Law firms · Real estate brokerages · Advisory practices
AI for law firms, brokerages and advisory practices
Professional practices bill for judgment but spend much of the week drafting, re-typing and sending status updates. We set up AI that gives those hours back without putting client information somewhere it should not be.
Schedule a discovery callWhere the hours go
Drafting from scratch
Routine letters, engagement documents and summaries are rewritten each time instead of drafted from the firm’s own templates.
Notes that never become records
Call and meeting notes stay in notebooks and inboxes instead of the matter file.
Staff using AI with no rules
People are already pasting client details into public AI tools. Without a written policy, nobody knows what is allowed.
Consulting
What we build.
Every engagement starts from your actual workflows and is quoted as a fixed scope after a 30-minute call. These are the systems we build most often in this field.
- Intake and conflict-check summaries
- First drafts of routine correspondence and standard documents from your templates
- Call and meeting notes turned into file-ready records
- A written data-handling policy: what client information may and may not go into which tool
Confidentiality comes first. We set up business-tier tools under your firm’s accounts, keep client files where they already live, and write down which information may go into which tool before anyone uses it.
Training, sold separately
AI for Professional Practices: Legal, Real Estate and Advisory
Safe use of AI assistants in a client-confidential practice: intake, drafting, file notes and deadlines. Ten live hours, $3,000 per trainee. Approved for Massachusetts Workforce Training Fund Express, which reimburses eligible employers with 100 or fewer Massachusetts employees 100% of the course.
Questions
- Is it safe to use AI with confidential client files?
- It can be, with the right accounts, settings and rules. The risk is staff using consumer tools with no policy. We start with the policy, then the tools.
- Will AI replace our paralegals or coordinators?
- That is not what we build. We take re-typing and first drafts off their plate so they spend more time on work that needs a person.
- Can our staff be trained?
- Yes. Our AI for Professional Practices course covers intake, drafting, file notes and data-handling rules on sample matter files. It is approved for Massachusetts Workforce Training Fund Express.