AI data analysis of spreadsheets for legal work
Upload spreadsheets, CSV files and financial statements, and ask in plain language. AtlasAI identifies patterns, flags anomalies, builds projections and prepares reports for legal work, with each finding tied to the source rows.
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Billing and financial analysis
Billing and financial data, reviewed for anomalies
Upload billing entries, financial statements or transaction data, and AtlasAI finds patterns and flags anomalies. Each flag explains the issue and cites the rows behind the flag.
- Block billingAn attorney asks AtlasAI to analyze the billing entries of the opposing party and flag the entries that show block billing.
- Financial statementsAtlasAI reviews financial statements for inconsistencies between periods and between statements.
- TransactionsAtlasAI flags outliers in transaction data, such as payments outside the terms of the agreement.
Financial modeling
Models and projections from uploaded data
AtlasAI builds financial models, calculates damages projections and runs scenarios from the uploaded data. Ask in plain language and get structured results, with the inputs and assumptions stated.
- Damages rangesAn attorney asks AtlasAI to project the damages range from lost revenue data with three different calculation methods.
- ScenariosAtlasAI runs each scenario you specify and states the result of each scenario.
- Stated assumptionsEach result includes the inputs, the assumptions and the source rows, for review by you and your expert.
Cited reports
Reports ready for legal work
AtlasAI prepares reports with charts, tables and plain explanations for legal work. Move the findings into a memo, a brief or a client report, with each finding tied to the data.
- Charts and tablesThe report presents each finding in a chart or a table, with the source rows cited.
- Narrative explanationsAtlasAI explains each finding in plain language for the partner and the client.
- Documents beside the dataAtlasAI cites the agreement or the filing behind each figure, such as the payment terms of a supply agreement.
An associate projects a damages range from lost revenue data
Halden Logistics supply dispute, a litigation matter.
What AtlasAI reads
iManage
SharePoint
Halden Logistics supply disputeHalden_lost_revenue_2023_2025.xlsxThree damages methodsSam Okafor, AssociateYou ask
A damages range under three calculation methods, with the inputs, the assumptions and the source rows stated for each method
The associate uploads
Sam Okafor uploads the Halden lost revenue spreadsheet and asks for a damages range under three calculation methods.
AtlasAI analyzes
AtlasAI reads the structure of the spreadsheet, identifies the revenue trend and applies each calculation method.
AtlasAI reports
AtlasAI returns the range under each method in a table, with the inputs, the assumptions and the source rows stated.
The attorneys review the result
Sam Okafor checks the source rows, and Dana Chen sends the analysis to the damages expert for review.
What AtlasAI analyzes in uploaded data
AtlasAI accepts XLSX and CSV files and financial statements, and ties each finding to the source rows.
| Analysis | Input | Output |
|---|---|---|
| Billing review | Billing entries in XLSX or CSV | Entries flagged for block billing, with the rows cited |
| Financial statement review | Financial statements | Patterns and inconsistencies, with an explanation for each flag |
| Transaction analysis | Transaction data | Outliers and inconsistencies, with the supporting rows |
| Damages projection | Lost revenue data | A damages range under each calculation method, with the assumptions stated |
| Scenario analysis | Any uploaded data set | The result of each scenario you specify |
From raw data to findings
Upload data
Upload spreadsheets, CSV files or financial statements.
AtlasAI analyzes
AtlasAI reads the structure of the data, identifies patterns and runs the statistical analysis.
Flag anomalies
AtlasAI flags outliers, inconsistencies and potential issues, with explanations and the supporting data.
Generate the report
You receive a report with charts, tables and plain explanations for legal work.
Built for the security review of a law firm
AtlasAI runs the security program on the SOC 2 Trust Services Criteria, and the AtlasAI security team shares the current audit status and the control documentation with your security reviewers. Under NDA, your security reviewers receive the AtlasAI Security and Compliance Posture Report and 12 corporate policies. Each deploying firm also receives the penetration test results.
Your deployment
Run AtlasAI in the AtlasAI cloud or in your firm’s Azure subscription, with the same controls in both.
Your permissions
AtlasAI agents read only the documents each user may open, with your iManage permissions and ethical walls applied to every step.
Your data
AtlasAI trains no model on your data, and every approved model provider works under zero data retention terms.
Your audit log
AtlasAI logs every question, answer and agent step. The managed service keeps the log for 365 days, with export, and a self-hosted deployment streams the log into your SIEM.
Related capabilities
Tabular Review
The same questions across every document of a set, in one table with a citation in each cell.
Read more
Litigation
Discovery review, privilege flags, research on the assigned judge, deposition outlines and trial materials, each source cited.
Read more
Document Analysis
A risk assessment, the extracted clauses and a plain-language summary of any contract, pleading or agreement, each finding cited.
Read moreQuestions attorneys ask
Which files does Data Analysis accept?
Data Analysis accepts XLSX and CSV files, such as billing entries, financial statements and transaction data.
What does AtlasAI flag in billing entries?
AtlasAI flags patterns and anomalies in billing entries, such as block billing, with an explanation and the rows behind each flag.
Can AtlasAI project damages?
Yes. AtlasAI calculates damages projections and scenario analyses from uploaded data, with the inputs, the assumptions and the source rows stated for each result.
What does the report contain?
The report contains charts, tables and narrative explanations, with each finding tied to the source rows.
Can AtlasAI combine data with documents?
Yes. AtlasAI cites the agreement or the filing behind a figure beside the data, such as the payment terms of a supply agreement.
Which plan includes Data Analysis?
Data Analysis of XLSX and CSV files is part of the Enterprise plan, with pricing from AtlasAI sales. Every plan starts with a 3-day free trial on one matter.
Does AtlasAI train models on uploaded data?
No. Under the Master Subscription Agreement, AtlasAI uses no customer data to train, fine-tune or improve any model, and every approved model provider works under zero data retention terms.