productPlan
Public claim only
Trellis state trial-court research and Trellis AI. US state trial filings, not federal PACER-only and not AU courts.
Ask: Confirm AI add-on versus research-only.
Legal-specific · Litigation analytics · Low confidence
Trellis
Trellis · Trellis US state trial-court research and Trellis AI (OpenAI and Anthropic). Not Australian courts and not eDiscovery.
US state trial-court research platform with generative AI over filings and uploads. Uses OpenAI and Anthropic. SOC 2 claimed. Customer-upload training is not clearly prohibited.
Opens a private software assessment of Trellis for one task, with this profile’s questions to hand.
Litigation analyticsLegal researchChronology buildingCase-law summarisation
| Deployment | SaaS |
|---|---|
| Hosting regions | Unknown |
| Australian region | No |
| Model providers | OpenAI, Anthropic |
| Assurance | SOC 2 (claimed) |
| Training on customer content | Unknown |
| Pricing summary | Demo/signup. No public list price captured. |
| Legal content coverage | US state trial court filings. No Australian courts. |
| Australian presence | No — US state-court product. No AU coverage described. |
Product and intended use
Define the configuration, people, information and tasks being assessed.
deployment
Not confirmed
SaaS. Hosting region not stated (California privacy policy).
Ask: Where is data hosted?
features
Public claim only
Searchable state trial-court filings; AI over those plus user uploads (timelines, research).
Ask: Which states are in our licence?
jurisdiction
Not confirmed
US state courts only. No AU coverage.
Ask: Any non-US courts?
Adoption and implementation
Record the practical work needed to introduce and maintain the software.
licence
Not confirmed
Signup/demo. No public matrix captured.
Ask: Quote?
integration
Not confirmed
Web app. SSO unknown.
Ask: SSO?
support
Not confirmed
Not specified.
Ask: SLA?
Quality and human effort
Compare complete work at the required quality, including checking and correction.
qualityEvidence
Public claim only
Vendor: attorneys tested multiple models; output should always be reviewed. No independent hallucination study.
Ask: Accuracy on our jurisdictions?
taskFit
Not confirmed
Fit for US state-court strategy. Not eDiscovery. Not AU law.
Ask: US matters only?
Data, controls and requirements
Compare the actual configuration with firm, client and jurisdiction requirements, supported by evidence.
clientAuthority
Not confirmed
Lawyer research tool.
Ask: Client-facing?
modelProvider
Public claim only
Multiple LLMs including OpenAI and Anthropic, plus Trellis case data.
Ask: Which models on our tenant, and do uploads go to OpenAI/Anthropic?
subprocessors
Not confirmed
OpenAI and Anthropic implied. Full list not published here.
Ask: Subprocessor list with locations?
trainingUse
Public claim only
Platform 'developed and trained' on expert attorneys, LLMs, and case data unique to Trellis. That describes corpus training, not necessarily customer uploads. Customer-upload training not stated as prohibited.
Ask: Are customer-uploaded files used to train Trellis or OpenAI/Anthropic?
feedbackUse
Not confirmed
Not specified.
Ask: Feedback training?
retention
Not confirmed
Not specified.
Ask: Upload and chat retention?
deletion
Not confirmed
Not specified.
Ask: Delete uploads?
humanAccess
Public claim only
FAQ: no one other than you will have access to view your data or responses. Marketing, not a DPA.
Ask: Staff access to uploads?
accessControl
Not confirmed
Login assumed.
Ask: SSO/MFA?
encryption
Public claim only
Uploaded files encrypted at rest. Transit not specified.
Ask: TLS version and key management?
assurance
Public claim only
Follows SOC 2 standards (not clearly a current Type II report).
Ask: Current SOC 2 Type II report?
contract
Not confirmed
Privacy policy; MSA not scraped.
Ask: DPA, cap, forum?
transfers
Not confirmed
OpenAI/Anthropic likely US.
Ask: APP 8?
incidents
Not confirmed
Not specified.
Ask: Notice timeline?
changes
Not confirmed
Models can change.
Ask: Notice?
exit
Not confirmed
Not specified.
Ask: Export then delete?
connectors
Public claim only
LinkedIn notes a Claude connector (third-party post, not fully relied on). Not on the AI FAQ extract.
Ask: Enabled connectors?
webSearch
Not confirmed
Corpus is Trellis filings. Confirm no open web.
Ask: Web off?
actionControl
Not confirmed
Generates research/timelines that may be pasted into filings.
Ask: Disable upload-to-LLM if unused?
humanReview
Public claim only
Output should always be reviewed.
Ask: Audit log of AI queries?
Sources
Official pages reviewed for this profile, last reviewed 2026-09-21.
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