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| Legal Matter Standard Specification | |
|---|---|
| Abbreviation | LMSS |
| Status | Published |
| Year started | 15 March 2017 |
| Latest version | 2 9 March 2022 |
| Organization | Standards Advancement for the Legal Industry (SALI) Alliance |
| Base standards | ISO 3166-2, Web Ontology Language, XML |
| Related standards | Legal Electronic Data Exchange Standard |
| License | CC BY ND |
| Website | sali |
The Legal Matter Standard Specification (LMSS) is an open taxonomy for the uniform description of legal proceedings and related processes and entities.[1]
LMSS has been accepted by legal matter management and legal case management software vendors to facilitate the interoperability of fragmented information systems.[2][3] It is published by the Standards Advancement for the Legal Industry (SALI) Alliance.
The LMSS taxonomy also been adopted by major legacy litigation alerting and analysis services.The American Lawyer's Law.com Radar service classifies federal and state filings according to the LMSS using machine learning with human review.[4][5] Fastcase similarly used natural language processing to apply LMSS-based tags to hundreds of millions of federal briefs, enabling analysis by motion, outcome, case type, jurisdiction, party, judge etc.[6][7] A legal tech startup released a web tool using OpenAI's service to automate tagging of legal data, in collaboration with SALI.[1][8]
Development
editSALI was established in 2017 by the Legal Marketing Association (LMA) and Association of Legal Administrators with support from the Association of Corporate Counsel and US law firms and their clients.[9][10][1]
The release of Version 1 of the LMSS was announced on January 29, 2019 at the office of the software giant Microsoft.[10][11] It was received as "one of the most significant announcements at Legaltech19."[12] Early portions of the taxonomy stem from major legacy legal information services vendor, Bloomberg Law.[13]
Version 2 of LMSS, released in March 2022, expanded the taxonomy to include business terms of matters, milestone events, and additional state court codes. Customization for Canada and cross-references to related standards (see below) were also added.[7]
In May 2022, the LMSS was adopted by Bloomberg's top competitor, Thompson Reuters.[14]
The standard was forked in August 2024, initially under the name SOLI and later as FOLIO.[15][16]
Related standards
editFor coding tasks, especially for billing purposes, the LMSS augments the Uniform Task-Based Management System (UTMB) released in the mid-1990's with support from the American Bar Association and the Association of Corporate Counsel.
LMSS provides granularity beyond the "Nature of Suit" (NOS) codes used by PACER for federal suits, and extending uniform tagging to state courts.[4][5][7]
References
edit- 1 2 3 Huber, Nick (2024-05-02). "Wanted: a data standard to underpin lawyers' use of generative AI". Financial Times. Archived from the original on 2024-06-21. Retrieved 2026-03-19.
- ↑ Jones, Kenneth (July 27, 2021). "Extending the Value of Document Management Systems in the Legal Profession". Corporate Counsel. Law.com. Retrieved October 19, 2024.
- ↑ Mack, Olga (11 January 2023). "Standardizing Legal Data: SALI's 10,000-Plus Tags Adopted By Providers, Vendors, And Clients". Above the Law. Breaking Media. Retrieved 19 October 2024.
- 1 2 Ambrogi, Bob (2024-07-02). "Law.com Radar Now Uses SALI Tags For Greater Precision in Litigation Case Alerts Across Jurisdictions". LawSites. Archived from the original on 2025-07-25. Retrieved 2026-03-19.
- 1 2 "Structuring Litigation Intelligence: Using SALI Claim Tags to Refine Your Radar Alerts". Law.com Radar. Archived from the original on 2025-11-11. Retrieved 2026-03-19.
- ↑ "The End of "It Depends": Major Update to Docket Alarm Adds Pleading and Motion Grant Analytics Across All Federal Practice Areas". Fastcase. 2021-03-07. Archived from the original on 2026-02-09. Retrieved 2026-03-19.
- 1 2 3 "The Standardisation Movement Grows as SALI Releases LMSS 2.0". Artificial Lawyer. 2022-03-09. Archived from the original on 2022-03-13. Retrieved 2026-03-19.
- ↑ "Collaboration with SALI for AI-Enabled Data". 2023-04-21. Archived from the original on 2024-07-15. Retrieved 2026-03-19.
- ↑ "SALI Alliance Opens Membership for Legal Standards Advancement". www.sali.org. 2018-04-18. Archived from the original on 2019-07-21. Retrieved 2026-03-19.
- 1 2 "SALI Alliance Announces Version 1 of Matter Standard". SALI Alliance. 2019-01-19. Archived from the original on 2019-08-24.
- ↑ "Legalweek 2019: SALI Matter Standards Work Moves Forward with Version 1 Release". Legal Executive Institute. 2019-02-08. Archived from the original on 2019-08-18. Retrieved 2026-03-19.
- ↑ "Legaltech19: New global matter standard to provide "common language" for law firms and corporate counsel". Legal IT Insider. 2019-02-04. Archived from the original on 2019-08-19. Retrieved 2026-03-19.
- ↑ "Bloomberg Law Contributes Taxonomy to SALI Alliance". sali.org. Archived from the original on 2019-07-21.
- ↑ Hill, Caroline (9 May 2022). "Thomson Reuters launches Legal Tracker Advanced mapped against SALI". Legal IT Insider. Retrieved 19 October 2024.
- ↑ "Introducing SOLI: Standards for Open Legal Information". SOLI - The Standard for Open Legal Information. 2024-08-24. Archived from the original on 2024-09-17. Retrieved 2026-03-19.
- ↑ "What's Happening with SALI, SOLI, and FOLIO?". FOLIO - Federated Open Legal Information Ontology. Archived from the original on 2025-04-26. Retrieved 2026-03-19.
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