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Press Release

Epiq Announces Expanded Agentic AI Offerings for Legal and Compliance

Enabling Faster, More Accurate Decisions and Actions Across Litigation, Antitrust, and Compliance

Epiq announces the expansion of Epiq AI™,  a set of agentic solutions that enhance decision-making, reduce risk, and increase productivity across legal and compliance use cases. Epiq is expanding beyond Epiq AI Discovery Assistant™ with additional solutions built on the Epiq AI Laer™ platform within the Epiq Service Cloud.

The company’s expanding set of agentic AI solutions, available through the Epiq Service Cloud, includes:

  • Epiq AI for Review (formerly Epiq AI Discovery Assistant)
  • Epiq AI for Privilege
  • Epiq AI for Antitrust
  • Epiq AI for Compliance
  • Epiq Assist™
  • Epiq AI Accelerators

Epiq AI and its agentic AI solutions are powered by the Epiq AI Laer™ platform, which orchestrates models, agents, and humans to execute complex and dynamic workflows. Unlike other agentic approaches, the platform draws from a persistent AI knowledge layer that continuously learns, reasons, and grows.

“By gathering factual intelligence around entities and applying logic to reveal deeper relationships and patterns, the Epiq AI Laer platform significantly increases the accuracy, depth of insights, and scale that Epiq AI solutions can deliver,” said Igor Labutov, Vice President, Artificial Intelligence Technology at Epiq. “User instructions and feedback are the guiding mechanism that enables the platform to synthesize information, coordinate the right models, and apply critical thinking to decide what to do next.”

“What sets Epiq AI apart is its ability to quickly extract actionable intelligence from large data volumes,” said Sandra Metallo-Barragan, eDiscovery Counsel at Proskauer. “It’s become a valuable part of our legal technology stack, enabling our case teams to reduce manual effort, operate with greater agility, and drive better outcomes.”

Since its initial launch as Epiq AI Discovery Assistant in January 2025, Epiq AI has been adopted by 130 clients, including global corporations and law firms. A team of over 200 highly experienced AI consultants, data scientists, product managers, architects, and engineers provides consulting, advisory services, and support for Epiq clients, including effective integration of Epiq AI.

Epiq will demonstrate these capabilities at Legalweek, including Epiq AI for Privilege and Epiq AI Accelerators, capabilities available this spring.

Learn more about Epiq AI on the Epiq website.

March 9, 2026/by jackie.palmer@epiqglobal.com
https://www.theedgeroom.com/wp-content/uploads/2025/01/the-edge-room-logo-final.png 0 0 jackie.palmer@epiqglobal.com https://www.theedgeroom.com/wp-content/uploads/2025/01/the-edge-room-logo-final.png jackie.palmer@epiqglobal.com2026-03-09 13:10:002026-03-09 13:10:00Epiq Announces Expanded Agentic AI Offerings for Legal and Compliance
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Press Release

Mitratech Further Architects the Agentic Legal Engine, Showcases at Legalweek 2026

Legalweek 2026 kicks off today in NYC, and Mitratech is sharing exciting news.

The company is announcing new AI capabilities within Mitratech ARIES™, designed to help legal teams move from reactive review to real-time, AI-powered decision-making. Combined with its award-winning ELM platform, Mitratech continues to advance governed AI built for enterprise legal teams.

See it in action at Booth #551 and connect with the Mitratech team onsite at Legalweek.

Click for the full announcement.

March 9, 2026/by briana.briggs@mitratech.com
https://www.theedgeroom.com/wp-content/uploads/2025/01/the-edge-room-logo-final.png 0 0 briana.briggs@mitratech.com https://www.theedgeroom.com/wp-content/uploads/2025/01/the-edge-room-logo-final.png briana.briggs@mitratech.com2026-03-09 12:46:132026-03-09 12:46:13Mitratech Further Architects the Agentic Legal Engine, Showcases at Legalweek 2026
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White Paper

An Action Plan for Smarter eDiscovery

Tackling Modern eDiscovery Challenges with Efficient Workflows and Advanced Technology

In today’s data-driven enterprise environment, the pace and complexity of investigations are accelerating. Legal teams must manage growing volumes of data across collaboration platforms, cloud repositories, mobile devices, and enterprise systems, often under tight legal deadlines and increasing regulatory scrutiny. Traditional eDiscovery processes built around manual workflows and fragmented tools are no longer sufficient to keep pace.

