LawVu
Legal workspace for in house legal teams, marketed as LegalOS, unifying intake with AI powered triage, matter management, contract lifecycle management, legal spend management and e-billing with outside counsel collaboration, reporting dashboards and a searchable document repository, on one configurable platform. The AI layer is branded LawVu Intelligence and spans LawVu Assistant, a legal assistant positioned for both the legal team and the wider business, a self service agentic workflow builder, AI powered intake triage, and LawVu Draft, a contract drafting and review toolbox embedded in Microsoft Word that works from the customer's own clauses, precedents and playbooks and is also sold standalone. Ships a Microsoft Power Platform connector documented in Microsoft's own connector catalogue, an MCP server, and a developer centre. Publishes a trust centre with separate Security, Privacy, Compliance, Reliance, AI Governance and AI Principles sections, plus a requestable security pack. Founded in Tauranga, New Zealand, with customers across Asia-Pacific, North America, the United Kingdom, Europe and the United Arab Emirates. LegalOS launched 2 June 2026.
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.
The models are the engine of a core capability layered on a platform that would function without them. LawVu sold as a legal workspace for a decade before the AI layer: matters, contracts, intake, spend, reporting and a document repository are workflow and record keeping capabilities that operate with no model behind them, and the vendor's own capability navigation lists them separately from its AI. What the models drive is substantial rather than peripheral, which is why this is not a C: LawVu Intelligence spans an assistant, a self service agentic workflow builder, AI powered intake triage and a drafting and review toolbox in Microsoft Word. The June 2026 LegalOS launch reframes the whole platform around the AI layer, but the underlying workspace predates it. Seventh B on this axis, consistent with the other enterprise workflow platforms on this index.
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.
Accuracy is asserted without measurement and the grounding method is described only at feature level. The strongest published element is architectural rather than evidential: LawVu Draft works from the customer's own clauses, precedents and playbooks, so drafting output is anchored to material the customer supplied and can check, and the trust centre carries a section headed Reliance which on its face addresses reliance on output. Searched the trust centre index, the AI governance page, the platform pages and the Microsoft connector documentation on 29 Aug 2026 and located no accuracy figure, no hallucination rate, no test set, no evaluation methodology and no independent benchmark participation. The Reliance page and the AI security and privacy FAQ were not retrieved in this pass and are the two documents most likely to move this row.
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.
A real control structure, published as a product capability rather than as a policy statement. Agentic workflows are built by the customer through a self service workflow builder, so what an agent is permitted to do in a given workflow is defined by the legal team rather than by the vendor, which is a more concrete allocation of authority than a human in the loop assurance. AI powered intake triage routes work rather than deciding it. The trust centre publishes a dedicated Reliance section, which is an unusual thing for a vendor to name and on its face addresses how far output may be relied on. Not located as of 29 Aug 2026: any threshold at which an agent stops or escalates, what the vendor commits to when an output is wrong, and the contents of the Reliance section itself, which was not retrieved in this pass.
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.
Named customers with published stories, short of figures and method. Three customer stories are featured with the organisation named: Property Finder on accelerating legal operations, Dentsu on uniting legal teams across more than 40 markets, and Sizzling Platter on scaling legal operations. A full customer stories index is published and is filterable by region across Asia-Pacific, North America, the United Kingdom, Europe and the United Arab Emirates, which lets a prospect find a reference in their own market rather than taking a global claim on trust. Independent review presence exists on G2. Searched the customer stories index, the platform pages and the resources library on 29 Aug 2026 and located no quantified outcome tied to a named customer, no dated case study and no assessable method. Named organisations without figures is the B band.
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.
A substantial compliance framework is published without the specific limbs this axis tests being reached. Established: an information security management system designed against ISO 27001, SOC 2, SOC 1 and HIPAA, ISO 27001 certified since April 2019 with annual internal and external audits, a statement of applicability available in the security pack, a risk treatment standard applying ISO 27001 controls against a confidentiality, integrity and availability matrix with senior management review, and a stated practice of quantifying risk and implementing controls before any external party is granted access to sensitive data. The vendor also publishes a dedicated AI security and privacy FAQ and states AI data governance sits within the scope of its security and privacy compliance programme. What was not reached in this pass, and what holds this at C: that FAQ itself, which is where a training position, retention terms and any segregation model would sit. No statement on whether customer content may be used to train models was located, no retention or deletion terms, and no segregation model. This row is rebuttable in one step by retrieving the AI security and privacy FAQ.
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.
