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Tonkean LegalWorks
Tonkean LegalWorks is matter lifecycle management for in house legal departments, built to get the business to use legal's processes. Requests arrive through Slack, Microsoft Teams, email or a branded portal. An AI Front Door reads plain language queries, answers simple questions directly and routes the rest into intake forms that adapt to the risk level and matter type and fill in from connected systems. The platform then runs the matter across the tools involved, with named connections to Ironclad, TeamConnect, SimpleLegal, DocuSign, Adobe Sign, Salesforce, ServiceNow, JIRA and SharePoint.
Packaged agents handle NDAs, contract management, conflict checks, legal mailroom and email triage, and legal operations teams configure workflows, approval paths and risk tiers without code. Governance features include role based access control, ethical walls, audit logs, retention policies and legal holds. Deployment options are Tonkean's multi tenant AWS cloud, a single tenant dedicated cloud, or the customer's own AWS, Azure or Google Cloud environment.
Pricing is quoted per monthly tracked user. LegalWorks is one of three solutions from Tonkean Inc. of Palo Alto, alongside ProcurementWorks and ServiceWorks.
Tonkean LegalWorks, head to head
Side by side on the same 15 capability axes and 12 legal signals: where the two part company, and what neither one publishes.
Alternatives to Tonkean LegalWorks
Vendors in the same categories as Tonkean LegalWorks whose graded profiles look most alike, with a line on what each product does.
Similar is not the same, so check that each one does the job you need. No vendor pays for placement.
- SStreamline AIStreamline AI manages intake and ongoing work for internal legal departments.
- AAjaxAjax is a passive timekeeping product for law firms that bill by the hour.
- LLuplLupl is a legal work management platform for law firms and legal departments, owned by Elevate since August 2026.
- PPlexusPlexus is a legal operations platform for in house legal teams, sold as an AI powered Legal OS.
- RRazorSignRazorSign connects contracts, matters, compliance, outside counsel spending and entity records for corporate legal departments.
- DDazychainDazychain is matter management software for small to medium in house legal departments, made by Yarris Technologies of Melbourne, with an office in Boston.
Ordered by how closely the graded profiles match across the 15 capability axes, inside the same categories. See how each axis is graded in the methodology.
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 drive a core capability on a product that plainly works without them. The AI is real and named: AI Front Door reads plain language requests, LegalGPT sorts and classifies unstructured requests, and packaged agents handle NDA generation and contract work. Underneath is a process orchestration platform built without code, with forms, rules, approval chains, dashboards and integrations, sold in the same form to procurement and IT.
The clearest evidence is contractual. The published subprocessor table lists Microsoft Azure for AI LLM engine services, OpenAI for AI and machine learning features and Google Cloud for OCR, and marks all three opt in. A customer that does not opt in gets an orchestration platform with no model behind it.
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 described in outline and accuracy is disclaimed rather than measured. The retrieval story is stated: the AI Front Door trawls the data sources the customer has given it access to and generates a document if one does not already exist, and agents draw on connected enterprise systems, so a reader can tell in principle what an output is built from. Nothing beyond that exists. No accuracy figure, no test set, no evaluation, no error rate and no method description appears on any surface, and no output is presented with a traceable citation to the source record it came from.
The agreement moves in the opposite direction and does so explicitly: Tonkean does not warrant that the Platform will meet the customer's requirements or expectations, including with respect to any actions or outcomes of use of Tonkean's A.I. Bot. Nothing addresses hallucination in either direction. Searched the LegalWorks page, the security page, the pricing page, the DPA and the customer terms; docs.tonkean.com and the AI handbook were not opened.
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 split between what runs alone and what reaches a person is published, and the customer sets the threshold. Simple requests such as NDAs and statements of work are handled automatically, and urgency is identified on every incoming request. Complex matters, including conflict waivers, intellectual property questions and outside counsel engagements, are routed to the right person or practice group. Approval paths and risk tiers follow the department's policy, intake forms adapt to risk level and matter type, and every action and approval is logged.
Because the thresholds are set by the customer, a buyer cannot learn from the published material what the system does by default. No confidence signal, abstention state or behavior on a misclassified request is described.
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.
There is substantial evidence for the platform, and little of it is legal. The LegalWorks page shows twenty enterprise logos, including Google, Lenovo, AbbVie, Workday, Cisco and Intuit, under the heading trusted by enterprises like; it is the same strip used across the site, not a LegalWorks customer list. The headline figures have no attribution or basis: 50 percent shorter cycle times, 99 percent of customers reporting higher adoption, 30 employee hours saved weekly, 7.7 billion steps automated a year.
