Why pasting documents into a chat is not enough
In a chat, a lawyer gives the AI tool only the files the lawyer pastes, and nobody checks the ethical walls that screen a matter. The lawyer also sends each pasted document outside the boundary your firm controls.
| Approach | What the AI tool sees | Ethical walls |
|---|---|---|
| A lawyer pastes or uploads files | Only the files the lawyer selects | The tool never checks a wall |
| A separate connection for each tool | The files each connection exposes | Your engineers enforce the walls again in every connection |
| One governed source over MCP | The documents the lawyer can open, read in place | The source checks the walls before the tool reads any passage |
Seven steps to answers from your firm's documents
- Choose one practice and the iManage workspaces the practice uses.
- Define the legal ontology of the practice: the clients, matters, agreements, provisions and dates your lawyers compare.
- Read the documents in place in iManage and your collaboration systems, and link every fact to the source document.
- Connect Claude, ChatGPT and Microsoft 365 Copilot to the governed source over the Model Context Protocol.
- Require each tool to sign in as the lawyer who asks, and check the lawyer's walls and permissions before every read.
- Log every question, answer and refusal in an append-only audit log.
- Measure accuracy against answers your lawyers approve before you widen the program to a second practice.
What your lawyers see
Ask Claude what leverage ratio applies to a deal, and the answer cites the credit agreement and the amendment, each with a link to the source document. Ask Copilot the same question, and Copilot returns the same answer with the same sources. Ask about a matter you are screened from, and Reframe refuses the request and logs the refusal.
Questions about AI tools and firm documents
Do ChatGPT, Claude and Copilot train on our documents through Reframe?
Reframe gives each tool only the passages a lawyer may read for the question asked, and every document stays in iManage. Review the training and retention terms of each AI provider with your security team.
Which AI tools connect to Reframe?
Claude, ChatGPT, Microsoft 365 Copilot and the agents your firm builds connect to Reframe over the Model Context Protocol.
What happens when a lawyer asks about a screened matter?
Reframe refuses the request before the tool reads any passage, and logs the refusal in the audit log.
How accurate are the answers?
In Reframe's benchmark on 1,000 fund documents, the same AI model scored 99.5 percent accuracy on fund terms across 66 unseen funds with Reframe. Read the benchmark.