Our services
Solos and small law firms
QuickStart
AI + Data Snapshot
A fast 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
Medium-sized law firms
AI Assessment
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 where more people, more matters, and more tools create more exposure.
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
Comprehensive AI Governance Package
Deeper Review
A deeper review of how AI is being used across the firm, where the risks are, and what needs to be controlled.
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
Firmwide Safeguards
A structured set of controls to help the firm use AI consistently, responsibly, and with less risk.
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
AI Policy + Rules of the Road
A written AI policy your firm can actually use — not a dusty document nobody reads.
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
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.