Two of three attributed quotes come from procurement. The Head of Global Procurement at Semrush gives the only hard figure, a cycle time falling from 19 days to 10, and the other is from the Head of Procurement at Cockroach Labs. The legal quote, from Mary O'Carroll, described as former President of CLOC and Head of Legal Operations at Google, concerns Tonkean in general rather than LegalWorks. A customer showcase exists and was not opened.
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.
The marketing addresses privilege directly, and the agreement excludes the material it would protect. The LegalWorks governance section offers an audit trail of all actions and approvals, presented as helping preserve attorney client privilege, plus role based access control, ethical walls, item level retention and legal holds. The customer terms, however, say User Content is not information acquired by Tonkean, which takes customer content out of the contractual confidentiality duty and refers it to the Security section.
There Tonkean says it cannot fully ensure or warrant the security and privacy of User Content or personal information. The confidentiality a buyer can enforce over matter material is therefore thinner than the product page suggests, and the agreement governs. Two provisions point the other way. Tonkean has no right in User Content beyond the minimum needed to run the Platform and may not use it for any other purpose, and the DPA bars Tonkean from deriving rights or benefits from Personal Information.
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.
A boilerplate disclaimer sits in a general agreement while the product is marketed in advice-adjacent terms. The customer terms state that the Service provides ideas, suggestions, analyses and other data for informational purposes only and not as advice, and disclaim responsibility for any information provided by the Service. That is a real sentence but a generic one, drafted for a business management platform rather than for a legal product, and the agreement carrying it was last updated May 2019, before LegalWorks and every agent now sold.
Against it the marketing describes agents that handle complex contract analysis and negotiation strategies, and an AI Front Door that answers employees' legal questions directly. The audience limits the exposure and is stated plainly: the buyer is a corporate legal department and the requesters are its own employees, so there is no consumer surface and no unlicensed practice question of the ordinary kind. What is absent is everything above the disclaimer: no rule of professional conduct or bar guidance named, no jurisdiction limit, and nothing on how a legal team supervises an agent that answers a business question without a lawyer seeing it.
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 for the vendor's own models is published, although its agents act on simple requests without a lawyer involved. There is no responsible AI page, principles statement, named owner for model behavior or testing regime before release. Nothing addresses bias, including whether triage and classification perform evenly across request types, business units or languages. That matters because the product's core job is deciding which requests are simple enough to resolve without a lawyer.
The security page is thorough but covers information security, not model governance. An AI handbook page in the navigation, headed with questions about what an agent is and when one counts as an enterprise agent, was not opened and may say more.
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.
Almost every element is published, and one is weak. The customer controls retention in detail, setting item level policies down to individual fields so data is kept only as long as a process needs. The DPA adds that within 60 days of termination Tonkean will delete or return all Personal Data at the customer's choice and delete existing copies, keeping one copy only where law requires. Access control is described as comprehensive and role based across data access and process creation, and encryption is AES-256 at rest and in transit.
Audit logs that cannot be repudiated record all edits and processed transactions. The subprocessor list is published, naming each provider, its function and its country. Incident practice is the weak point: Tonkean commits to notify without undue delay after becoming aware of a Data Incident, with no stated deadline. The same clause bars the customer from publishing anything identifying Tonkean about an incident without prior written approval unless legally compelled.
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.
Liability is addressed only through a limitation clause, and that clause disclaims the AI's exposure by name. Total liability is capped at the fees actually paid in the three months before the claim arose. Excluded damages are broad, covering loss or corruption of data, lost profits and pure economic loss. No indemnity runs to the customer. The only intellectual property remedy is that Tonkean may, at its discretion, procure a license, modify the Platform or terminate and refund the remaining period, and the agreement says no other rights or remedies accrue.
The indemnity that exists runs from customer to Tonkean. The warranty is to repair or replace material errors that prevent ordinary use, and expressly does not extend to any actions or outcomes of use of Tonkean's A.I. Bot. No insurance position is published. The agreement was last updated in May 2019, so it predates the 2026 agentic product it governs and mentions AI once, to disclaim it.
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.
Real integrations into legal systems are named individually, with direction described only in outline. The legal connections are Ironclad for contract lifecycle management, TeamConnect for matter management and SimpleLegal for legal spend, plus DocuSign and Adobe Sign for signatures and SharePoint for documents. The wider set includes Salesforce, ServiceNow, JIRA, Slack, Microsoft Teams, email, Coupa and SAP, and the product is designed as an orchestration layer across them rather than a system to migrate into.
