Find out where AI is already touching client files at your firm, which tools are safe for confidential work, and where it will save attorneys and staff the most time. In about two weeks you get a written policy and a roadmap.
We sit with attorneys, paralegals, intake, and billing staff to see where drafting, summarizing, and admin time actually goes.
We inventory every AI tool and AI feature in use, then read the terms: training on your data, retention, and who can see it.
A written AI usage policy covering client confidentiality, consent, citation checks, and billing, plus a list of tools approved for client work.
A ranked list of where AI helps your practice first, what each step needs, and what to leave alone for now.
Every assessment is scoped to your headcount, locations, and tools. Tell us how your business runs and we’ll send a scope and a quote.
A home care agency ran its schedule on a decades-old HIPAA-compliant platform with no API. We audited the office's workflows, budget, and compliance needs, then built two Claude Cowork automations: open-shift scheduling (5 minutes to 39 seconds per household) and HR email drafting (40% less time).
AI audits for small businesses run from about $1,500 to $25,000 in 2026. Here is what drives the price, what you should get for it, and how to avoid overpaying.
A practical guide to writing an AI usage policy your team will actually follow, with a plain-language starter template covering approved tools, data rules, and disclosure.
A managing partner or practice lead to set priorities, plus short interviews with attorneys, paralegals, intake, and billing. Most people give us under an hour. We work around court dates and deadlines.
Rarely. We look at how work moves and which tools touch it, not the content of your matters. When we need an example, we use a redacted or closed file you choose, under a confidentiality agreement.
The policy flags where client consent or disclosure about AI use may be needed and what your fee agreements should address. Your attorneys write the actual engagement letter language, since that is legal work.