Discovery & AI Audit
We sit down with you, map how the business actually runs, and show you where AI can genuinely save hours — before anything gets bought or built.
Your lawyers know the practice. We know software and AI. Together we get the right tools set up the right way, with confidentiality and audit trails handled before a single matter touches them.
Software-first
We are software and AI consultants, not lawyers. The legal judgment stays with your firm
Confidentiality posture
Tools chosen and configured for business-grade privacy, not flashy demos
Fits what you run
Built around your existing matter management software, not a replacement for it
What's Included
We sit down with you, map how the business actually runs, and show you where AI can genuinely save hours — before anything gets bought or built.
We help integrate the right AI systems for your business — set up properly on your devices, connected to the tools you already use, with a prompt library built around your real workflows.
A hands-on session on your real work, 30 days of priority support while the new habits stick, then lifetime email support after that.
We are a software and AI consulting firm. We are not lawyers, paralegals, or legal scholars. The legal judgment in any matter belongs to your firm, and we have no interest in changing that. What we bring is software craft and practical AI experience: choosing the right tools, configuring them with confidentiality in mind, connecting them to the systems your firm already runs, and training your team to use them in ways that hold up.
Most of the firms we talk to fall into two camps. The cautious camp has heard the stories about lawyers citing fake cases and is rightly nervous. The eager camp is already pasting client documents into consumer chatbots and probably should be a little more nervous than they are. Both groups benefit from the same thing: a properly configured workspace, the right tools, and a clear set of rules about what to use them for.
You will know better than us where it would help most in your practice. Once we have a free call, we will work with you to map those moments. The patterns we see most often are:
We do not recommend pasting client information into consumer-grade chatbot interfaces. We do not recommend using general-purpose AI tools as a primary legal research source. And we do not recommend automating client-facing communication. The right configuration uses business-grade tools tied to a tenant the firm controls, with policies the firm sets.
The first part of any engagement is choosing and configuring the right tooling. That usually means a business-grade product attached to the firm's existing Microsoft 365 or Google Workspace tenant, with data residency, retention, and training-opt-out settings dialled in. Your firm sets the rules. We do the configuration work and document it so the partner or risk manager who oversees compliance has a clear written record of what was set up and why.
Whether your matter management runs on Clio, ProLaw, PracticePanther, Cosmolex, NetDocuments, or something more bespoke, we work with what you have. You tell us how the firm runs. We figure out where AI fits inside that, without replacing the systems your team relies on.
Partners, associates, paralegals, and admin staff use AI very differently. The training session is run separately for each role, on the actual templates and documents your firm already uses, so everyone walks out clear on what they should and should not be using it for.
The Process
From first call to confidently using AI every day, here's what working with us looks like.
Tell us about the business and where your time is going. We listen, ask questions, and tell you honestly whether AI is the right tool.
We map your workflows and deliver a plain-English plan: where AI fits, what the setup looks like, and what it will and won't change.
We help integrate the right AI systems for your business, wire them into the software you already use, and build a prompt library around the real things you do every week.
A live training session on your real work, 30 days of priority support to keep the momentum going, then lifetime email support so small questions never go unanswered.
Friday afternoon, in the matter folder
A practitioner uploads two versions of a contract into a private workspace and asks the assistant to surface what changed. The lawyer decides what is material. The tool just makes the comparison fast.
We rebuild vibe-coded prototypes and no-code apps as proper, enterprise-grade software — accessible, AI-native, and live in under two weeks. Built on our tried and true enterprise tech stack, and custom in-house built design systems.
FAQ
No, on both counts. We are a software and AI consulting firm. Anything that touches the legal judgment in a matter is your firm's call. Our work stops at the configuration, integration, and training side. The lawyer in the chair stays the lawyer in the chair.
When configured properly, yes. The configuration is the entire point. We use business-grade tools attached to your firm's own tenant, with training opt-outs, retention controls, and data residency settings dialled in to match the rules your firm follows. Consumer chatbots are not the right home for client information.
It can, if it is used the wrong way. We deliberately do not recommend AI as a primary legal research tool. It works well for drafting, summarizing your own documents, and processing material you already have. Verification against the legal research databases your firm already trusts stays the lawyer's job.
No. It changes what they spend their time on. Paralegals we've worked with end up handling more matters with the same firm hours, because the rote drafting and document-processing work is faster. The judgment work is unchanged.
Solo practitioners up to mid-size regional firms. The engagement scales with the team. Larger firms typically run a phased rollout starting with one practice group.
A typical engagement is two to four weeks from kick-off through training, depending on firm size and complexity. Multi-office or multi-practice rollouts are scoped separately.
No. Engagements are quoted as fixed-fee project work, with optional ongoing support afterwards if you want it. Lifetime email support for what we've set up is included.
Free AI Audit
Send us an email and we'll get back to you within 24 hours — no pitch, no pressure, no long contracts.
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