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Paralegal

Conduct factual research and investigation

Enhances✓ Available Now

What You Do Today

Research parties, witnesses, and companies through public records, court filings, corporate registrations, and online sources. Compile background investigation reports for the legal team.

AI That Applies

Investigative AI searches across public record databases, corporate registries, court filing systems, and open sources, compiling comprehensive background reports with source citations.

Technologies

How It Works

For conduct factual research and investigation, the system draws on the relevant operational data and applies the appropriate analytical models. NLP models process the text input by identifying entities, classifying intent, and extracting the structured information needed for downstream decisions. The results integrate into the practitioner's existing workflow — presenting recommendations, flags, or automated outputs alongside their normal working context.

What Changes

Background research that took days across multiple databases is compiled in hours. AI searches more sources more thoroughly than manual research across individual databases.

What Stays

You still evaluate source reliability, identify the facts that matter for the case strategy, follow up on leads AI can't pursue, and present findings in a format attorneys can act on.

What To Do Next

This section won't tell you what your numbers should be. It will show you how to find them yourself. Every instruction below produces a real, verifiable result in your organization. No benchmarks, no projections — just the steps to build your own evidence.

1

Establish Your Baseline

Know where you are before you move

Before adopting AI tools for conduct factual research and investigation, understand your current state.

Map your current process: Document how conduct factual research and investigation works today — who does what, how long it takes, where the bottlenecks are. You need this baseline to measure improvement.
Identify the judgment points: You still evaluate source reliability, identify the facts that matter for the case strategy, follow up on leads AI can't pursue, and present findings in a format attorneys can act on. These are the boundaries AI won't cross.
Assess your data readiness: AI tools for this area need data to work. Check whether your organization has the historical data, integrations, and data quality to support Public Records AI tools.

Without a baseline, you can't measure whether AI actually improved anything. You'll adopt tools without knowing if they're working.

2

Define Your Measures

What to track and how to calculate it

Time per cycle

How to calculate

Measure how long conduct factual research and investigation takes end-to-end today, then after AI adoption.

Why it matters

The most visible improvement is speed. If AI doesn't save time, question whether it's adding value.

Quality of output

How to calculate

Track error rates, rework frequency, or stakeholder satisfaction scores before and after.

Why it matters

Speed without quality is just faster mistakes. Measure both.

When to check: Check after 30 days of consistent use, then quarterly.
The commitment: Give new tools at least 30 days before judging. The first week is always awkward.
What NOT to measure: Don't measure AI adoption rate as a KPI. Adoption follows value — if the tool helps, people use it.
3

Start These Conversations

Who to talk to and what to ask

your general counsel or managing partner

What data do we already have that could improve how we handle conduct factual research and investigation?

They set the firm's AI adoption posture

your legal technology manager

Who on our team has the deepest experience with conduct factual research and investigation, and what tools are they already using?

They manage the tools and can show you capabilities you don't know exist

a client who's adopted AI in their legal department

If we brought in AI tools for conduct factual research and investigation, what would we measure before and after to know it actually helped?

Their expectations for outside counsel are shifting

4

Check Your Prerequisites

Confirm readiness before you invest

Check items as you confirm them.