This whitepaper, An Action Plan for Smarter eDiscovery, explores how modern legal and compliance teams can rethink discovery workflows to operate with greater speed, precision, and defensibility. By combining improved information governance practices with automation and artificial intelligence, organizations can transform how they identify, preserve, collect, and review digital evidence.

The guide introduces a practical six-step framework that covers the key stages of the eDiscovery lifecycle, including information governance, legal hold and preservation, early case assessment, targeted data collection, document review, and discovery project management. Each stage includes practical checklists and operational guidance designed to help legal teams move from reactive discovery processes toward a more proactive and structured approach.

A major focus of the whitepaper is the role of AI and advanced analytics in modern discovery workflows. From accelerating early case assessment to reducing document review volumes and improving investigative insight, AI-powered capabilities can help legal teams surface relevant information faster while maintaining defensible processes and human oversight. When applied strategically, these technologies enable organizations to reduce unnecessary data collection, control discovery costs, and improve decision-making throughout the lifecycle of a matter.

The whitepaper also highlights how smarter eDiscovery workflows can support a broader range of data-intensive legal and compliance scenarios beyond traditional litigation. These include internal investigations, regulatory inquiries, subpoena responses, and privacy-related requests such as Data Subject Access Requests (DSARs). In each of these contexts, organizations face the same core challenge: identifying and analysing relevant information quickly while minimizing legal and operational risk.

By implementing more integrated workflows, establishing stronger collaboration between legal, IT, compliance, and records management teams, and leveraging automation where appropriate, organizations can build a more resilient and scalable discovery strategy.

Ultimately, smarter eDiscovery is not only about technology, it is about creating repeatable, defensible processes that allow legal teams to respond to complex matters with greater confidence and efficiency.

Download the full whitepaper

March 9, 2026/by cristie.nickel@exterro.com
https://www.theedgeroom.com/wp-content/uploads/2025/01/the-edge-room-logo-final.png 0 0 cristie.nickel@exterro.com https://www.theedgeroom.com/wp-content/uploads/2025/01/the-edge-room-logo-final.png cristie.nickel@exterro.com2026-03-09 10:54:122026-03-09 10:54:12An Action Plan for Smarter eDiscovery
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Press Release

The Team That Built AI for America’s Intelligence Community Just Turned That Architecture Toward Law

The Washington Post broke the story of Mojave Research in July 2025, reporting that the Office of the Director of National Intelligence had engaged the company to deploy AI analytical tools on intelligence community data. Reuters, CNN, and NBC News followed with additional reporting in February 2026. Today, at Legalweek 2026, the founder and engineering team behind that work launch IPSA Intelligent Systems — a legal AI platform where client data never leaves the firm’s walls.

IPSA deploys entirely within a firm’s own infrastructure: on-premise servers or the firm’s private cloud. No client data transits a third party’s servers. Not temporarily. Not under a zero-data-retention policy. Not under any contractual promise. The data never leaves. Because the firm owns the infrastructure, there are no per-query token costs — the AI runs continuously, refining its analysis around the clock.

“When you build AI for environments where a single unauthorized data transmission can be a federal crime, you learn to think about architecture differently,” said founder Jason Wareham. “Attorney-client privilege is not a setting you toggle. It is a condition your infrastructure either guarantees or it does not. We built IPSA for firms that refuse to compromise on the security of their clients’ most sensitive information in order to adopt AI. Real AI, for real privacy.”

