What has changed
Research used to begin with keyword searches and headnotes. Increasingly it begins with a question in plain language, and the tool returns a summary and suggested sources. That makes the first hour faster, particularly in unfamiliar areas. It also changes where mistakes occur: instead of missing a case, you may be handed a confident paragraph that sounds right and is not.
Two kinds of tool
| Type | How it answers | Check |
|---|---|---|
| General assistant | From training data, without verified sources | Treat as brainstorming; find authorities elsewhere |
| Research platform with retrieval | From a database of cases and statutes, with links | Open each link; read the passage; check currency |
Even grounded tools can summarise wrongly, so link-following remains essential.
A verification routine
- Ask the tool for the issue, rule and sources.
- Open every source and confirm it exists.
- Find the cited proposition in the text yourself.
- Check subsequent treatment with your citator.
- Note the date and jurisdiction; AI may blend them.
- Write the memo from your reading, not from the summary.
Courts and professional bodies have commented on AI-generated errors in filings. Check your own jurisdiction's rules and guidance.
A worked example: a rule you do not know well
Suppose a client asks about an area outside your usual practice. A sensible AI-assisted routine runs like this. First, ask the tool for an overview and a list of the issues to check; treat this as a map, not an answer. Second, use a research platform or primary source to find the governing statute or rule and read it yourself. Third, ask the tool to summarise the leading authorities, then open each one. Fourth, drop anything you cannot find. Fifth, write down what you verified and what you could not.
The saving is real: the overview shortens orientation. The risk is also real: if you skip the second and third steps you are relying on text produced to sound plausible. The sequence puts the tool where it helps and the reading where it cannot be replaced.
Questions to ask any research tool
- Does each statement link to a source I can open?
- Which jurisdictions and date ranges does it cover?
- How does it handle recent changes or overruled cases?
- Where does my query go, and is it kept or used for training?
- Can I export the sources with the answer for the file?
Answers from the vendor's own documentation matter more than marketing pages. Re-check them occasionally, because terms and coverage change.
Keeping research organised
A Research database linked to each matter lets you record the question, the sources read, the conclusion and who verified it. LawyerOS Pro with AI ($39, one-time) includes Research and Evidence databases of this kind; it is a Notion template and does not search case law. Relevant reading: /post/ai-legal-brief-generator and /post/legal-ai-prompts-for-lawyers.
Frequently asked questions
- Can AI replace legal research databases?
- General assistants cannot. Research platforms use databases but still need human verification.
- Why does AI cite cases that don't exist?
- Models predict plausible text and can produce references that look real. Verify each one.
- Is AI research allowed?
- Generally yes if you meet your professional duties; check your regulator and any court rules.
- How should I record AI-assisted research?
- Keep a note of the question, tool, sources opened and who verified, in the matter file.
- What should go on the research file?
- The question, the tool used, the sources opened, what you could not verify and who checked it, with the date.
About the author
Raghav Handa trained as a lawyer, then spent years building legal technology, from enterprise legal products to custom systems for law firms.
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