AI Implementation & Automation
We deploy AI tools that draft documents, summarize case and client files, and automate intake, built around professional confidentiality obligations from day one. Not bolted on after.
The firms that adopt AI now will bill more, hire less, and outcompete every firm still doing it the old way. We get you there, without the data liability.
The Problem
AI tools like Copilot and the AI features inside Clio, QuickBooks, and your document systems are already being used by your competitors. The practices not using them are spending 3x longer on work that should take minutes.
Document summaries, research, intake forms, client data entry: skilled professionals doing work AI can handle in minutes. That's billable time walking out the door.
Using ChatGPT or standard AI tools with client data isn't just risky. It may violate your professional licensing obligations, your confidentiality duties under the FTC Safeguards Rule, or your engagement letters. Most firms don't know what their team is already doing.
AI vendors sell the tool. Nobody builds the implementation around your confidentiality obligations, data handling, and your practice's actual workflow. Until now.
What You Get
We handle the entire implementation. You tell us what's slowing your team down. We build the solution, configure the security, train your team, and make sure nothing touches client data it shouldn't.
We evaluate, select, and configure the right AI tools for your practice: Microsoft Copilot, practice-management AI (Clio, Karbon, and others), or custom solutions, based on your workflows, not what's trending.
Every AI integration is built with your confidentiality obligations baked in, whatever standard applies to your practice: attorney-client privilege, client financial data, or other sensitive records. Data handling policies, access controls, and retention rules configured before a single document touches the system.
We build AI-assisted workflows for your most time-intensive tasks: first drafts of legal documents, file summaries, workpaper prep, and more, mapped to how your team actually works.
Intelligent intake forms that qualify leads, collect information, and route matters automatically, so your team spends time on clients, not on chasing paperwork.
We train every professional and staff member hands-on, not a 60-minute Zoom and a PDF. We stay until your team is comfortable and productive. Adoption is part of the deliverable.
AI tools evolve fast. We monitor, update, and optimize your implementation on an ongoing basis, so you're always using the current best-in-class setup, not last year's configuration.
We spent 10 years building IT systems for the FBI, DOJ, Department of State, and Department of Education. These are environments where a data handling failure makes national news. That is the standard we apply to your practice's AI implementation, not a consumer-grade setup with a confidentiality disclaimer at the bottom.
Get Your Free AI Readiness ReviewWhat You Don't Have to Do
You don't need to become an AI expert. You don't need to read vendor documentation or worry about whether your setup is compliant. That's our job.
No evaluating AI vendors or reading technical documentation
No configuring data handling policies or access controls
No worrying about whether client data is hitting consumer AI servers
No running your own team training sessions
No keeping up with AI updates and new tool releases
No guessing whether your AI setup meets the security standards your industry requires
We start with a free 30-minute IT Risk Assessment. You'll walk away knowing exactly which AI tools are right for your practice and what a safe implementation looks like, whether you hire us or not.