Five capabilities.
Applied singly or in combination, scoped to fit a small or mid-sized practice. Fixed-fee. Defined timelines. The framework, policy, prompts, and redlines we produce are yours to keep, edit, and operate without us.
Tool selection & evaluation.
The AI legal-tech market reorganizes every quarter. Most product comparisons online are vendor-funded or out of date. We build a comparison specific to your practice areas, your matter volume, your jurisdiction, and your existing software stack. You make the decision. We do not take vendor commissions, referral fees, or implementation kickbacks.
- Inventory of current tools (paid and free) across the firm
- Use-case mapping by practice area
- Vendor shortlist with side-by-side comparison matrix
- Trial design — which tools, on what work, for how long
- Decision memo with recommendation and rationale
Governance frameworks.
A written policy that holds up under malpractice review and bar-counsel scrutiny. Mapped to the ABA Model Rules, the version your state has adopted, ABA Formal Opinion 512 (2024), and the December 2025 Task Force second report. The framework is yours; we don't license it back to you, and you can edit it without our involvement.
- Written AI use policy, typically 8—15 pages
- Mapping to Model Rule 1.1 (Competence)
- Mapping to Model Rule 1.6 (Confidentiality)
- Mapping to Model Rule 5.3 (Supervision of Non-Lawyer Assistants)
- Mapping to Model Rule 1.4 (Client Communication)
- Alignment to your state's adopted version and current bar opinions
- Disclosure language for engagement letters
- Incident-response procedure
Workflow design.
Where AI fits in your practice's actual work — intake, conflicts, research, drafting, document review, client communication — and where it does not belong. Specific steps, written prompts, and human-in-the-loop checkpoints. We work with the staff who will actually use the tools, not just the partner who buys them.
- Process map of current workflows by practice area
- AI-augmentation points, with rationale and limits
- Prompt library for high-frequency tasks (drafting, summarization, document analysis, intake triage)
- Quality assurance checkpoints with human-in-the-loop gates
- Training documentation for attorneys and staff
- Three-month follow-up review
Data-handling guidance & guardrails.
You determine what counts as confidential under your rules and which regulatory regimes apply to your matters. We don't. What we provide is guidance and guardrails — written procedures for retention, deletion, disclosure, and breach response — plus a tool-by-tool permissibility chart drawn from the compliance claims your AI vendors make. We report what the vendors say. You decide whether to trust them.
- Data inventory across your matter types and practice areas
- Tool-by-tool permissibility chart, drawn from vendor compliance claims
- Client engagement disclosure templates
- Retention and deletion procedures
- Breach notification procedure
- Audit checklist for periodic self-review
Vendor diligence.
Most AI vendor agreements have terms that would not survive a partner review at any small firm. Training-data clauses that grant the vendor rights to your inputs. Indemnification holes. Retention defaults set against you. Breach response measured in days when it should be hours. We redline, rewrite, and benchmark against peer-firm agreements.
- Contract review and full redline
- Comparison to peer-firm agreements (anonymized benchmark)
- Negotiation memo to the vendor
- Recommended modifications, prioritized
- Final sign-off letter once terms land
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