The audience is corporate and the product is deliberately extended beyond lawyers, with no position on the boundary published. The buyer is the in house legal team, with dedicated pages for general counsel and chief legal officers, legal operations, IT teams and teams with no existing legal technology. But LawVu Assistant is positioned explicitly as the AI legal assistant for legal and the business, and intake is sold as self service triaging, so business users interact with AI generated legal output by design. Searched the trust centre, the platform and solutions pages and the resources library on 29 Aug 2026 and located no published position on advice versus tooling, no treatment of competence or supervision duties, and no jurisdiction limits despite customers across five named regions.
AI Governance and Bias Disclosure
Published governance over model behaviour: who owns it inside the vendor, what is tested before release, and what is disclosed about disparate output across matter types, parties, or populations.
A published governance framework with real structure, short of certification, testing results and bias disclosure. The trust centre carries a dedicated AI Governance section and a separate AI Principles page, described as guidelines the vendor developed for its own use and development of AI tools, so the principles are a standing artifact rather than a marketing line. Governance is placed inside an existing assurance regime rather than alongside it: AI privacy and data governance is stated as provided within the scope of the security and privacy compliance programme, which is ISO 27001 certified with annual external audit, and a dedicated AI security and privacy FAQ is published. Not located as of 29 Aug 2026: an AI management certification such as ISO 42001, a named owner of model governance, published pre release testing results, and any disclosure about uneven output across matter types, parties or populations. The AI Principles page content was not retrieved in this pass.
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.
Substantive published policy covering most of the ground, with the assurance regime documented at an unusual level of process detail. Published: ISO 27001 certification held since April 2019 and maintained through annual internal and external audits with the statement of applicability available; SOC 1 first audited February 2021 with the full report in the security pack; SOC 2 described as regularly refreshed and covering security, availability and confidentiality; HIPAA named among the frameworks the management system is designed against; a risk assessment standard using a confidentiality, integrity and availability matrix with treatment requiring ISO 27001 controls, senior management review of residual risk, and reassessment triggered after any major change; and a stated requirement that risks from external parties are quantified and controls implemented before access is granted. A public system status page is published. Not located as of 29 Aug 2026: a stated retention period or deletion control, a named subprocessor list, and an incident or breach notification practice.
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.
Searched the trust centre index, the compliance and AI governance pages, the website terms, the mobile app terms and the platform pages on 29 Aug 2026. No published indemnity, liability cap, carve out, warranty on output or insurance position was located, and no customer master agreement was located as published on the property. Recorded as a pure absence on the surfaces reached. Noted as the one place where this vendor's otherwise well organised trust centre has nothing: it publishes separate sections for security, privacy, compliance, reliance, AI governance and AI principles, and none of them addresses who bears the loss when an output is wrong. Rebuttable with one link.
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 strongest integration position in this category and among the better ones on the index, documented by a third party as well as by the vendor. LawVu Draft is embedded natively in Microsoft Word rather than connected alongside it. A Microsoft Power Platform connector is published in Microsoft's own connector catalogue covering Copilot Studio, Logic Apps, Power Apps and Power Automate, with prerequisites, publisher, support contact and regional availability documented including the specific regions excluded, which is implementer level documentation maintained by the platform owner rather than by the vendor. The vendor additionally ships an MCP server, publishes a dedicated integrations page and operates a developer centre at its own subdomain, so a customer can build against the platform directly rather than waiting for a connector. Spend management includes outside counsel collaboration, so the integration extends to parties outside the customer. Short of nothing material on this axis; no legal document management connector such as iManage or NetDocuments was located, which matters less here because the buyer is an in house team using the platform as its own repository.
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.
Cloud delivery and the hosting platform are stated and residency is not addressed. The vendor states its AI operates within its existing Microsoft Azure ecosystem, which identifies the platform, and it serves customers across five named regions being Asia-Pacific, North America, the United Kingdom, Europe and the United Arab Emirates. Searched the trust centre index, the security and compliance pages and the Microsoft connector documentation on 29 Aug 2026 and located no named Azure regions for customer data, no customer selectable residency, no tenancy model, and no statement of where processing happens as distinct from where data is stored. Serving customers in five regions is a market statement rather than a residency position and was not treated as one. For a New Zealand headquartered vendor selling into the United Kingdom, Europe and the Gulf, published residency options would be expected.
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.
Certification is real, dated and accompanied by scope evidence, short of auditor identification and an open report route. ISO 27001 certification has been held since April 2019 and is maintained through annual internal and external audits, and critically the statement of applicability is available alongside the certificate, which tells a reviewer which controls the certification actually covers rather than only that it exists. SOC 1 was first audited in February 2021 with the full report available, and SOC 2 is described as regularly refreshed covering security, availability and confidentiality. HIPAA is named among the frameworks the management system is designed against. A structured trust centre is published with separate Security, Privacy, Compliance, Reliance, AI Governance and AI Principles sections and a public system status page. Access runs through a requestable security pack described as containing everything needed to start a security assessment, which is a self serve request flow rather than a sales gate. Short of an A because no auditing firm is named for any certification, no SOC 2 type designation or coverage period was located, and no certificate is published without the request step.
