Lois by Filevine: The next evolution of legal AI (Full Transcript)

[00:00:00] Speaker 1: I think we go ahead and get started. For everyone that does not know me yet, I'm Keegan Chapman, I'm our CMO here at Filevine, very excited to spend the next hour with you. Thank you all for joining us live as well. Our hope is you had a great Thanksgiving with your family and friends. You're well rested and now you're ready to learn about AI and all of the cool things we've been doing over here behind the scenes. If those of you that were lucky enough to come to our LEC Summit back in September, thank you for coming. You are going to recognize a few pieces of this story, not all of it, but you saw the earliest glimpse of what's becoming the most important evolution of Filevine's history. So for most of you though, based on the list that I saw, this will be brand new. And then honestly, I think it will be the most exciting announcement we have given all year. So today is about showing you the future of legal work as Filevine sees it and why Lois is the most strategic advantage that any legal professional can have here in the market today. So before we jump into the details, I'm really excited to have everyone come and meet the rest of the folks on the call here. So as I introduced myself, my name is Keegan Chapman. I'm our Chief Marketing Officer. We have Liz Bean here who's going to be demoing Lois live. We have Alex McLaughlin who I've asked to come on if we have a little extra time. He may be able to show us a little bit of the future of Lois, even though maybe we're not always supposed to show that beforehand, but hopefully we'll get to see some good sneak peeks. And then we have Whitney and Mary. They are gonna be in the chat answering any product related questions that you all have throughout this webinar. Feel free to share those there. And then we also have Ivy and Jane who will be sharing information about how to meet with your salespeople, any kind of Q&A questions, et cetera. So feel free, use the Q&A throughout this entire webinar to make sure that we're getting all of your one-to-one questions answered. So the way this is gonna flow today is we are going to talk a little bit about why we created Lois. From there, Liz is gonna give us a live demo. After that, we're going to have a Q&A, maybe a little sneak peek from Alex prior, and that will be it. So we're really excited to dive in and chat more about the evolution of Lois. So before we dive in directly to Lois, I think it's really important that we talk about how the future of legal is being defined right now. We believe something fundamental. We are a little bit different than maybe what you've been hearing in the market. We believe that AI should not replace lawyers or legal professionals. We believe that AI should empower them, be their right hand, amplify them, and work with them, not necessarily for them. So the way that we have thought about our AI packages and creating Lois for the future of legal is just that in mind, keeping you all the superheroes at the forefront and giving you the technology to help you be better, win more, do things faster, and think more strategically, which is exactly what we put together here today. So here's the headline. I know you all thought you were gonna hear about Filevine today. Yes, Filevine will be a supporting character of the story today, but today is about Lois. Lois is your strategist, your analyst, your partner. We created Lois so that you all can focus on the outcomes that matter for your business and for your law firm. So the way we like to think about it is Lois is the lifeblood of modern legal work for those who use it. It's from firms to agencies to corporate councils. There are iterations of how your Lois will work with you, not to steal the spotlight, but to power the way you work, win cases, review contracts, draft documents, and do your day-to-day work. So the best way to think about it is that silent partner in the room with you. Lois is present, embedding intelligence in the background and making sure that the complex things that you're doing or the tedious things you hate doing are happening no matter what, right? No detail will ever fall through the cracks. So Lois is quietly relentless, getting things done, radically dependable. So ways to think about this is paralegal sifting through discovery. Lois can thread that context through thousands of documents and surface what matters in minutes. Maybe its attorney is preparing for trial. Lois is behind the scenes, tightening those timelines, flagging those risks, and freeing the lawyers to think strategically about how they will go about that trial. Maybe it's before, after, or during depositions. Lois is preparing outlines and doesn't just simply assist, but can anticipate what is happening and how you can win. So the way I like to think about Lois is that operational intelligence, that right hand that every one of us wishes is with us, helping us anticipate and execute through our day-to-day work. So the way we think about it is every great legal team needs a backbone, right? And for the most ambitious firms, we are finding, and we are hearing from our customers that Lois is that backbone. So many of you have probably started to see the advertisements, started to see the information, but the way we think about Lois is your legal operating intelligence system. It's designed to power the work you do. So here's the crazy thing that many folks do not realize, is Filevine isn't the only system of record that works with Lois. Whether your data lives in PDFs, shared drives, legacy systems, or powered by Filevine, Lois can become your strategist and your second brain. So here's the key. When Lois is embedded inside of Filevine, which is what we call like the perfect end-all to be-all experience, Lois becomes exponentially more powerful because she has instant access to the complete context end-to-end of any matter. But that being said, Lois works anywhere. Lois just works best when you have the right information to power Lois. So Lois, your legal operating intelligence system is here to power and to pull out the context, the summaries, and extract exactly what you need out of any document you may have, or any process. So I had my team put this image together because I think it helps kind of design what I'm talking about here. So Lois is as powerful as the information that you give it. Lois analyzes, summarizes, drafts, and reasons. So dependent on what that information is, that's how complete of an answer you're going to get. So Lois doesn't need Filevine to be powerful, it simply needs information. So in this example over here, you would see Lois up at the top, right? If you upload your matter files, your transcripts, your PDFs, your emails, your documents, Lois can transform those things into insight. Lois can answer questions for you about those. But as you see over here on the right, another great experience is when it's right there in Filevine, reactively popping up those answers for you, or proactively showing you what you might want to see. So as you can see within Filevine, you have users, you have billing details, you have contacts, you have case data, you have every note, you have every chat, you have every email, you have every document. That is just providing a really deep knowledge set for Lois to pull after. So much like where you may go into the world and upload things all together, that would be situation one. Those of you that might not have Filevine, if those of you are looking to have Lois and Filevine together, or those of you that are already Filevine customers, you can just weave Lois right throughout