Private AI in Practice
Legal Knowledge Intelligence
Ask your firm what it already knows.
The situation
Your Firm Already Has the Knowledge.
The answer may already exist inside your firm. Finding it is the problem.
CavalryAI Helps Your Attorneys Put It to Work.
Every matter creates knowledge. Every attorney contributes experience. But years of valuable precedent, research, work product, contracts, briefs, and institutional expertise can remain fragmented across matters, systems, and people.
Every attorney has experienced this: A corporate partner is reviewing a change-of-control provision for an important client. She remembers the firm negotiated something similar several years ago, but doesn’t remember the client, matter, or attorney.
Today, that might mean searching the DMS, emailing colleagues, asking an associate to research prior matters, and manually reviewing documents.
The question
“Have we handled technology acquisitions involving change-of-control provisions similar to this one? What positions did we take, and which prior documents should I review?”
— Corporate partner
See it in practice
Ask the Firm
Instead of searching systems and emailing colleagues, the partner asks CavalryAI—and gets an answer drawn only from knowledge she is authorized to see.
Have we handled technology acquisitions involving change-of-control provisions similar to this one? What positions did we take, and which prior documents should I review?
3
relevant authorized matters identified
14
authorized documents reviewed
Summary of prior firm approaches
In similar transactions, the firm typically negotiated affirmative consent requirements for assignments and included carve-outs for mergers, reorganizations and certain refinancing events. Notice periods ranged from 10 to 30 days depending on the client and industry.
Key considerations
- Definition of change of control
- Consent and notice requirements
- Assignment restrictions
- Termination rights
- Exceptions and carve-outs
- Industry-specific considerations
Top sources for attorney review
Project Evergreen Acquisition
Acquisition Agreement · Section 11.3
TechCo Merger Matter
Partner Memorandum · 05/14/2023
Change-of-Control Playbook
Practice Guide · Corporate · 2024
View all 14 documents →
Identity verified
Matter permissions enforced
Authorized firm knowledge only
Sources provided for attorney verification
Illustrative example. Matters, documents and findings are fictional.
The payoff
From “Where is the document?” to “What does our firm know?”
Law firms don’t have a knowledge shortage. They have a knowledge-access problem.
Every matter creates knowledge. Private AI can help make every matter after it smarter. That’s where CavalryAI comes in: it helps transform accumulated work product into institutional intelligence attorneys can securely discover and apply.
CavalryAI creates a secure AI knowledge environment that helps authorized professionals discover, understand, and reuse what the firm already knows—while respecting the permissions and security boundaries that protect client information.
This Is Private AI in Practice
Five manifestations. One platform. Everything working together so your professionals can work smarter—securely.
Legal Knowledge
Know what your organization knows.
Surface institutional knowledge, precedent and experience so answers start with what you already know.
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Documents
Work securely with sensitive information.
Analyze complex documents inside a controlled environment so your data stays private and your insights stay reliable.
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Access
Preserve permissions and data boundaries.
Deliver the right information to the right people—no more, no less—across matters, roles, and administrative functions.
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Models
Choose the appropriate AI for each workload.
Route each request to the right model—private, external, or both—based on data, context and policy.
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Security
Protect both sides of the AI interaction.
Protect your data from AI exposure—and protect AI from potentially adversarial or malicious content.
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One platform. One security model. Your data under your control.
Built for how law firms work
Enterprise-grade security by design
Policy-driven and governed
Auditable, accountable, and transparent