Wareham brings nearly twenty years of trial and appellate litigation across military commissions, federal courts, and state courts, including service on the defense team for the September 11th military commission proceedings at Guantanamo Bay. He founded Mojave Research Inc., whose defense and intelligence AI work was reported on by The Washington Post, Reuters, CNN, and NBC News. IPSA’s engineering team includes NeurIPS-published researchers who built production AI for the U.S. intelligence community.

IPSA is accepting fifty law firms into its Founding Firm Program — priority deployment, direct access to the engineering team, and input on the platform roadmap. First come, first served.

IPSA is the keynote sponsor of “Safeguarding Justice: Judicial Safety, Independence, and the Rule of Law” at Legalweek 2026, featuring four sitting United States District Court judges. Wednesday, March 11, 9:00 AM, Room 501/502, Javits Center North.

Apply at https://ipsa.tech/legalweek | Contact: Info@IPSA.Tech | Follow on Instagram: @ipsaai | LinkedIn: https://linkedin.com/company/ipsa-intelligent-systems-inc

IPSA Intelligent Systems and Mojave Research are part of the Agentic Secure Group (ASG), a defense-grade AI organization building custom AI for highly regulated industries. Learn more at https://asgroup.ai

Full announcement here.

March 9, 2026/by Laura Thomason
https://www.theedgeroom.com/wp-content/uploads/2025/01/the-edge-room-logo-final.png 0 0 Laura Thomason https://www.theedgeroom.com/wp-content/uploads/2025/01/the-edge-room-logo-final.png Laura Thomason2026-03-09 09:18:432026-03-09 09:18:43The Team That Built AI for America’s Intelligence Community Just Turned That Architecture Toward Law
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Press Release

Reveal Announces Onna Integration with Miro, Delivering Industry-First eDiscovery Collection Tool for Popular AI Workspace

Leading no-code data collection platform now be deployed on Miro to capture content central to litigation

CHICAGO (March 9, 2026) — Reveal, the global provider of leading eDiscovery and investigations platforms driven by powerful AI, today announced a new integration between Onna and Miro, delivering the industry’s first native connector designed to help legal, compliance, and IT teams collect, preserve and search content on Miro boards for litigation, investigations and regulatory response. The integration is available to Miro customers using Miro Enterprise Guard, an advanced security and governance add-on built to help customers address  compliance and robust data protection at scale.

 

Onna: Market-Leading Collaboration Data Collection

Onna is Reveal’s enterprise data collection platform and the market’s most comprehensive single-pane-of-glass solution for unstructured collaboration data. With no-code integrations spanning Slack, Microsoft Teams, Zoom, Google Workspace, Salesforce and now Miro, Onna delivers unmatched visibility across the digital workplace.

As an integrated part of the Reveal portfolio, Onna manages data across the entire eDiscovery lifecycle with pre-built connections to Reveal’s enterprise review platform and Logikcull’s discovery automation platform. The addition of Miro reinforces Onna’s position as the industry’s most complete collaboration data preservation, collection and management platform.

“Work happens across a wide variety of tools and platforms”, said Eric Harmon, Reveal CEO. “Miro is a collaborative workspace where critical work takes place and innovative projects progress from idea to execution. It has become vital that legal teams are able to preserve and search the content within Miro boards quickly and defensibly. We’re delivering the market’s first solution.”

Content on Miro Is Emerging as Critical Evidence in Litigation and Investigations

Miro boards increasingly contain evidence critical to discovery: product development timelines, strategic planning material, intellectual property documentation and sensitive business decisions. Until now, legal teams had no defensible way to collect and search this content.

Miro boards contain evidence that can be decisive in litigation and investigations, including:

  • Sticky notes and written discussions documenting strategic decisions
  • Diagrams, workflows, and planning documents revealing product development
  • Embedded files and links containing intellectual property or PII
  • Collaboration metadata showing authorship, timing, and contribution history

“Miro has firmly established itself as a critical part of the enterprise IT stack and our AI Innovation Workspace powers team collaboration for over 250,000 organizations”, said Harkamal Singh, Head of Technology Partnerships, at Miro. “This integration is an important step in ensuring customers can leverage Miro to its full capacity while remaining confident that it meets their regulatory and compliance needs.”

