Use case
Legal research
Finding the statute, case or precedent that answers a question, and showing the passage. Distinct from contract review: the corpus is law and commentary, the standard for citation accuracy is absolute, and a fabricated citation is a professional risk.
- Source
- Editorial ontology entry — no fetched document behind this page
- Evidence
- none on this page — it links to the pages that hold it
- Category
- Knowledge and search
- Typical risk
- high
- Entry
- editorial · reviewed 21 Sep 2026
01What this is
Legal research retrieves from legislation portals, judgments, regulator guidance and licensed commentary, then answers with pinpoint citations. In multi-jurisdiction practice the retrieval step must be jurisdiction-aware: the right answer in one place is the wrong answer next door.
A good deployment cites primary sources with paragraph or section references, states the currency date of the instrument, distinguishes binding law from guidance, and fails loudly when it cannot find support. Every citation is checkable in one click, and the tool never paraphrases a holding without the passage beside it.
Fabricated citations are the defining pitfall, and they have produced sanctions in several jurisdictions. Others: reliance on a repealed or amended provision, mixing jurisdictions, and licensed database content copied into a private index in breach of its terms.
- Typical data
- case law, legislation, regulator guidance, legal commentary
- Solution classes it admits
- Enterprise SaaS, Private cloud
02Deployment options
- ASSESSMENT
On a neutral reading of this use case, Model API is recommended, Private cloud is a strong alternative, Enterprise SaaS is a strong alternative and Self-hosted is conditional.
- ASSESSMENT
Read as a generic reading of this page, not a recommendation: no organisation, size, jurisdiction, budget or technical capability has been supplied, so wherever an option depends on one of those, it says "unknown". Ask your own question to get a verdict that accounts for them.
Model API
RECOMMENDEDA model vendor’s API behind an application you build and own
- ASSESSMENT
You write and host the application — the interface, the retrieval layer, the database, the access control, the audit log — and call somebody else’s endpoint for the model itself. Two kinds of endpoint sit in this class: a closed model from the vendor that made it (OpenAI, Anthropic, Google Gemini, xAI, DeepSeek, Moonshot, Mistral, Cohere), and an open-weight model served by a managed inference provider (Together, Fireworks, Groq and others).
- ASSESSMENT
Those two are not interchangeable. A closed model can only be obtained from its vendor or from a cloud that licenses it, so the model and the supplier are one decision. An open-weight model can be moved: the same weights run on a managed endpoint today and on your own GPU later, which makes the provider a swappable component rather than a dependency — and makes the licence, not the contract, the document that governs what you may do with it.
- ASSESSMENT
It is the shortest path to a frontier model: no GPUs to buy, no capacity to plan, no serving stack to patch, and you can change model with a configuration line. What it costs instead is a per-token bill that scales with use and a dependency on one supplier’s availability, pricing and deprecation schedule.
- ASSESSMENT
What the supplier sees is the whole prompt: the user's question, the system instructions, and every passage your retrieval layer attached to it — which is usually the most sensitive part, because retrieval is what puts internal documents into the request. For a brief that involves no sensitive data was identified, that is the attribute to check first. What stays yours is everything else: the application, the retrieval index, the identity system, the logs, and the record of who asked what.
- ASSESSMENT
Nothing about a supplier's handling of your data is assumed here. Before real content goes near an endpoint, verify against that supplier's own documents: the data processing agreement, and that it covers the API rather than only the consumer product; whether zero-data-retention or an equivalent no-logging mode is available on your account, and on which endpoints; the default retention period for prompts and outputs, and what triggers human review; the region the request is served from, and whether that is a commitment or a routing preference; the current subprocessor list and how you are notified when it changes; the supported-countries page, which decides whether you may use the service at all.
- RECOMMENDATION
Take this route when the workflow is yours but the model is not the differentiator, and your team can build and run an application. Your stated technical capability is "unknown", which is the attribute this option most depends on. Where the same model is available inside your own cloud account, compare it against private cloud before committing — the application is identical and only the tenancy of the model changes.
- RECOMMENDATION
Recommended for this brief: the workflow is yours to build, nothing in the brief requires an unusual data boundary, and a metered endpoint removes the capacity planning entirely, given you did not say who would run this, on data sensitivity, no sensitive data was identified, no existing cloud account was named, and you did not ask for local processing.
Enterprise SaaS
STRONG ALTERNATIVEFinished closed-source cloud product with enterprise controls
- ASSESSMENT
This is a complete vendor application, not a model API: examples include an enterprise assistant, coding copilot or document product with the workflow, interface, connectors and administration already built. It can use closed-source cloud models while requiring no model hosting or application engineering from your team.
- RECOMMENDATION
Choose it when the product already performs the actual workflow and its controls meet your requirements. Do not choose it only because its underlying model is strong: a finished SaaS product is less flexible than building against a managed API when your process, integrations or review steps are organisation-specific.
- ASSESSMENT
Vendor commitments are treated as unverified until we have fetched the page that makes them. Until then this option carries questions to ask, not assurances: a signed data processing agreement covering the data you will actually put in; a documented data residency commitment naming the region, in the contract rather than a blog post; a written no-training commitment for your content, including uploads and connected sources; stated retention periods and a deletion path you can exercise; an administrative audit log you can export, and SSO with group-based access control.
- RECOMMENDATION
No jurisdiction was named, so this is the check rather than the conclusion: compare the vendor's stated processing locations and subprocessor list against the cross-border transfer rules wherever you operate before uploading anything.
