Getting started
Solos and small law firms
QuickStart: You need something practical for peace of mind.
AI + Data Snapshot
A time-efficient review of how your firm is using AI — including the tools people may be using quietly without a formal policy.
Current AI tools in use
Informal or “shadow AI” use
Where sensitive data touches AI
Key workflows using AI
Highest-risk points in the process
Risk Review
I identify the biggest AI risks in plain English — not tech jargon.
Confidentiality risks
Data exposure risks
Accuracy and hallucination risks
Workflow leakage
Version control issues
Basic vendor/tool concerns
Safeguards
You receive practical fixes you can use right away.
What to stop doing now
What tools need review
What settings need changing
What data should stay out of AI
What needs a human review step
Solo attorneys are not immune from AI risk — they may be more exposed because there is often no IT department, no compliance team, and no second set of eyes reviewing how tools are being used. The goal is to give solo attorneys a simple system so they can use AI confidently without gambling with client data or their law license.
This package helps law firms address core ABA Model Rule issues raised by AI use, including competence, confidentiality, communication, fees, supervision, and nonlawyer assistance under Rules 1.1, 1.4, 1.5, 1.6, 5.1, and 5.3. It is designed to help firms create clear rules before AI use creates ethics, client-data, billing, or supervision problems.
Medium sized law firms
AI Assessment for your growing firm.
A focused review of how AI is being used across attorneys, staff, practice groups, and firm systems — including tools adopted by the firm and tools people may be using on their own.
AI tools used by attorneys, staff, and departments
Shadow AI use across the firm
Practice areas handling sensitive data
AI use in drafting, research, intake, discovery, email, and marketing
Where client data may be moving outside firm-approved systems
Risk Review
I identify the biggest AI risks for a growing firm:
Confidentiality and privilege risks
Vendor and sub-processor risks
Inconsistent AI use across teams
Hallucination and citation risks
Litigation hold and discovery risks
Staff supervision issues
Client disclosure and consent gaps
Safeguards
Stop unsafe AI use immediately
Review current AI tools by risk level
Change weak privacy and retention settings
Keep confidential data out of unapproved tools
Add attorney review before anything is sent, filed, or relied on
Set stricter rules for high-risk practice areas
Mid-sized law firms do not just need an AI policy. They need visibility, rules, training, and a system leadership can actually manage. AI may already be moving through drafting, research, intake, discovery, marketing, billing, and court filings. This package helps firm leadership identify where AI is being used, control high-risk workflows, protect client data, train attorneys and staff, and create a governance system before scattered AI use becomes a firm-wide problem.
This package helps mid-sized law firms address core professional responsibility issues raised by AI use, including competence, confidentiality, client communication, fees and billing, supervision, nonlawyer assistance, and court-facing accuracy under ABA Model Rules 1.1, 1.4, 1.5, 1.6, 3.3, 5.1, and 5.3.
Large law firms
Comprehensive AI Governance Package
Deeper Review
A deeper review of how AI is being used across the firm.
Current AI tools across the firm
Shadow AI use by attorneys and staff
High-risk practice areas
Sensitive data workflows
Vendor and tool gaps
Supervision and review issues
Large Law Firms / AI Governance Leadership
Large law firms need more than an AI policy. They need firm-wide governance across practice groups, offices, attorneys, staff, vendors, litigation, billing, marketing, and client work. I help firms create practical AI rules, tool approval processes, vendor review systems, human-review standards, data-use safeguards, training, and incident response procedures. I can also serve as an outside advisor to the firm’s AI Committee or as a Fractional AI Ethics & Governance Officer.
This work helps address ABA Model Rule issues involving competence, confidentiality, client communication, fees, candor to the tribunal, supervision, and nonlawyer assistance under Rules 1.1, 1.4, 1.5, 1.6, 3.3, 5.1, and 5.3. The goal is to help large firms use AI responsibly, protect client data, supervise AI output, and create a clear record that the firm acted thoughtfully before problems arise.
AI Policy + Rules of the Road
A written AI policy your firm can actually use.
Approved AI tools
Prohibited AI tools
Safe vs. unsafe AI use
Rules for confidential data
Rules for privileged information
Human review requirements
Staff and attorney responsibilities
Firmwide Safeguards
A structured set of controls to help the firm use AI consistently.
Approved and prohibited tools
Rules for confidential and privileged data
Review steps for AI-assisted work
Vendor review requirements
Practice-group-specific restrictions
Client disclosure language
Internal reporting process for AI mistakes
Documentation standards
Staff and attorney training
Ongoing review and governance process
Disclaimer (No Attorney–Client Relationship): Please note that contacting AI Legal Strategist, submitting an inquiry, or communicating with us through our website, email, phone, or any other channel does not create an attorney–client relationship. An attorney–client relationship is formed only if (1) we confirm in writing that we represent you and (2) you and the responsible attorney execute an engagement agreement. Do not send confidential or time-sensitive information unless and until we have confirmed representation in writing.
