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Practical guide

Build a legal knowledge library that AI can use

Collecting judgments and notes in a folder does not automatically create a reliable library.

Published 27 September 20262 minPractical guide

Collecting judgments and notes in a folder does not automatically create a reliable library. Annalise's library connection uses a Drive folder as documentary context. Selection, identification and maintenance of that material also affect the usefulness of the output.

Start with a focused collection

Choose one practice area before importing the firm's entire archive. Include identifiable judgments, reviewed notes and templates with a clear status. Keep the court, date, reference number and original link where available. Remove duplicates and flag outdated analyses. A document title alone rarely provides enough information to assess its relevance.

Separate reference material from client files

A shared library does not need personal details from every matter. Remove unnecessary information and check your rights to reuse the documents. Configure the folder in settings and confirm that the connected account can read it. Storing documents on Drive does not mean that no excerpts are sent to the analysis service during an AI request.

Test retrieval with a known question

Ask a question whose documentary answer you already know. Check whether the selected passages concern the right topic, version and jurisdiction. Ask for gaps to be identified instead of filled by assumptions. Open original references before including a quotation in a legal document: a relevant result is not evidence that the search was exhaustive.

Assign an owner and a review schedule to the collection. A limited, sourced and maintained library is easier to verify than an unmanaged repository.

ANNALISE

Collecting judgments and notes in a folder does not automatically create a reliable library.