Self-Service Collection Without IT Bottlenecks

The Onna + Miro integration gives legal teams the tools to handle this evidence:

  • Rapid Deployment: Onna can be implemented and deployed in hours with minimal onboarding or IT lift for time-sensitive investigations.
  • No-Code Collection: Legal teams can collect Miro data directly through Onna’s connector without relying on IT resources, accelerating response timelines for litigation holds and investigations.
  • Targeted Culling: Teams can target specific boards or users to rapidly search, filter and cull data, reducing collection volumes and costs.
  • Automated Preservation: Auto-sync ensures entire Miro instances remain defensible and audit-ready, with continuous preservation of new and updated content.
  • Unified Visibility: Miro data integrates into Onna’s platform alongside Slack, Microsoft Teams, Zoom, Google Workspace, Salesforce and dozens of other sources, creating a single source of truth for unstructured workplace data.

To learn more or request access, visit www.revealdata.com/ /onna or https://miro.com/enterprise-guard/

###

About Reveal

Reveal is the provider of the two leading AI-powered eDiscovery platforms in the legal industry: Logikcull with its self-service option, and Reveal’s enterprise-grade, feature-rich platform, both driven by the most powerful AI engine in the industry. The company has a deep history in driving the adoption of legal automation, which is underpinned by its leading processing technology, visual analytics, and artificial intelligence capabilities. Reveal’s software combines technology and human guidance to transform structured and unstructured data into actionable insight. We help organizations, including law firms, corporations, government agencies, and intelligence services, uncover more useful information faster by providing a world-class user experience and AI technology that is embedded within every phase of the eDiscovery process.

About Miro

Miro is the AI Innovation Workspace that brings teams and AI together to plan, co-create, and build the next big thing, faster. Serving more than 100 million users across 250,000 customers, Miro empowers cross-functional teams to flow from early discovery through final delivery on a shared, AI-first canvas. With the canvas as the prompt, Miro’s collaborative AI Workflows keeps teams in the flow of work, scales shifts in ways of working, and drives organization-wide transformation. Founded in 2011, Miro currently employs more than 1,600 people in 13 hubs around the world. To learn more, visit https://miro.com.

March 9, 2026/by liz@lwprconsulting.com
https://www.theedgeroom.com/wp-content/uploads/2025/01/the-edge-room-logo-final.png 0 0 liz@lwprconsulting.com https://www.theedgeroom.com/wp-content/uploads/2025/01/the-edge-room-logo-final.png liz@lwprconsulting.com2026-03-09 09:00:162026-03-09 09:01:32Reveal Announces Onna Integration with Miro, Delivering Industry-First eDiscovery Collection Tool for Popular AI Workspace
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Article, Press Release

Opus 2 empowers law firms to extend innovation beyond disputes with its adaptable, AI-enabled software platform

Today, leading legal software and services provider Opus 2 announced that the company’s AI-enabled intelligent legal solution platform, which underpins its award-winning litigation and arbitration offerings, is available to law firms who want to extend the software’s value beyond use cases for commercial disputes.

Combining structured data worksheets, online collaboration portals, data-driven dashboards, and other tools—including AI and integrations—legal professionals can quickly design solutions using Opus 2’s platform to help win new business, improve client relationships, and simplify workflows. Examples include workspaces, trackers, hubs, playbooks, toolkits, checklists, and more for matters, clients, deals, and engagements in areas like client collaboration and legal service delivery, in addition to commercial disputes.

Click for the full announcement.

