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SOCRATES PLATFORM

One foundation for your firm’s data, AI, and applications

Socrates brings legal models, agents, and infrastructure together so your firm can deliver client work with less manual effort, control operating costs, and build software around its expertise.

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  • OS

    A shared workspace for teams and agents.

  • CORE

    Common infrastructure for every application.

  • FORTRESS

    Shared security and observability for every layer.

  • GRID

    Inference capacity that could improve economics.

  • ATLAS

    Forward-deployed engineers install and customize.

Socrates OS

Build the tools your firm needs to serve clients better

The harness behind Socrates OS gives agents the context, tools, and coordination to build applications and carry out work. Socrates OS gives your people an intuitive workspace for creating and using tools around the work they know best.

  • Build through conversation

    Describe the work and the result you need, then create and refine tools with agents around how your practice operates.

  • Put your firm’s knowledge to work

    Build tools on approved records and practice knowledge, making firm information more useful in everyday client work.

  • Carry work across applications

    Direct agents to work across the firm’s tools and applications, with the context and access that each task requires.

  • Keep people in control of the work

    Set each task’s scope and review points. Your people guide the work, check the result, and decide what changes next.

Own what makes your firm different

Through Software as an Asset, turn the software built around your practice into assets your firm can own, improve, and extend.

  • Firm-owned software — Agree ownership and development rights for software and IP built specifically for your practice.
  • Your priorities — Direct how that software develops as your clients and practice change.
  • Firm-specific intelligence — Explore models shaped by your firm’s work, with ownership and licensing defined separately.

Socrates CORE

The AI-native foundation for your firm’s software

CORE brings records, models, agents, and infrastructure together, helping your teams spend less time moving information between systems. New applications reuse that foundation, reducing the work and cost of adding the next capability.

  • Leading AI models through one gateway

    Use the models your work requires from a single access point, and change providers as your requirements evolve.

  • AI agents that free people for client work

    Give agents approved records and tools to carry out routine tasks, so your people spend less time on manual work.

  • Infrastructure your next application can use

    Hosting, databases, storage, identity, and monitoring are built in, so new applications need no separate systems to maintain.

Pay for the right model, not the biggest one

Manage AI costs alongside the quality of the work. Use more capable models where needed and lower-cost models where they meet your standards.

  • Model routing — Match the model to the task’s quality, speed, and cost requirements.
  • Task evaluation — Check model and prompt changes against your firm’s work before introducing them.
  • Spend visibility — See which teams and models drive consumption, then set limits to manage it.

Socrates FORTRESS

Security and trust, built into the platform

Protect client information across records, applications, models, and agents, with access controls and activity records your team can review and explain.

  • SOC 2 Type II in observation

    Controls are live and being tested by an independent auditor.

  • Isolated environments

    Each firm’s data and models run separately from other customers.

  • Matter-level access control

    Set who can see what, down to the matter, and keep ethical walls in place.

  • Agent permissions

    Define which records agents can access and which tools they can use, with permissions tested for each workflow.

  • Audit trails and oversight

    Logs, audit trails, and model-call records show how information and AI are used. Review activity and investigate results with a clear record of the work.

Socrates GRID

Control how your firm runs AI and what it costs

GRID is Socrates’ compute layer, designed to lower AI costs and give your firm more control over where workloads run and how capacity is deployed.

  • Make repeatable work more economical

    Reduce the compute expense behind review, research, and drafting, bringing the running cost of AI into the business case for each workflow.

  • Support more matters and practice groups

    Make useful AI workflows economical to use more widely, so additional teams and clients can benefit.

  • Keep control as your firm grows

    Choose where supported AI workloads run to meet your firm’s confidentiality, capacity, and operating requirements.

  • Choose infrastructure that fits your firm

    Shared and dedicated inference capacity are part of GRID’s development, with on-site appliances as a future option.

Delivered with ATLAS Deployment

Socrates partners with ATLAS Deployment to implement, integrate, migrate, and build on Socrates CORE. Your practice leaders define what needs to improve, and responsibilities and acceptance measures are agreed from the start.

Explore ATLAS

Start with your document management system

Talk to an expert about replacing your document management, intake, time capture and billing systems.

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