and get the context and those answers for you. So it's really the difference of giving the associate a single folder or giving an associate the entire case history connected, indexed, and ready for action. So we got to talk about the cool things about Lois, right? But the other thing that's incredibly important, I have not gone to one event with legal professionals where the idea around how to build safe and responsible AI use in legal practice has not come up, right? For those of you that are Filevine customers, you know that we believe as an organization here that security and safety is the number one most important thing to us because the types of documents and the types of information you all are storing in our systems is so highly important and it needs to stay secure. So as you can see here, we're HIPAA compliant, SOC 2, SOC 3 audits are complete. We are on the Fed Grant Marketplace. I don't even have that here on my slide. As far as AI goes, your information is never stored within a public model. So nothing is stored, not even for a second. It is kept in a very safe Filevine, but not gone out to the LLMs. Industry-leading accuracy and context for massive datasets and all of your data is encrypted. So just to let you know, we are making sure that all of your AI stays safe, all of your client information stays safe, no matter what you're using. Now, I do have to mention, if you are pulling information out of another data source and uploading it into Lois, what happens outside of Lois is not Lois. So once it's in there, it will be safe, it will be secure. Or if you're taking information and it's in your Filevine and Lois is embedded throughout, all of that information stays completely secure from end to end. So here's a sneak peek of a Lois search bar that you all might see. Maybe you don't have a Filevine and you're uploading your documents, your notes, your emails, and you're asking Lois questions or asking Lois to take action. Maybe it's inside of your Filevine and proactively taking those details. No matter what, you choose the data, you control the access, and Lois gives you the intelligence. So just to be clear, you control what goes in, you control the access and their permissions, and then Lois will give you the intelligence, the structure, the clarity, and the insights that you are hoping to gain by leveraging an AI tool as your partner through your matters. So why does legal AI fail? Or why does AI fail, right? I'm sure many of you have tried AI throughout the market. And the number one reason we see AI failing in the market is they lack context. So the tools aren't failing because their models aren't perfect or their prompts aren't perfect. It's because they have incomplete information. So one of the things we find really important, especially when working on legal matters, is making sure that we are providing all of the right information to Lois to make sure that Lois can give you a complete answer. So making sure that Lois can know your cases, making sure Lois can know your client information, making sure Lois can know the deadlines, the documents, the emails, and the history. And so then that way, they can remember, or Lois can know what happened before, during, and right now to help provide the best data. Now, sometimes the prompts that people are using are not that complex. We are thinking of the dream vision, right? The right-hand vision. No matter what, you can always upload one document into Lois and say, hey, can you help me pull out these items within the document? Hey, can you help me flag risks for my business or for my team? All of that is possible within Lois, but we can't, as lawyers, rely on tools that guess, right? Real intelligence requires real context. So that's why we built Lois the way we built it. It might've been the harder way, we understand, but we wanted to make sure that Lois could access the best repository of context to get you the best answer possible. So a good way, I love a good analogy, I hope you all do too, but a good way to think about Lois is comparing Lois to typical AI tools is like comparing an orchestra to a single instrument. So no matter where the sheet music comes from, think about a single instrument playing music versus an orchestration of many things. So though Lois does not require you to be on Filevine, Lois simply requires a solid data foundation, all of the different instruments coming into one place to play unbelievable music. And if you're on Filevine, it's already there, but that's not required because we believe that you as a lawyer and you as the expert know exactly what information and what context would need to flow into Lois to have Lois help you win more cases, have, you know, review contracts more thoroughly and make sure that you are running your firm the way you want. So here's a couple other great views of where Lois will pull up or look like or how it could be for you as a customer. And honestly, it's just about pulling together deadlines, documents, communications, notes, inconsistencies, risks and history. I just, I can't reiterate enough that this AI, Lois, is a legal operating intelligence system. So it gives you a narrative and a matter-aware response. This is not just another AI interface, it is intelligence for you and your legal team. So I don't buy anything or think about buying anything or even wanting to try anything unless other people have. So I asked my internal team if I could share real life usage of chatting with Lois in our system. And it's been taking off. I think what my CEO said, it's about 10% week over week. Once people are starting to ask the questions to Lois that has all of the context right there, they are starting to ask more and more and more every single week and the questions get deeper. So real prompts, real work, real impact. So here's what Lois is already doing. So what we did is we took a review of all of the types of prompts that are coming into the system. No specifics, obviously, as we said, we have very high security, but the general sentiment was fact verification to start. So people started with more simple type prompts and questions, summaries. Then they might move on to drafting, search and investigation. Many are looking for contradictions between maybe different documents or between an email and maybe a document or a medical record discovery synthesis, a ton of deposition prep. The more people start to collaborate with Lois, the more they trust Lois to get them that first draft to review and prepare. And deposition prep has been a very popular one. And then lastly, timeline creation. So these aren't just one word answers or one word thoughts. It is the idea of pulling all of that context and orchestrating those answers for you as the user. One of my favorite examples is a customer had mentioned that they were starting to use it around how to work with their clients and speak with their clients as well. So based on all the information at hand, based on the sentiment of the email so far, how should I best bring this information up to my client to help them prepare for X, Y, and Z? So as I mentioned, the deeper people get in with Lois, the more they trust Lois as their partner, the more they are starting to get a true right hand at any given time to help them answer those questions. So you all did not come here to hear from me, go through slides as fun as it may be. The real reason many of you will come to a webinar, a Lois webinar, an AR webinar is to see it live. So with that, I'm going to pass the mic over to Liz. And Liz, we will have you share all the cool things Lois can do and the impact that Lois is making for the firms that are using it already.

