Drafts the document, not just an answer.
Thirty one categories of legal work, from a Mutual NDA to a Motion for Summary Judgment. Scaffolded, populated, redlined, and shipped as a real Word file. No prompt theatre.
Now in private deployment with founding firms
The platform
legal work runs on.
Drafting. Redlining. Review. Citation. Analytics. Across the documents and the data your firm already runs on, with an audit trail a regulator can defend.
Sullivan & Marsh LLP. Internal pilot, 2026.
Because Ross was the brains behind the operation.
The Ross AI credo.
Why it exists
Because the work attorneys do is too consequential for AI that cannot show its work.
Every output anchored to a source. Every action captured in an audit trail. Every query reproducible six months later, in front of a partner, a court, or the bar.
Top firms
use Ross AI for
use Ross AI for
- Drafting
- Document Intelligence
- Playbook Compliance
- Bulk Review
- Database Intelligence
- Workflows
- Word Integration
- Outlook Triage
- Firm Templates
- Practice Analytics
- Audit Trail
The difference
Harvey gave the profession a chat box.
We built the platform underneath it.
Lives inside Word and Outlook.
Attorneys work where they already work. Ross meets them inside the document, inside the email, inside the matter. Not in a separate tab they have to remember to open.
Answers the firm's questions, not just the case's.
Realization rates. Conflict scans. Pro bono hours. Matter aging. The same engine that drafts a brief answers the managing partner's question about the practice. In seconds, self served.
Every output is defensible.
Citations anchor to a specific paragraph in the source. Every action lands in an audit trail. A partner can read the basis of any answer the way they would read a paralegal's research note.
Runs against your data, on your terms.
Documents stay in the firm's network. Content is never shipped to a third party indexing vendor. Tenant isolation is enforced at every layer: storage, retrieval, audit.
One platform, four expanding circles.
Drafting today. Native Microsoft tomorrow. Firm precedent as a live, queryable asset. Practice intelligence as a self service surface. We do not stop at chat over your data.
The platform
Everything an attorney touches in a week,
in one defensible workspace.
I.
Drafting workspace
Describe a document in plain English. “Mutual NDA for Acme acquiring Target, fixed two year term, Delaware governing law.” Ross identifies the right structure, scaffolds the sections, and drafts the content. Six purpose built editing actions operate at the paragraph level. Every change is versioned. Every revision is reversible. Exports to a real Word file that opens cleanly anywhere.
- Thirty one categories of legal documents
- Firm clause library, jurisdiction aware
- Inline diff at the word level with a single key to accept
- Firm template overrides. Your precedents, not ours.
II.
Document intelligence
Word documents are fully native. Ross reads tracked changes the way a partner reads them: author, intent, age. It surfaces comment threads as part of the document's structure, not as an afterthought. It analyzes clauses, flags risks, and points the attorney at the exact paragraph that grounds each finding. PDFs are supported as the secondary format for filed and exhibited material.
- Tracked changes and comments preserved throughout
- Clause level analysis with risk flags sorted by severity
- Clickable citations resolving to § section · ¶ paragraph
- Cross window sync for multiple monitor workflows
III.
Playbook compliance
One click scores every paragraph of a draft against the firm's playbook. Indemnity caps that don't match firm fallback positions. Missing force majeure language. Hostile automatic renewal mechanics. Governing law mismatches. Noncompete clauses that won't survive the relevant jurisdiction. Flagged with severity, plain English rationale, and a suggested rewrite. Accept, edit, or dismiss with a reason captured in the audit trail.
IV.
Bulk review at scale
Run one prompt across a hundred contracts. Ross extracts clause presence, key dates, parties, monetary values, governing law jurisdictions, risk severity, and any column the attorney configures, into a structured grid, with confidence scores, with each cell linked back to its source paragraph. Discovery review and due diligence sweeps that used to take a junior associate a week now take an hour.
V.
