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RFP Template for Evaluating Legal AI Tools (Based on IMPACT Framework)
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Introduction
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We are seeking proposals from vendors offering AI-driven legal technology solutions. The goal is to identify tools that align with our organizational requirements across efficiency, security, and reliability.
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Submission Information
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Deadline: [Insert date]
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Contact: [Insert contact person and email]
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1. Investment
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Objective: Understand the upfront and ongoing effort required to deploy and maintain your solution.
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Questions:
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What is the typical time-to-value for new customers?
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Does your solution require custom AI training or playbook development?
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What resources are required from our team during implementation (hours, roles, expertise)?
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What are the ongoing maintenance or retraining requirements?
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Provide a pricing model (licensing, usage-based, implementation costs, training).
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2. Metrics
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Objective: Define how success will be measured and validated.
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Questions:
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What KPIs (e.g., accuracy, turnaround time, error reduction) does your solution track?
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Can you share benchmark performance data (precision, recall, error rates, time saved)?
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Do you offer tools for custom reporting and analytics?
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Can we run a pilot or proof of concept to validate outcomes before full deployment?
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3. Protection
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Objective: Ensure compliance with security, privacy, and data handling requirements.
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Questions:
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What security certifications do you hold (SOC 2, ISO 27001, HIPAA, GDPR)?
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How do you handle customer data? Do you train your AI models on client data?
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Can we request data residency (specific geographic hosting)?
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What is your data retention and deletion policy?
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Provide details on auditability (logs, access controls, monitoring).
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4. Accessibility
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Objective: Evaluate usability and adoption potential for legal and business teams.
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Questions:
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Describe the user experience and typical learning curve for new users.
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Does your platform integrate with existing tools (e.g., CLMs, DMS, Microsoft 365, Slack, Salesforce)?
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Do you provide role-based access controls for different users (lawyers, paralegals, business stakeholders)?
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What training and onboarding support do you offer?
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Do you have accessibility features for diverse user needs (ADA, WCAG compliance)?
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5. Coverage
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Objective: Assess fit for our legal use cases and potential for expansion.
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Questions:
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What primary use cases is your solution designed for?
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Does your tool support multiple jurisdictions, languages, and document types?
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Provide examples of customers in our industry using your tool.
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How do you expand coverage for new legal domains or regulations?
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What is your product roadmap for the next 12–18 months?
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6. Trust
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Objective: Establish confidence in the quality, reliability, and transparency of outputs.
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Questions:
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How do you ensure accuracy and reliability of AI outputs?
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Do you provide confidence scores, explanations, or audit trails with each output?
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Can outputs be validated or overridden by human reviewers?
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Provide case studies or references demonstrating proven reliability.
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How do you handle bias, fairness, and error escalation?
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7. Additional Information
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Provide a customer reference list (ideally legal teams or industries similar to ours).
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Share case studies highlighting measurable results.
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Describe your customer success model (dedicated account managers, support SLAs, etc.).
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Include implementation timelines and project management approach.
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