Base for lawyers: client intake and matter collaboration with source-backed answers

Three ways lawyers use Base

1. Collect intake. Invite the client to the matter's Base as a contributor, and they add documents and new versions from the browser or their own AI. On Pro, the Base also has its own email address, so the client can forward a thread straight in.
2. Organize the matter. Base reads every document into a timeline, the people and organizations involved, and facts with the sentence they came from, and flags dates and figures that disagree between documents instead of picking one.
3. Work with the client. Ask the Base questions and get answers that cite the document and passage. Edit a Word document from your AI and the change arrives as tracked changes, keep the discussion on threads, and keep every earlier version.

An illustrative example

This example is illustrative, not a client's matter. A lawyer opens a Base for a commercial lease dispute and invites the client's operations manager as a contributor.

1. The client uploads the lease, two amendments and a year of correspondence. Base builds the timeline and flags that the two amendments give different rent figures for the same period, each with its quote.
2. The lawyer asks Claude when notice was given under the lease, and the answer cites the letter and the clause.
3. The lawyer edits the draft response letter from Claude; the client reviews the tracked changes in Word, and the thread on the letter records the decision.

Why lawyers choose Base

• Every answer is tied to its source. A fact whose quote cannot be found in the document is dropped, not shown.
• Access is set per person and per matter. A client joins one Base by email and sees nothing else of yours; on Pro you can limit a viewer to particular documents; removing someone takes effect on their next request.
• Conflicts in the record surface on their own: when documents disagree on a figure, Base shows both, each with its quote.
• Nothing is lost: every version is kept. Deleting a document keeps it in the Base's history, and erasing it from history is a separate, confirmed step in the web app.
• You work in the AI you already use, and so does the client.

See an example

Open the example Series A financing Base: the term sheet, cap table, investor memo, financial model and board minutes of a corporate financing, with every figure cited to the document it came from. All names and numbers in it are fictional.

Questions