Donna365 Intelligence
The legal intelligence layer that knows what needs attention before you do.
Donna365 Anticipatory Intelligence helps lawyers understand matters faster, prepare better work product, and identify the next best action, grounded in the matter file, firm knowledge and approved sources.
Understand the Matter
Matter summary
Get a concise, current overview of the matter, including parties, stage, key issues, risks and upcoming dates.
Next actions
Donna365 identifies recommended next steps based on tasks, deadlines, missing information and matter stage.
Risk alerts
Surface low trust funds, inactive files, overdue tasks, missed communications and disclosure gaps.
Source-grounded answers
Responses are linked to documents, emails, notes or firm-approved materials where available.
Draft and Review
Drafting support
Generate first drafts of letters, emails, file notes, chronologies, summaries and internal memos.
Review support
Compare documents, identify inconsistencies, summarise attachments and extract key information.
Lawyer approval
AI-assisted content remains subject to lawyer review, professional judgment and firm approval workflows.
Audit trail
Track prompts, sources, outputs, edits and approvals for defensible governance.
Workflow Intelligence
Recommended actions
Suggested actions surfaced in the context of the matter.
Action-first interface
Optional chat means lawyers stay in control of workflow decisions.
Lawyer approval workflow
Accept, edit, reject or choose another path. The lawyer controls progression.
Consistent workflows
Ensure cohesive file progression across matters and practice areas.
Practice Area Applications
| Area | Applications |
|---|---|
| Family law | Disclosure review, asset summaries, contribution chronologies, trial preparation, settlement position support |
| Litigation | Pleading summaries, issue lists, evidence maps, discovery organisation, hearing preparation |
| Commercial | Contract review, clause extraction, comparison tables, obligation summaries |
| Leadership | Matter risk, team workload, billing readiness, silent files and client service visibility |
Built on principles, not promises
Donna is persistent and matter-grounded. She works across the matter lifecycle, inside your firm’s permission model, in the matter rather than a disconnected chat window. Every action is intended to be logged, and every output reviewable.
Human authority
External communications stay inside an explicit lawyer review and approval model before they leave Donna’s drafting surface.
Scope discipline
Donna is designed to retrieve only what the requesting lawyer is permissioned to read in the matter. No cross-matter bleed, and no training on customer matter content. The boundary follows your firm’s Microsoft identity and permission model.
Provenance
Prompts, retrieval sources, outputs, reviewers and timestamps are intended to be recorded in a matter-scoped audit trail that can support governance and compliance review.
What Donna does, and refuses to do
Donna does
Draft from matter sources, summarise matter emails and documents, triage incoming enquiries, support research workflows, propose next steps and time entries, surface exceptions, cite sources where source grounding is available, and keep a review trail.
Donna does not
Auto-send external correspondence, read or write outside the lawyer’s permissions, provide legal advice as if she were a lawyer, or train future models on your content.
Ask Donna365 a question, review her reasoning, verify the source, and decide what to do next. Donna365 supports legal judgment. It does not replace it.
Book a discussion and demo.
Bring one real workflow and we will show how Donna365 can support matter work, governed AI, reporting and rollout inside Microsoft 365.
- See the product flow, not a generic slide deck.
- Talk through your firm size, practice area and current bottleneck.
- Discuss design-partner fit, rollout path and next steps.
