law Verification
Does the product tell you when the authority it just cited has been overruled?
No citator, and none would apply. Josef Q returns answers from policy and playbook content the customer uploads rather than case law or legislation, so there is no authority whose later history could be checked. Nothing on the product, AI controls or audit trail pages addresses how current the source content is, beyond letting an administrator add, update or remove documents in the Moderation tab.
The product ships no citator and makes no claim about good law, which is the expected position for a document automation and contract lifecycle platform. Kedy AI extracts metadata from customer documents, drafts into customer templates, converts Word files into templates and drives workflow operations. None of those functions cites legal authority, and no published surface asserts that outputs are checked against current law. This is not a finding against the vendor.
Refusal and Uncertainty Behavior
What does the product do when the answer is not in the corpus?
Josef publishes an explicit path for questions it cannot answer. The AI controls page states that Josef Q is a closed domain system answering only from content the customer uploads, and that where it does not know the answer it says so in those words. The behavior is presented as a property of the closed domain rather than a prompt instruction. No published evaluation or observable test of the behavior exists.
Nothing published describes what Kedy AI does when it is unsure. No confidence score is described as visible to a user, and no threshold is stated at which the assistant declines or escalates. No behavior is documented for a document it cannot parse or a field it cannot populate, and no refusal or abstention policy appears anywhere. The closest published material is a blog article asking whether a reader can accept that AI returns different results in two identical situations.
It acknowledges nondeterminism as a property of the technology without stating what this product does about it, and blog commentary is not a product disclosure. The point matters because AI agents are marketed as undertaking recurring tasks unattended. Surfaces read on 7 September 2026: the AI page, the security page and the customer agreement.
Fabricated Citation Record
Does a public court record exist addressing fabricated or hallucinated legal citations in output from this product?
The AI Hallucination Cases database maintained by Damien Charlotin, and general sanctions coverage, record no court order, opinion or disciplinary record naming the product or the company, Josef Legal Pty Ltd. The database held roughly 1,668 cases as of July 2026. Josef Q does not generate citations to legal authority.
No matter naming Legito or Legito s.r.o. was located in the hallucination case tracking maintained by Damien Charlotin or in reporting drawn from it, searched on 7 September 2026 on both the product name and the company name. The tracked set is substantial, with roughly 712 decisions recorded worldwide and about 90 percent of them from 2025. The sanctions reporting reviewed names the products involved where they are known, including instances tied to legal AI tools built for the purpose.
Legito appears in none of it. The platform drafts from customer templates and extracts from customer documents rather than generating citations to legal authority. This is not a positive finding about vendor conduct.
Bar Guidance Alignment
Has the vendor engaged in public with the ethics opinions its buyers are bound by?
Nothing published engages with bar or ethics guidance. ABA Formal Opinion 512 is not mentioned, no state bar or law society opinion is named, and the site has no ethics or professional responsibility page. Josef sells to law firms and to legal aid organizations delivering tools to clients, which is where that guidance binds the buyer.
No reference to bar or regulator guidance on AI use was located on any Legito Workspace surface. Nothing names the ABA Model Rules, a state bar opinion, the Solicitors Regulation Authority, a European bar body or any equivalent authority. Neither the customer agreement, the AI page, the legal department page nor the law firms page carries a professional conduct statement. The Legito Marketplace terms require a user to acknowledge that the application is not a legal service or its substitute.
The Marketplace is a separate product with its own purchase path and terms, and that acknowledgment is a disclaimer rather than alignment with named guidance. Surfaces read on 7 September 2026 are the Subscription Services Agreement and its exhibits, the AI page, the security page, the legal and law firms pages and the site footer inventory.
Billing and Fee Posture
Does the vendor address what happens to the bill when the work takes an hour instead of six?
Time savings are published and the billing consequence is not addressed. The L’Oréal case study reports a 66% reduction in contract turnaround, a contract moving from over an hour to 20 minutes, and roughly two weeks of work saved a year. No public material addresses how AI assisted work should be recorded or disclosed on a bill. The question matters less for the main buyer, an in house team that does not bill clients, but Josef also sells to law firms and NewLaw practices building tools for clients, where it does arise.
Time savings are published and specific, while the fee consequence of those savings is nowhere addressed. Published figures include contract checking falling from 20 to 50 minutes down to 5 minutes per contract, roughly 450,000 hours saved at a Big Four firm, and a deployment for 10,000 users built by two specialists working part time. Nothing addresses what happens to a client bill when work that took six hours takes one, no per matter record of AI assisted work is described, and no guidance on fee or disclosure treatment is offered.
Two qualifications apply. The savings claims are attributed to rule based document automation rather than to Kedy AI. And the platform is bought by legal operations and back office teams across procurement, HR and finance as much as by firms billing clients. The chain from vendor to firm to client bill holds for only part of the buyer base.
Outside Counsel Guideline Readiness
Can a firm get this vendor through a client’s AI clause without a bespoke negotiation?
The material exists behind a request. The privacy policy states that a list of third party subprocessors can be provided on request, and no list is published. No model provider is named anywhere on the site, so a firm could not tell its client whose model sees the client’s content without first contacting Josef. No trust center, disclosure pack or consent material for clients is published. The request route is an email contact, not a self service portal.
The material exists and is gated. The data processing exhibit states that the list of subprocessors is available on the customer's electronic request. Notification of engaged subprocessors means listing them on a Legito webpage accessible to the customer on request, with a right to raise reasonable objections to a new one. That is a real mechanism, but it serves customers who ask rather than being published, so a firm cannot answer a client's AI clause from public pages.