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 hosting environment is identified and the models are not. The vendor states its AI capability is provided within its existing Microsoft Azure ecosystem, which locates the processing environment and is more than several records here disclose. Searched the trust centre index, the AI governance page, the platform pages and the Microsoft connector documentation on 29 Aug 2026 and located no named model or model provider, no statement of which models serve which capability, no subprocessor list, and no commitment to notify customers when the supply chain changes. The AI security and privacy FAQ was not retrieved in this pass and is where such disclosure would sit if it exists.
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.
A plans page is published in the primary navigation, which is materially different from the demo only pattern that dominates this index, and the vendor separately publishes a return on investment calculator among its buyer resources. That a prospect is offered a plans page at all indicates some packaging is disclosed. What was not established in this pass is what that page contains: it was not retrieved, so no rate, unit of charge or tier structure is confirmed, and the record does not assume any. Recorded at C on the strength of a published plans entry point rather than higher, and flagged as rebuttable in one step by retrieving the plans page. Checked the trust centre, the platform pages and the resources library on 29 Aug 2026.
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.
Who the product serves is documented precisely across three dimensions, each with its own published pages. Eight industries are named individually: healthcare, higher education, software and technology, financial services, government, energy, manufacturing and insurance. Four buyer roles carry dedicated pages: general counsel and chief legal officers, legal operations, information technology teams, and teams with no existing legal technology, the last being an explicit statement about maturity level rather than sector. Geographic coverage is enumerated by region with customer references filterable in each: Asia-Pacific, North America, the United Kingdom, Europe and the United Arab Emirates. Functional scope is stated at capability level across intake, matters, contracts, spend, reporting and documents, with contract lifecycle and spend management described as addable modules rather than bundled, so a buyer learns what is core and what is optional. The self limit is clear and consistent: this is an in house legal function platform, and nothing on the property claims law firm practice management or litigation capability.
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?
No located term or policy addresses the question either way.
Searched the trust centre index, the AI governance page, the compliance page and the platform pages on 29 Aug 2026. No located material states whether customer content may be used to train or improve models, either way. Recorded as silent under the rule that a value is never inferred from the absence of a contradiction. Flagged clearly for a future pass: the vendor publishes a dedicated AI security and privacy FAQ, linked from its AI governance page under the heading privacy and data governance, and states that AI data governance sits within the scope of its security and privacy compliance programme. That FAQ was not retrieved in this pass and is the single most likely location of a training statement. This value should be treated as unresolved rather than as an established absence.
Prompt and Output Retention
How long does the product keep what a lawyer typed, and can that be set to zero?
No located public material states how long prompts and outputs are retained.
Searched the trust centre index, the AI governance page, the compliance page, the website terms and the platform pages on 29 Aug 2026. No public material located states how long prompts, generated drafts, assistant conversations or agentic workflow outputs are retained, whether a customer controls the window, or whether deletion is available. The platform is a system of record for matters, contracts and spend, so long retention of the underlying business records is inherent to it, and the AI layer generates a further body of derived material on top. As with the training signal, the AI security and privacy FAQ was not retrieved in this pass and is where retention terms would sit if published.
Ethical Walls and Matter Segregation
Does retrieval respect the firm’s ethical walls, or can the model read across them?
No located public material addresses walls or matter level segregation.
Searched the trust centre index, the compliance page, the platform pages and the Microsoft connector documentation on 29 Aug 2026. No vendor material addresses segregation between users, teams or matters. The question has real weight for this product because the vendor positions its assistant as serving both the legal team and the wider business and sells intake as self service triaging, so people outside legal interact with the platform by design, and an in house team routinely runs matters such as employment disputes or internal investigations that others in the business must not see. No document management integration was located whose access model could be inherited.
Third Party Request and Subpoena Notice
If someone subpoenas the vendor for a firm’s data, does the firm hear about it first?
No located term or policy addresses third party requests for customer data.
Searched the trust centre index, the compliance and privacy pages, the website terms and the mobile app terms on 29 Aug 2026. No clause committing to notify a customer of a government or law enforcement request for their data was located, and no transparency report was located. The vendor does publish a related but distinct control, stating that risks from external parties are quantified and appropriate controls implemented before access to its data and systems is granted, which governs its own supply chain rather than lawful demands for customer data, and the two were not conflated.
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.