March 9, 2026/by sbranum@opus2.com
https://www.theedgeroom.com/wp-content/uploads/2025/01/the-edge-room-logo-final.png 0 0 sbranum@opus2.com https://www.theedgeroom.com/wp-content/uploads/2025/01/the-edge-room-logo-final.png sbranum@opus2.com2026-03-09 08:55:312026-03-09 08:55:31Opus 2 empowers law firms to extend innovation beyond disputes with its adaptable, AI-enabled software platform
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Press Release

Litera Partners with Midpage to Embed Legal Research in Legal Agent Lito

New integration with Midpage embeds trusted legal research sources within AI legal agent Lito; internal benchmark findings shared at Legalweek reveal why purpose-built legal AI remains essential for high-stakes document work

NEW YORK – Legalweek 2026 – Mar. 9, 2026 – Litera, a global leader in legal AI technology solutions, announced an integration with Midpage, an AI-powered legal research platform trusted by 200+ law firms, to bring U.S. case law and statutes directly into Lito, Litera’s award-winning AI legal agent. The integration makes Lito the first legal AI assistant to combine advanced generative AI capabilities, deterministic rules-based engines, proprietary firm intelligence, and now Midpage’s industry-leading legal research — all within the Microsoft 365 environment where lawyers already work. In conjunction with the announcement, Litera is sharing new internal benchmark research at Legalweek examining how general-purpose large language models perform on complex legal redlining tasks compared to purpose-built legal comparison technology. 

“Every legal AI tool has access to the same foundation models,” said Adam Ryan, Chief Product Officer at Litera. “The difference is what surrounds them. Lito combines the best large language models with our rules-based engines, cutting edge firm intelligence data, and now deep legal research — all integrated where lawyers already work.” 

The Midpage integration will deliver U.S. statutes and case law to Lito, adding to this powerful legal drafting environment and further expanding Litera’s ecosystem of more than 60 integrations, including NetDocuments, iManage, Courtroom Insight, and UniCourt. By embedding trusted legal research sources within Lito, Litera continues to deepen the intelligence available directly inside everyday workflows. 

Through the Lito chat experience, users can select U.S. statutes or case law as sources to query against a document or a specific legal question. Practical use cases include checking whether an agreement complies with a particular statute, uploading a document alongside relevant legal authority for contextual analysis, or generating a case summary to share with clients — all without leaving Word or Outlook. Lito users on Litera One cloud packages will have access to legal research capabilities through this integration, with options to expand usage through a Midpage subscription. 

“Navigating case law has historically been so complex that it was really only done for complex litigation,” said Otto von Zastrow, CEO of Midpage. “AI agents give every attorney the power of a big legal research team. The agent reads hundreds of cases and finds on-point precedents with quotes and hyperlinks. We’re glad to bring this to tools like Lito that already have access to your documents and important context.” 

Internal Research Examines AI Performance in Legal Redlining 

Alongside this announcement, Litera is sharing findings from internal Quality Engineering research evaluating how different AI approaches perform on complex legal redlining tasks — data that underscores why the architecture behind a legal AI tool matters as much as its capabilities. 

The research compared Litera Compare with leading general-purpose large language models —including Gemini 3, Claude Opus 4.5, and ChatGPT 5.2 — across long-form legal documents containing tables, images, embedded objects, headers and footers, and other structural elements. The results illustrate a clear distinction: while large language models excel at research and drafting assistance, generating structured, defensible legal artifacts requires technology purpose-built for legal formatting standards and professional exchange.

Key findings include:

  • Structural limitations: General-purpose LLMs were unable to generate usable redlines for non-text elements such as tables, images, embedded objects, headers/footers, and footnotes.
  • Accuracy declines with length: Even in short documents, general LLMs topped out at roughly 90% accuracy — a threshold that remains too low for legal work where a single missed change can carry significant consequence. In a 200-page document test, one model’s text accuracy dropped to roughly 40%, with others declining to approximately 70%.
  • Description vs. redline: General-purpose LLMs can describe what changed in a document but cannot produce an actual redline or track changes file suitable for exchange with counterparties. Describing a change and delivering the legal artifact that lawyers need are fundamentally different outcomes.
  • Completeness over speed: While some models processed comparisons quickly, output reliability and coverage varied significantly across longer, more complex documents.

