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Kleos Expert AI
Kleos Expert AI is the generative AI assistant built into Kleos, the cloud practice management software for law firms that Wolters Kluwer sells in Spain and across Europe, where it says more than 30,000 legal professionals use Kleos. Expert AI works on the documents a lawyer processes. It analyzes them, breaking down clauses, separating facts from arguments and finding inconsistencies; answers questions about their content; summarizes long texts; and extracts deadlines, obligations, clauses, arguments and dates.
It reads Word, PDF, text, email and image files, up to five at a time within a 6 MB limit, and stores prompts and results in the firm's Kleos system. Analysis of a single document is available now, and analysis across a whole case file is announced as coming. Expert AI is included in the Advanced plan at 65 euros a month per user and the Advanced+ plan at 79 euros, not in the Core plan at 49 euros. Wolters Kluwer says client data is never used to train its unnamed technology partners' public models, and that the AI does not replace legal judgment. Kleos runs on Microsoft Azure, with EU customers' data stored in the EU.
Capability grades
All 15 axes, graded from public sources on the date shown. 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.
Expert AI is a feature layer on a practice management system whose value stands without it. The Kleos pricing page lists case management, time and task management, LEXNET, time tracking, invoicing, Word and Outlook add ins and a mobile app in the Core plan at 49 euros a month per user, which does not include Expert AI. The assistant appears only in the Advanced plan at 65 euros and the Advanced+ plan at 79 euros. There the pricing page describes it in one line, as working faster with one or several documents to review, highlight, summarize, compare and extract data.
The AI page presents four functions on documents, analyze, search, summarize and extract, on one document at a time today, with analysis across a whole case file announced as coming. A firm can run its cases, deadlines, time and billing in Kleos without ever using the assistant, which is how the Core plan is sold.
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.
Answers are said to come from the user's own documents, and nothing is published on accuracy or on how an answer points back to its passage. The AI page says the AI searches, synthesizes and compares information in the documents it processes but does not replace legal judgment. It describes asking questions about documents, condensing long texts into summaries and extracting deadlines, obligations, clauses, arguments and dates.
The product does not draw on legislation or case law, so the risk is not an invented judgment but a wrong deadline, a missed clause or a summary that misstates a document. No accuracy figure, test, error rate or known limitation is published for any of the four functions. Nothing says whether an extracted deadline or a summary shows the page or passage it came from. The English page says documents must contain readable text, which governs what the AI can read, not how reliably it reads it.
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.
Oversight is a sentence rather than a described control. The AI page says the AI searches, synthesizes and compares information in the documents it processes but does not replace legal judgment. The FAQ presents Expert AI as an assistant working on the documents a lawyer chooses, up to five at a time. Today's functions, analyzing, searching, summarizing and extracting, produce material for a lawyer to read, and nothing published says the assistant files, sends or changes anything on its own.
The case file analysis announced as coming is described as flagging risks and deadlines automatically across a whole matter. Nothing says whether an extracted deadline is checked before a lawyer relies on it, whether extracted data is marked as AI output in the case file, what a lawyer should verify, or what happens when an extraction proves wrong. Prompts and results are stored in the firm's Kleos system, which leaves a trail, but no review step is described around it.
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.
No production evidence for Kleos Expert AI is published. The Expert AI page, the Kleos product page, the pricing page, the security page, the Wolters Kluwer AI page and a 2024 interview with the legal software general manager were checked. None names a firm, legal department or lawyer using Expert AI, and none carries a case study, testimonial or usage figure for the assistant. The AI page says more than 30,000 legal professionals in Europe rely on Kleos, and an Economist & Jurist report of November 2025 gives 35,000 users in 12,000 firms.
Both describe the practice management system, not how many use Expert AI or with what result. The only quotation on the AI page is from Wolters Kluwer's own associate director of product management, who calls the document assistant the beginning of AI in Kleos. The claim that the assistant turns hours of reading into minutes is the vendor's own, with no measurement or customer behind it.
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.
Training and sharing are addressed on the product's own page, and the commitments are narrower than they first read. The Expert AI FAQ says client data and documents are never used to train the public models of Wolters Kluwer's technology partners, that documents are treated with the highest level of security, are shared with no one and are used only to answer the user's questions, and that once the session ends the data is not kept for other uses.
It says prompts and results from document comparison are stored securely inside the firm's own Kleos system. The Kleos security page says access to case files and documents follows the firm's internal organization, with read and write permissions and audit trails of who opens a document. The training statement covers the partners' public models and says nothing about any model of Wolters Kluwer's own, and the partners themselves are not named.
These statements sit on product pages; no Kleos subscription terms or data processing agreement is published that puts them in contract. Professional secrecy, privilege and how Expert AI respects the case permissions are not addressed.
