Solve Your Firm's "Document Chaos." 100% Private & Compliant.
Embedded AI tools only see what's in your LPMS. Public AI creates ethical risks. We build a private, compliant "firm brain" that unifies everything—your shared drives, scanned archives, and case files—turning your total knowledge into your greatest asset.
AI Readiness & Compliance Audit
We start with a paid discovery project to analyze your firm's data silos, existing systems (e.g., Clio, MyCase), and compliance gaps. You'll receive a formal Private AI Implementation Blueprint with a fixed-price quote for your custom build.
AI Readiness & Compliance Audit
We start with a paid discovery project to analyze your firm's data silos, existing systems (e.g., Clio, MyCase), and compliance gaps. You'll receive a formal Private AI Implementation Blueprint with a fixed-price quote for your custom build.
Intelligent Data Ingestion & Processing
We solve your firm's biggest bottleneck: scattered, unusable data. We set up high-performance scanners and build an Intelligent Document Processing (IDP) pipeline that automatically ingests all your data—scans, drives, and emails. We clean, digitize, and unify decades of siloed firm knowledge into one centralized, searchable system.
LPMS Integration & Data Archive
We build direct integrations with your LPMS (Clio, MyCase) to create a two-way data bridge. We automatically pull all your existing case files, documents, and matter data out of your LPMS and push new ingested documents back in. This creates a centralized, firm-owned data archive that gives you full control over your knowledge assets—ending vendor lock-in and ensuring your firm's data is never held hostage. Your unified archive becomes the single source of truth that works alongside your LPMS, not trapped inside it.
Deploy Your Private "Firm Brain"
Once your data is unified and centralized, we can deploy our Private Legal Analyst—a 100% private, single-tenant AI system that runs entirely on your infrastructure. Unlike embedded LPMS tools that only see what's in their walled garden, your Private Firm Brain queries your complete, unified archive: decades of scanned documents, shared drive files, emails, and all LPMS data. Built on secure Retrieval-Augmented Generation (RAG) technology, it delivers cited answers, instant case summaries, and AI-assisted drafting based on your total firm knowledge—with zero data exposure to third parties.
Get Your "AI Readiness & Compliance Audit"
We don't sell seat licenses. Every engagement starts with a paid discovery project to de‑risk implementation.
Phase 1: AI Readiness & Compliance Audit
$2,500 (10-14 days)
We don't sell seat licenses. Every engagement starts with a paid discovery project to de‑risk implementation.
- Analyze your firm's data silos, scattered documents, and existing workflows.
- Audit systems and identify compliance gaps under Florida Bar Opinion 24-1.
- Deliver a formal, fixed-price Implementation Blueprint for your firm.
Phase 2: Digital Transformation Service
Fixed-Price Project (Based on Audit)
We build the digital foundation for your firm's future by unifying all your scattered data.
- Set up high-performance scanners and an Intelligent Document Processing (IDP) pipeline.
- Automate the ingestion of all data (scans, drives, emails) into one centralized, searchable system.
- Clean, digitize, and unify decades of scattered firm knowledge.
Phase 3: Private Legal Analyst Deployment
Fixed-Price Project (Based on Audit)
Deploy a 100% private, compliant AI that reads your total unified firm knowledge.
- Deploy a secure, single-tenant RAG system on your private cloud (client pays hosting).
- Connects to your LPMS (Clio, MyCase) and all other data silos you unified in Phase 2.
- Includes the private chat interface, summarization, drafting, and Q&A features.
Using AI Ethically
Increasing productivity with AI while complying with Opinion 24-1
Learn how to use AI ethically and compliantly in your business. This article explores the key legal, practical, and ethical considerations for leveraging artificial intelligence, including maintaining client confidentiality, avoiding bias, and meeting requirements set forth by Opinion 24-1.
Read moreYour Total Firm Brain. Not Just an LPMS Add-on.
Embedded AI tools (like Clio's) can only read Clio data. We build a unified, firm-owned archive from all your data, including the scattered files and archives they can't see.
Get a Clear Digital Blueprint
We analyze your data silos, compliance gaps, and existing documents, delivering a roadmap for your firm's transformation.
Searchable Scanned Archives
Turn decades of paper files and unsearchable scanned documents into a fully-searchable, centralized digital library.
Unified, Firm-Owned Archive
Connect your LPMS, shared drives, and new digital files into one central archive—ending data silos and vendor lock-in.
Query Your Firm's Knowledge
Optionally, deploy a private AI that queries 100% of your data—from Clio and your new archive—giving you complete answers embedded tools miss.
Frequently Asked Questions
Learn how we unify scattered data and why firms choose a centralized, firm-owned archive over fragmented systems.
Get Started Today
Ready to transform your firm's data chaos into a powerful, compliant asset? Fill out the form below and we'll schedule your AI Readiness & Compliance Audit.