VisiRule for Automated Legal Knowledge Services 

Legal Expert System Automation

Designed by lawyers for lawyers, VisiRule is a graphical tool which enables lawyers to capture and deploy their valuable knowledge as self-service legal expert systems and as intelligent legal chatbots or lawbots.

 

VisiRule is an easy-to-use authoring tool for building highly visual decision tree flowchart models. Automating legal services is delicate and must be trustable. VisiRule is logic-based and provides audit trails and explanations.

VisiRule enables law firms to deliver personalized advice, content and guidance via intelligent legal expert systems. Lawyers can keep current their legal expertise in an online rules based legal advice system without the need for programmers.

 

VisiRule enables a new wave of innovative legal products and services for  law firms, their staff and their clients. Aspects of their legal services, which hitherto required human contact, can now be delivered online via phones and computers.

There are various online legal expert systems demos you can explore.

Opportunities to use VisiRule include:

  • Create new self-serve applications for clients to use without involving lawyers

  • Perform intelligent document review & assessment in conjunction with contract analysis tools

  • Provide interactive triage systems using intelligent Legal ChatBots or LawBots to engage clients, give bespoke information and guidance, and help increase demand for more complex legal advice

  • Generate personalized legal documents and agreements with links to explanatory texts

  • Develop and deliver situation specific advice systems to help ensure regulatory compliance by staff in areas such as gifts and hospitality, AML, FCPA

Legal Expert Systems

Expert System applications replicate the thought processes of subject matter experts. Once deployed, these systems permit the rapid execution of complex logic and the generation of high-quality advice, reports, checklists and legal documents tailored to the specific situation. They can work stand-alone or with other applications. All the answers and derived inferences can be exported and shared with other legal applications.

Why Legal Expert Systems?

Legal Expert Systems offer a way to automate some of those common and well understood legal questions. By providing your clients' staff and customers with direct access to your expertise on a self-service basis, you greatly enhance the service your provide them. You can also free your own people from having to deal with those tedious routine cases. The law is well suited to automation. It requires a high degree of consistency and transparency and is well suited to a logic-based treatment.

Use Cases for Legal Expert Systems

Legal Expert System solutions can be used in the following areas:

  • Internal: make specialist knowledge and best practices available to colleagues and junior associates on a firm-wide basis

  • Client facing: provide existing corporate clients with greater access to specialist advice and documents at their convenience 24x7

  • Intermediaries: provide expert guidance and specialist advice which can be customized, packaged and branded by third party parties as in B2B2C

  • External B2B: attract new clients via a marketing showcase which offers free access to some smart legal capability without 'eating your own babies'

  • External B2C: provide low-cost but high-quality legal advice to consumers on matters which affect many citizens such as consumer rights, benefit entitlements

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Document Generation

VisiRule can automate legal document output in various formats. 

VisiRule can produce bespoke high-quality legal documents using the answers gathered and calculations computed in the session.

VisiRule can use the user's answers to select the appropriate text fragment from  database of approved clauses to insert in the document instance being generated.

 

VisiRule can combine complex logic with conditional text selection and insertion.​

Automated legal document generation, or document assembly, is an important aspect of many legal services. VisiRule combines the user's answers with associated text fragments, to populate a document template. This generates a complete formatted document such as a legal letter, contract, agreement or advice report. 

VisiRule can also export its session data to other third party Document Assembly tools so that they can be used to generate a document.

Combining Case Law Search and Retrieval

VisiRule can be combined with other processes such as Case Law retrieval. This uses:

  • Legal Expert System
    The VisiRule chart contains named questions, answers and statements with associated positive and negative keywords. As a session unfolds, the triggered keywords are accumulated and passed using a hidden field

  • Case Law Search Engine
    VisiRule provides a basic search engine which can analyse Case Law documents, extract headings and generate a database of indices. Then, given a set of keywords, it will compute a percentage match for each relevant document.

 

  • REST-based co-ordination
    The pair are co-ordinated using JavaScript, Json and REST so that as the next question is asked, the keyword list for the search is updated accordingly. The output from the search engine is written back into the next question page.

AUTHOR

VisiRule Author is a dedicated diagramming tool to draw and test charts

PUBLISH

VisiRule Publisher compiles the chart to create a questionnaire with code

EXECUTE

VisiRule Server executes each question page + the associated rules to compute the following page

GENERATE

VisiRule generates a conclusion + reports, documents & outputs using the answers given

Automating Legislation

Legislation is complex and not easy to understand. But some parts of it are well understood and that understanding can be broken down into a sequence of smalls steps like you find in a flow chart. By encoding that expert interpretation of best practice, you can provide clients with systems which will guide them safely to do the right thing at the right time and in an informed and consistent way; just as if the compliance expert was there in person. One example is companies wanting to ensure that staff adhere to company policy with regards to accepting gifts and FCPA.

As legislation is updated, and your interpretation of how to enact it changes, you can easily update the VisiRule chart to reflect those changes, and so provide detailed, up-to-date, situation-specific legal advice and guidance. 

Self-Service Legal Advice

This powerful combination of legal expertise and intelligent technology means that both corporate legal departments and law firms can leverage their own legal knowledge to provide their customers, clients, staff and prospects with convenient and efficient, self-service 'intelligent' legal systems. You can use VisiRule to provide "self-service" or "self-help" legal apps to deliver automated legal advice to staff, clients, agents, representatives and consumers alike.

