AI consulting · Law firms

Most firms are automating tasks. The time comes back when you redesign the firm.

Faster typing doesn't change much. Rethinking how intake, documents, delegation, and decisions move through the firm does. That's the work I help with.

Who it's for

Owners, managing partners, and leadership teams.

You've tried a few AI tools. Some stuck. Most didn't. Nobody is sure what the firm's policy is, and you suspect the real gains are somewhere you haven't looked yet.

  • Readiness and workflow audits

    Where the time actually goes, and which of that work AI can take on reliably.

  • Intake and client communication

    Faster responses, cleaner handoffs, and fewer calls that fall through the cracks.

  • Litigation support and documents

    Summaries, chronologies, and first drafts, with a lawyer reviewing every one.

  • Delegation and operations

    Task routing, internal processes, and dashboards that show the owner what needs a decision and what doesn't.

  • Responsible use

    Confidentiality, security, supervision, and a written AI policy your team will follow.

  • Implementation and training

    Setting it up and teaching your lawyers and staff to use it well. Not a list of prompts on the way out the door.

How an engagement runs

Assess, build, train.

Each stage has its own scope and its own deliverables. You can stop after any one of them.

  1. Assess

    How work moves through your firm today, and where AI fits.

    • Conversations with the owner and key staff
    • A map of your main workflows
    • A written report with priorities, risks, and a recommended first project
  2. Build

    The workflows that made the cut, set up with your people.

    • Configured workflows with review steps built in
    • Written procedures your staff can follow
    • A firm AI-use policy drafted for how your firm works
  3. Train

    Your team runs it without me.

    • Training for lawyers and staff
    • Quick-reference guides
    • A follow-up review once the workflows have had time to run

Confidentiality, security, and human oversight

Client confidences stay protected. The assessment works from your workflows, not your client files. When a workflow does touch client information, it runs only in tools whose data handling the firm understands and has approved.

A lawyer stays responsible. Nothing goes to a client, a court, or opposing counsel without a lawyer reading it. The review step is part of the workflow, not an afterthought.

Security is part of the design. Who has access, where data lives, how long it's kept. Those questions get answered before anything goes live.

The rules come first. Florida Bar Ethics Opinion 24-1 asks lawyers who use generative AI to protect confidentiality, check the work, and bill fairly. Every recommendation I make starts there.

Why me

I run a law firm. I've built AI systems for my own practice and lived with the results, including the ones I had to take apart and rebuild.

I know what a missed deadline costs. And I know that a tool your staff won't use is worth exactly nothing.