[00:17:17] Speaker 2: Yeah, thanks so much, Keegan. It's so great to see you all today. Thank you so much for your time and for taking your lunch break with us or your afternoon break with us today. My name is Liz, like Keegan mentioned, I have actually been a Filevine user for six years now. I was in your seat right before the world shut down during COVID, so you can imagine the impact that Filevine had for my team, my practice area, things like that. But it was truly a love story between myself and the product. I have watched this grow so much over the past six years. It's remarkable what Filevine can do and now what Lois is doing. So when I take you through Lois today, we are gonna dive into a Filevine experience. So that you can see the best possible case scenario of what Lois can do for you. Now, like Keegan mentioned, Lois does have standalone options. We can directly import a document. We can chat with Lois just like we would any other agentic model, but we have the ability today to show you what is possible when we have a robust system of data, documents, deadlines, tasks, actions, activities, things that we're already doing, already storing within our system. And we're just leaning on Lois to do more of the paperwork for us so we can get back to the legal work that we signed up for in the first place. So I'm gonna share my screen here and we're gonna dive into this particular project. Now, this is a personal injury case, a basic laid out situation. What we have though, is we really wanna make sure that this client's lack of immigration status won't impact their personal injury claims. So that's kind of where we're gonna be diving in to get Lois' assistance here. So if you haven't seen Filevine before, this is a basic layout of what's called a project or a case file within the system. We have a bunch of places to store data along the left-hand side, but where we're gonna focus on today is this little icon here in the top right-hand corner that says Ask Lois. So I'm gonna click on that. It's gonna open up this chat window here for me, similar to if you use Teams or Slack or if you used AIM back in the day, you have the experience of what that feels like to have that chat capabilities. So just like you would ask a colleague or jump down the hall or pick up the phone and ask for some assistance or help, we're gonna consider Lois our newest staff member who has been in practice for years and years and has all of the fast capabilities at her fingertips. So when we open up our chat portal here, we're going to see Lois is saying, hi, how can I help you? What would you like to know? What would you like me to do? We wanna be detailed and descriptive with Lois as much as possible because Lois' goal is to get us our answers as fast as possible and as accurately as possible. We're gonna start with a basic question actually that Keegan had showed earlier in her presentation. We're gonna ask Lois to summarize the case file because while I haven't had a chance to look through this project, you all haven't had that opportunity. And what we wanna see is what Lois is able to call out. So we're gonna say, let's summarize the case file and highlight the strongest arguments on both sides. So what we're gonna see here as I hit enter is Lois is gonna start analyzing, reviewing and finding out our context. Now we have this panel here on the side which means I can continue my work through this case if I wanted to, because Filevine is browser-based, I have the ability to even keep working in a different browser and it will alert me when this prompt is done. We're already seeing how fast it's working, how quickly it's spitting out that narrative and I can expand my real estate here so we get a better picture of what's going on with this result. So it's gonna do its thing, we're gonna see it spit out this information. Now, if you're me and you are more old school with technology, I am the worst millennial, I don't do the social media, I'm very bad at content creation, all of the things, but what I forget is I can lean on these tech tools that exist to do the little things that I'm like, oh, well, that doesn't take me that long to do, when in reality that task switching is losing me minutes and hours of my day. So instead of me hunting through these different areas to read and to figure out what I need or to use my search to find a certain email or document, I'm leaning on Lois to do those actions for me. So here is our result from our first prompt that we asked Lois, it's giving us the overview. It's a catastrophic construction accident, we have our plaintiff here, what the situation was, we have their injuries, here's our argument, our strongest argument for our plaintiff, here is our strongest argument for our defense. And we have that almost in seconds. I mean, this was done seconds ago before I was rambling on, but you saw how quickly it produced these results. Now it's also sourcing this material for you, because I know my first thought is, okay, AI, sure, you're gonna give me this pretty output and it's gonna be a bunch of fluff or emojis if you've used chat GPT before. So here we have in our results, really narrative focused, robust and rich outputs with deep levels of analysis and reference points to where Lois found that information. So we can see exactly what document, what activity item, what location was pulled or referenced to get this information. So we can hover to discover over these little blue link that's gonna give us a really quick snippet of what that reference point is, that page number it came from, and a quick overview of that particular item. We can also click to uncover. So I can click onto this number right here, this 13, to pull up this document in the right hand side of my screen. I could even decide to expand my view. I can stretch my screen around to get more real estate on my page. It's also jumping me directly to the highlighted area for where it found that information. So here's that fraudulent conduct and coverup, and here's the spot in the depot where it resulted in that, where it found that information. So it's highlighting it for me. It's saying, hey, I didn't make this up. I didn't hallucinate. This is fact from a document that exists inside of your case file. Now, I can also see the sources menu here at the bottom of each prompt output. It's gonna show me all of the different areas that it pulled that information from. Now, if we're using Lois without Filevine, we're seeing, of course, those