Contracts sync from CLM to electronic signature, approvals run through email and chat, data is pulled from billing systems, and work is coordinated with outside counsel platforms. Nothing on the pages read says what a legal team must set up, which fields map, or what an integration requires. A public integration library and developer documentation exist but were not opened, and may say more.
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 tenancy options are published in full, and the region choice is not. Three options are described: a multi tenant public cloud on AWS managed by Tonkean, a single tenant dedicated cloud on AWS also managed by Tonkean, and self hosting in the customer's own AWS, Azure or Google Cloud environment. The pricing page says multi tenant is included, while dedicated, customer cloud and on premise options are on the enterprise plan at extra cost.
Processing location can be worked out from the DPA. Every subprocessor is listed in the United States except Tonkean Israel Ltd., and Schedule 2 incorporates the 2021 Standard Contractual Clauses with UK and Swiss addenda for transfers out of the EEA. No region choice is published for the managed offering, and no page says where data is stored as distinct from processed.
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.
Certifications are real, named and scoped, and the evidence is available only to customers. The security page states SOC 2 Type 2 compliance, independently audited under the AICPA Trust Services Criteria for security, availability and confidentiality. ISO/IEC 27001:2022 is stated as achieved, and a HIPAA compliance page sits alongside. No auditor is named and no audit period or report date is given for either. The reports are expressly limited to existing customers, who are invited to ask the team for the latest one, so a prospective buyer has no route to the evidence at all. There is no trust portal. The badges shown are the certification marks themselves.
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 providers are named with their function and location, change notice is contractual, and the models themselves are not identified. Schedule 1 of the published DPA lists each subprocessor with its service and country: Microsoft Azure for AI LLM engine services, OpenAI, LLC for AI and machine learning features, and Google Cloud Platform for OCR, all in the United States and each marked opt in. It also lists AWS for cloud storage, Elastic.co for the hosted index database, SendGrid for email and Tonkean Israel Ltd. as an affiliate.
Tonkean must give notice before authorizing a new subprocessor, the customer has seven days to object, and an unresolved objection allows termination of the affected services. Azure and OpenAI are providers, not models, and no model or version is named, so a buyer cannot tell which model reads a legal request.
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.
The unit and structure of charging are published carefully, and no figure appears. Charging is per Monthly Tracked User, defined precisely: a unique person who in a calendar month submits a form, opens a workspace app, submits or replies to an item in Slack or Teams, sends or replies to a Tonkean email, or clicks a button or updates an item. The vendor says these are not named seats or a count of records, that a counted person's actions that month are unlimited, and that billing uses the average across the subscription year so busy months even out.
A quote has three parts: the platform with unlimited workflows and connectors, the user volume, and optional deployment and services. Hosting and support tiers are itemized. No price, band, minimum or term is published, and every route ends in a scheduled call. A buyer can model the shape of the bill but not its size.
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.
The buyer and the work are described in substance, and the edge of the product is left open. The segment is corporate and government in house legal departments at enterprise scale, with material addressed separately to employees raising requests, the legal team, and colleagues in procurement, sales and IT. Coverage is expressed as request types rather than practice groups: NDAs, statements of work, contract review, conflict waivers, intellectual property questions, outside counsel engagement, legal mailroom, email triage and general matter intake.
Customers are drawn from Fortune 500 and Fortune 200 enterprises. Nothing addresses use by law firms, no minimum department size is given, no jurisdiction or language coverage is published, and no request type is named as unsuitable for automated handling.
5 public documents
The public pages on file for Tonkean LegalWorks, 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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tonkean.com/privacy/dpa2 signals
Third Party Request and Subpoena Notice, Outside Counsel Guideline Readiness
Read Sep 4, 2026
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tonkean.com/security2 signals
Prompt and Output Retention, Court Disclosure Support
Read Sep 4, 2026
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learn.tonkean.com/site/terms1 signal
Client Data in Training
Read Sep 6, 2026
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Fabricated Citation Record
Read Sep 4, 2026
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Ethical Walls and Matter Segregation
Read Sep 4, 2026
No published figure
- Tonkean does not print a price. You have to ask for a quote.
- What they do explain clearly is how the bill is worked out: you pay for the number of different people who actually use the system each month, not for named seats.
- Someone counts if they submit a form, open the app, reply in Slack or Teams, answer a Tonkean email, or click a button to approve something.
- Once a person counts for that month they can use it as much as they like at no extra cost, and the bill is based on the average across the whole year.
