Our Features

Nine things CounselGuard does for a law firm.

Each one solves a specific job a GC, risk partner, or KM lead already owns, not a generic "AI strategy." Scroll through, or jump straight to the feature you came for.

01, Inventory

AI Tool Registry

A live inventory of every AI tool your people actually use.

ChatGPT, Copilot, Harvey, in-house tools, the side-loaded extension someone installed last Thursday. CounselGuard catalogs each one with vendor, hosting region, data sensitivity, who at the firm uses it, and which matters it has touched.

  • Recognized against our global AI tools catalog, even apps your registry hasn't seen still get caught
  • Tagged with vendor, jurisdiction of hosting, and data-sensitivity tier
  • Per-user adoption view: who uses what, when, and on which matter
  • Set Approved / Restricted / Prohibited per tool, sessions land in the right bucket automatically
02, Obligations

Rules by Office

Your jurisdictional obligation map, kept current.

ABA Opinion 512 in US offices, FLSC guidance in Toronto, the Barreau du Québec in Montréal, SRA expectations in London, and the EU AI Act alongside Germany's BRAO and France's RIN on the continent. Each office is mapped to the rules that actually bind it, and each rule is linked to the firm policies and evidence that demonstrate compliance.

  • Seven frameworks built in across the US, Canada, the UK, and Europe
  • Office-by-office view of which obligations apply where
  • Each obligation linked to the policy, training, and evidence that satisfies it
  • Updates surface as a diff when a regulator changes guidance
03, Client Rules

Client and Matter Rules

Engagement letter restrictions, enforced in the browser.

Clients, matter types, and matter numbers each carry their own rule: allow, warn, or block. When a prompt mentions a protected client or a restricted matter number, the extension checks the rule before the prompt leaves the page, and logs the decision either way.

  • Per-client defaults with aliases, so the short name matches too
  • Matter-type rules for non-waivable categories like M&A
  • Matter-number overrides that carry engagement-letter restrictions
  • Matching runs on device, prompt text never leaves the browser to be checked
04, Policies & Training

Policies and Training Records

Versioned firm policy with approvals and per-lawyer training completion.

Draft a policy, route it through reviewers, approve it, archive it, every transition recorded. Each lawyer's training completion is tracked against the version they were trained on, so when a partner asks 'were they trained,' you have the date and the version.

  • Draft → Pending Approval → Approved → Archived, with full version history
  • Multi-reviewer approval rounds with reassignment and self-review gating
  • Per-lawyer training records tied to the policy version reviewed
  • Audit log captures every approval, request-for-changes, and revocation
05, Capture

Activity Capture

A real record of how your lawyers use AI, not survey data.

A desktop agent and a Chrome extension capture actual sessions: which tool, which prompt, which response, on which matter. Sessions finalize through a Gemini sanitize-and-analyze pass that surfaces topic, risk level, and any policy violation.

  • Mac and Windows desktop agent plus Manifest V3 Chrome extension
  • Transcript reconstruction works across any AI tool, no per-vendor integration
  • Session-end analysis flags policy violations and assigns a risk level
  • Captures file-only and image-only submissions, not just typed prompts
06, Analytics

Usage Analytics

Real AI adoption numbers, from captured sessions.

Sessions, active time, and estimated token volume by tool, office, and person. The numbers come from actual captured activity rather than surveys, so the adoption picture is the one the firm actually lives, including the tools nobody admitted to using.

  • Token volume over time, stacked by tool
  • Share of usage per tool with per-person drill-down
  • Office and jurisdiction splits for partner reporting
  • Unregistered tools show up in the same charts the moment they are detected
07, Reports

Audit-Ready Reports

One packet that pulls tools, policies, training, and activity together.

When a client procurement team, a cyber insurer, or a regulator asks how the firm governs AI, the answer is a single export: inventory of tools, approved policies and versions, training completion per lawyer, captured activity, and any incidents and their resolutions.

  • Generate by client, by matter, by office, or firm-wide
  • PDF and structured export, both signed with a content hash
  • Includes audit-log evidence of who approved what, when
  • Reusable for client RFPs, insurer renewals, and bar inquiries
08, Trust

A Live Trust Page

A public page where clients see how the firm governs AI.

Each firm gets a hosted trust center: approved tools with purpose and status, governing policies, and the frameworks the firm tracks. Share the link in an RFP response instead of assembling a memo, and let sensitive sections sit behind an access request.

  • Hosted on a firm subdomain with the firm's branding
  • Tools, policies, and frameworks stay in sync with the registry
  • Access requests gate the sections that should not be fully public
  • Drift detection flags when the live page no longer matches the registry
09, Investigations

Investigations

When something flags, you can drill in, gather evidence, and document the decision.

Open a session, read the actual transcript, attach internal notes and external documents, assign severity, and resolve with a written disposition. The investigation record carries through to the audit log and to any report that touches the matter.

  • Drill into the full sanitized transcript for any flagged session
  • Attach files, links, and internal notes alongside the AI capture
  • Severity and status workflow (Open → Investigating → Resolved)
  • Resolution writes through to the audit log and reports automatically
9Discrete capabilities, one platform
7Jurisdictional frameworks built in
100%Of captured sessions sanitized before analysis
1Export covers tools, policies, training, activity

Ready to see what your firm's AI use really looks like?

Book a 30-minute demo, or start with the observe-only rollout.