For law firms: AI for drafting and intake, with confidentiality intact.
Lawyers and staff are already trying AI tools. We help your firm choose the right ones, set them up so client information stays protected, and automate the non-billable work that eats the day.
Billable hours are the product. Admin work is the tax.
Firms feel pressure from both sides: clients expect efficiency, and the duty of confidentiality does not bend for a new tool.
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Non-billable work keeps growing
Intake, matter opening, document assembly, and filing correspondence take staff and attorney time that nobody can bill.
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AI arrived before the firm policy
Some lawyers use generative AI tools daily, others avoid them. Without a written policy, the firm cannot say what client information has gone where.
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Clients ask harder security questions
Corporate clients send security questionnaires and outside counsel guidelines. Insurers ask about email security and wire fraud controls.
Automations that take work off the desk.
Three examples of what we build for law firms. Your Blueprint picks the ones that fit your firm. We find what fits the job: we start with your requirements and work with you to choose the right tool, whether that is ChatGPT, Claude, Gemini, Copilot, n8n, Power Automate, or a custom build. We resell none of them.
Intake to matter opening
Turn a web or phone intake into a matter-opening packet, with the names a conflict check needs already listed for staff to run.
First drafts from your templates
Assemble engagement letters and routine documents from the firm's own approved templates, ready for an attorney to review and edit.
Correspondence filing
Sort incoming email and attachments to the right matter folder and flag anything that looks like a deadline for a person to confirm.
The ethics guidance we build around
ABA Formal Opinion 477R
Lawyers should make reasonable efforts to secure client communications sent over the internet, with protections matched to the sensitivity of the information.
ABA Formal Opinion 512 (2024)
Lawyers may use generative AI, but existing duties still apply: competence, confidentiality, communication with clients, supervision, and reasonable fees. It calls for informed client consent before client information goes into tools that may learn from it.
Confidentiality, built into the setup.
The question is not whether to use AI. It is which tools, with what settings, and with what client information.
- AI tools vetted for client dataWe check how each tool stores data and whether it trains on your inputs, then pick business settings that fit your policy.
- A firm AI policyApproved tools, what may and may not go into them, and when a client should be told or asked.
- Wire fraud controlsMulti-factor authentication (MFA) on email and a verification step before any change to trust, settlement, or payment instructions.
- Access by matterDocument and email access reviewed so people see the matters they work on, and access ends when someone leaves.
- Client questionnaire answersEvidence ready for the security questionnaires corporate clients and insurers send.
The 21-Day Do More With Less Blueprint for Phoenix Law Firms
Fixed scope, fixed price, 21 days. We find where AI and automation can save your team time, where your security has gaps, and what to do first. About 2 hours of your time, total.
- Which AI tools your lawyers and staff use today, and how each one handles client data
- A firm AI policy written with ABA Formal Opinion 512 in mind
- Intake, document assembly, and filing tasks worth automating first
- Answers and evidence for client security questionnaires
21 days, fixed scope.
21 days, fixed scope.
21 days, fixed scope.
The full Blueprint fee is credited toward the first quarter of an Operator Program retainer if you sign within 30 days of the readout. We take on 4 Blueprints a month. Blueprints start on the 1st and the 15th of each month.
Common questions from law firms.
Does ABA Formal Opinion 512 mean we should not use AI?
No. It says lawyers can use generative AI as long as they meet the duties they already have, including competence and confidentiality. In practice that means knowing how each tool handles client information, setting clear rules, and supervising the output. That is the work we help with.
Will our client information be used to train AI models?
Many tools offer business settings that do not train on your inputs. We configure AI tools so client data is not used for model training wherever the tool allows it, and we document each tool's data handling. The result goes into your firm's AI policy.
Do you work with our document management or practice management system?
We start with what you have. Most automation can connect through the integrations your systems already offer. Where a system has no safe connection point, the Blueprint says so plainly.
For law firms
Find the hours your team is losing.
A 30-minute call about your firm, your tools, and your next insurance renewal. You leave knowing whether the Blueprint fits, and what to do first either way.