AI for law firms, from intake to documents
Law firms face two AI blockers: client privilege and the cost of a wrong answer. I build for both, starting with adoption.
Law firms face two AI blockers: client privilege and the cost of a wrong answer. I build on Claude Teams, with no training on your data, with a human gate. A WhatsApp intake agent qualifies each paid lead and books the meeting before a lawyer replies, and discloses that it is an AI. Document assistants work only from the firm's own files, and a lawyer reviews before anything goes out, so client material stays inside the firm and a lawyer signs off before anything reaches a filing.
The scar is a tool nobody used
Most firms I talk to already bought a legal-AI tool. They ran it for three to six months, watched their associates keep using ChatGPT instead, and cancelled it. The lesson they draw themselves is the right one: the goal is not the most features, it is something people actually use. Adoption is the whole problem.
Privilege is the hard gate
The data cannot leave the firm, and "we do not want to train ChatGPT with our documents" is the first thing a partner says. Any approach that does not lead with private and no-training is finished before it starts. At the same time, shadow AI is everywhere: associates use ChatGPT, clients use it to grade the firm's work, and you cannot police it. The answer is a governed firm account, not a ban that everyone ignores.
A wrong answer is expensive
Lawyers have lost standing over an AI-invented case in a filing, so the tolerance for a hallucinated citation is zero. That is exactly why the firm's own precedent, deterministic control, and a mandatory human review gate matter more than a clever model.
What I build
I start with adoption and governance, not features. That means Claude Teams as your firm's own account, with no training on your data, a written AI policy, and a half-day workshop so the team actually uses it. Then I map your real workflows and build custom Skills on your own precedent, the risk-factor sections, the purchase agreements from precedent, the NDAs, with the drafting controlled and a lawyer reviewing before anything goes out. On top sits the visibility layer that makes you the answer when a prospect asks for the best firm in your practice and city. And for intake-heavy practices, a WhatsApp agent qualifies each paid lead, books the meeting before a lawyer replies, updates the CRM, and discloses that it is an AI, which is good practice and keeps you on the right side of consumer-protection rules.
Proof
For Grupo Lyown, a Miami law firm with operations in Colombia, I built Victoria, a WhatsApp agent that qualifies paid leads, books meetings, and updates the CRM before a lawyer ever replies. A Brickell boutique firm is the cautionary tale that shaped the approach: it ran a six-month AI trial that not one associate used, which is why I build for adoption first and draft only on the firm's own files. Read the Grupo Lyown case study.
What you own
Everything I build is yours: the firm account, the governance policy, the Skills, and the agent. We start with adoption and one real workflow, prove it on your own files, and grow from there. Then every month the system does more than the month before.
Frequently Asked Questions
Yes. The firm works in its own Claude Teams account, with no training on your data, and document assistants work only from your own files, and a lawyer reviews before anything goes out, so client material stays inside the firm and a lawyer signs off before anything reaches a filing.
Because I start with adoption, a governance policy, and a workshop on real work, not a login handed to associates who quietly go back to ChatGPT.
Yes. It identifies itself as an AI, which is good practice and keeps you on the right side of consumer-protection rules.
The firm's own precedent, math and lookups done by code, and a mandatory human review gate before anything reaches a filing.
Book a 15-minute call
Tell me where your firm is using AI today. I will tell you what the first Skill would be, on your own precedent, with a human gate.