- Hosting on Tonkean's shared cloud is included; a private or self-hosted setup costs extra on the enterprise plan.
Structure and unit are published in detail, with no figure at any level. Charging is per Monthly Tracked User, a unique person who does one of five things in a calendar month. The five are submitting a form, opening a Tonkean workspace app, posting or replying in Slack or Teams, sending or replying to a Tonkean email, and clicking a button or updating an item. The vendor says these are not named seats or a count of records processed, and that a counted person's actions that month are unlimited.
Billing uses the average count across the subscription year, so peaks and troughs offset. A quote has three parts: the orchestration platform with unlimited workflows, connectors, data and automation; the user volume; and optional deployment and services. Hosting tiers are published, with multi tenant hosting included and single tenant, customer cloud and on premise options on the enterprise plan at extra cost. Basic support covers documentation, training material and email.
Premium adds 24/7 email and in app chat, a shared Slack channel, a client success manager, two training sessions a year, a value workshop, a roadmap session and an annual Maker Fest. No price, band, minimum, term or implementation figure is published, and every route ends in a scheduled call. The vendor is a US company quoting in the currency set in the purchase order.
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 published agreement or policy exists and none of it addresses the question either way, or the document that would answer it could not be read and the summary names the retrieval limit. The summary states which shape the silence takes: an improvement right granted that never names training, or no improvement right granted at all.
Nothing published mentions training either way, and the agreement grants no right to improve anything using customer content. Two clauses limit use tightly without naming training. The customer terms say Tonkean has no right in User Content beyond the minimum needed to run the Platform and may not use it for any other purpose. The DPA adds that Tonkean may not have, derive or exercise any rights or benefits from Personal Information processed for the customer and may use it only for the purposes for which it was provided.
Both would exclude training by their terms, but neither says so. The DPA also lists making Personal Data fully anonymous among permitted processing purposes, without saying what may then be done with the result. The LLM subprocessors, Microsoft Azure and OpenAI, are marked opt in, so a customer that does not opt in has no model processing its content at all.
Prompt and Output Retention
How long does the product keep what a lawyer typed, and can that be set to zero?
The customer controls the retention window, by product configuration or by contractual instruction, but zero retention is not stated as available.
The customer sets retention, and at a fine level. The security page says item level policies let a customer set retention periods down to individual fields, so sensitive data is kept only as long as each process needs. The DPA covers the end: within 60 days of termination Tonkean will delete or return all Personal Data at the customer's choice and delete existing copies, keeping one copy only where law authorizes or requires it for legal claims.
No zero retention option is stated for prompts and model outputs, and nothing distinguishes keeping a request record from keeping the model exchange that resolved it. No default period is published for a customer that configures nothing.
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.
Ethical walls are named as a product capability and no separation model is described. The LegalWorks governance section lists comprehensive role-based access control and ethical walls together as a single bullet, alongside full audit logs and item-level retention, and the security page describes RBAC in general terms as ensuring every permission from data access through process creation is secured. Neither states how a wall is defined, at what level it operates, whether it applies to matters, clients or business units, who administers it, or what a walled user sees.
Tenant-level separation is a different question and is answered well, with a single-tenant dedicated cloud and a self-hosted option both published, but tenancy separates customers from each other rather than matters within one legal department. Product documentation at docs.tonkean.com was not opened and may describe the mechanism.
Third Party Request and Subpoena Notice
If someone subpoenas the vendor for a firm’s data, does the firm hear about it first?
Terms commit to notifying the customer where lawfully permitted, and a transparency report is published.
Both notice and reporting are committed. The DPA says that where law, a court or a government authority requires processing, Tonkean will tell the customer of the requirement first, unless prohibited on important grounds of public interest. Schedule 2 Part 4 goes further for transfers across borders. If a government authority seeks access, Tonkean will tell it the customer has not authorized disclosure and that demands should go to the customer.
It will use commercially reasonable legal means to challenge the demand and notify the customer as soon as possible after any emergency access. Once every twelve months, on written request, Tonkean will tell the customer what types of binding legal demands for personal data it has received, including national security orders and any process under section 702 of the US Foreign Intelligence Surveillance Act. Tonkean also commits to resist bulk surveillance requests. The reporting is available on request rather than published.
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.
The material the models read is the customer's own, and it is identified as such. The AI Front Door searches the data sources the customer gives it access to, and agents draw on connected systems including contract lifecycle management, billing, document stores and chat. No outside legal content is involved: the product does not retrieve primary law, published precedent or any licensed third party data, and none is named.
