18 things you can run
on your own hardware.
Everything here runs on a Mac mini or Mac Studio in your office. Each one is scoped and tested with your team before it goes live, and a person reviews anything the system drafts.
These are examples to scope with your team, not measured client results. Whatever the label, nothing goes live until it has been tested with your own documents and people.
Documents and knowledge
Private document search
Ask questions of matter files and client records. Answers link to the source page.
Learn more →Private chat for staff
Drafting, summarizing and rewriting on the local model, behind firm logins. No AI vendor involved.
Paperless intake
Scanned mail and PDFs are read, tagged and filed by client, with suggested tags reviewed by staff.
Policy and procedure assistant
The handbook, SOPs and compliance manuals in one wiki staff can ask questions of.
Contract review against a playbook
Flags clauses that differ from the firm’s approved templates, for a reviewer to decide.
Translation drafts
English and Spanish drafts of letters and forms, checked by a person before use.
Voice and transcription
Meeting and dictation transcription
Working transcripts of meetings and dictation, searchable next to your files.
Learn more →Voicemail to ticket
Voicemails transcribed, sorted by urgency and routed to the right person with a summary.
Learn more →After-hours voice receptionist
Takes messages, books callbacks and answers hours and location questions. Calls reach it through a phone carrier, which is disclosed and agreed first.
Communication and intake
Intake form processing
New inquiries classified, names pulled out for a conflicts check and routed with a draft acknowledgment.
Learn more →Meeting follow-ups
A transcript becomes a summary, action items and a draft email for the meeting owner to edit.
Learn more →Inbox triage
A shared inbox sorted, with draft replies from the firm’s own templates held for a person to send.
Website chatbot on approved answers
Hours, services and next steps from a fixed set of answers, with a handoff to a person.
Staff tools
Bank statement extraction
PDF statements turned into categorized rows for staff to review.
Learn more →Deadline and obligation extraction
Proposes calendar entries from court notices, IRS letters and contracts for a person to confirm.
Redaction assist
Flags names, Social Security numbers and account numbers before production. A person approves every redaction.
Foundations
Passwords and backups
A team password vault plus encrypted nightly backups, in the office and off-site, with restore tests.
Monitoring
Health checks on each service every minute, with alerts sent to me rather than your staff.
Use cases fit the same three tiers.
Foundation covers the core stack: document search, private chat, transcription and document management. Professional adds 3-5 custom automations, such as intake processing or meeting follow-ups, plus monitoring and monthly support. Anything marked "by arrangement" is quoted on its own. See pricing.
Bring One Task Your Team Does by Hand
On a 30-minute call we'll work out which of these fits, what it needs and whether local AI makes sense for it at all.
Book a Free Discovery CallOr call (470) 706-9787