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 tooling line is stated and the audience is professional, and supervision is not addressed. The Expert AI page says the AI searches, synthesizes and compares information in the documents it processes but does not replace legal judgment, and presents its functions as analysis, search, summary and extraction rather than advice. Kleos is sold to law firms and legal departments, with LEXNET, the Spanish courts' electronic communication system, in every plan, and no consumer offer is published.
Nothing published explains how a lawyer's duties of competence, supervision and professional secrecy apply to the assistant's summaries and extractions, or asks the user to check an extracted deadline against the document. The assistant reads the firm's own documents rather than answering questions of law, and no page says whether documents in other languages or from other legal systems are handled. A firm is told what the tool is for and that judgment stays with the lawyer, and not what that requires in practice.
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.
Wolters Kluwer publishes AI principles that reach Kleos, without a mechanism, a testing regime or a finding. The Expert AI FAQ says Wolters Kluwer adheres to strict responsible AI principles. The company's AI page lists Kleos Expert AI among its AI products and links its AI Principles: five short statements on privacy and security, transparency and explainability, governance and accountability, fairness, and a human focus.
The pages checked were the Expert AI page, the AI page, the AI Principles page and the security page. None names an accountable owner for Kleos Expert AI, describes what is tested before a release, evaluates summaries or extractions, classifies the product under the EU AI Act, or reports any finding about uneven output across document types or languages. The principles say what Wolters Kluwer values; nothing published shows how they are applied to the assistant inside Kleos.
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.
Product statements on prompts, access and backups are published, and no retention period, deletion term, subprocessor list or incident practice is published. The Expert AI FAQ says prompts and results are stored securely in the firm's Kleos system, that documents are used only to answer the user's questions, and that once the session ends the data is not kept for other uses. The Kleos security page describes access to case files by the firm's internal organization, read and write permissions, audit trails, encryption in a data center certified to ISO 27001, and tools for GDPR requests.
A 2024 interview with Wolters Kluwer's legal software general manager says Kleos runs on Microsoft Azure, that EU customers' data stays in the EU under keys providers cannot see, and that backups are daily. None of the pages checked states how long prompts, results or documents are kept, how they are deleted when a subscription ends, who processes them for the AI, or how a breach is reported.
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 published says who bears the loss when Kleos Expert AI is wrong. No Kleos subscription agreement, license terms, service level, warranty on output, indemnity or liability cap is published. The terms of use govern the Wolters Kluwer website under Dutch law and exclude liability for damage from the site; they do not mention Kleos, subscriptions or AI. The Expert AI page says the AI does not replace legal judgment, which leaves the work with the lawyer without saying what Wolters Kluwer accepts if an extraction or summary is wrong.
The pricing page sells monthly plans per user and does not link to contract terms. A firm that misses a deadline because an extraction left it out has no published term to read, and the position would be known only from a contract signed after a sales conversation.
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.
The assistant runs inside the practice management system where a firm's case files already live, and what it reads from them is described only at the level of documents. Kleos plans include case management, deadlines, time tracking, invoicing, LEXNET, Word and Outlook add ins and a mobile app. Advanced adds Teams, a PDF manager and reporting, Advanced+ adds Kleos Connect and single sign on, and an API is listed as available.
The Expert AI FAQ says the assistant is built into Kleos and stores prompts and results in the firm's Kleos system. The AI page lists the file types it reads, including Word, PDF and the email formats.msg and.eml, up to five documents at a time. Not described are whether extracted deadlines or obligations can be written to the case calendar or task list, whether the assistant reaches documents in an outside document system, or whether the API exposes it. A firm already on Kleos has nothing to connect; a firm on other systems would have to move to Kleos.
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.
Kleos is a cloud service on Microsoft Azure with EU data kept in the EU, and where the AI processing happens is not stated. The Kleos security page says confidential data and documents are stored and processed in a secure cloud environment, with encryption in a data center certified to ISO 27001. A 2024 interview with Wolters Kluwer's legal software general manager describes moving all Kleos customers from a private server provider to Microsoft Azure's native cloud, and says EU customers' data is stored within the EU and protected with access keys providers cannot see.
The Expert AI FAQ says prompts and results are stored inside the firm's Kleos system. Kleos is offered only as a cloud subscription, in three plans with the same delivery; no private, dedicated or on premises option is published. Not stated are the Azure region or country, whether the generative model runs in the same environment or with a technology partner elsewhere, and where a document goes while the assistant processes it.
The interview concerns Kleos storage and does not mention Expert AI by name, and the FAQ's reference to technology partners leaves open where the AI processing takes place.
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.
An ISO 27001 badge is attached to the data center rather than to Kleos, with no scope, date or report. The Kleos security page says data is protected with advanced encryption in a data center certified to ISO 27001. A 2024 interview with Wolters Kluwer's legal software general manager says Kleos uses top level encryption certified to ISO 27001 and runs on Microsoft Azure. Both statements tie the certificate to the hosting, not to Kleos or Wolters Kluwer's legal software business, and neither names a certifying body, a scope that includes Kleos or Expert AI, a date or a way to obtain the certificate.
