AI For Law Firms

AI For Law Firms

AI can take real hours out of drafting, discovery review, and client intake. It can also put client confidences into a consumer chatbot and create a disciplinary problem. We help small firms capture the first outcome and rule out the second, with tool vetting, a firm AI policy, and training that maps to ABA Formal Opinion 512.

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The Situation

What We Hear From Law Firms

Confidentiality Is Non-Negotiable

Client matters cannot go into tools that train on your inputs. Most free AI tools do exactly that by default. Knowing which settings and which vendors are safe is the whole game.

Associates Are Already Using It

Surveys keep finding lawyers using AI without firm approval. Without a policy, every associate is making their own judgment call about privilege and confidentiality.

Hallucinated Citations Are A Real Risk

Courts have sanctioned lawyers for fabricated citations. The fix is workflow design: AI drafts, humans verify, and certain outputs always get cite-checked before filing.

How We Help

What We Set Up For You

01
Confidentiality-Safe Tool Vetting

We review vendor terms, training-data policies, and retention settings, and give your firm an approved tool list with the right configurations.

02
Firm AI Policy & Training

A written policy aligned with ABA Formal Opinion 512 and your state bar guidance, plus live training for attorneys and staff on what is safe per matter type.

03
Drafting & Intake Workflows

AI-assisted first drafts, document summarization, and client intake triage, designed so a lawyer reviews everything before it leaves the firm.

04
Private AI When Needed

For the most sensitive practices we deploy local models where client data never leaves machines you control.

Compliance

Built Around ABA Formal Opinion 512

The ABA has been clear: lawyers can use generative AI, but competence, confidentiality, and supervision duties still apply. Our audit inventories what your firm uses today, closes the risky gaps, and documents the policy so you can answer client and malpractice-carrier questions with a straight face.

FAQ

Questions, Answered

Can our firm use ChatGPT for client work?

Only in configurations where your inputs are not used for training and retention is controlled, and only with client confidentiality protected. Many firms use business-tier AI tools safely for drafting and summarization. The line needs to be written down and trained, which is what our audit delivers.

What does ABA Formal Opinion 512 require?

In short: understand the tools you use, protect client confidences, supervise AI output the way you would supervise a junior associate, communicate with clients when it matters, and bill honestly for AI-assisted work. Our firm policies are structured around those duties.

What AI work actually saves a small firm time?

First drafts of routine documents, summarizing long records and correspondence, deposition and discovery review assistance, and client intake triage. Firms typically see hours saved per attorney per week once workflows are set up and trained.

Where do we start?

A free 30-minute discovery call, then the two-week SafeStart Audit covering tool inventory, a confidentiality review, a firm AI policy, live training, and a prioritized roadmap.

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Start With A Free Conversation

A 30-minute discovery call, no pitch. Tell us how your business runs and we'll tell you honestly whether this is the right fit.

Book a Discovery Call