page numbers, those highlighted areas of concern where it's gonna find the results from the prompt that you're asking it. Because we're in Filevine and we have things like notes and emails and tasks and deadlines and conflict checks and documents and all these things, it's able to look through a little bit more detail. As you could imagine, the output is just as good as the input. So the more we can give Lois, the more she can give back to us. So we, again, asked it a very straightforward summarize question. We're seeing this amazing output really quickly. If I needed to grab this and send it somewhere else, I could even copy-paste it into a document. I have this great little clipboard icon right here. I can copy it to my mouse and move on with my day. Oh, in a little bit, we'll show you as well how to communicate it with your staff really seamlessly within Filevine. So let's say now I have this document. This, my brain is starting to go. My wheels are turning and I'm like, oh, that's right. I wanted to check on the deposition transcripts and see what inconsistencies I had. I had that on my to-do list and I haven't gotten to it because I have to read 400 pages of medical records. All of those little tasks are removed and replaced with a starting point that's gonna give you the power to get through your day and actually get to the work at hand. So what we could do here is open this document in a new tab from this fly-out menu or from our sources menu. And again, another beauty of having Filevine is you can have as many windows and tabs going at one time as you want. I think I'd scare you half to death if you saw my monitor over here with the just sheer number of tabs is a little concerning. But if we need to, we can have that multitasking power at our fingertips and I can chat with Lois from any of those tabs, any of those locations. So here I can ask Lois about this particular deposition either within the context of the chat I just did or something completely brand new. I could say, are there any inconsistencies? And thank goodness for spellcheck, I got that one right this time. So we are gonna see Lois in real time review this particular document. Notice it's saying, great, I've got depo transcript here in my queue, what can I help with? So in real time, it's looking at just this document, even though we were already before asking about everything, we're focusing in on this one and we're seeing the results here on the inconsistencies in this deposition based on that document. And we also have the ability to, again, hover to discover to see where it came from, which page number and click to uncover to bring that panel out as we need it. Now, these chats are all saved here in your panel on the left-hand side so you can quickly jump back and forth. I'm gonna go back to our tab here from earlier so that we can see what else is possible, okay? So like Kegan mentioned, we can do the most basic of prompts to the most complex and everything in between. If you can be creative with it, you can ask it and let's see what Lois can give us. So with this one, we're gonna say, okay, fine, Lois, I know you can summarize, I know you can define, you can search, you can find all this stuff for me, but I want to know what my case law says about my ability to move to exclude this immigration status. I don't want it. We need to exclude it. So what we're gonna ask it here is to look through all this existing research, information that's out there, and tell me what is comparable to this particular case because of this case law. Now, if you are having PTSD right now and you're like, I don't have six hours to watch this thing load, I will spare you six hours of your life. This will take probably two to three minutes. So that's insane. Think about that for a second. The sheer amount of hours hunting and researching and copy pasting and referencing and cross-checking, all of that is given to you on a golden Lois platter with an immediate result, like I said, in about two to five minutes, maybe, depending on how much it's searching through, right, and what kind of results you're getting. And that is saving you significant time. We're not just talking about losing time in task switching or not finding something and taking a minute or two to find it instead of 15 seconds. We're talking about hours of your time doing manual research and removing that completely to get a headstart. Now, do you still need to put your eyeballs on it? Absolutely. You still have to give it that human interaction. You have to review it. We have to then take it and maybe do even more with it from this point, but we're getting that starting area and we're saving ample time because of that. So it's still doing its thing, which is pretty good. I mean, I'm confident with that because we know we want it to be the best it can be. We want it to be thorough and robust in those results. So while it's loading, we're gonna take a look at some other kinds of things you can ask it, right, because this is a general situation. We're just saying, okay, what is happening here with this movement? We're gonna get that case law information. I have these other chats going here. Remember we said you can have as many going at one time as you need. Now, notice I have the name of the project. So again, if you're in Filevine, you can chat with Lois against several different projects. It doesn't have to be one at a time. So here I have a motor vehicle case. We have a MedMal litigation going on. We have a trucking incident. So I'm asking it these questions and I can jump between these at any time and I can also rename the title so I have a little bit better idea of what it is that I want to go back to and reference on this. So let's jump in to this motor vehicle, this MedMal one here. So I'm gonna scroll up to the top here. I was chatting with Lois earlier today and what I asked Lois was to draft me some depo questions based on the documents in the case. So here it went through. This one was pretty quick. It was like maybe 50 seconds. It went through and found each deponent and it grabbed some sample depo questions that I could use. Remember we showed that little clipboard icon before? I can literally grab this and copy paste it to my mouse, throw it in a document, or I could take it one step further and task my teammate to go action on it. But we have the same results with the hover to discover, with the click to uncover and that sources option at the bottom. Again, this is giving you that