No trust center, SOC 2 report, Spanish National Security Scheme certification, penetration test summary or route to request security documents is published for Kleos.
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.
The model underneath is referred to only through unnamed technology partners. The Expert AI FAQ calls it Wolters Kluwer's specialized generative AI for legal work, built into Kleos, and says client data is never used to train the public models of its technology partners. That tells a buyer a third party's model is involved without saying whose. The AI page and the pricing page describe functions, not models, and no page read names a provider, a model version or an embedding service.
A 2024 interview with Wolters Kluwer's legal software general manager says Kleos runs on Microsoft Azure, and does not say where or by whom the generative model is run. No subprocessor list, model card or commitment to tell customers when the model changes is published. A firm asked by a client which AI provider has seen its documents cannot answer from anything published.
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.
Prices per user are published for every plan, and the cost of onboarding, data import and extra storage is not. The Kleos pricing page lists three plans per user per month: Core at 49 euros, without Expert AI; Advanced at 65 euros, which adds Expert AI with reporting, a PDF manager and Teams; and Advanced+ at 79 euros, shown at a special offer of 69 euros, which adds Kleos Connect, advanced invoicing and single sign on.
Storage is 15, 25 or 30 gigabytes by plan, and extra storage, onboarding, data import and an API are listed as available. The Expert AI FAQ confirms the assistant is in Advanced and Advanced+, so the cheapest route to it is 65 euros a month per user. Not stated are whether prices include VAT, the price of extra storage, onboarding, data import or the API, the minimum term, the end of the offer, and any limit on Expert AI use. The full first year cost needs a quotation.
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.
Law firms and legal departments are the stated audience, and the practice and document limits are only partly drawn. The AI page addresses legal professionals, lawyers, law firms and legal departments, and the Spanish plans are built around Spanish practice, with LEXNET, the courts' electronic communication system, in every plan. Kleos is sold across Europe, and an Economist & Jurist report of November 2025 gives 35,000 users in 12,000 firms in seven countries for the software.
Expert AI's own limits are stated on the AI page: Word, PDF, text, email and image files, up to five at once, within a 6 MB limit, at the level of a single document, with case file analysis announced as coming. Clause breakdown, separating facts from arguments and extracting deadlines and obligations point to litigation and contract work. Not stated are practice areas where the assistant is weaker, the languages it handles, whether firm size changes what a firm receives beyond the plan features, and whether public bodies are served.
A buyer can see that the assistant is for firms already working in Kleos and that it reads documents rather than researching the law.
3 public documents
The public pages on file for Kleos Expert AI, with the recorded signals each one supports and the date it was last read. Open any of them and check the reading against the record.
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Client Data in Training, Prompt and Output Retention, Billing and Fee Posture
Read Oct 2, 2026
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Third Party Request and Subpoena Notice
Read Oct 2, 2026
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Ethical Walls and Matter Segregation
Read Oct 2, 2026
€65 per user/monthEUR, as published, never converted
- Kleos Expert AI comes with the Advanced and Advanced+ plans of Kleos.
- Advanced costs 65 euros a month for each user.
- Advanced+ costs 79 euros, and was on offer at 69 euros.
- The cheapest plan, Core at 49 euros, has no AI.
- Setup and data import prices are not shown.
Three Kleos plans, per user per month. Core 49 euros: case, time and task management, LEXNET, time tracking, invoicing, Word and Outlook add ins, Kleos App, 15 GB storage; no Expert AI. Advanced 65 euros: Core plus reporting, PDF Manager, Microsoft Teams and Kleos Expert AI, 25 GB storage. Advanced+ 79 euros (shown as a special offer at 69 euros): Advanced plus Kleos Connect, advanced invoicing and single sign on, 30 GB storage. Onboarding, data import and API listed as available in each plan.
Implementation: Onboarding and data import are listed as available; no price is stated.
Confidentiality and data terms: Not applicable in the Spanish market. No Kleos data processing agreement was located on the pages read.
Note: The pricing page does not say whether prices include VAT, the minimum term or the end date of the Advanced+ offer. Storage can be expanded at additional cost, unpriced. Expert AI usage limits within a plan are not stated. The Expert AI FAQ confirms the assistant is included in Advanced and Advanced+ only.
Legal Signals
What each signal meansA signal records what public sources say on the date shown. It is not a grade and it is not a recommendation. Where a signal reads Not addressed, it means the index did not locate the material in public sources on that date, which is a statement about disclosure rather than about the product.
Client Data in Training
Can material a lawyer puts into this product be used to train a model?
A public policy or trust page states no training on customer content, with no matching term located in the published agreement.