- RECOMMENDATION
A strong alternative for this brief: the workflow is yours to build, nothing in the brief requires an unusual data boundary, and a metered endpoint removes the capacity planning entirely, given you did not say who would run this, on data sensitivity, no sensitive data was identified, no existing cloud account was named, and you did not ask for local processing.
Private cloud
STRONG ALTERNATIVEManaged model API or private model deployment in your cloud account
- ASSESSMENT
Two patterns fit inside one account in a region you name: call a managed foundation-model API such as Amazon Bedrock, Microsoft Foundry / Azure OpenAI, or Vertex AI; or deploy an open-weight model on GPU compute you control. Your application, retrieval layer, storage, identity and logs remain in your cloud boundary in both patterns.
- ASSESSMENT
The managed-API pattern can use closed-source frontier models without buying or operating GPUs. It is usually the fastest way to build a custom workflow, but prompts and retrieved context are processed by the managed service, so model availability, retention, abuse monitoring and regional routing must be checked for the exact feature and endpoint.
- ASSESSMENT
The private-model pattern gives more control over weights, serving and network paths, and can use managed endpoints or your own containers. It also makes your team responsible for capacity, patches, model upgrades, evaluation and failover.
- ASSESSMENT
Which account you already have is a real input, not a detail: no existing cloud account was named. An organisation that already has a landing zone, an identity provider and a signed agreement with one provider is buying a feature; one that does not is buying a cloud programme, and those are different projects.
- ASSESSMENT
The cloud provider becomes a data processor in either pattern: you need a DPA, a documented region, and an answer on cross-region routing and where support staff can access the environment from.
- RECOMMENDATION
Start with the managed-API pattern when the workflow is custom but model operations are not the source of competitive advantage; move to private model serving only if evaluation, volume, portability or the data boundary justifies the extra operations. Your stated technical capability is "unknown".
- RECOMMENDATION
A strong alternative for this brief: the workflow is yours to build, nothing in the brief requires an unusual data boundary, and a metered endpoint removes the capacity planning entirely, given you did not say who would run this, on data sensitivity, no sensitive data was identified, no existing cloud account was named, and you did not ask for local processing.
Self-hosted
CONSIDER IFOpen-weight models on infrastructure you operate
- ASSESSMENT
Documents, queries and embeddings stay on machines you own, using an open-weight model whose licence you review. For a brief that involves no sensitive data was identified, that removes a model-API vendor from the data path rather than governing that transfer by contract.
- ASSESSMENT
It costs you the operational work instead: a GPU server, Docker, Linux, backups and a patching routine. Your stated technical capability is "unknown", which is the attribute this option most depends on.
- ASSESSMENT
No processor agreement, subprocessor list or cross-border transfer assessment is needed for the model itself, because no third party processes the content.
- RECOMMENDATION
Recommended where local processing is preferred (you did not say so) and the content is sensitive (no sensitive data was identified).
- RECOMMENDATION
Worth considering for this brief: the workflow is yours to build, nothing in the brief requires an unusual data boundary, and a metered endpoint removes the capacity planning entirely, given you did not say who would run this, on data sensitivity, no sensitive data was identified, no existing cloud account was named, and you did not ask for local processing.
03Deployment stacks
04Tools by hosting option
Self-hosted1
Private cloud1
Vendor cloud2
- SaaSHarveyDomain platform for law firms and legal departments covering document review, drafting and research workflows over a firm’s own material, sold with enterprise security commitments.
- SaaSPerplexity EnterpriseSearch-first assistant that answers with web citations and can search connected internal files, sold with enterprise administration, SSO and a data-processing addendum.
05Compliance hot spots
This use case usually raises professional secrecy, confidentiality, terms-of-service restrictions, copyright, human oversight, transparency, automated decision-making, logging, personal data, retention.
- Professional secrecy
- Switzerland
- Terms-of-service restrictions
- No published jurisdiction page names this topic yet
- Copyright
- No published jurisdiction page names this topic yet
- Human oversight
- Singapore
- Transparency
- No published jurisdiction page names this topic yet
- Automated decision-making
- European UnionSwitzerlandUnited KingdomUnited Arab EmiratesCanadaUnited StatesSouth KoreaAustraliaBrazilSingapore
- Logging
- European Union
- Personal data
- United Arab EmiratesJapanTaiwanIndiaSingapore
- Retention
- Hong Kong
06Example questions
Each of these opens the question box with the text already in it. The answer is researched for your organisation, not for this page.
07Related use cases
- Knowledge and searchSales researchPreparing for a sales conversation: what the account does, who the buyer is, what changed recently, what was said last time. Combines public web sources with the CRM record, and personalises outreach from both.
- Knowledge and searchKnowledge managementCapturing what the organisation knows — process notes, decisions, answers given once already — and keeping it findable and current. AI helps by drafting entries, spotting duplicates and flagging pages that contradict each other.
- Knowledge and searchInternal company searchOne search box over the documents a company already has — shared drives, wikis, ticket systems, email attachments — answered by a model that quotes the source. The value is finding the right paragraph in a corpus nobody has read end to end, not writing new text.
- Knowledge and searchDocument Q&AAsk questions of a specific document or a small set of them and get an answer with the passage it came from. Narrower than company-wide search: the user already knows which file matters and wants it read carefully.
- Knowledge and searchDepartment assistantAn assistant scoped to one team — sales, HR, finance, legal — over that team’s own documents and systems. Narrower than a company-wide assistant, and easier to get right, because one department can say what a good answer looks like.
- Knowledge and searchCompany researchAssembling a picture of an organisation — ownership, filings, news, sanctions exposure, key people — from public sources, with each statement traceable to the page it came from. Used for onboarding, due diligence and competitor tracking.
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