starting point to save you time to be able to work elsewhere in your day. So I love Lois for many reasons. I actually use Lois myself here at Filevine. I wish I could have used Lois before when I was in your chair six years ago, but that's okay. I'm glad that you have the opportunity now to have what I was not afforded. So we have here, I asked Lois to create a simple timeline from all the documents in this case. I didn't wanna sit there and have to go through all that paperwork and have to find all the information and make someone read all that. I just wanted a quick overview and this is what Lois provided me. This is a great quick overview timeline. Again, we have those reference points. So I know exactly where Lois found this data from. And we have a nice little summary at the bottom with the details of that timeline. So we have, again, the sky is the limit. It's not just what, why and how is your actual questions of do, okay? We're talking verbs here. Draft, create, produce, give me, give me the gold so I can go do the best job possible. So we have an unread message here. Lois has completed the prompt. Notice it's a minute ago. So I've been talking over it for a minute and it was done. So that was what, about two to three minutes. We saw a total. And I'm gonna pause here and let you read and see what is actually going on. Again, we asked it to find particular case law in my jurisdiction about the ability to move to exclude immigration status within our case. And it gave us this amazing output within minutes. I mean, mind blown. Like, again, this would have saved so much time for me back in the day. I'm so glad that this exists now. And you know what? It's 2025. We deserve to have tools like this, where at the snap of our fingers, we have the points of reference we need at our fingertips to be able to do better work. And at the end of the day, we're serving our clients. We're giving them the best possible scenario. Why wouldn't we want this for them, right? We wouldn't wanna withhold the ability to see what the human eye might miss and take some more time to give them a call, give you that strong touch point of giving them that personal experience that you may have not been able to do because you were booked trying to figure out all this case law research on your own. So here we have all of these different codes, the different results. We also have the links of where these were found, right? So we can, again, see exactly how it's referencing this, why it's calling out these particular codes that it is, and it's giving us the ability to go in to see where they actually came from and get that particular link back in to our reference here. So pretty insane. So good, right? I mean, just so good. Okay, so this isn't even the coolest part. I mean, it's incredibly cool, but it just keeps getting better. So we can also have Lois do our heavy lifting, okay? So, well, this is already heavy lifting. It's saving us time, but I will share a two-second story. Tell me if this resonates with you, if this sounds familiar. I am drafting a letter. I know six weeks ago, I drafted the exact same one. It was almost verbatim. It was the same content, the same ideas. I just know I've already written this before, and it's gonna drive me crazy. I open up Outlook. I start scrolling. I can't find it in my scroll, so I start searching. Okay, who did I send it to? I think I sent it to Susie, so I'm gonna Google Susie. Okay, nope, not Susie. Okay, I think it maybe was, maybe was it Susan? Okay, let me check Susan. I am now two, three minutes into an Outlook search to find an email that I sent with the verbiage that I needed for this letter, right? Because I want to copy-paste it and change out the details to save myself time. So it's now been 15 minutes. I can't find the letter. I could have been done with the task already at this point. Don't ever do that again. Now ask Lois. If you start to go to that search in any capacity, in your Drive, in your Outlook, in your computer, in your desktop, on your saved items, anything, pause and say, hang on, I think Lois could do this. Let's give it a try. Because in the 10 seconds that Lois can generate your results, you have saved yourself minutes and maybe hours of heartache of searching and trying to find what you need. Okay, so as I'm yapping here, I should have been letting this prompt run. I am gonna copy-paste this one in because I don't want to bore you with me typing it out and having to figure out all of that spell check in there. Because while I do love technology, I rely on that spell check so much. It really is such a wonderful thing. So we're gonna just copy-paste this prompt here from my sheet. So what we're gonna ask Lois to do is to draft a, there we go, draft a short, firm, meet and confer letter to the defense. And we're going to ask it to reference the evidence code that it just found earlier in our case law outcome. We are going to demand the withdrawal of any rugs, requests, subpoenas, et cetera. So in this prompt here, you're noticing I'm getting a little bit more detailed. I'm giving it a lot more specifics and that's okay. The prompts can be super straightforward and simple. The prompts can be really robust and complex. Lois again is waiting for your instruction and will follow it to a T as much as possible. So you can get that level of detail in there that you need to be able to get out a really true to you prompt. So think even of tone, right? Of texture, of things that you want to convey in that. So maybe we need to break up with our client and I'm not good at confrontation. I don't want to deal with having to write that letter. So I'm going to ask Lois to draft me a letter to break up with my client based on the data and the documents in my case and give it a tone of sincerity and honesty and asking it to give it that next layer of detail, right? So I can get as personalized with these outcomes as possible. And the great thing is if you don't like the result, ask her to redo it. Be like, hey, this is great, but can you make it sound a little bit more aggressive or assertive? Or actually, can we make it sound a little bit more empathetic or kind? So you can talk back or you can give back and forth to Lois to beef up or to amplify or decrease the results that you're seeing. So again, how long was that? 45 seconds maybe tops. Here's our drafted letter. There's that subject line. There's that block at the top. We have our letter out. We have those reference points to why