Matter intelligence

Give every lawyer the full matter—without the search.

Percidian assembles the people, facts, claims, agreements, communications, filings, deadlines, strategy, and prior experience behind a legal matter. Lawyers receive current, cited context in approved AI tools, governed by the matter access they already have — and the firm’s memory of the matter carries across sessions and models.

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Matter record

Engagement and client
Filings and docket
Correspondence
Prior firm matters

Governed context

Facts
Sources
Deadlines
Privilege
Evidence

Matter work

Chronology
Issue trace
Filing draft
Deposition preparation

The work today

Build the chronology without reading everything again.

One associate’s request on a live matter: every dated event, connected across correspondence, agreements, filings, and testimony, each linked to the document that proves it.

Chronology · Halcyon v. Merrow5 events · 5 sources

J. Alvarez · associate“Build the chronology of the indemnity dispute.”

Mar 12Master agreement executed; §7.2 indemnity as drafted.Contract repository
Jun 3Addendum 3 revises the indemnity cap.iManage · Addendum_3.docx
Sep 18Client notifies a third-party claim by letter.Correspondence
Oct 2Merrow disputes coverage, citing the addendum.Correspondence
Nov 21Complaint filed; deposition of the signatory noticed.Docket · Filing 14

Illustrative example

Every date has a document

Instead of twenty files that mention a term: the clause, letter, filing, or transcript the date comes from, connected to the issue it affects.

Every name is resolved

Counterparty in the agreement, sender of the letter, defendant in the filing: one party.

Six tasks

From the complete authorized record to cited context.

Each task starts from the authorized record and ends in cited context, in every approved AI tool.

Build a chronology
Every dated event across the record, each linked to evidence.
Trace an issue
One claim, clause, mark, or obligation, followed across the record.
Find firm experience
Permitted prior matters, arguments, outcomes — and who did the work.
Draft from the record
A grounded start for updates, issue lists, and internal briefs.
Prepare for a call
Posture, decisions, deadlines, and open questions since the last meeting.
Know what changed
New evidence, revisions, deadline changes, and contradictions.

Governed by the matter

The access the lawyer already has decides what the AI receives.

Percidian keeps matter knowledge available across sessions and approved AI systems while source permissions, ethical walls, client restrictions, and matter access determine what each user receives.

Matter access, as granted

Only what the lawyer is entitled to open — the right experience reaches the right lawyer without exposing the wrong matter.

Privilege position, attached

Privilege status travels with the fact into every draft and answer.

Every fact, cited

The exact source behind each date, clause, and position.

Ethical walls hold as AI moves between matters. See how Percidian works for law firms

SolutionFor law firms TrustHow every request is decided and logged PlatformOne understanding, every approved AI system

Make every matter easier to understand and act on.

Give lawyers a current, permissioned, cited understanding of the work across every approved AI experience.

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Bring your business into every AI decision

Give every approved AI system the context to do its best work.

Connect the knowledge your organization already has. Preserve what it learns. Apply the permissions it already trusts. Make that understanding available wherever people and agents work.