Product
Firm Size
Location
Key Takeaways
Document work that used to take hours, automated.
Lito gave the firm’s attorneys the ability to automate redline comparisons and document summaries directly within NetDocuments, keeping their workflow intact. Attorneys now spend significantly less time on work that once had to be done by hand. A custom skill built by the firm’s Chief Technology Officer applies the firm’s own top 10 criteria consistently across matter types.
Security controls that checked every box. Zero hallucinations since launch.
The firm’s Chief Technology Officer configured Lito to isolate tenant data and disable web search, giving the technology team full visibility into how client data is stored and processed before anything went live. The firm has recorded zero hallucinations since launch. Security requirements were met from day one.
AI adoption that didn’t feel like a leap.
Lito came bundled in the firm’s existing subscription, giving attorneys a conversational entry point into AI without additional cost or complexity. An in-person CLE session gave hesitant attorneys a low-pressure introduction, while power users emerged across the corporate and transactional practices.
Challenge
When a corporate attorney lost her legal assistant, every redline landed on her desk
At a mid-sized law firm of roughly 60 attorneys in Charlotte, North Carolina, a corporate attorney lost her legal assistant. Every redline comparison and document summary that had once been shared now fell entirely to her. Manual document review was already consuming more attorney time than the firm could afford, and the loss only compounded it.
The firm’s technology team, led by its Chief Technology Officer, had spent the previous two years evaluating AI solutions. Most were too expensive for a 60-attorney firm, or demanded more infrastructure and training than the team could support. Security was just as important: the Chief Technology Officer needed to know exactly what would happen to client data before putting any new tool in front of the firm’s attorneys.
“A lot of it was still very manual, time-consuming.” — Chief Technology Officer, Mid-Sized Law Firm
Solution
Why an AI tool already inside the firm’s technology environment was the fastest way in
After two years of evaluation, the firm selected Lito from Litera, the only Legal AI built to unify the practice and business of law. One of the main reasons was that Lito was already included in the firm’s existing subscription. Litera’s 4x award-winning Legal AI agent offered an immediate entry point into AI with no additional security risks, because it already sat within the firm’s technology infrastructure.
“It was very feasible… a good way for us to get in the door immediately.” — Chief Technology Officer, Mid-Sized Law Firm
Automating redlines and summaries inside NetDocuments
Lito automates redline comparisons and generates document summaries directly within NetDocuments, so attorneys never have to switch between platforms. Draft Pro gives associates and legal assistants a faster way to clean up documents before they reach senior attorneys.
A custom skill built around the firm’s own top 10 criteria
The Chief Technology Officer also built a custom skill in Lito to check documents against the firm’s own top 10 criteria. The skill gave the team a review process it could apply consistently across different matter types.
A deliberate, data-informed rollout
The Chief Technology Officer rolled Lito out deliberately, starting by tracking usage data behind the scenes to see which attorneys were engaging with the tool and where additional support was needed. To accelerate adoption, the firm hosted an in-person CLE session with the Lito team, giving attorneys a chance to see real-world use cases in a familiar format.
Younger associates and transactional attorneys took to the platform readily. Some experienced attorneys preferred their established methods, and the Chief Technology Officer respected that.
“Some people just don’t want it. I’ve practiced law for 50 years. I don’t need this thing.” — Chief Technology Officer, Mid-Sized Law Firm
Rather than forcing the issue, the firm focused on finding its power users first, which gave it a foundation for broader adoption over time.
Results
Less time on redlines, zero hallucinations, and security configured for a sensitive client environment
The firm is early in its AI journey, and its Chief Technology Officer is the first to say so. What the firm has seen so far has validated the decision to start.
Time back from document review
Attorneys are spending significantly less time on redline comparisons and document summaries, the work that had been done manually before Lito.
“The comparing of documents for redlining and summarizations is huge. The amount of time that saves on redlining is significant.” — Chief Technology Officer, Mid-Sized Law Firm
Zero hallucinations and reasoning attorneys can use
The firm has recorded zero hallucinations since launch, and the Chief Technology Officer’s custom skill gives the team a consistent way to check documents against the firm’s own criteria. One attorney tested Lito by analyzing organizational bylaws. The platform identified missing clauses and provided granular reasoning to support risk mitigation.
Security configured for a sensitive client environment
Configuring Lito to isolate the firm’s tenant data and disable web search gave the Chief Technology Officer the control needed to deploy AI with confidence. The setup also gave the technology team full visibility into how client data was stored and processed before anything went live.
“For me, the transparency of being able to understand what you do with the data, how long it is stored, and giving me the option to turn off the web search checks all the boxes.” — Chief Technology Officer, Mid-Sized Law Firm
Adoption that started with the right people
Junior associates and transactional attorneys were among the first to adopt Lito, and the CLE session gave hesitant attorneys a low-pressure way to see the tool in action. Power users have since emerged across the firm’s corporate and transactional practices.
“It’s not intimidating. It’s not a scary new world. From the end user perspective, it is appealing and looks clean.” — Chief Technology Officer, Mid-Sized Law Firm
Looking Ahead
An early start, and a clear path forward
The firm is still early in its AI journey. The groundwork its Chief Technology Officer has laid, including usage tracking, early power users, a custom skill built on the firm’s own criteria, and a security configuration the technology team trusts, gives the firm a clear path forward.
Ready to see Lito in action? Learn more about how Lito can automate document review at your firm. Schedule a demo today.
Frequently Asked Questions
Before choosing Lito, the biggest barriers were cost, infrastructure, and security. Over two years of evaluation, the firm’s technology team found most AI solutions too expensive for a 60-attorney firm or too demanding in infrastructure and training. After rollout, the main barrier was attorney preference: some experienced attorneys favored their established methods, and the Chief Technology Officer respected that while building adoption among power users first.
The Chief Technology Officer took a phased approach, tracking usage data behind the scenes to identify who was engaging and where support was needed. An in-person CLE session with the Lito team gave hesitant attorneys a low-pressure way to see real-world use cases. Younger associates and transactional attorneys adopted the tool first, bringing the rest of the firm along at their own pace.
Lito automates redline comparisons and generates document summaries directly within NetDocuments, keeping attorneys in the tools they already use. Draft Pro helps associates and legal assistants clean up documents before senior review. The firm has recorded zero hallucinations since launch, and in one bylaws review Lito flagged missing clauses with granular reasoning to support risk mitigation.
The Chief Technology Officer configured Lito to isolate the firm’s tenant data and disabled web search, keeping sensitive client information within a controlled environment. The setup gave the technology team full visibility into how data was stored and processed, and how long it was stored. These controls met the firm’s security requirements from day one.
Lito works directly inside NetDocuments, so attorneys can run redline comparisons and generate summaries without switching platforms. Because Lito already sat within the firm’s technology infrastructure, it introduced no additional security risks. The Chief Technology Officer said that from the end user perspective it is appealing and looks clean.
For this 60-attorney firm, yes. Lito was included in the firm’s existing subscription, which meant an immediate entry point into AI without additional cost or complexity. It also gave the technology team the security controls it needed and let attorneys start with practical tasks like redlines and summaries. Firms that have found other AI tools too costly or demanding to support may find the same path useful.
