AI Brief
How backdocket delivers built-in AI that works with your cases, your documents, your templates, and your choice of provider — all included at $59.99 per user / month.
Most legal practice management platforms treat AI as a premium feature — gated behind higher tiers, charged per query, or locked to a single vendor’s model. Firms pay more, control less, and get generic tools that don’t understand their cases.
Backdocket took a different approach. AI is built directly into the platform — the same platform your team uses for case management, document storage, and financial tracking every day. No separate product. No add-on fees. No per-query charges from Backdocket. Every AI feature described here is included at $59.99/user/month.
A ChatGPT-style conversational interface scoped to individual claims. Ask questions about case documents in plain language and get citation-backed answers drawn from your actual files — not generic training data. Responses stream in real time — token by token — so your team sees answers as they’re generated, not after a loading delay.
Every response includes inline citations linking to the specific source document and page number. Citations aren’t limited to documents — the AI also cites claim notes, ledger entries, contacts, and claim fields, giving your team a complete evidentiary trail for every answer.
A single conversation can reference multiple claims simultaneously — enabling cross-case analysis, pattern identification, and comparative review without switching between threads. Tag specific documents to focus the AI on just those files, or leave it open to search across everything on the claim.
Create, search, rename, and organize conversations. Server-side search lets you find past conversations by title or tagged claim — even claims that were later deactivated.
Firm-wide conversational AI for general legal questions, cross-case analysis, and operational queries. Not scoped to a single claim — use it for firm-wide insights, comparative analysis, and general research.
Save any AI response or generated document directly to the claim record as a permanent document — one click. When multiple claims are tagged, choose which claim to save to. Generated files are available for immediate download and remain accessible for 30 days; saved copies are permanent.
When you tag a claim for AI analysis, Backdocket automatically ingests every document — extracting text, chunking it using LLM-assisted semantic segmentation, generating embeddings, and indexing for vector search. New documents added to the claim are automatically indexed without manual intervention. Each firm gets its own dedicated vector index — structural tenant isolation, not shared infrastructure with query-level filtering.
When you ask a question, the system retrieves the most relevant document segments, reranks them for accuracy, and provides the AI with your actual case records as context. The result: answers grounded in your files, not hallucinated from training data. If vector search is temporarily unavailable, the AI continues working in degraded mode — graceful fallback, never a hard failure.
The embedding and vectorization infrastructure is powered by Amazon Bedrock and paid for by Backdocket — not by your firm. You only pay your chosen LLM provider for chat interactions. Document indexing is a platform cost, not a firm cost.
Built-in OCR automatically extracts text from scanned medical records, bills, and images. The AI reads scanned documents just as accurately as digital files — no extra cost, no external service, no manual preprocessing.
Dates, dollar amounts, and named parties are automatically extracted from case documents at upload time. Extracted entities are stored in a structured, queryable format — enabling instant medical chronologies, expense summaries, and party rosters without manual review.
Complete document text is stored and retrievable through a three-tier access model: entity lookup for structured data, semantic vector search for targeted questions, and full document text retrieval when the AI needs exhaustive access. Your AI always has the complete picture.
Generate professional documents directly from AI conversations — demand letters, settlement brochures, billing summaries, and correspondence as downloadable Word, PDF, or Excel files populated with real case data.
A capability unique to Backdocket. Three drafting modes allow firms to leverage their existing templates with AI:
No other legal practice management platform offers three-mode template drafting. Your templates, your formatting, your data — assembled by AI.
AI fills your existing Word merge templates with real case data while preserving original formatting. Prompt resolution supports every merge field type in the system — Claim, ClaimContact, Staff, FillIn, Claimant, Request, Ledger, and Contact. Professional documents that look exactly like your firm’s templates.
The AI doesn’t just chat — it deploys domain-expert sub-agents for specific legal tasks:
Each sub-agent receives focused context and brings specialized expertise to its analysis. The system selects the right sub-agent automatically based on the task. Beyond predefined roles, the AI can create custom sub-agents with firm-specific instructions for specialized workflows unique to your practice.
Generate pie, donut, bar, column, line, area, and scatter charts directly from AI conversations. Ask questions about your case data and get visual answers — multiple charts per message, automatic data normalization for small categories, and interactive tooltips. Turn case data into actionable insights without leaving the conversation.
AI that works without being asked. Background agents are triggered automatically by case events — document uploads, date changes, elapsed time — not by user messages.
No competitor has shipped this breadth of proactive AI automation. This is the most comprehensive AI automation suite in the plaintiff software market — and it’s included in your subscription.
Choose your AI provider — Anthropic (Claude), OpenAI (GPT), or Azure OpenAI. Each firm configures their own provider and API key. Switch providers anytime with no data migration, no re-indexing, and no disruption.
No other legal practice management platform offers provider choice. Every competitor locks you into their AI vendor.
Each firm uses their own API key and pays their provider directly. You control which provider, which model, and how much you spend. No hidden AI surcharges in your Backdocket subscription. Full cost transparency. Document embedding and vectorization infrastructure is subsidized by Backdocket — your firm only pays for LLM chat interactions, not the document indexing pipeline.
Monitor AI token usage by provider, model, and call type. Monthly usage summaries on the admin dashboard with 24-month retention. A visual context utilization fill bar displays in real time during conversations — your team always knows how much capacity remains. Cancel any in-progress AI operation at any point if the response isn’t going in the right direction.
Every Backdocket endpoint is accessible through the Model Context Protocol — an open standard for AI-to-application integration. Firms and integrators can build custom AI-powered workflows, connect external AI tools to their case data, and automate processes programmatically.
Backdocket’s AI is not a demo feature, not a roadmap item, and not an add-on. It’s a comprehensive, production AI platform built directly into your case management workflow — with citation-backed answers, document generation, template-aware drafting, specialized sub-agents, proactive background automation, and AI charting. Choose your provider. Control your costs. Verify every answer.
All included at $59.99/user/month. No add-on fees. No per-query charges. No vendor lock-in.
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