Database intelligence
Attorneys ask questions of the firm's own data in plain English. Matter management, billing, conflict log, time entry. Open M&A matters closing this quarter. Overdue invoices over fifty thousand dollars. Depositions taken by a particular partner. Total billings by practice group year over year. Self service for the partners. The IT report queue shrinks immediately.
VI.
Workflows
Sequenced legal processes captured as repeatable runs. Contract Triage, Due Diligence Sweep, Deposition Prep, NDA Auto Triage, Closing Checklist Review, and the workflows the firm builds on top. Approval gates capture human signoff. Reasoned rejections cascade through the run. Audit logged throughout. Repeatable on the next matter without rebuilding the procedure.
Inside Microsoft
We don't ask attorneys to come to us.
We meet them inside the document.
Ross renders directly inside Microsoft Word: selection aware, playbook aware, library aware. It renders inside Outlook reading mode to summarize a thread and identify the matter, and inside Outlook compose mode to refine the reply in appropriate legal tone. The attorney never leaves the document they were already in.
- Word task pane. Refine, summarize, score, insert clause.
- Outlook reading mode. Summarize, route, save to matter.
- Outlook compose mode. Tighten, soften, formalize, rewrite.
- Standard Microsoft installation. No special infrastructure required.
Compatibility matrix
Built to live inside the systems
your firm already runs on.
A complete picture of the software, identity, data, and infrastructure surfaces Ross operates across. The list below is the supported deployment surface today and on the immediate roadmap.
Productivity surfaces
- Microsoft Word. Desktop on Windows and macOS, plus Word for the web. Office.js task pane. Ribbon and selection aware actions. Native `.docx` round trip with tracked changes and comments preserved.
- Microsoft Outlook. Desktop, web, and the new Outlook. Reading mode pane. Compose mode refinement. Attachment summarization. Matter routing.
- Microsoft 365 admin. Centralized extension deployment via the Microsoft 365 Admin Center. AppSource publication. Per user and per group rollout.
- Google Workspace. Gmail extension, Docs extension, Drive picker. Arriving Q3 2026.
- Apple platforms. Pages and Mail interoperability via the Word and Outlook surfaces and `.docx` parity.
- Browsers. Chrome, Edge, Safari, Firefox. All current evergreen releases.
Document management
- iManage Work. Cloud and on premise. Matter scoped retrieval. Save back. Version control. Ethical wall awareness.
- NetDocuments. Workspaces, ndThread, ndMail, matter scoped permissions.
- SharePoint and SharePoint Online. Site and library level connections. Microsoft Graph integration.
- OneDrive for Business. Personal and tenant shared roots.
- Google Drive. Shared drives. Label scoped retrieval.
- Box. Enterprise and Governance plans. Retention policy awareness.
- Dropbox Business. Team folders. Content classification respect.
- Filesite, Worldox, Time Matters. Connector roadmap by request.
Practice and firm systems
- Matter management. Elite 3E, Aderant Expert, Centerbase, Clio Manage, PracticePanther, Smokeball, MyCase, Filevine, ProLaw.
- Billing and time. Elite Enterprise, Aderant Sierra, Surepoint, BigHand, iTimekeep, Bill4Time, TimeSolv.
- Trust accounting. LeanLaw, Quickbooks for Law Firms, TrustBooks, CosmoLex.
- Conflict checking. Intapp Open, Elite MatterSphere, Aderant Conflicts, manual matter rosters.
- Compliance. Intapp Walls, Litera Conflict, file level OCG tagging.
Legal research connectors
- LexisNexis. Bring your own credentials. Citation resolution. Shepard's signals.
- Westlaw. Bring your own credentials. KeyCite signals. Citation grafting.
- Bloomberg Law. Search bar federation. Dossier export.
- Fastcase and vLex. Supported for firms with active subscriptions.
- HeinOnline, Casetext, PACER. Connector roadmap.
- EDGAR and SEDAR. Full text federated retrieval included.