The Expert AI FAQ says client data and documents are never used to train the public models of Wolters Kluwer's technology partners, and that documents are used only to answer the user's questions. The statement does not address any model of Wolters Kluwer's own, and no Kleos subscription terms putting it in contract were located.
Prompt and Output Retention
How long does the product keep what a lawyer typed, and can that be set to zero?
Retention is acknowledged in public materials with no stated period.
The Expert AI FAQ says prompts and results from document comparison are stored securely inside the firm's Kleos system for later reference, and that once the session ends the data is not kept for other uses. No retention period for prompts, results or uploaded documents, and no deletion term, is stated.
Ethical Walls and Matter Segregation
Does retrieval respect the firm’s ethical walls, or can the model read across them?
Segregation is asserted in public materials with no published detail on how it is enforced.
The Kleos security page says access to case files and documents follows the firm's internal organization, with read and write permissions and audit trails. Nothing published says whether Expert AI applies those permissions when it reads documents, or how case file analysis, announced as coming, will respect them.
Third Party Request and Subpoena Notice
If someone subpoenas the vendor for a firm’s data, does the firm hear about it first?
Published terms or policy address disclosure to authorities or in response to legal process, and no commitment or reservation regarding customer notice is located anywhere. The vendor has told the customer that data can leave and has said nothing about whether the customer hears of it.
The Wolters Kluwer privacy statement, in force from June 2026, lists government authorities, regulators and other third parties among the recipients of personal information in response to a legal request or court orders or as needed to comply with law, and no commitment or reservation about telling the customer was located. The statement covers Wolters Kluwer's own use of personal information; no Kleos term on requests for client documents was located.
Primary Law Corpus Provenance
Where does the law in this product come from, and does the vendor have the right to use it?
No located public material identifies the corpus behind the product’s answers.
Checked the Expert AI page and the pricing page on 2 October 2026. The assistant works on the documents the user processes, so no legal corpus is expected, and no source of legislation or case law is named for it.
Good Law Verification
Does the product tell you when the authority it just cited has been overruled?
No located public material addresses whether authority is checked for subsequent history.
Checked the Expert AI page, the pricing page and the security page on 2 October 2026; the assistant reads the user's documents rather than citing authority, and nothing describes a check of cited provisions or judgments or an instruction to verify extractions against the source.
Refusal and Uncertainty Behavior
What does the product do when the answer is not in the corpus?
No located public material addresses what the product does when it cannot ground an answer.
Checked the Expert AI page and its FAQ on 2 October 2026; nothing describes what the assistant does when a document does not answer a question or an extraction is uncertain. The page says the AI does not replace legal judgment.
Fabricated Citation Record
Does a public court record exist addressing fabricated or hallucinated legal citations in output from this product?
No court order, opinion or disciplinary record addressing fabricated or hallucinated legal citations produced by this product has been located as of the date shown. This is a statement about the public record on that one subject, not a finding about the product, and this signal is not a litigation history.
Searched the AI Hallucination Cases database maintained by Damien Charlotin on 2 October 2026 for Kleos and Expert AI, and no recorded case was returned. No court order, opinion or disciplinary record naming the product was located. This is a statement about the public record rather than a finding about the product.
Bar Guidance Alignment
Has the vendor engaged in public with the ethics opinions its buyers are bound by?
No located public material engages with bar or ethics guidance.
Checked the Expert AI page, the Kleos product page, the security page and the AI Principles on 2 October 2026; no located material engages with the Spanish legal profession's guidance on AI, the Estatuto General de la Abogacía, the Código Deontológico or professional secrecy.
Billing and Fee Posture
Does the vendor address what happens to the bill when the work takes an hour instead of six?
Public materials claim time savings without addressing billing or disclosure, and the product sits inside a fee relationship between a lawyer and a client where those savings would change the bill.
The Expert AI page says the assistant turns hours of reading into minutes of information, and the pricing page says it lets a lawyer work faster with one or several documents. Kleos records time and issues invoices for the firm, and nothing published says whether AI assisted work is marked in those records or how the time saved should be treated on a client's bill.
Outside Counsel Guideline Readiness
Can a firm get this vendor through a client’s AI clause without a bespoke negotiation?
No located public material supports a client side disclosure obligation.
Checked the Expert AI page, the security page, the privacy statement and the AI Principles on 2 October 2026; the FAQ refers to unnamed technology partners, and no subprocessor or model provider list or client facing disclosure material for Kleos Expert AI was located.
Court Disclosure Support
If a judge’s standing order requires an AI disclosure, can the product produce one?
No located public material addresses court disclosure or verification certification.
Checked the Expert AI page and the pricing page on 2 October 2026; prompts and results are stored in the firm's Kleos system, and nothing describes a record of the model, sources and human checks behind work product for a court, or guidance on disclosing AI use to a court.