Practice management AI
Practice-management suites with embedded AI for small and mid-sized firms. As of 2026-10-07, 11 independent tools are recorded in this category; 7 publish a commitment not to train on customer data and 0 have third-party accuracy evidence.
documented yes documented no not disclosed
| Tool | Built for | No-train | SOC 2 | ISO 27001 | ISO 42001 | ZDR | Accuracy evidence | Incidents on record | Last checked |
|---|---|---|---|---|---|---|---|---|---|
Actionstep IntelligenceActionstep · HQ US AI layer inside Actionstep (Aug 2026) giving mid-size firms business insights and executing approved operational and financial workflows; Trace AI time capture and Scout support assistant. | Mid-sized firms | No training on customer data for Actionstep Intelligence: not disclosed | SOC 2 report or certification for Actionstep Intelligence: documented yes | ISO 27001 certification for Actionstep Intelligence: not disclosed | ISO 42001 AI-management certification for Actionstep Intelligence: not disclosed | Zero retention with model providers for Actionstep Intelligence: not disclosed | vendor | 0 | 2026-09-04 |
Clio DuoClio (Themis Solutions Inc.) · HQ CA Generative-AI assistant inside Clio Manage that surfaces client and matter details, summarises documents, recommends tasks, drafts communications and logs all AI actions. | Small firms & solos, Mid-sized firms | No training on customer data for Clio Duo: not disclosed | SOC 2 report or certification for Clio Duo: documented yes | ISO 27001 certification for Clio Duo: not disclosed | ISO 42001 AI-management certification for Clio Duo: not disclosed | Zero retention with model providers for Clio Duo: not disclosed | vendor | 0 | 2026-09-11 |
Docketwise (8am IQ)8am (AffiniPay) · HQ US Immigration practice management with 8am IQ AI document capture and a writing/translation assistant on Pro and Advanced tiers; disclosed an October 2025 data breach affecting sensitive client data. | Small firms & solos, Mid-sized firms | No training on customer data for Docketwise (8am IQ): documented yes | SOC 2 report or certification for Docketwise (8am IQ): not disclosed | ISO 27001 certification for Docketwise (8am IQ): not disclosed | ISO 42001 AI-management certification for Docketwise (8am IQ): not disclosed | Zero retention with model providers for Docketwise (8am IQ): documented no | none | 1 | 2026-09-21 |
Filevine AIFilevine · HQ US Suite of AI features in Filevine's case management platform: AIFields extraction, DemandsAI demand letters, ImmigrationAI form filling, Depo CoPilot, Chat with Your Case and AI Doc Review. | Small firms & solos, Mid-sized firms, In-house legal | No training on customer data for Filevine AI: documented yes | SOC 2 report or certification for Filevine AI: documented yes | ISO 27001 certification for Filevine AI: not disclosed | ISO 42001 AI-management certification for Filevine AI: not disclosed | Zero retention with model providers for Filevine AI: not disclosed | none | 0 | 2026-09-22 |
LEAP Matter AI / LawYLEAP Legal Software · HQ AU Matter AI answers questions from the open matter, drafts and compares documents using OpenAI and Anthropic models; LawY gives legal-research answers verifiable by qualified lawyers in-jurisdiction. | Small firms & solos, Mid-sized firms | No training on customer data for LEAP Matter AI / LawY: documented yes | SOC 2 report or certification for LEAP Matter AI / LawY: documented yes | ISO 27001 certification for LEAP Matter AI / LawY: not disclosed | ISO 42001 AI-management certification for LEAP Matter AI / LawY: not disclosed | Zero retention with model providers for LEAP Matter AI / LawY: not disclosed | vendor | 1 | 2026-10-07 |
Litify AI (ACE)Litify LLC · HQ US Salesforce-native legal platform with Litify ACE (Agentic Case Expert) and nine AI agents for intake, demands, discovery and deposition prep, built on Salesforce, AWS and Anthropic infrastructure. | Mid-sized firms, Large firms, In-house legal | No training on customer data for Litify AI (ACE): documented yes | SOC 2 report or certification for Litify AI (ACE): documented yes | ISO 27001 certification for Litify AI (ACE): not disclosed | ISO 42001 AI-management certification for Litify AI (ACE): not disclosed | Zero retention with model providers for Litify AI (ACE): not disclosed | none | 0 | 2026-09-03 |
LuplLupl Inc. · HQ US Legal work-management platform with AI 'teammates' that draft updates, summarise work and build plans from matter trackers; Azure-hosted with OpenAI as a subprocessor. | Large firms, Mid-sized firms, In-house legal | No training on customer data for Lupl: documented yes | SOC 2 report or certification for Lupl: documented yes | ISO 27001 certification for Lupl: documented yes | ISO 42001 AI-management certification for Lupl: not disclosed | Zero retention with model providers for Lupl: documented yes | none | 0 | 2026-09-03 |
MyCase IQMyCase (8am / AffiniPay) · HQ US Generative-AI features in MyCase (text editing, document summarisation, conversational case Q&A) launched from Jan 2024 under AffiniPay's IQ initiative, built on OpenAI's API. | Small firms & solos, Mid-sized firms | No training on customer data for MyCase IQ: documented yes | SOC 2 report or certification for MyCase IQ: not disclosed | ISO 27001 certification for MyCase IQ: not disclosed | ISO 42001 AI-management certification for MyCase IQ: not disclosed | Zero retention with model providers for MyCase IQ: documented no | none | 0 | 2026-09-03 |
NeosAI (Neos)Assembly Software · HQ US AI features inside Neos case management on Microsoft Azure AI Foundry: smart document filing, chronology and demand drafting (Demands Plus) and document review; SOC 2 Type II covers Neos and NeosAI. | Small firms & solos, Mid-sized firms | No training on customer data for NeosAI (Neos): not disclosed | SOC 2 report or certification for NeosAI (Neos): documented yes | ISO 27001 certification for NeosAI (Neos): not disclosed | ISO 42001 AI-management certification for NeosAI (Neos): not disclosed | Zero retention with model providers for NeosAI (Neos): not disclosed | vendor | 0 | 2026-09-03 |
Rocket MatterRocket Matter (ProfitSolv) · HQ US Cloud practice management with in-app ChatGPT access and AI 'Track' time capture; 'NextGen' rebuild announced 2026; US-based data centres and personnel. | Small firms & solos | No training on customer data for Rocket Matter: not disclosed | SOC 2 report or certification for Rocket Matter: documented yes | ISO 27001 certification for Rocket Matter: not disclosed | ISO 42001 AI-management certification for Rocket Matter: not disclosed | Zero retention with model providers for Rocket Matter: not disclosed | none | 0 | 2026-09-03 |
Smokeball ArchieSmokeball · HQ US AI matter assistant embedded in Smokeball, Word and Outlook; moved from RAG to agentic multi-step reasoning in July 2026 with a user-selectable model (OpenAI, Anthropic, Google). | Small firms & solos, Mid-sized firms | No training on customer data for Smokeball Archie: documented yes | SOC 2 report or certification for Smokeball Archie: not disclosed | ISO 27001 certification for Smokeball Archie: documented yes | ISO 42001 AI-management certification for Smokeball Archie: not disclosed | Zero retention with model providers for Smokeball Archie: documented yes | none | 0 | 2026-09-03 |
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