A Secure AI Operating Layer Across Your Legal Estate
Secure AI agents for law firm operations, billing intelligence, forecasting, Outside Counsel Guidelines (OCG) compliance, legal knowledge discovery, and legal data modernization.
Legal insights. Billing intelligence. Forecasting. OCG compliance. Legal data fabric. Secure agentic AI.
Law firms are under pressure to bill faster, reduce invoice rejections, improve collections visibility, modernize legal data, and adopt AI safely without disrupting existing systems.
Legal Intelligence Platform creates a secure AI operating layer across the firm legal estate.
It connects legal systems, billing data, matter documents, client guidelines, firm knowledge, reporting sources, and workflows into governed intelligence that legal business teams can trust.
Customer Promise
Start with a focused law firm pain point, prove value quickly, and expand into a governed legal intelligence platform across billing, finance, operations, knowledge, and data modernization.
Most law firms already own the data needed to improve billing, compliance, reporting, collections, matter visibility, and operational decision-making. The challenge is that this data is spread across finance systems, document repositories, billing rules, reporting tools, email, PDFs, and manual workflows.
The cost appears as slow decisions, billing risk, rejected invoices, manual effort, data quality gaps, revenue leakage, and stalled AI or cloud modernization initiatives.
AI adoption in law firms will not succeed through disconnected pilots alone. The firms that win will turn trusted legal, billing, finance, and matter data into actionable intelligence while maintaining security, auditability, and human oversight.
Legal, billing, finance, matter, client, and document data are spread across systems that do not easily work together.
Billing teams spend days validating time, rates, matters, narratives, approvals, workflow status, and exceptions under deadline pressure.
Outside Counsel Guidelines are client-specific, complex, and often buried in documents, emails, contracts, portals, or client instructions.
Leadership lacks a live view into billing, revenue, collections, write-offs, realization, and matter performance when it matters most.
On-premise systems, SQL-bound reporting, and disconnected data models make it difficult to prepare for Microsoft Fabric, Power Platform, 3E Cloud, and AI adoption.
AI cannot be trusted unless underlying data is clean, connected, permission-aware, source-grounded, and governed.
A Secure AI Operating Layer, Not A Rip-And-Replace
Legal Intelligence Platform is a secure AI operating layer across legal systems, documents, billing workflows, financial data, and enterprise knowledge.
LuMay helps law firms move from disconnected systems and manual processes to intelligent, governed, AI-ready legal operations. It extends and modernizes the systems your firm already depends on instead of forcing a replacement program.
Elite 3E
iManage
NetDocuments
InfoDash
SharePoint
SQL Server
Power BI
Excel
Document repositories
Firm policies
OCG documents
Contracts
Legal help sites
Custom legal applications
LuMay works alongside your existing systems, enhancing, connecting, and governing them with AI.
Secure knowledge discovery across firm systems, documents, policies, matters, and legal repositories.
AI-assisted billing visibility, validation, financial insights, and exception review.
Revenue, billing, collections, realization, matter, and anomaly trend analysis.
Client billing guideline extraction, validation, invoice risk scoring, and exception reporting.
Modernization layer for Elite 3E, SQL, Power BI, Microsoft Fabric, OneLake, Lakehouse, semantic models, and AI readiness.
Governed, permission-aware, source-grounded AI agents designed for legal workflows.
Each capability can be deployed as a focused first use case, then expanded into the broader platform.
Discover Firm Knowledge
Optimize Billing Outcomes
Modernize Legal Data
Helps attorneys, legal operations, billing, finance, and support teams ask questions in plain English and receive secure, source-grounded answers from firm-approved systems and documents.
Connects Across
iManage, InfoDash, Elite 3E, SharePoint, NetDocuments, firm intranet and legal help websites, policies and procedures, matter and client documents, contracts, PDFs, Word files, Excel files, and knowledge articles.
What It Does
Example Questions
Billing intelligence is one of the fastest paths to measurable value. LuMay moves billing, finance, and practice leaders from static reports and manual review to AI-assisted insights, validation, forecasting, anomaly detection, and OCG compliance.
Billing Insights Agent
Billing analytics, client and matter profitability, realization and write-off analysis, collections and aging visibility, timekeeper and practice group trends, billing-risk identification.
Better revenue visibility, faster financial decision-making, improved realization and collections, earlier billing-risk detection.
Month-End Billing Validation Agent
Validates missing billing data, matter setup, rates, approvals, pre-bill inconsistencies, invoice readiness, data quality exceptions, and billing policy issues.