Litera Compare powers redlining capabilities within Lito, enabling lawyers to produce accurate, industry-standard outputs while remaining embedded in their drafting environment. Together, the Midpage integration and Compare capabilities reflect Litera’s broader approach: combining the intelligence of large language models with the precision of purpose-built legal engines, so lawyers get the best of both where it matters most. 

Litera will discuss both the Midpage integration and the research findings at Legalweek, March 9–12, 2026, in New York, NY, as part of broader conversations about how legal AI is evolving beyond experimentation toward measurable, reliable performance. 

Access the benchmark study:
https://info.litera.com/compare-benchmark-report.html 

Meet with Litera at Legalweek:
Avaneesh Marwaha, CEO of Litera, will outline his vision for how legal AI is evolving beyond early hype, how Litera is helping shape the next era of legal performance, and what it means for law firms and legal teams, “Accurate. Embedded. Fast. Raising the Bar for Legal Performance,” Wednesday, March 11, 9:00 – 10:00 a.m., 4th Floor, Room 405.1 – Save your spot. 

About Midpage
Midpage is an AI-powered legal research platform trusted by 200+ law firms, from boutiques to BigLaw. Its AI research agent combines comprehensive coverage of U.S. federal and state case law with the ability to formulate searches, analyze results, and deliver synthesized, cited answers directly within the drafting environment — enabling lawyers to move from research to work product without switching tools. Try it out on midpage.ai. 

About Litera   
Litera is a leader of the legal AI revolution, on a mission to Raise The Bar™ for the legal profession by delivering transformational, globally-trusted solutions to law firms and corporate legal teams worldwide. The company’s comprehensive suite of Generative and Agentic AI driven tools powers and unifies workflows across three key pillars: Legal Workflow & Drafting, Firm Intelligence & Knowledge Management, and Business Development with next-generation Proactive Relationship Management (PRM) capabilities. Integrated directly into where lawyers work in Microsoft 365 and across devices, Litera enables legal professionals to effortlessly create exceptional work, win more business, and streamline operations. This is all accomplished with seamless governance and data security through AI, dramatically reducing context-switching. With more than 30 years of legal tech innovation, a majority of the world’s largest law firms as clients, and 2M+ daily users, Litera is the proven, trusted platform that takes modern legal practices to the next level. For more information, visit litera.com or follow us on LinkedIn.

Litera Press Contacts:   
Jared Albert   
PR & Communications Strategist   
jared.albert@litera.com 

Tracy Wemett   
BroadPR, Inc. for Litera   
twemett@broadpr.com   
+1-617-939-3631  

###

March 9, 2026/by jared.albert@litera.com
https://www.theedgeroom.com/wp-content/uploads/2025/01/the-edge-room-logo-final.png 0 0 jared.albert@litera.com https://www.theedgeroom.com/wp-content/uploads/2025/01/the-edge-room-logo-final.png jared.albert@litera.com2026-03-09 08:49:022026-03-09 08:49:02Litera Partners with Midpage to Embed Legal Research in Legal Agent Lito
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Video

KLapper add-in for iManage Work

KLapper Add-In for iManage Work Web

Native AI Intelligence, Right Inside iManage Work Web

What attorneys can do?

  • Ask natural-language questions and get intelligent answers
  • Interact with AI directly inside the document preview window
  • Create and save new documents inside iManage
  • Eliminate manual searching

For more detail, Visit Booth# 343 at ALM Legalweek 2026

Click for video: https://www.youtube.com/watch?v=dnxI-z9kqwc

March 9, 2026/by helen@klstinc.com
https://www.theedgeroom.com/wp-content/uploads/2025/01/the-edge-room-logo-final.png 0 0 helen@klstinc.com https://www.theedgeroom.com/wp-content/uploads/2025/01/the-edge-room-logo-final.png helen@klstinc.com2026-03-09 08:43:252026-03-09 08:43:25KLapper add-in for iManage Work
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Press Release

Just Released: Inovitech Launches IS-A-TASK 12.0 with Direct Microsoft 365 Integration, Advancing Enterprise eDiscovery Oversight

Inovitech LLC, a Washington, D.C.-based legal technology and consulting company, has announced the release of IS-A-TASK 12.0, the latest evolution of its enterprise legal operations management platform.

