How can I build AI around my law firm’s actual work?

Match education to the work, then test the work

Legal support outsourcing should begin with role fit. Review the proposed specialist’s education, relevant experience, writing and practical work against the task. LL.B., LL.M., J.D. and paralegal training describe different pathways; they do not establish U.S. attorney licensure.

Use a synthetic exercise that requires source checks and handling an unclear answer. Agree the review owner and permissions before a person or tool receives access.

Software, setup and people: why firms need all three

A software subscription, a configured workflow and a person checking the output solve different problems. Start with the tools your firm already owns. Define the permitted inputs, review steps and exception handling before deciding whether a new component is needed.

Three ways to start

Choose the work you need help with. Each engagement has written scope, pricing and responsibilities.

Workflows we build

Choose a specific process below. Each page explains the proposed build, what a person checks and what remains with your attorneys.

Need contract drafting review support?

We can help turn your firm's approved playbooks and clause options into draft packets, proposed edits, and exception lists for counsel review. A human checks inputs and routing, and the responsible attorney approves legal positions, revisions, and release.

Contract drafting reviewSpellbook workflow scope

Works with your software, or runs on approved tools

Filevine, Clio, MyCase and Docketwise have their own features, plans and limits. We check your account’s capabilities before proposing an integration. Selected open-source or self-hostable components are alternatives only after license, hosting and data review.

Filevine document managementClio Manage automated workflowsMyCase 8am IQ feature guidanceDocketwise IQ Data Capture availability

Custom AI pricing and simple staffing workflows

AI work has custom pricing, with affordable scope options discussed against the actual task. Some human staffing engagements can include simple workflows at no additional charge. That inclusion applies only when confirmed in the staffing scope; it does not make every custom AI project included.

Software, a build or an operator: what am I buying?

Compare responsibilities before comparing fees. Vendor software can already provide automation and review features. Our proposed service is configuring an agreed process and, where separately engaged, supplying a person to operate and check it.

How do specialist legal AI products fit?

CoCounsel Legal publishes research, document analysis and drafting connected to legal sources. Harvey describes Assistant, document collections and workflow agents. Clio Work uses Vincent AI for research, analysis and drafting. These products may suit substantive legal work under counsel’s review.

Compare the licensed functions, data terms and reviewer workload. Our proposed service covers agreed configuration and operating responsibilities. It does not replace a research subscription or establish that one vendor is better than another.

CoCounsel Legal product scopeHarvey product introductionClio Work product guidance

How we keep the work accountable

Our delivery controls make drafts, sources, reviewers and exceptions visible. Your attorney assesses the applicable professional rules and approves the tool and data use. Read the ABA guidance and adapt the policy template with your counsel.

ABA 512 guideAI-use policy templateABA Formal Opinion 512: generative AI guidanceABA Model Rule 5.3: nonlawyer assistance

What stays with your attorneys

Legal advice, legal judgment, conflicts, case strategy, privilege, filings and external commitments remain with counsel. AI never makes legal decisions or sends anything to a client, court or opposing party without attorney approval.

Questions about this workflow

Related legal support

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