Built for legal teams, firms & in-house counsel (3–50+)
Same answer, every time — grounded in your documents

Turn your legal docs into a private AI assistant.

Contracts, clause libraries, policy memos, playbooks, templates, and prior work — organized into one private workspace. Ask questions in plain English and get precise answers with citations back to your source docs.

✓ Runs on your cloud ✓ Private by design ✓ Answers cite source docs ✓ Control access by team / matter
Perfect for teams of 3 – 50 Built for legal ops, in-house counsel, and firms who live in contracts, templates, policies, and prior work. ✓ Bring your own documents ✓ Unlimited internal questions ✓ Works with Google Drive, Gmail, Notion, Slack, Dropbox & Nextcloud
msa-template.docx • clause-library • policy-memos
Answers with citations
Ask in plain English
# Ask: "What’s our fallback indemnity clause for vendor MSAs?" You ▸ Recommended fallback position:
1) Mutual indemnity for third-party claims
2) Carve-out for confidentiality, IP & data security
3) Cap tied to fees paid (12 months) unless higher-risk data involved
4) Cite: Clause Library > Indemnity v3.2 (Section 4.1–4.4)
5) Cite: Vendor MSA Template (Section 9)
What changes

What changes for your legal team

This isn’t “chat for lawyers.” It’s a private source-of-truth for your own contracts, templates, and legal playbooks — so teams stop guessing and stop reinventing language every time.

Speed
Faster answers without the ping-pong
Instead of Slack threads and “where is that clause?” moments, teams ask CloudAISmart and get the answer with the exact source section it came from.
Clause lookup Template guidance Policy references
Consistency
Playbooks become enforceable
Your negotiation positions, fallback language, and approvals stop living in someone’s head. CloudAISmart keeps teams aligned with “the way we do it here.”
Negotiation guardrails Fallback positions Approval rules
Control
Access by matter, team, or client
Create separate knowledge hubs for specific practice areas, clients, matters, or internal groups — so people only see what they’re supposed to see.
Matter workspaces Internal-only hubs Role-based access
How it works

From contracts and playbooks to answers in minutes

Bring what you already have: templates, clause libraries, redlines, policy memos, governance docs, prior work, and internal process guides. CloudAISmart indexes it into a private, searchable AI layer.

1
Connect or upload your legal documents

Drop in MSAs, DPAs, NDAs, playbooks, policies, and prior work product. Organize by team, client, or matter.

Upload and chat over legal documents Example UI view. Replace with your own screenshot anytime.
2
CloudAISmart reads, indexes & organizes

The system builds a citation-first knowledge layer. Answers come back grounded in your docs — not generic, not guessed.

AI indexing legal playbooks and templates RAG tuned for legal references + citations.
3
Ask questions. Get citations. Move faster.

“What’s our fallback limitation of liability?” “Which template do we use for vendors?” “What’s the approval chain for exceptions?” Every answer cites the source.

Ask questions and get cited answers Grounded answers that point back to the doc.
Examples legal teams actually use daily
  • Clause fallback: “What’s our standard fallback for indemnity / warranty / liability cap?”
  • DPA guidance: “When do we require a DPA and which version is current?”
  • Approvals: “Who must approve non-standard terms and what’s the threshold?”
  • Templates: “Which NDA template do we use for partners vs. vendors?”
  • Policy references: “Summarize our data retention policy and cite the exact section.”
Security (straight answer)
  • Your docs stay in your cloud environment.
  • Access can be segmented by team / matter / client.
  • Responses include citations back to source docs.
What to bring to the demo
  • Top 3 templates (NDA, MSA, DPA or equivalents)
  • Clause library / fallback positions (if you have it)
  • Approval policy / legal ops handbook
  • A few “real questions” your team asks weekly
Book a demo →
Works with your tools

Connect the platforms your documents already live in

CloudAISmart can ingest and sync from common legal team sources — shared drives, inbox exports, knowledge bases, and matter folders — so you don’t have to migrate everything just to get value.

Common legal-team sources
  • Cloud storage: Google Drive, Dropbox, OneDrive, Nextcloud — matter folders, client folders, templates.
  • Email: Gmail exports / shared inbox threads (for searchable precedent and context).
  • Knowledge: Notion / Confluence exports — playbooks, policies, escalation guides.
  • Chat: Slack / Teams exports — “tribal knowledge” and historical decisions.
  • Docs: PDFs, Word, redlines, clause libraries, briefs, SOPs, internal handbooks.

On the demo, we’ll map your actual document flow (where things live today) and show the cleanest path to a private, citation-first legal assistant.

CloudAISmart integrations: Google Drive, Gmail, Notion, Slack, Dropbox, Nextcloud
Next step
See it with your documents

On a short call, we’ll upload a few sample files and show live Q&A with citations. You’ll see how quickly this turns templates, playbooks, and policies into a working legal assistant — without leaving your own cloud.