Legal AI Software: The Matter Assistant | SpineLegal
SPINELEGAL AI-native platform Built on Anthropic's Claude LegalTech Company of the Year 2025

AI that knows the matter. And knows its place.

Every matter in SpineLegal carries its own AI assistant — grounded in that matter's documents, deadlines and history, working inside your firm's own secure environment. It drafts, summarises and finds. Your team confirms and releases. That's the whole philosophy.

SpineLegal matter workspace with the Matter Assistant panel docked, showing deadlines, workflow stage and AI quick actions

The matter workspace — Matter Assistant docked, grounded in the matter

01  The Matter Assistant

An assistant that has already read the file

Open any matter and its assistant is there — already knowing the client, the documents, the correspondence history, and the stage the matter has reached. Ask it anything with Ask Spine and it answers from your matter, not from the open internet.

DRAFTS WITH CONTEXT

Client letters, court forms, contracts and attendance notes from your templates, populated with matter data — ready for review in minutes.

SUMMARISES INSTANTLY

Long correspondence chains, bundles and incoming documents condensed to what matters.

FINDS WHAT YOU NEED

Ask for the disclosure letter from March, and it finds it. No folder archaeology.

SURFACES RISK

Deadlines at risk, overdue items and missing documents flagged the moment a matter opens.

The SpineLegal Matter Assistant panel — a grounded AI chat answering questions about the matter, with Ask Spine input

Grounded in this matter — drafts reviewed by you before anything is sent or filed

"What it deliberately doesn't do: act alone. SpineLegal's AI never sends, files or commits anything without a fee earner's confirmation. In a regulated profession, speed with control beats automation without accountability."

The design principle: an AI copilot, not an autopilot

02  AI in your workflows
SpineLegal workflow builder showing litigation stages with AI generation steps badged for human review before release

The workflow builder — your process, with AI steps under human review

Your process, with AI doing the legwork

SpineLegal workflows mirror how your firm actually works — stages, tasks, deadlines, documents and triggers for every practice area. AI steps slot into them: generating documents from your templates, preparing bundles, drafting client updates at the right stage.

Every AI step is badged for what it is, and nothing it produces is released, sent or filed until a fee earner says so. The workflow runs faster; the accountability doesn't move an inch.

03  Documents, end to end

From AI draft to signed and filed — versioned throughout

Documents generated in the workflow follow a full lifecycle — drafted, reviewed, approved, sent, signed, filed — with version history at every step and a complete audit trail of who changed what, and when. AI writes the first version; the record shows a human approved every one after it.

SpineLegal document lifecycle — drafted by AI from a workflow, reviewed, approved, sent and signed, with full version history

The document lifecycle — drafted to filed, versioned throughout

04  Custom AI agents

Beyond the assistant: agents built for your firm

Where your firm has a repeating process, we can build an AI agent around it — engineered for your deployment, not switched on from a menu:

AI

Bundle preparation — assembling, ordering and paginating from the matter's documents, ready for review.

AI

First drafts from your precedents — your firm's own precedent bank, applied to the matter's facts.

AI

Enquiry triage — incoming instructions classified, conflict-check flagged, and routed to the right team.

AI

Document chasing & key-date monitoring — outstanding items pursued and portfolio deadlines watched across the caseload.

Each agent does the legwork; your team reviews, confirms and releases. The same human-in-control principle that governs all AI in SpineLegal governs every agent we build for you.

05  The guardrails

AI you can defend to your clients and your regulator

No training on client data — your data is never used to train AI models. Ever.

Inside your environment — documents live in your firm's own Microsoft tenant via enterprise SharePoint storage, with strict per-firm isolation.

Permissions carry through — the assistant inherits each user's entitlements. Role-based access doesn't stop at people.

Attributable & reviewable — every AI output is identifiable as AI-drafted and reviewed before release, on the audit trail.

Built on Anthropic's Claude — models recognised for careful, nuanced handling of long documents, inside SpineLegal's grounded architecture.

SpineLegal partner dashboard with billing performance and a live compliance risk view

Oversight built in — live compliance view alongside performance

SpineLegal Microsoft 365 integration — Outlook, Word, Excel and PowerPoint with documents versioned in SharePoint

Native to Microsoft 365 — every version lands back in the matter

Start with the free Legal AI Prompt Library

25 ready-to-use prompts for ChatGPT, Claude, Copilot and Grok — plus the safety rules that keep AI use defensible in a law firm. Then see what the same capabilities look like grounded in real matters.

One email with the PDF. No spam. Unsubscribe any time.

06  Frequently asked questions

SpineLegal AI — FAQs

What is the Matter Assistant?

An AI assistant attached to every matter, grounded in that matter's own file — documents, correspondence, deadlines and stage. It drafts, summarises and finds; a fee earner confirms everything before it is sent or filed.

Is client data used to train AI models?

No — never. AI operates inside the firm's own environment, documents are held in the firm's Microsoft tenant with enterprise SharePoint storage, and every firm runs in strict isolation.

Can the AI act on its own?

No, by design. SpineLegal is a copilot, not an autopilot: nothing is sent, filed or committed without a fee earner's confirmation, and AI workflow steps are badged for human review.

Which AI models does SpineLegal use?

The Matter Assistant is built on Anthropic's Claude models via the Anthropic API — recognised for careful handling of long documents — operating within SpineLegal's grounded, permission-aware architecture.

Can you build custom AI agents for our firm?

Yes — agents engineered around your own processes: bundle preparation, first drafts from your precedents, enquiry triage, document chasing, key-date monitoring. Each under the same human-in-control principle.

See the Matter Assistant on matters like yours

A 15-minute walkthrough on workflows configured for your practice areas — with a free 14-day trial included.

Guides in this series: ChatGPT · Claude · Copilot · Grok — all for law firms

SpineLegal — the AI-powered platform that runs your firm
spinelegal.co.uk · LegalTech Company of the Year 2025