Identity and access
- Single sign on. Generic OIDC, SAML 2.0, OAuth 2.1.
- Identity providers. Microsoft Entra ID, Okta, Auth0, OneLogin, Ping Identity, Authentik, Keycloak, Google Workspace, JumpCloud.
- Multi factor. TOTP, WebAuthn (FIDO2 and passkeys), hardware tokens such as YubiKey, conditional access policies.
- Authorization. Role based access control. Matter scoped permissions. Ethical wall enforcement. IP range allow lists.
- SCIM 2.0. Automated user provisioning, deprovisioning, and group sync.
Database and data sources
- Relational. PostgreSQL 12 and newer, Microsoft SQL Server 2017 and newer, MySQL 8 and newer, Oracle Database 19c and newer, MariaDB, IBM Db2, SQLite.
- Cloud warehouses. Snowflake, Google BigQuery, Amazon Redshift, Azure Synapse, Databricks SQL.
- Read only by construction. Every connection passes through a gate level firewall before any driver sees the query.
- Schema federation. Multiple live connections in parallel. Dialect aware translation.
- On premise drivers. JDBC and ODBC supported for unusual systems.
Communication and collaboration
- Microsoft Teams. Meeting summarization. Message to matter triage. Presence aware notifications.
- Slack and Slack Enterprise Grid. Channel scoped digests. DLP respecting integration.
- Zoom and Teams transcripts. Deposition and client meeting transcripts piped into matter intelligence.
- Calendar. Microsoft 365 Calendar and Google Calendar. Matter context and deadline awareness.
- Electronic signature. DocuSign, Adobe Sign, OneSpan. Round trip with envelope and audit log capture.
File formats and standards
- Documents. `.docx`, `.docm`, `.dotx`, legacy `.doc`, `.rtf`, `.odt`, `.txt`, `.md`.
- Spreadsheets. `.xlsx`, `.xlsm`, `.csv`, `.tsv`.
- Briefs and exhibits. `.pdf` native and scanned with OCR, `.tif`, `.eml`, `.msg`.
- Audio and video. `.mp3`, `.m4a`, `.wav`, `.mp4`, `.mov`. Depositions and hearings transcribed on platform.
- Filing standards. PACER, ECF, state court electronic filing adapters by jurisdiction.
- Legal interchange. LEDES 98B, 98BI, and XML. UTBMS task codes. Standard Legal File (`.slf`).
Security and compliance posture
- Encryption. TLS 1.3 in transit. AES 256 at rest. Per tenant key separation. BYOK and HSM backed key custody on enterprise tiers.
- Data residency. United States, European Union (Frankfurt, Dublin), United Kingdom, Canada, Australia, Singapore.
- Audit posture. SOC 2 Type II in audit. ISO 27001 in audit. HIPAA aligned operating posture for healthcare matters.
- Privacy. GDPR, UK GDPR, CCPA and CPRA, PIPEDA, APPI compliant by configuration.
- Tenancy. Full tenant isolation at the query, storage, retrieval, and audit layers. No cross customer training.
- Retention. Firm configurable from 30 days to indefinite, with object locked immutable audit storage.
Infrastructure and deployment targets
- Public cloud. Amazon Web Services, Microsoft Azure, Google Cloud Platform.
- Sovereign cloud. AWS GovCloud, Azure Government, Google Distributed Cloud, OVHcloud Sovereign.
- Private cloud. VMware Cloud Foundation, Nutanix, OpenStack, Proxmox.
- On premise. Dedicated rack. Isolated network segment. No outbound egress required for core operation.
- Container platforms. Kubernetes on EKS, AKS, GKE, OpenShift, or Rancher. Docker Swarm. Nomad.
- Operating systems. Windows Server 2019 and 2022. Red Hat Enterprise Linux 8 and 9. Ubuntu LTS. Rocky Linux. SUSE Linux Enterprise.