and where Lois was finding that information. And we have the signature line there at the bottom as well. Okay, no hunting, no copy pasting, no chances of forgetting to replace someone's name. Guilty, I'm sure that happens to the best of us here. You are confident that the data is pulling from this project. So we have the ability now that we have this document, like we said, to copy paste it, throw it into an email, a text message. We can even use Filevine's client portal to send it off to an external source if we need to. We could also encourage actions among our staff. So if you are inside of Filevine using Lois, you have the ability up here to create a note or a task to the project specifically. So I could say to my legal staff, hey, by this day, go ahead and please create this letter and email it off and send it off, okay? So we have that really seamless flow of I need this particular response to this person. I need you to act on that thing. So it's not just an app chat that's letting you get all this efficiency, right? All this productivity. It's also taking it next steps for you, one step further to level up your workflow and really create habits and processes that are going to impact your business in a level that you wouldn't even imagine. Think about what you would do with all that extra time and start thinking about, if you haven't already, what kinds of things you can't wait to ask Lois. I'm sure there's a lot on your mind right now. If you haven't already, throw it in the Q&A or in the chat. What kinds of questions you're like, ooh, would Lois be able to do this? Can Lois do that? Can Lois build me this? I'll show you a fun one that I was playing with with a customer the other day. We were doing, let's see, is it this one? It might be Mr. Patterson here. Yeah, so we have a typical, like a trucking incident where the plaintiff was working overtime and wasn't supposed to be working longer than his shift allowed. So I asked it, okay, what's our timeline? Give me the timeline and the treatment. It spit out this great amount of data and all this helpful content, but I was just not feeling it. It's too clunky. I need it more organized. So our customer, we were talking about it and they were like, well, what could we put it into like a slide format? Kind of like an outline of a slide deck. I was like, yeah, let's try. So we said, hey, can you turn this timeline into a slide deck? And it did. It said, sure, not a problem. Lois, I got you. She said, here is slide one. Here's the title. Here's the detail. Here's the content within each of these bullet points. And I've broken it down for you in a more digestible way. And the face, the light that came off of my customer's Zoom screen when they saw this made my heart so happy. And so I was like, well, let's keep going. What else can Lois give us? So I said, great. Can you organize the data into a table regarding the ELD specifically? And Lois was like, I got you. So here we have a table of the electronic logging device data with those details in a nice, clean, easy table to grab and copy paste. And this took, I mean, maybe 30, 35 seconds. Another great benefit that I've found I really enjoy with Lois is it recognizes that we're talking legal, okay? One thing I find if I ever use ChatGPT, really, it's not too often. It's like to make grocery lists, to be very honest with you. But if I ever use it, I have to give it so much context to be able to narrow down to what I want. It's like seven chats back and forth to be like, nope, didn't mean that. Nope, didn't mean that. Smaller, granular, right? Lois immediately knows we're talking legal. So if we see, if Lois sees ELD, Lois knows that's electronic logging device, not educational learning data. Like it could be used in education. There is an ELD, an anagram, or a breakdown, right, a concept. So that shares the same letters, ELD. So again, this is a very nuanced example, but when you're using phrasing or acronyms or things that you are familiar with in legal, so is Lois. We don't have to question if she's gonna understand our ask, which is pretty remarkable. So you're thinking of all those different prompts, the things that you might wanna ask Lois. So let's look at what we have seen. What are our customers currently, our Filevine users, what are they currently loving about Lois? So I polled my customers. I mentioned being with Filevine for six years. I've been working here for five and I just love our customer experience. I love getting to sit with you all and get to hear what you think and see how you're using the product and really understand it from that level. So we have polled our current Filevine users who have AI, who've been using Lois to see kind of like what are the things that they're loving the most, or what are the prompts that they really just are so glad are available. So take a look at this for a second. These are just some top ones that we've found in those surveys. We have a robust list of example or sample prompts for you too. And what we have is here, just again, some examples of what you may not think about using Lois for. So like, you know, for immigration, create me an interview prep question, specifically for an asylum applicant with trauma-sensitive phrasing, right? That's that nuance that we can throw in there to make sure that we're getting something that is more human to be able to present to our client and give them that level of touch that we may not have been able to give them if we spent all of our time doing this paperwork and this busy work. So you really start to think about what is possible, right? Generating timelines, drafting letters, drafting proposals, summarizing and applying them to the facts, getting analyses, getting case law. There is so many opportunities for this just amazing tool to work for you and with you. So Lois is not wanting to replace anything. Lois is ready to go to be alongside you as your second in command. So we're not replacing legal reasoning. We're just enhancing your ability to apply it. Okay, so we're really excited that you get to try this out, dive in, ask it all the prompts you could possibly think of. I can't wait to hear from you what ends up being your favorite prompt or something you didn't even think you might need that saved you all the time in the world. So I'm gonna take some time to read through some of these chats here and these questions. You guys are asking great questions and I'm gonna pass it back to Keegan so we can get you more info.