Since its founding in 2011, Inovitech has focused on minimizing risk, improving quality, and delivering defensibility across complex eDiscovery projects. With its 12.0 release, IS-A-TASK presents a cloud-native, enterprise-grade platform powered by a secure, stateless AWS cloud architecture. Designed with an API-first framework, it delivers elastic scalability, high availability, and seamless integration with critical enterprise systems, including Microsoft 365, allowing legal teams to operate with greater speed, control, and defensibility.

The result is a unified command center that helps legal teams manage eDiscovery projects that connects custodial sources, collection sizes, downstream processing statistics, budgets, billing and reporting into one centralized, defensible system across all vendor and processing application activity.

Request a demo: https://inovitech.com/request-a-demo

Click for the full announcement.

March 9, 2026/by drozier@inovitech.com
https://www.theedgeroom.com/wp-content/uploads/2025/01/the-edge-room-logo-final.png 0 0 drozier@inovitech.com https://www.theedgeroom.com/wp-content/uploads/2025/01/the-edge-room-logo-final.png drozier@inovitech.com2026-03-09 08:36:192026-03-09 08:36:19Just Released: Inovitech Launches IS-A-TASK 12.0 with Direct Microsoft 365 Integration, Advancing Enterprise eDiscovery Oversight
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Article

You’re Not Late to AI. You’re Early to the Platform Era.

If your firm feels behind on AI, consider a different interpretation: you may be early to what actually matters in the long run.

The legal technology market right now is full of drafting tools, research copilots, contract analyzers, and email assistants. Each promises efficiency. Most deliver something narrower:  a faster way to work inside the same fragmented systems that existed before.

AI layered onto fragmented operations doesn’t transform them. It accelerates the chaos already present. Without structured context, AI is sophisticated autocomplete. Useful, occasionally impressive, but not strategic.

The firms gaining a sustainable competitive advantage aren’t the ones who adopted the most AI tools first. They’re the ones building the foundation those tools require to actually work.

The shift is from tools to infrastructure.

A real platform – one where the matter lives, where data is structured as work happens, where the team collaborates, and where documents, deadlines, and deal history all sit in one connected ecosystem – changes what AI can do. Inside that environment, AI outputs are grounded in the firm’s own data, precedent, and institutional knowledge. The results stop being generic and start being actionable.

This is the Platform Era. And it is earlier than most people think.

The technology cycle follows a familiar pattern: explosion, proliferation, fatigue, then consolidation. AI tools are proliferating right now, and the consolidation phase is coming. When it arrives, the firms that spent this period building unified infrastructure rather than stacking point solutions will be in a categorically different position than those who didn’t.

Project Fortress was built on exactly this premise. As a matter management platform built on Salesforce by practicing lawyers, Fortress provides the structured foundation that makes AI useful at the practice level: embedded in live matters, connected to firm precedent, and integrated with the document management and collaboration tools attorneys already use.

The first Am Law firm to adopt Project Fortress has seen what that foundation produces: 80%+ faster diligence analysis, significant reductions in manual contract review, and AI that operates as a practical extension of attorney workflows rather than a separate tool requiring a separate login.

The question for legal teams at Legalweek this year isn’t whether to adopt AI. It’s whether the systems underneath it are built to support it.

Project Fortress will be at Booth 410. If you’re thinking about what legal infrastructure should look like in the Platform Era, we’d welcome the conversation.

March 9, 2026/by csteffen@projectfortress.com
https://www.theedgeroom.com/wp-content/uploads/2025/01/the-edge-room-logo-final.png 0 0 csteffen@projectfortress.com https://www.theedgeroom.com/wp-content/uploads/2025/01/the-edge-room-logo-final.png csteffen@projectfortress.com2026-03-09 08:30:472026-03-09 08:30:47You’re Not Late to AI. You’re Early to the Platform Era.
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