Network and security gateway
- VPN and ZTNA. Cisco AnyConnect, Palo Alto GlobalProtect, Zscaler ZPA, Cloudflare Zero Trust, Tailscale, Twingate.
- Secure gateways. Netskope, Forcepoint, Symantec WSS, Microsoft Defender for Cloud Apps.
- DLP and CASB. Microsoft Purview, Symantec DLP, Forcepoint DLP, McAfee MVISION.
- SIEM. Splunk Enterprise Security, Microsoft Sentinel, IBM QRadar, Elastic Security, Datadog Cloud SIEM.
- Endpoint and EDR. CrowdStrike Falcon, SentinelOne, Microsoft Defender for Endpoint, Carbon Black.
Interoperability and export
- APIs. REST and webhook integration. OpenAPI 3.1 specification. Server sent events for streaming.
- Audit export. JSON, CSV, and append only object storage on S3, Azure Blob, or GCS with WORM and Object Lock.
- Bulk export. Full matter archive in standard `.docx`, `.pdf`, and structured `.csv` formats.
- BI handoff. Power BI, Tableau, Looker, Sigma. Direct connector or scheduled extract.
- Migration. Disconnect and reconnect to any equivalent platform. No proprietary format.
Connector coverage extends quarterly. The list above represents the supported surface for new firm onboardings in 2026. Specialty integrations are scoped during the deployment engagement.
Trust posture
Designed under the assumption
that the platform will, eventually, be examined.
- · Document content is not transmitted to third party indexing pipelines.
- · Every AI action and every database query is captured, timestamped, and exportable.
- · Outputs are anchored to specific sources, with the path to each source recoverable from the log.
- · Read only access to firm data is enforced at the architectural level, not as an application policy.
- · Tenant isolation is enforced at every layer: query, storage, retrieval, audit.
- · Firm content is not used to train shared models. It is not commingled with other tenants. It is not retained beyond the firm's own retention policy.
These are not features. They are defaults. They cannot be configured off.
Deployment
Three deployment tiers.
One platform.
Managed cloud
Fully hosted in our SOC 2 environment in your data residency region of choice. Standard for firms of twenty to two hundred attorneys without a dedicated security team.
- Per tenant encryption keys
- Standard SSO and SCIM
- Onboarding within 48 hours
Private cloud
Single tenant deployment in your AWS, Azure, or Google account. The firm retains custody of the keys, the data, and the perimeter. Standard for firms with internal security review.
- Customer managed encryption keys (BYOK)
- Private VPC peering or PrivateLink
- HSM backed key custody available
On premise
Dedicated installation inside the firm's data center. No outbound egress required for core operation. Standard for firms with strict data residency or government client requirements.
- Airgapped operation supported
- HSM backed key custody required
- Quarterly onsite release cadence
Who it's for
Firms with the most to lose
if AI work product fails scrutiny.
And the most to gain if it doesn't.
Primary buyer profile
Twenty to five hundred attorneys. Meaningful mix of transactional and litigation work. Decisions sit with the managing partner, the firm's chief operating officer, and the IT director, typically in combination. Procured at the firm level. Rolled out to every attorney.
Practice areas supported on day one
Mergers and acquisitions. Litigation. Employment. Intellectual property. Commercial transactions. Real estate. Regulatory work. Trusts and estates. Drafting, review, and document intelligence are practice area aware out of the box.
What firms typically have
A working matter management system. A billing system. A firmwide document collection of meaningful size. A managing partner who has tried the category leaders and found them insufficient. An IT director who has been asked to pull a database report at least once a week for the past year.
Who we are not for
Solo practitioners and two attorney firms. Volume intake funnel personal injury practices. Firms that have decided AI in legal practice is a mistake. Those firms are right to wait, and we are not in the business of changing minds.
Closing
Bring your own data.
Bring your own systems.
Bring your own bar.
We are happy to demo against your own infrastructure, with your own documents, at your own pace. The platform speaks for itself as soon as it sees real work.