AI help that keeps client files inside your office.

• Search your own past files and templates without uploading them to a cloud AI tool.
• Intake notes in Spanish and English, written into your own fields, read by your staff before anyone relies on them.
• A one-page AI use policy draft your attorney marks up and your staff sign.
• We check it works with your case software on the free call. You don't switch.

• The State Bar of Arizona has published guidance on lawyers using AI. A written office policy makes it easier to follow.
• We are not lawyers. We never talk to your clients about their cases, pick forms or prepare anything for them.
• We sign your confidentiality agreement before we see a file.

A short written rulebook for your staff. Every AI tool and every kind of data gets a color:

• Green: fine to use, like a generic email or a social post.
• Yellow: ask first, like a client letter with the names taken out.
• Red: never, like Social Security numbers, bank info or case details in a free chatbot.

$249 One-time. Written for your office in English and Spanish, plus a 30-minute walkthrough with your staff. If you start a setup sprint within 60 days, the $249 comes off it.