Faster month-end close, reduced manual review effort, improved invoice quality, fewer corrections, and better billing operations control.
Forecasting and Anomaly Detection Agent
Revenue forecasting, billing and collections forecasting, matter trends, unusual billing pattern detection, client payment behavior, KPI monitoring.
Earlier risk detection, better financial planning, improved revenue predictability, faster leadership visibility, and reduced operational surprises.
OCG Compliance Validation Agent
Extracts OCG rules, validates narratives, detects block billing, checks task codes, reviews rates and expenses, scores rejection risk, and generates exception reports.
Reduced invoice rejection risk, improved client billing compliance, faster billing approval, lower write-offs, and stronger client trust.
Creates a secure modernization layer between legacy legal systems and modern cloud platforms, so firms can modernize data foundations while continuing to use core systems.
Key Focus Areas
Connect Elite 3E, iManage, InfoDash, SharePoint, NetDocuments, PDFs, databases, documents, reports, and knowledge repositories.
Approved system and data connections.
Build business context across matters, clients, billing rules, financial data, documents, workflows, and legal operations.
Context-aware legal and business intelligence.
Identify OCG issues, billing exceptions, month-end risks, data quality gaps, workflow gaps, and compliance concerns.
Risk scoring, exception reports, and validation findings.
Deliver answers, dashboards, recommendations, workflows, exception reports, and AI-assisted decision support.
Actionable outputs for billing, finance, legal operations, and knowledge teams.
Operate with security, permissions, auditability, source grounding, human oversight, and enterprise AI governance.
Controlled, auditable, and trusted AI workflows.
Elite 3E, iManage, NetDocuments, SharePoint, InfoDash, SQL Server, Power BI, Excel, PDFs, OCGs, contracts, policies, and matter documents.
Permission-aware retrieval, source grounding, validation engine, human-in-the-loop review, role-based access, audit trails, and governance controls.
Faster close, lower invoice rejection risk, better reporting, stronger collections visibility, AI-ready legal data, and governed legal workflows.
Actual outcomes vary by firm, data quality, scope, system access, and implementation approach. LuMay establishes target value during readiness and confirms pilot success measures before implementation.
Production Proof Point
85%
Cost reduction in production document processing
~$340K
Annual savings
360x
Faster processing, from hours to roughly 2 minutes per 140-page document
The architecture, security model, and governance principles behind that result are the same principles LuMay brings to legal operations, billing intelligence, OCG compliance, and legal data modernization.
1 week
Use case, business owner, data sources, security needs, success metrics, and pilot scope.
1-2 weeks
Approved systems or sample data connected, permissions reviewed, source mapping completed.
1-2 weeks
Legal, billing, finance, knowledge, or data modernization workflows configured.
1 week
Test outputs, exception reports, source grounding, security checks, and user feedback.
2-4 weeks total
First production-ready legal AI agent or validated pilot environment.
Timeline depends on data access, system readiness, security review, customer availability, and approved scope.
Target use case and business owner
Approved sample documents or data
Approved system access approach or secure data export
Security and compliance requirements
User roles and permission model
Current pain points and success metrics
Review team from billing, finance, IT, legal operations, knowledge management, or practice leadership
Target pilot timeline
Required vendor onboarding or security review steps
LuMay understands Elite 3E, billing, finance, legal operations, enterprise architecture, governance, and mission-critical legal systems.
The team combines LegalTech experience, Elite 3E expertise, enterprise data architecture, AI engineering, governance, and delivery leadership.
LuMay is engineered for enterprise security, role-based access, audit trails, human review, and compliance-sensitive legal workflows from day one.
No rip-and-replace. LuMay extends and modernizes the core platforms the firm already depends on.
Start with one high-value use case and expand into a broader Legal Intelligence Platform. LuMay enables production-ready agents in weeks.
LuMay helps firms prepare legal data for Microsoft Fabric, Power Platform, 3E Cloud, reporting modernization, and agentic AI adoption.
LuMay helps law firms identify where AI can create immediate value across billing, OCG compliance, forecasting, knowledge search, and legal data modernization, grounded in the firm real Elite 3E, document, and legal operations environment.
A focused session to identify quick-win opportunities and show how LuMay can create measurable value across your legal estate.
Legal Insight Agents
Billing Insights
Month-End Billing Validation
Forecasting and Anomaly Detection
OCG Compliance Validation
Legal Data Fabric Platform