The security page names two infrastructure suppliers, OVH for hosting and Braintree for payments, but a hosting provider says where software runs, not whose model touches client content. No model provider is named for Kedy AI anywhere. The one forwardable public statement is the AI page's assurance that no third party service processes customer data in AI and that data is never used for training, which is a marketing page rather than a disclosure pack.
The published exhibit gives the request address as helpdesk at an address reading the application dot com. That is an evident text substitution error where the company name was replaced, and it leaves the published contact route for the subprocessor list broken.
Court Disclosure Support
If a judge’s standing order requires an AI disclosure, can the product produce one?
Some elements of a record exist, without an export for each document. The audit trail page states that all user questions and generated answers are tracked and stored by Josef Q, and the AI controls page states the source list shows the exact page, paragraph and clause an answer drew on, so what was asked, what was answered and what it relied on are all captured. No model is identified, no human verification step is recorded against an individual answer, and no export of a disclosure record for each document is described.
The product produces internal guidance rather than court filings, so this is an operational audit trail rather than one built for filings.
Nothing published describes support for disclosing AI use to a court or tribunal. No AI use log, certification template, export of what the assistant did on a given document, or guidance on disclosing AI assistance appears on any surface. The platform does ship a timeline and versioning audit trail, described on the security page as a general security feature and in the product material as workspace history. Nothing frames it as covering AI actions, nothing describes what it captures when Kedy AI or an agent acts, and no export shaped for a court is offered.
Surfaces read on 7 September 2026: the AI page, the security page, the customer agreement and its data processing exhibit.
The questions both sides leave open
Derived from the records above rather than written, so it cannot favor either vendor. Take these into both conversations and ask each side the same question.
- AI Governance and Bias Disclosure
- Primary Law Corpus Provenance
- Good Law Verification
- Bar Guidance Alignment
Product updates
The latest logged changes from each vendor, newest first, each linked to its source.
Legito
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Model / architecture
Legito's 21 October release integrates Anthropic's Claude models into its AI data extraction and its Kedy AI assistant, with settings to choose which Claude model is used.
Source -
Integration / interoperability
Legito release 2026.48.0 changed the REST API so file versions uploaded through the API are linked to their document record and appear in the File Versions dialog in Manage Documents, and file download responses now return the file's labels.
Source
In summary
Josef
Josef, from Josef Legal Pty Ltd of Australia, is a no code platform on which in house legal and compliance teams build self service tools for the business. Those tools include AI question and answer tools drawn from the team's own policies and playbooks, automated contract and document generation, and intake and approval workflows. Its AI module, Josef Q, answers only from uploaded content, cites the passage it used and says when it cannot answer. According to the AI Legal Index, Josef states SOC 2 Type II, offers data residency in the US, Europe, the UK and Australia, and names L'Oréal, adidas and Bupa among customers.
Legito
Legito, from Legito s.r.o. of Prague, is a no code document automation and contract lifecycle management platform for legal, procurement, HR and finance teams. It offers interactive templates, routing and approvals, an application builder and free electronic signature. Its AI layer, Kedy AI, extracts metadata, drafts into templates from emails, converts Word files into automated templates and runs agents for recurring tasks. According to the AI Legal Index, Legito's published agreement limits use of customer data to performing the service, and its processing terms lock data to a chosen region. It offers a permanently free plan.
Questions buyers ask
Josef vs Legito: which is better for no code legal automation?
It depends on what the team needs to read. Josef documents how its AI answers and how a legal team controls it. Legito publishes a readable customer agreement, a locked data region and a free plan. Teams whose priority is contract terms before signing have more to read from Legito. From the AI Legal Index, based on each vendor's own published materials as of September 26, 2026. No vendor pays for placement.
What happens when Josef Q cannot find an answer?
Josef describes Josef Q as a closed domain system that answers only from the content a customer uploads. When the answer is not in that content, it replies, in the vendor's words, that it does not know. The legal team can review and edit answers and add or remove sources. From the AI Legal Index, based on each vendor's own published materials as of September 26, 2026. No vendor pays for placement.
Does Legito use customer data to train its AI?
Legito's AI page states that customer data is never used for AI training, that Kedy AI is hosted entirely on Legito servers, and that no third party service processes customer data in AI. Its agreement does not mention AI, but limits Legito's use of customer data to performing the service. From the AI Legal Index, based on each vendor's own published materials as of September 26, 2026. No vendor pays for placement.
Where do Josef and Legito store data?
Josef offers data residency in the US, Europe, the UK and Australia, without stating its tenancy model or where AI processing runs. Legito lets each customer choose Vint Hill, Virginia, Limburg, Germany or Melbourne, Australia, hosted with OVH, and its processing terms bar transfer outside that location without express written consent, though its sign up form also lists Canada. From the AI Legal Index, based on each vendor's own published materials as of September 26, 2026. No vendor pays for placement.
Neither vendor paid for inclusion, placement or a grade, and neither reviewed this page before it published. Everything on it comes from public material on the dates shown. How the index grades.
Three points to weigh. Legito's commitments that its AI runs on its own servers and never trains on customer data sit on a product page, while its agreement, last modified in September 2023, does not mention AI. Its ISO 27001 certification is cited to the 2013 edition, with a last audit stated in July 2021. Josef publishes only website terms and a privacy policy, so no liability position or price can be read before buying. Neither vendor reviewed this page.