[00:45:35] Speaker 1: Thank you so much, Liz. Yes, you have been getting everyone thinking in the audience and so many different questions I've been coming through. So you have your work cut out for you. I am going to have you keep jumping in and I think there've been a few themes in the chat that I believe a sneak peek from Alex is gonna show all of you. So Alex McLaughlin, if you would like to come on and show us a little sneak peek into the future of Lois because many are saying, I'm an early AI adopter, where will this change? Where is Lois heading? So Alex, the floor is yours.

[00:46:13] Speaker 3: Awesome, thanks, Keegan. Yeah, so we wanna give a little bit of a preview into what the future of this product looks like. So we're gonna be showing off a prototype here. It doesn't have all of the normal kind of final edges and smoothness that we would have in a feature. There's still a lot of work to be done here and a lot of experimentation still to get things finished but we'd love to give you all an idea of where this is heading. So this is something that you may end up seeing in your Filevine interface in the near future. And this is the ability to begin just having a conversation with Lois without any other strings attached, not having to be within a project or a set of projects, just being able to begin talking directly with Lois. And you'll see along the side here, we've got some pre-existing prompts and things that people have used in here and saved. I'm actually gonna use one of these just to save you all the time of watching me type through here. So we're gonna say, hey, I wanna see a list of all of my cases where medical expenses exceed $100,000. This is going out, pulling a list of your cases that have meds in excess of 100K. And we get a quick preview of what this might look like and some data that's attached to these projects. We can come and see a full table of these results. We can drop this out, we can share it, we can export it to Excel, we can review through here. A really exciting thing that we're looking at as well is being able to start visualizing the data automatically for you within here, just so you can get a quick idea of what this data source is coming from, a better breakdown, and even be able to use natural language processing to change these visualizations, whether you want a pie chart or a bar graph, or you want it to focus on a different X-axis or Y-axis. One of the great things too is, if you think about this as a report engine, we had someone ask that question about using reporting and natural language processing. I can now drill down this result set with natural language. I'm going to say, which of these cases are personal injury cases? This is going to take that result set and distill it down a set further by looking to see which of these are PI cases inside of this. This takes just a moment to run through while it's going and analyzing that data set. And here it's filtered down our 100 cases that we had originally down to 51 cases that are PI only cases and still keeping our medical expenses. And then if I want to use Lois to try to give me an idea of what I maybe should do next, is there a specific case or set of cases I should focus on next? Lois will switch from that reporting mode now into more of a generative assistant mode and begin to analyze the data that we're looking at and then provide you advice or a list of things to work on next. I didn't talk quite slowly enough to wait for the results to go through. So that's, again, looking at this data set that we have here, interpreting it, and then bringing an answer forward for us. And usually these take just a handful of seconds to fully come through. While we're waiting for that, we do have the, here we go, so perfect. We've got both kind of a combination here. We have a list of cases that we think we should look at as well as a narrative response showing us things that have overdue deadlines in these cases. They have high meds and telling us which cases we should begin to work on next. So this is all dummy data. There's nothing factual in here. So this is just kind of a training data set that we're working with here. And then there's also the option of these saved prompts and categorized prompts. So your team doesn't have to guess at how to use Lois. We'll begin to have this directly in the application to give you ideas and ways to begin analyzing your data, accessing your data, and interpreting your data in a whole new way. So we're very, very excited to be bringing this to you all here in the near future. Again, this isn't something you should expect to see in the next few weeks. This is still an early prototype that we're working on, but we wanted to give everybody on this call a chance to see this early on.

