Search your case files.
Keep them in your office.
I set up AI document search, transcription and intake automation on hardware inside your firm. Core processing runs on that hardware, and any outside connection is agreed and documented before it goes live.
Where client files go is the first question, not the last.
ABA Formal Opinion 512, issued in July 2024, asks lawyers to understand how a generative AI tool handles client information before they use it. For tools that learn from what they're given, it says the client's informed consent comes first, and boilerplate in an engagement letter isn't enough.
Running the model on your own hardware doesn't answer every question in the opinion. Competence, supervision and fees are still your firm's calls. It does change where the hardest question points, because the documents are stored and processed on a machine your firm owns.
I wrote a one-page checklist of the questions to ask any AI vendor, including me, with the rule behind each one. Read the checklist.
Three jobs that eat a small firm's week.
Ask questions of your case files
Search discovery, depositions, pleadings and correspondence in plain language. Answers link to the source passages so an attorney can check them.
Private document search →Turn recordings into searchable text
Working transcripts of client meetings, dictation and recorded interviews, processed on your hardware. They're drafts for review, not certified transcripts.
Private transcription →Sort intake and draft the routine replies
Classify new inquiries, route them to the right person and draft acknowledgments from your templates. Staff review everything before it's sent.
Workflow automation →Every connection is on a list you've seen.
On your hardware
- The language model and the document index
- Search, summaries and transcription
- Access that follows your existing folder permissions
- Your documents, on a machine your firm owns
Connections we agree on first
- Remote support over an access-controlled VPN
- Any email or practice-management integration you choose
- Software and model updates, tested before rollout
- Anything else, written down before it goes live
From first call to first search.
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Discovery call
Thirty minutes on how your firm handles documents today and where the time goes. Free.
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Scoped quote
Within a week: the hardware to buy, what gets built, what stays on-site and the price.
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Build and training
A small deployment takes about 2-4 weeks after scoping. I install it in your office and train your staff in person.
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Support
Monitoring, updates and new automations under a monthly retainer, or 30 days of support with the Foundation tier.
Setup starts at $4,000 plus hardware, which your firm buys as its own asset. See pricing.
What partners usually ask.
Does this make my firm compliant with Opinion 512?
No tool does that on its own. The opinion covers competence, client communication, supervision and fees as well as confidentiality. I document how the system handles data so your firm can make those calls with the facts in front of it.
Can it keep one matter's files away from people walled off from it?
Each person's desktop search indexes only the folders and file shares their own account can already open, so your existing permissions carry over. Where a shared index is used, each group gets its own collection and key, and before go-live I test that one group's key can't read another group's documents, including through direct requests to the server.
Does it replace Westlaw or Lexis?
No. It searches your firm's own documents, not case law. Anything it drafts still needs an attorney's review.
Who sees our documents during setup?
I do, on-site, under a confidentiality agreement signed before I touch any files. Nobody else works on your deployment. How your data is handled.
Do we need our own IT person?
No. The Professional tier includes monitoring and updates, and Foundation includes 30 days of support. If you already work with an IT provider, I coordinate with them on network access.
Rather hear it from me first?
There's a two-minute video on the contact page: what I build, what runs where, and what a deployment involves. The demo in it is the real software.
Talk It Through Before Anything Is Bought
A 30-minute call covers your matters, your document volume and what your firm needs to stay comfortable with. Within a week you get a scoped quote.
Book a Free Discovery CallOr call (470) 706-9787