A free 15-minute Zoom call. No cost, no pressure.Privacy comes first, before anything else
A lot of lawyers try AI the same way. They open a free chatbot, paste in a client letter, and then stop and wonder where that letter just went. Fair question. A free consumer account is not built for confidential work, and the terms are not written for a law office.
So we do privacy first. Two paths work for firms that cannot put client files into a public tool.
- Zero data retention. The AI provider does not keep what you send after it answers. Your material goes in, gets worked on, and is not stored on their side.
- Private AI on a machine in your office. The model runs on a computer you own, inside your walls. Files never leave the building.
We look at what you actually do, then pick the path that fits. A firm doing mostly letters and summaries is a different case from one handling sensitive medical records in personal injury work. We can talk through both. Your office should still check its own rules and any bar guidance, and we will help you think it through.
What we set up first
We do not start with everything. We start with the three jobs that eat your week.
Drafting. Demand letters, engagement letters, status updates to clients, routine correspondence. You give the AI the facts and the tone, it gives you a first draft, and your attorney edits instead of staring at a blank page.
Summarizing. Long deposition transcripts, medical records, contracts, discovery. The AI reads and gives you a short summary with the key points, so you know what matters before you sit down with the full document.
Intake. New inquiry comes in, the AI helps sort it, pull out the practice area, the basic facts and the urgency, and draft a reply. Your staff still makes the call on whether to take it.
We set it up for each person on the team, on their own login, so nobody is sharing one account and stepping on each other.
Connect it to your email and files
A chatbot that knows nothing about your firm is only half useful. The real value comes when it can see your email and your shared files.
We connect it carefully. That means deciding which folders it can reach and which stay out, and being clear about that up front. Your matter files, your templates, your letterhead, your standard clauses, that is the material that makes the output sound like your firm and not a generic robot.
We also load in your practice context. What kind of matters you take, how you write, who your clients are. The difference between a draft you rewrite and a draft you tweak is usually just that context being there.
Training your team, and a real person to call
The tool does nothing if the team is nervous about it. So we run a training session, and we keep it practical. Where to click, what to paste, what to keep out, how to ask for a draft, how to check the work.
A word on checking. AI is a first drafter, not an associate who signs off. It can get a citation wrong or miss a nuance. Your attorneys read everything. That rule goes in the training.
After setup you have Support, a real person you can text or email. A paralegal stuck on a login, an associate asking can AI do this, a question about whether a file is safe to paste. You get an answer, plus a check-in every month. Cancel anytime and you keep your AI account, since it is yours and you pay the AI company directly.
What a normal week looks like
Monday, your paralegal drops a stack of medical records in and gets summaries back before lunch. An associate asks for a first draft of a demand letter, feeds in the facts, and edits what comes back.
Midweek, intake is lighter because replies go out faster and nothing sits overnight. Someone asks the AI to compare two contract versions and flag what changed. A partner uses it to tighten a client update letter that was too long.
By Friday the team is not using it for everything. They are using it for the parts that used to drag, and the work is moving. That is the goal, not a robot law firm.
What to watch out for
- Pasting into a free personal account. It works, but the privacy terms are not built for client files. Get the firm on a proper setup.
- Trusting a citation without checking. AI can be confidently wrong. Read the authority.
- Letting everyone use their own random tool. You end up with five accounts and no consistency. One setup, one standard.
- Overconnecting. Give the AI access to the folders it needs, not the entire drive on day one.
- Skipping the training. Untrained staff either avoid the tool or misuse it. Neither helps.
- Forgetting the rules. Your office should confirm what its own policy and any bar guidance allow, and we will help you map the setup to it.
Start with a free AI game plan
The free AI game plan is a free 15-minute Zoom call. No cost, no pressure. We look at your firm, show where AI helps first, and say which level fits. Nothing is set up on that call.
Every client starts with Setup, then moves up or down as they like. Support, Coaching, and Done for you are there when you want more. Done for you can build the automations, the follow-up and even an AI phone assistant so fewer calls go unanswered.
You get your price in writing after the free AI game plan, before anything starts. Book the free AI game plan and let us take the privacy question off your desk first.