 

Disruptive Legal Technology

Legal expert systems are a disruptive technology for the traditional delivery of legal services. The dis-intermediation of legal services means the role of the professional legal practitioner will change. The challenge is for law firms and corporate legal departments to rethink, reinvent and reposition themselves in light of technical advances in LegalTech and LawTech and enable legal knowledge to be commoditized and automated. VisiRule not only allows you to automate your existing products and services, but also to create new ones which, up till now, were not practical.

Creating a legal expert system involves legal analysis and human expertise. The author needs to understand how the laws, regulations, and cases apply to a specific legal question and how they relate to each other. VisiRule provides a very soft and flexible tool for capturing this knowledge and a platform to deliver it. VisiRule not only supports the design, documentation and execution of the dense chain of reasoning that is a common feature of legal reasoning, but VisiRule lets you build solutions that are scalable from internal users to outside business partners and citizens.

RoboLawyers

RoboLawyers or Robot Lawyers are automated software systems which fulfil some of the role of a real lawyer in certain very narrow and constrained situations. Recent examples include the LawBot which helps drivers appeal parking tickets. Other examples are within the legal industry to review specific kinds of legal documents. RoboLawyers can reduce the cost and increase the availability of high quality legal advice using mobile technology.

Legal ChatBots and LawBots

VisiRule’s unique approach of "programming via flow-charting” permits rapid prototyping and review, and this greatly enhances the accurate capture and shared understanding of decision models. The ability to represent complex decision making graphically improves quality, transparency and ease of maintenance. This logic can then be delivered via Legal Tech ChatBots for law firms.

Legal Chatbot

Legal Knowledge Sharing and Automation

Legal Knowledge is a valuable commodity. It can be captured visually in VisiRule charts using a simple and intuitive flowchart decision tree with logical expressions to control the execution flow. VisiRule charts can capture best practice from compliance officers and legal experts and make it available to a much wider audience in a simple and self-explanatory manner. Law firms and corporate legal departments can reduce the traditional costs associated with giving both general and personalized guidance without increasing the associated risk or workload. 

 

Regulatory Compliance

Situation-specific guidance can be made available to customers, employees and consumers via a collection of interactive, dynamic questions to help ensure a high degree of regulatory compliance and spread best practice.

 

Once set-up, such systems are scalable without requiring any additional staff, deliver consistent and trusted advice and create a digital record of each session. Session data can be used downstream by other processes as well as provide insightful analytics

 

Unlocking and Delivering Legal Knowledge

VisiRule Author helps experts unravel and organize the decision logic which can precede form filling and document generation. For example, to establish whether or not a person is or is not eligible for a benefit or entitlement, what steps they need to take and identify which form(s) they need to complete.

 

VisiRule assists in the creation of a chart, allows it to be immediately tested, and when completed, uploaded and shared as a web asset. The presentation of questions can be customized using standard web technology to reflect corporate branding.

 

The user then answers the targeted questions, the logic executed and a conclusion reached. By accessing the question and answer trail, VisiRule can explain and justify its findings. 

Deliver as JavaScript

You can compile your legal models into HTML/JavaScript and execute them client side using the VisiRule JavaScript Legal Delivery Engine.

 

VisiRule enables legal experts to rapidly build and deliver highly interactive systems and so provide bespoke legal guidance in a consistent and transparent way.

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"An algorithm is a stepwise set of operations that perform logical and arithmetical operations in a pre-defined order. Algorithmic law requires that valid interpretation of the law is established as part of the system design."

Why You Can Trust VisiRule Legal Expert Systems

VisiRule enables legal professionals to make specialist legal expertise available to a much wider audience in a safe and trusted way. All the questions visited by a user and the answers given are available for inspection and analysis. Textual and visual explanatory guidance can be attached to help users better understand what they are being asked and why. A map of the chart can be made available to provide a better understanding of the context and help people reach a suitable outcome or conclusion.

 

VisiRule provides an excellent way of communicating, disseminating and delivering legal information and expertise to both a non-legal and legal audience, whilst at the same time asking the right questions and capturing the right information.

I maintain that this binary distinction between bespoke and commoditized legal work is a false dichotomy and that legal services are in fact evolving through five different stages which I call bespoke, standardized, systematized, packaged, and commoditized"

AI in Law Firms

Legal innovation aligned to improvements in baseline technology, both hardware and software, is transforming the way the legal industry operates and connects to its customers. Artificial Intelligence (AI) is increasingly being used to help automate and streamline various aspects of the legal industry. The automation of traditionally skilled human tasks can open up many legal processes. AI in Law Firms increases both customer satisfaction via increased accessibility, improved consistency and accountability, whilst reducing costs. It is needed to meet customers' expectations.

As Richard Susskind, OBE, has long argued, IT is bringing about fundamental changes in the ways lawyers and legal professionals do their work which will signal a fundamental shift in legal service from a form of advisory service to an Internet-enabled and often packaged service. Just read "The End of Lawyers? Rethinking the Nature of Legal Services", published by OUP back in 2008.

Emerging areas such as Legal Informatics are being established both in academic institutes and industry. AI in Law Firms is becoming increasing recognized as a way to automate repetitive tasks within the legal sector and help deal with the sheer volume of data that surrounds us. You can read here how "Law Firms are climbing aboard the AI Wagon".

VisiRule enables legal teams to improve their internal processes and productivity, and offer innovative legal services to clients and prospects. In this way, law firms and corporate legal teams can reduce both their costs and risks, whilst improving the quality of service they provide internally and externally. 

 

Automating legal processes with VisiRule can help free some of your best legal brains from the routine drudgery associated with those common yet important tasks, and let them focus on the more complex challenges which are not so easy to automate.