[00:50:36] Speaker 1: Yeah, thank you so much, Alex. I think as I was noticing those questions coming through, I was really excited we had you on board because once people start to see that early power of Lois, that's when the ideas and the iterations and the new creations come. So as Alex mentioned, this won't be live tomorrow, but those of you that adopt Lois early and adopt AI early will have access and first access to all of these new iterations and changes as they come about. So that has been the most exciting part about where we're headed. Awesome. So we have had the Q&A completely blowing up. Liz, I don't even know if you're gonna be able to catch up in the next few minutes, but I think we can swing through here. I'm gonna take a quick look. Alex or Liz, if there's anything you think we should be answering live here that's easy, we definitely should. Otherwise, we can kind of wrap up here. And what I will do, everyone, is I will pull up a quick QR code, which is our demo link. So inside of here, hold on one second, if everyone can see here, if you will go ahead and scan this QR code. So there are many questions within the chat that an AE on our team could quickly answer for you. So there was a lot of questions around how different documents or data might get into Lois if you aren't a Filevine user. That's a great question to talk to them about. They'll have any specifics or best practices on how that might work, or also where we're headed down on the roadmap if we maybe don't have a specific connection right now, or you all suggest a way that would be easier for that data to come in. Obviously, you all got a sneak peek of CrossProject. So if you are a Filevine user, CrossProject Lois, coming soon, where you'll actually be able to work across all of your Filevine. Also, that will take permissions into account. So don't you worry for those of you that have very hefty permissions within your firms or within your organizations. And then additionally, for those of you that already have AI, this is going to continuously expand. So making sure you stay in touch with your AEs and your teams of folks at Filevine, maybe that's Liz and team, and make sure that they are keeping you in the loop on all of the new iterations, changes, improvements, that will help Lois help be a better right hand to all of you. So if you haven't yet, take this moment to scan this QR code and make sure that you can book that personalized demo. It will be one-to-one, or anyone in your law firm or on your legal team can come with any questions you may have, or if we didn't get to them in the chat, as there are so, so many, we would be here for a very long time. We will make sure that you get those answered. That being said, we're so excited all of you joined us here. Liz, thank you for the really exciting demo that you did here. And Alex, thank you for the sneak peek, but a huge shout out. Yeah.

[00:53:43] Speaker 3: Yeah, so we had an awesome question come through in chat.

[00:53:46] Speaker 1: Yeah, go for it, do it. We have a minute. I love it.

[00:53:49] Speaker 3: Yeah, so someone asked, this was Chris, said the Valley Marks is overwhelmed note is wild. And so in the analysis that it was doing, looking at for cases that should be picked up or worked on next, it had a note that saying Valley Marks, one of the attorneys, is the lead attorney on 15 of your 20 at-risk cases that we've identified. She's clearly overwhelmed and there's missed deadlines in nearly every one of these cases. Chris was asking, is this something that we can actually expect to this kind of managerial advice? And it's absolutely what we want this product to do for you, to be able to piece together those threads that you wouldn't see by just looking at individual items, but because Lois is looking at the entirety of the firm profile, being able to begin surfacing things for the right audience. So we wouldn't want one of Valley's colleagues to be able to see that information, but we would expect that the management of the firm would be able to see that kind of data at a level where they can help use Lois to run a smoother practice, identify problems and breakdowns that there may be. So it was just a really great call out that we had from an eagle-eyed audience member that I wanted to dig in deeper on.

[00:54:57] Speaker 1: Awesome. Alex, I love that. Hey, Alex, there were a couple of questions around case law, Liz or Alex, around where it's pulling from, the level, the currency. Do you want to, recurrentness, do you wanna just give a quick high level on that too before we head out and then I will wrap us here as well?

[00:55:14] Speaker 3: Yeah, we'll likely have a whole webinar on case law in early 2026. So we dig in a little bit more on this. We are expanding out that data set continually and expect to grow what we're accessing. Right now it is LLM based for the data set that we have in at this very moment that is changing as we speak. So that data set is accurate up to about mid 2024. There's multiple data sets that we're operating on though to provide that case law set. So stay tuned as we continue to have more information come about that.

[00:55:50] Speaker 1: I think that's the really big theme and thank you, Alex, that I just wanna leave everyone here with is as this new era of legal AI is evolving and expanding, the expectations of everyone's clients are evolving and expanding as well. So the one really important thing to us is to continuously iterate, evolve, build new products, add more products all within this legal operating intelligence system to allow to make sure that we don't just have AI add-ons randomly throughout Filevine or for external customers, but we're weaving everything together as one comprehensive story that actually allows Lois to be that right hand of yours, that silent partner that's helped moving those cases forward or helping you finish those matters or take those matters to completion, or maybe it's around contracts and your team there. So really regardless of the type of law you practice, the type of team you're on, there will be continuous iteration. So keep following around on Lois. We will always be having new products coming out within the Lois umbrella, but primarily the best thing to leave with is it's everything from your early easy prompts to say, hey, give me an answer or find this in a document all the way to drafting, all the way to what Alex was sharing in the future where you have oversight into your entire firm or your entire team and where there's opportunities to evolve and get the answers and the outcomes that you want. So thank you all. Our hope is that you each take time one-on-one with one of our leaders here at Filevine to get all of your questions answered so that we can make sure that the Lois you create is the perfect Lois to help accelerate your team and get you the outcomes that you want.

[00:57:45] Speaker 3: Thank you, everybody.