AI Features

Lawzana Flow uses AI to help you read documents, answer questions about your matters and leads, and draft documents faster. All AI operations are powered by Google's Gemini models through Vertex AI.

Document-Level AI#

Open any document, in a matter or under Documents → Files. The AI tools sit in the panel next to the document, in five tabs: Summary, Facts, AI Assistant, Review and Entities. On a phone, tap AI Tools to see them.

AI Summary#

Generate a concise overview of any document with one click.

1. Open a document
2. On the Summary tab, click Generate Summary
3. The AI produces a summary covering key terms, parties, and important dates
4. Click Regenerate if you'd like a fresh summary

Under the summary, Sources chips show the pages (in PDFs) or sections (in other text files) it drew on. Click a page chip to turn the PDF to that page.

AI credits used: 1 credit per summary

Key Facts Extraction#

Automatically extract structured information from documents.

1. Open a document and go to the Facts tab
2. Click Extract Facts
3. Facts are organized by category:

Photos and scans (JPEG, PNG, WebP) are read like PDFs; HEIC isn't supported. Facts from a photo cite the file name instead of a page.

AI credits used: 2 credits per extraction

Document Chat#

Have a conversation with your document to ask specific questions.

1. Open a document and go to the AI Assistant tab
2. Type a question about the document's content, or pick one from Prompts
3. The AI answers and lists its Sources under the answer: the page, section or quote it relied on
4. Click a page chip to turn the PDF to that page
5. Continue asking follow-up questions in the same thread

AI credits used: 1 credit per message

Names & Parties#

On the Entities tab, click Extract from Document to find the people and organizations named in the document. Review each one, then add it to your contacts (in a matter, as a matter participant with a role such as Client, Opposing Party or Witness) or dismiss it.

AI credits used: 1 credit per extraction

Playbook Review#

Check a document against a playbook: a list of rules your firm expects a document of that type to meet.

1. Open a document and go to the Review tab
2. The first time, Flow detects the document type and lists the playbooks that match it; you can also show all playbooks
3. Pick a playbook to run it
4. Each rule gets a result: Critical, High, Medium, Low, Compliant or N/A (not applicable to this document)

Each finding explains what was found, the risk and a recommendation, often with suggested language you can copy. You create and edit playbooks under Documents → Prompts & playbooks. Drafts have the same Review tab in the editor.

AI credits used: 3 credits per review, plus 0.5 credit the first time a document's type is detected

Starter Library#

The Starter Library holds ready-made prompts, playbooks and document templates, in English, Spanish and French:

The General playbooks cover lease, NDA, employment, service, loan and general contract reviews. A new workspace starts with the General pack, plus the pack for the firm's main practice area when it has one. To add more, go to Documents → Prompts & playbooks and click Starter Library. Each item you add becomes an editable copy in your library. Owners and admins can add prompts and playbooks for the whole firm; members can add them for themselves. Document templates are always shared with the whole firm. Viewers can't add items.

Matter-Level AI#

Matter Chat#

Ask questions across all documents in a matter at once.

1. Open a matter and click Ask AI
2. Type your question in the AI assistant panel
3. The AI reads the matter's documents, notes and milestones and answers
4. Each answer lists the documents it cites; click one to open it at the cited page

Photos and scans in the matter are included, like PDFs. Click Tools in the panel for quick actions such as Summarize Documents, Extract Key Dates and Draft Client Email. For a client email, pick a Tone first: Professional, Formal or Friendly.

AI credits used: 2 credits per message

Case Fact Grid#

The Fact grid button on a matter opens the Case Fact Grid: one row per document, with the facts extracted from each (Overview, Dates, Names/Parties, Claims, Locations and Amounts). Click Extract All to read the documents that don't have facts yet.

You can add up to 10 columns of your own to each matter's grid:

1. Click Edit columns
2. Give each column a name and tell the AI what to find (e.g., "The law that governs the agreement, and any jurisdiction clause")
3. Click Save columns

Flow then reads the new column in each document. Adding a column or changing its instruction reads only that column again. Renaming, reordering or removing a column doesn't use any AI. Viewers can see the columns but can't change them.

AI credits used: 2 credits per document read

Lead-Level AI#

Leads have their own AI brief, document key facts and Ask AI chat. See Leads for details.

AI credits used: 1 credit per brief, 2 per document read, 2 per Ask AI message

AI Email Drafts#

On a lead's timeline, click Compose Email, Reply or AI Draft Reply. In the AI Draft Assistant box, pick a tone (Professional, Formal or Friendly), say what the email should say, and click Draft. The AI writes the subject and body for you to review before sending.

AI Assistant#

A standalone AI chat for questions about your firm's work.

1. Go to Assistant in the sidebar
2. Choose the context: your whole firm, one matter, or one document in a matter
3. Ask your question. With no context, the assistant searches the leads, matters and documents you can access
4. It can also answer general questions and help with everyday tasks. Treat it as a research helper and check what it tells you before relying on it

AI credits used: 2 credits per message (1 per message when the context is a single document)

AI in Drafting#

See Drafting for details on:

• Ghost Text — AI suggestions while you type, turned on with the sparkle button
• AI Assistant — Ask the AI to draft, edit, or improve the document, or only the text you selected
• Tracked AI edits — Accept or reject each AI change, or all at once
• AI Generation — Create entire documents from a prompt

AI Credits#

Every AI operation uses credits from your monthly quota. See Billing & Plans for details on credit allocations and costs.

Credit Weights#

Track your usage in the AI Usage section of Settings → Subscription.

Data Privacy#

• Your documents and data are never used to train AI models
• Request logging is off on our Google Cloud project; Google may keep requests in memory for up to 24 hours for caching and may log them to detect abuse
• Your uploaded files are stored in your file storage region (United States, Europe or Asia Pacific); the rest of the service runs in the US
• AI requests are processed by Google Vertex AI on its global endpoint
• See Security & Privacy for full details