Client documents stay controlled
AI help for the firm — without casually exposing client files.
Private document search and internal assistants for firms that want real AI leverage without matter knowledge, client files, or privileged material leaving the building. Designed around attorney review, citations, and confidential workflow boundaries.
Firm workflows
Where private AI earns its keep in a firm.
Client intake
Structured intake summaries and routing from the documents clients actually send — messy PDFs included.
Matter summaries
Current-state overviews assembled from the matter file, with citations back to the source documents.
Discovery timelines
Chronologies built from produced documents, deposition summaries, and memos — reviewed by attorneys, not replaced by AI.
Contract search
Clause-level search across engagement letters, agreements, and templates, with the exact language cited.
Billing policy lookup
Instant, cited answers on billing rules, write-off policy, and engagement terms for everyone who bills.
Document retention
Retention schedule guidance grounded in your own policy documents — not a model's best guess.
Designed around
Built to survive a managing partner's questions.
- Attorney review points on anything client-facing or filed
- Citations to source documents on every substantive answer
- Explicit uncertainty instead of confident hallucination
- Named-user access with role boundaries between matters where required
- Admin logging that shows who asked what, when
- Privilege and confidentiality boundaries defined before indexing begins
Who buys this
The best first conversation is with the person who owns the risk.
Managing partner, firm administrator, COO, or IT lead at a 10–100 attorney firm. Bring one workflow — intake, matter summaries, or contract search — and the reason public AI tools make the partnership uncomfortable.
FAQ
Law firm questions
Only after scope, confidentiality boundaries, and access controls are reviewed and documented. Privilege considerations are part of pilot scoping, and final determinations belong with the firm's own counsel.
No. Every workflow is designed around attorney review. The system drafts, retrieves, and summarizes; qualified people decide.