The foundation

Every fact. Every document. Every matter. Always current.

Client Intelligence Profiles are the engine behind everything Deliberately.ai does. Every document uploaded, every intake response captured, every communication synced, and every attorney note added is continuously structured and connected into a living knowledge graph for each matter.

Unlike a case management system that stores files, a Client Intelligence Profile understands them. It knows what’s in the file, what’s missing from it, how facts connect across documents, and how the matter has evolved over time. Every other feature in the platform — Del, drafting, form filling, discovery, reports — runs on this foundation. The more information enters the profile, the more accurate and useful everything becomes.

Continuously updated

as new information arrives

Every fact traced

to its source document

Missing information

detected automatically

Works across

every document type and format

The foundation

for all AI output on the platform

Your AI legal assistant

Del already knows your cases. Ask anything.

Del is an AI legal assistant with complete knowledge of every active matter in your firm. Unlike a general-purpose AI tool you have to brief from scratch, Del has read every document, every communication, and every intake response in the file — and answers in plain English, with source citations.

Ask Del for a case summary before a hearing. Ask for the documents you can’t find. Ask what’s missing from the financial disclosures. Ask for a draft letter, a deposition brief, a timeline, or a status update for a client. Del answers from the actual facts of the matter — not from assumptions, not from training data, not from a prompt you had to write. Email Del from the courthouse. Ask from your phone at 11pm. Del is available whenever your team needs it, with the full file every time.

Full case context

on every answer

Every response cited

to source documents

Accessible via chat and email

from any device

Answers in plain English

— no prompt engineering required

Available 24/7

across your entire firm

01

Splits it.

Finds where one document ends and the next begins. 600 pages becomes 84 documents, without your team doing anything.

04

Names it.

Automatically apply your naming convention to every file across the whole matter, so search works the first time.

02

Reads it.

OCR on every page. Crooked scans, hand written note, third-generation faxes, phone photos taken at an angle.

05

Files it.

File every document in the iight matter, right folder, and keep all of your other systems in sync automatically.

03

Understands it.

Not ‘PDF, 4 pages.’ A 2023 W-2. A mortgage statement. Page 3 of a custody order that arrived out of order.

Intake, reimagined

Know everything before the first meeting.

Deliberately.ai transforms client intake from a form-filling exercise into an intelligent data collection process. Del conducts intake with your clients — asking questions, collecting documents, following up on incomplete answers, and building a structured matter profile before the attorney opens the file.

Custom intake questionnaires are configured by practice area and matter type. Del guides clients through the process conversationally, asks follow-up questions when answers are incomplete, and flags anything that’s still missing. By the time the attorney sits down with the client, the matter profile is already built — assets identified, relationships mapped, documents collected, gaps flagged. The intake report gives attorneys a structured summary of everything collected, with every answer linked back to the source.

Configurable questionnaires

by practice area and matter type

Del conducts intake

conversationally with clients

Missing information flagged

before the first consultation

Repeating groups

for complex family and party structures

Intake report delivered

to the attorney automatically

Forms, completed

Upload any form. Del fills it from the file.

Upload any court form, government form, or agency document — Del reads every field, matches it to the information in the matter knowledge base, and produces a completed document ready for attorney review. No manual data entry. No copying between systems.

Form filling works across every practice area and every jurisdiction. Income and expense declarations, petitions for dissolution, N-400 applications, workers’ comp claim forms, EEOC charges, probate inventories — if it’s a form with fields, Del can fill it. After generation, attorneys review the completed form in the app and can correct any field through a simple chat interface. Del also extracts your firm’s existing Word documents as templates, so drafted documents always reflect your firm’s format and style.

Works with any court

government, or agency form

Every field matched

to the matter knowledge base

Review and correct fields

via chat after generation

No manual data entry

or copying between systems

Covers all 10 practice areas

across all jurisdictions

Drafting, accelerated

First drafts in your firm’s voice, from the actual facts of the matter.

Upload your firm’s Word templates and Deliberately.ai learns your format, your style, and your firm’s standard language. When a draft is needed, Del generates it from the matter knowledge base — using the real facts of the case, in the format your firm uses, ready for attorney review and refinement.

Every draft is grounded in the matter file — not in generic AI output. Demand letters reference the actual treatment history. Marital settlement agreements reflect the actual agreed terms. Sentencing memoranda draw on the actual mitigation profile. After generation, documents can be revised in place — edit DOCX files directly in the editor, or refine any other format through a chat interface with Del. Firm-wide controls let you set standard signature blocks, salutation styles, memo formats, and saved prompts by matter type — so every document your firm produces is consistent, regardless of which attorney drafted it.

Drafts generated

from the actual facts of each matter

Works with your firm’s

existing Word templates

Revise in place

— editor for DOCX, chat for all other formats

Firm-wide formatting controls

and saved prompt library

Covers litigation, transactional

client communication, and administrative documents

Discovery, organized

Parse the requests. Find the gaps. Build the response.

Deliberately.ai’s discovery management tool reads opposing counsel’s discovery requests, analyzes them against the matter file, identifies what’s present and what’s missing, and generates a complete response package — so discovery responses are built from the full record, not assembled by hand.

Upload the request documents. Del parses every interrogatory, document request, and request for admission, then cross-references each one against the Client Intelligence Profile to identify responsive documents, flag gaps, and draft initial responses. For RFEs, Del pulls every relevant document from the file, organizes them by the specific requests, and prepares the response package for attorney completion. Discovery deficiency letters, subpoena tracking logs, and meet-and-confer correspondence are all generated from the same matter foundation. Nothing falls through because someone forgot to check the file.

Reads and parses

any discovery request document

Cross-references requests

against the complete matter file

Identifies gaps

before responses are due

Generates interrogatory responses

document logs, and RFE packages

Tracks subpoenas, productions

and outstanding requests across every matter

Intelligence, on demand

Any report. Any matter. Cited to the source.

Generate comprehensive, structured reports on any matter — clinical chronologies, damages analyses, liability memos, case summaries, due diligence findings — from everything in the Client Intelligence Profile. Every finding is cited to the source document it came from.

Case reports are generated on demand, in plain English, from the actual facts of each matter. Ask for a clinical chronology for the expert. Ask for a damages summary before mediation. Ask for a case timeline for the hearing brief. Ask for a due diligence findings summary before the closing. Del produces structured, readable reports with citations — so attorneys can use them directly, or use them as a starting point for the final work product. Reports update automatically as new information enters the matter profile, so the picture is always current.

Generated from the actual facts

of each matter — not boilerplate

Every finding cited

to its source document

Updates as new information enters

the matter profile

Covers chronologies, analyses, damages

transaction reports, and client-facing summaries

Available on demand

across every active matter simultaneously

Every file, connected

Your documents, wherever they live, always in the matter.

Connect Google Drive, Dropbox, Box, OneDrive, SharePoint, Gmail, and Outlook — and every file associated with a matter flows automatically into the Client Intelligence Profile. No manual uploading. No switching between systems. No version control problems.

Remote file sync means the matter knowledge base is always current, even when files arrive through external systems. Documents are automatically ingested, classified by type, and processed as they arrive — medical records, financial statements, email exports, court filings, contracts, photographs. The desktop sync client mirrors every matter to a local folder on Mac or Windows, so files are accessible even without a browser. Third-party access controls let you grant time-limited access to specific matters for co-counsel, clients, or experts — with access that expires automatically.

Google Drive

Dropbox

Box

OneDrive

SharePoint

Gmail

Outlook

Desktop sync client

for Mac and Windows

Third-party access

with automatic expiry

Every synced file

automatically processed and added to the matter profile