Human-in-the-loop, every output
Every AI-generated document, draft, advice memo, billing narrative, or research result is labelled AI-generated until a fee earner explicitly reviews and approves. Nothing reaches clients until that sign-off.
Responsible AI
Lawyers using AI without governance is the biggest professional conduct risk today.
63% of AU law firms lack strong AI governance — yet 72% of professionals report their lawyers want AI assistance. The gap between practice and policy is where complaints come from.
CounselOS closes that gap: AI is built into the workflow, but every output is governed, audited, and reviewable.
Seven non-negotiables.
Client details protected before outside AI
Names and identifying details are shielded before anything is sent to an outside AI service. Your firm’s mapping stays on our servers — there is no setting to turn this off.
Hallucination disclosure on every output
Every AI-generated research memo and contract review carries the disclaimer "Verify all legal citations independently before relying on them." Plus warnings on any citation we could not verify.
Audit trail — every use recorded
Every AI assist is logged with who triggered it, what feature was used, which matter it related to, and the outcome. Exportable for regulatory review or internal audit.
Citation verification
Research memos include legal citations. CounselOS checks what it can and flags references you should verify before relying on them. Legal research uses governed AI with citation checking. Connections to paid publishers (such as Lexis or Jade) are only available when your firm has a signed arrangement — pilot demos may use sample cases, not a live publisher feed.
Categorically blocked data types
Mandatory reports, child protection orders, domestic violence orders, and national security data never reach an external AI provider — even in de-identified form. Refused at the gateway.
No visa eligibility chatbots
Immigration AI assists with drafts such as fee proposals, RFI checklists, and research memos — always reviewed by a registered migration agent or lawyer before use. CounselOS does not provide visa eligibility chatbots or grant-probability estimates.
Your firm's AI policy. Generated and dated.
CounselOS generates a firm-specific AI usage policy on day one, tailored to your state, practice areas, and risk appetite. Stored as a Document. Refreshed annually. Versioned in the audit log.
A firm with documented, current AI governance is less exposed in a professional conduct investigation than a firm whose lawyers are using ChatGPT in a browser tab.
See a sample firm AI policySAMPLE EXCERPT
"Bridgewater Legal Pty Ltd ("the firm") uses CounselOS as its sole approved AI-assisted practice management platform. The firm's principals retain responsibility for the accuracy, completeness, and ethical use of every AI-generated output. No client confidential information is to be entered into any AI tool other than CounselOS without the express written approval of the principal solicitor…"
Last reviewed: 16 May 2026 · Next review due: 1 July 2027