Less time on intake, documents, and billing. More on the matter.
We help small and mid-size law firms use AI in intake, document review, drafting and billing, and build the repeated parts that should not keep moving by hand. Confidentiality, privilege and conflicts are part of the workflow from the start. We are based in Tampa and work with firms anywhere in the US.
What we build for law firms.
The billable work is analysis, strategy and advice. We build around it: the intake that starts a matter, the first pass over a stack of documents, the draft that begins from your own precedent, and the time entries nobody wants to reconstruct on a Friday. The system does the routine part on its own and brings the lawyer what does not add up, with a citation back to the source so it can be checked fast.
Confidentiality and privilege are set before anything is built. We write down what each workflow may read, which matters are in scope and what stays out entirely. The lawyer keeps the judgment and owns the result. An audit maps where the firm's hours go first, and a team workshop trains attorneys and staff on the firm's real documents. Where a process needs a build, it comes through custom agents.
This is not legal advice, and we build inside the firm's obligations rather than replacing them. The Florida Bar's Board of Governors approved Ethics Opinion 24-1 on January 19, 2024. It is advisory, not binding. It says lawyers may use generative AI if they protect client confidentiality, provide accurate and competent services, avoid improper billing and follow the advertising rules. It tells lawyers to research a program's data retention, data sharing and self-learning policies first, and to get informed consent before using a third-party program that would disclose confidential information. Outside Florida, the national starting point is the ABA's Formal Opinion 512 (July 29, 2024), and your own state bar governs.
We are based in Tampa and work with firms across the US (AI consulting in Tampa).
Work we take off the desk.
Client intake
Inquiries become structured matter records, conflicts-check inputs and engagement-ready summaries, without retyping across systems.Document and contract review
A repeatable first pass that surfaces clauses, dates, obligations and deviations from your standard.Drafting
First drafts built from the firm's templates and prior filings, so they sound like your practice.Time and billing
Defensible time entries and billing narratives rebuilt from the work that actually happened.Summaries
The same matter summary, written once from the file instead of a fourth time by hand.
What law firms ask first.
How do you handle client confidentiality and privilege?
We define what each workflow may access, which matters are in scope, where information is allowed to travel, and what stays out of the system entirely. Your obligations set the boundaries; we build inside them and write down what was decided.
Do we have to replace our practice management system?
No. We build around the systems you already run and the way your firm already files things. Replacing core software is a separate decision and rarely the first useful step.
Where should we start?
Pick one recurring process with clear inputs and a clear output: new client intake, a document type you review constantly, or the billing narrative your team rebuilds every month. A paid team workshop with the people who own that work is one way in.
Do you only work with Florida firms?
No. We are based in Tampa and work with firms anywhere in the US, in person across Tampa Bay and remotely elsewhere. The Florida Bar opinion above applies to Florida lawyers; firms in other states start from ABA Formal Opinion 512 and their own bar's guidance.
Bring us one process your firm rebuilds every week.
We will tell you whether it needs training, a build, or nothing at all.