Legal

Testing legal AI intake tools against real workflows

Legal teams evaluate new intake capabilities by first mapping friction points, inefficiencies, and recurring request types in their current intake process, translating them into concrete use cases and requirements, and then testing tools against the team’s actual workflows, documents, and scenarios rather than relying on vendor feature lists alone.

Why the human is still essential here

Humans are needed to define the real intake problems, decide which issues actually require technology, set legal and business requirements, design the test scenarios, judge whether outputs meet organizational standards, and choose which product best fits the team’s workflow and risk tolerance.

How people use this

Intake pain-point clustering

AI reviews past legal intake emails, forms, and tickets to group recurring request types, delays, and handoff problems so the team can define the highest-value issues to solve.

ChatGPT Enterprise / Microsoft 365 Copilot

Use case drafting from request history

AI converts examples of real business requests into structured legal use cases with triggers, stakeholders, risks, and desired outcomes for vendor evaluation.

Harvey / Claude

Requirements matrix generation

AI turns mapped intake problems into a comparison matrix of legal, workflow, security, and reporting requirements that can be used in demos, pilots, and RFPs.

Harvey / Microsoft 365 Copilot

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Harvey and Legora launched similar legal intake capabilities just one day apart, on October 13 and 14.

Harvey and Legora launched similar legal intake capabilities just one day apart, on October 13 and 14.

And it raises an interesting question: How do you differentiate between legal AI tools when vendors are increasingly offering similar capabilities?


I’ve said it before, and I’ll say it again: Process work never goes out of style. 👏


And in the age of AI, I’d argue it’s more important than ever.


Of course, you should be asking vendors what differentiates their solutions. It’s a valuable question, and frankly, one they should be able to answer.


But I’m finding that even legal tech vendors don’t always have a clear answer to that question.


And that’s exactly why I think the most meaningful differentiators are the ones you uncover through your own process work and testing.


Here’s what I mean. 👇


Before you start comparing features or sitting through demos, you need to understand what you’re actually trying to solve.


That starts with mapping your existing processes and building what I call your problem pipeline: a running inventory of the friction points, inefficiencies, and challenges your legal team is experiencing.


From there, you can:


→ Turn those problems into clearly defined use cases.


→ Determine which problems actually warrant a technology solution (because not every problem needs AI!).


→ Translate those use cases into legal and business requirements.


→ Evaluate Harvey, Legora, or any other solution against those requirements.


→ Rigorously test the capabilities using your team’s actual workflows, documents, and scenarios.


And I mean REALLY test them.


Because two vendors might offer the same feature on paper, but that doesn’t mean they’ll perform equally well against your organization’s requirements.


That’s where you’ll uncover the differentiators that actually matter to YOU.


Vendors should absolutely be able to articulate what makes their products different. But we can’t rely on their answers alone to make our technology decisions, especially when the market is moving this quickly.


You need to do the foundational work to understand what you’re solving for, what success looks like, and whether a particular solution can actually deliver.


Otherwise, you’re just comparing feature lists and hoping you’ve picked the right tool.


The pace of AI innovation isn’t making process work obsolete.


It’s making process work more valuable than ever.


For those evaluating legal AI tools right now: Are vendors clearly articulating their differentiators, or are you uncovering the meaningful differences through your own testing? Tell me in the comments ⬇️

P(
Patricija (Patty) Corey, MBALegal Operations professional at Franklin Templeton
Oct 19, 2026