No primary law corpus is identified because the product does not hold one. Retrieval runs against the customer's own material: matters, contracts, documents and spend records held in the platform, with the drafting product working from the customer's own clauses, precedents and playbooks. So the corpus is the customer's institutional knowledge and its provenance is theirs. Searched the trust centre, the platform pages and the resources library on 29 Aug 2026 and located no vendor supplied legal corpus, no licence basis and no update cadence, and none would be expected for an in house workspace of this shape. Same architectural position as the contract platforms on this index.
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.
Searched the trust centre, the platform and capability pages and the resources library on 29 Aug 2026. No material was located addressing whether authority carries a treatment signal or whether subsequent history is checked, and no commercial citator licence was located. Noted for context: this is an in house legal workspace whose corpus is the customer's own matters, contracts and documents rather than published case law, so a citator is outside its design entirely.
Refusal and Uncertainty Behaviour
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.
Searched the trust centre index, the AI governance page, the platform pages and the Microsoft connector documentation on 29 Aug 2026. No published material located describes what the product does when it cannot ground an answer, and no explicit no answer path or confidence signal exposed to the user was located. Recorded as not addressed with an explicit flag rather than as a settled absence: the vendor publishes a trust centre section headed Reliance, which is an unusual thing to name and on its face concerns how far output may be relied upon. That page was not retrieved in this pass. If it describes abstention or uncertainty behaviour this value should move, and it is the most likely single source on this record to do so.
Fabricated Citation Record
Does a public court record exist involving output from this product?
No court order, opinion or disciplinary record naming this product has been located as of the date shown. This is a statement about the public record, not a finding about the product.
No court order, opinion or disciplinary record naming this product has been located as of 29 Aug 2026. Instrument searched: the AI Hallucination Cases database maintained by Damien Charlotin, which tracks court decisions worldwide involving AI generated hallucinated content and records the AI tool implicated where it is known. Also checked published 2026 sanctions summaries and secondary sanctions trackers. The entries located name filers, and in some rows other products, rather than this one. This is a statement about the public record on the date shown and not a clearance. Note the product generates contract drafts and workflow output from the customer's own material rather than citations to authority, so the failure mode this database catalogues does not arise directly, and note also that the database is weighted toward United States filings while this vendor is New Zealand headquartered with customers across five regions.
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.
Searched the trust centre including the AI governance and AI principles entry points, the resources library including the published guide to AI for in house counsel, and the articles index on 29 Aug 2026. No engagement with any named ethics opinion or professional guidance was located, including ABA Formal Opinion 512, United States state bar guidance, and New Zealand Law Society or Law Council of Australia guidance given the vendor's home market. The vendor publishes substantial educational material for in house counsel on adopting AI, which addresses practice and procurement rather than the professional conduct rules its users are bound by. The AI Principles page was not retrieved in this pass and is a possible location for such engagement.
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.
The product contains the raw material this signal looks for without publishing guidance on it. Spend management covers invoicing, e-billing and collaboration with outside counsel, and reporting dashboards run across all legal work, so a legal department using the platform holds a structured per matter record of what outside counsel did and what was paid. The vendor also publishes a return on investment calculator among its buyer resources, which is a savings framing aimed at the purchase decision rather than at the client. Searched the spend management and reporting pages, the resources library and the trust centre on 29 Aug 2026 and located no per matter record of AI assisted work intended for fee purposes, and no guidance on billing, fee or client disclosure treatment. Recorded at savings claims only rather than at the audit record value because the records the platform holds concern outside counsel billing generally rather than AI assisted work specifically, which is the distinction the other legal ops records on this index also failed to cross.
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 sales conversation or an executed agreement.
A structured route to diligence material is published and the specific artifacts this signal names were not confirmed within it. The vendor publishes a security pack, described as containing everything an organisation needs to begin a security assessment, obtainable through a request form rather than a sales conversation, and states that the ISO 27001 statement of applicability, the certification documents and the full SOC 1 report are included in it. A trust centre with separate Security, Privacy, Compliance, Reliance, AI Governance and AI Principles sections sits alongside it, plus a dedicated AI security and privacy FAQ. Recorded at on request on that basis. Not located as of 29 Aug 2026: a subprocessor list, any statement naming which model providers see customer content, a published data processing agreement, and any client facing consent or notification material. The security pack contents beyond the three documents named were not retrieved in this pass.
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.
Searched the trust centre, the platform and capability pages and the Microsoft connector documentation on 29 Aug 2026. No per document record covering model used, sources retrieved and human verification was located, and no model is identified in published material so the model used could not be stated. The platform necessarily records matter activity and workflow steps, and the drafting product works from identifiable customer precedents, so elements of a trail plausibly exist, but nothing published describes an export or a defensibility record. Noted for context: this is an in house legal workspace whose output is contracts, matter records and internal advice rather than court filings, so a judicial AI disclosure order is less likely to reach it than a research or litigation product.