So there is no licensing question to answer and no jurisdictional coverage to record. Searched the LegalWorks page, the platform navigation, the security page, the pricing page, the DPA and the customer terms on 4 September 2026.
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.
Nothing on any located surface addresses checking authority for subsequent history, and the product does not retrieve or present primary law. LegalWorks routes and resolves internal legal requests and generates operational documents such as NDAs and statements of work; no case, statute or regulation is surfaced to a user at any point in the published workflow. The question does not bite on this product class. Searched the LegalWorks page, the security page, the pricing page and the agreements on 4 September 2026.
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.
A routing rule is published, and no behavior under uncertainty is described. The product says it resolves simple requests on its own and routes complex ones, naming conflict waivers, intellectual property and outside counsel engagements, to the right workflow, person or practice group, and it flags the urgency of every request. That is a real way of deferring, but it sorts by request complexity as the customer configures it, not by the model's confidence in its answer.
Nothing describes what happens when the model cannot classify a request, misreads one, or drafts something it lacks grounds for. No confidence score, abstention state or no answer condition is shown to the requester or the legal team. That matters because requesters are business employees, not lawyers, so an unflagged wrong answer may never reach legal.
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.
The AI Hallucination Cases database maintained by Damien Charlotin was searched on 4 September 2026 on the product name LegalWorks and on the company name Tonkean. No court order, opinion or disciplinary record naming the product or the company was located. This records the state of the public record on that date and is not a finding about the product. The question also sits at an angle to this product class, since LegalWorks routes internal requests and generates operational documents rather than legal citations, so a fabricated citation is not the failure mode it would ordinarily produce.
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.
No bar authority, regulator, conduct rule or ethics opinion is named on any located surface. Nothing on the LegalWorks page, the security page, the pricing page, the DPA or the customer terms engages professional regulation, and no jurisdiction-specific guidance is mapped. The nearest published language is the customer terms' statement that the Service provides analyses for informational purposes only and not as advice, which is a disclaimer rather than an engagement with any professional standard.
The absence is worth noting against the product's own privilege claim: the LegalWorks page frames its audit trail as helping preserve attorney-client privilege, which is a professional responsibility concept, and no source of that standard is cited anywhere.
Billing and Fee Posture
Does the vendor address what happens to the bill when the work takes an hour instead of six?
The product does not touch a fee between a lawyer and a client. It operates before an engagement exists, or it is bought by a team that bills no client for the work. Savings claims aimed at the buyer’s own cost are recorded in the summary and do not make the row a savings claim, because no client bill is in the loop.
Efficiency claims are published, and the billing question does not really arise here. The claims are prominent and unattributed: 50 percent shorter cycle times, 30 employee hours saved each week, and a named legal operations endorsement mentioning millions of dollars saved. Nothing addresses what happens to a bill when work gets faster, and no record of AI assisted work by matter is described for that purpose. The buyer is an in house legal department, which pays outside counsel rather than billing a client, so the usual question does not apply.
The product does coordinate outside counsel engagement and pull data from billing systems, but nothing connects automated handling of a matter to what the department is billed for it.
Outside Counsel Guideline Readiness
Can a firm get this vendor through a client’s AI clause without a bespoke negotiation?
A subprocessor and model provider list plus client facing disclosure material is published or available without an agreement in place.
All three elements are met in one published document. The Data Processing Addendum is public and ungated, and Schedule 1 lists every subprocessor with its service and country. The AI entries are Microsoft Azure for AI LLM engine services, OpenAI, LLC for AI and machine learning features and Google Cloud Platform for OCR, all in the United States and all marked opt in, so the model provider question can be answered. The DPA itself can be forwarded to a counterparty and incorporates the 2021 Standard Contractual Clauses with UK and Swiss addenda.
Change notice is contractual: notice before any new subprocessor is authorized, a seven day objection window and a right to terminate. On an in house product the buyer is the client rather than the firm, but the documents a counterparty would ask for are published and complete.
Court Disclosure Support
If a judge’s standing order requires an AI disclosure, can the product produce one?
Some elements of the record are available, short of a document level export.
A substantial record exists, and nothing says it separates model work from human work. The security page describes logs that cannot be repudiated, recording all edits to solutions and components and all processed transactions in test and production. The LegalWorks governance section commits to an audit trail of all actions and approvals, framed as supporting audit readiness and the preservation of attorney client privilege.
Nothing says the log shows which requests an agent resolved on its own rather than a person, no model or version is attached to a generated document such as an NDA, and no export route for the audit trail is described for a regulator, an auditor or a court. Product documentation was not opened and may describe the export format.