Legal

AI-supported legal matter tracking

AI is explored to improve how an in-house legal team tracks matters, learning through experimentation what successful matter tracking should look like for their department.

Why the human is still essential here

Humans still define the tracking process, interpret what matters operationally, and decide how legal work should be organized and managed.

How people use this

Automated matter intake triage

AI classifies incoming legal requests, captures key details, and routes each new matter to the right queue or owner for human follow-up.

Onit / LawVu

Matter status summaries

AI turns notes, emails, and activity logs into short status updates so legal teams can quickly review open matters and next steps.

LawVu / Clio

Work tagging and reporting

AI tags matters by type, business unit, and urgency to improve dashboard reporting and help the department spot workload trends over time.

SimpleLegal / Onit

Related Prompts (2)

Community stories (1)

LinkedIn

You see your colleagues using AI in their in-house legal work and want to do the same.

You see your colleagues using AI in their in-house legal work and want to do the same.

Exactly how to do that, though? That part can feel insurmountable, especially if you put high pressure or high stakes on the result of what you hope to use it for.


Join Kevin Keller and me, along with the Sandstone team, next week to talk about how we're using AI in our legal departments.


I'll focus on what has and hasn't worked in my own journey to using AI for my in-house legal work. My use cases are simple, but the impact is significant. I'll take these steps farther one day, but the value I've seen to date is worth all the time and energy to get to where we are.


On my end, I'll discuss:

- Where dedicated legal tech didn't work for us

- Building an NDA review agent to act like a fellow teammate (but still encourage human review)

- Trying, failing, and learning on what successful legal matter tracking looks like for us


See you April 9th! Register in the link in comments.

LS
Lily SchurraSenior Commercial Counsel @ Sourcegraph
Mar 30, 2026