Home Industries Law firms
AI for law firms.
Drafting, summarizing and reviewing documents is where AI saves the most time. Every output needs a lawyer's check: courts have sanctioned lawyers for citing cases that AI made up.
You probably run Clio, MyCase, PracticePanther, Westlaw, Lexis, Microsoft Word.
Where AI helps
Medical record and deposition summaries
Hundreds of pages condensed for a personal injury or insurance defense file.
First drafts
Letters, demand letters and contract drafts from your own templates.
Contract review
Clauses extracted and compared against your playbook in Word.
Research with citations
Legal research tools that cite sources, with every citation checked in a citator.
Rules to know
- NationalABA Formal Opinion 512 (July 2024) is the national reference: understand the tool, protect confidentiality, verify every citation and bill honestly for time AI saved.
- MinnesotaIn Kohls v. Ellison (D. Minn., Jan 2025) a federal judge excluded an expert declaration that cited AI-invented sources. Check everything a witness or vendor produces too.
Tools that fit
- Clio Manage AI. Inside Clio, the default practice software for small firms.
- CoCounsel or Lexis+ Protégé. Research and drafting with citations, bundled with Westlaw or Lexis.
- Spellbook. Contract drafting and review inside Word.
Where we would start
Record and deposition summaries
For personal injury or insurance defense files, in a legal tool whose contract covers medical records, not a general Team or Business plan. An attorney reviews every summary. 45 days.
What we measure: paralegal hours per file and errors caught in review.
Other industries
- Accounting firms
- Tax practices
- Insurance agencies
- Banks and credit unions
- Agriculture and co-ops
- Manufacturing
- Food processing
- Trucking and logistics
- Construction and trades
- Clinics and hospitals
- Veterinary clinics
- Nonprofits and churches
- Cities, counties and schools
State rules are shown for Minnesota and Iowa, the states we cover in depth; for any other state we check yours before you start. Prices and features are as published by each vendor in November 2026 and change often. Rules are summarized to help you ask the right questions; they are not legal advice, and your attorney or CPA signs off.
Rather talk it through?
Book a call. Caleb will point you to the right plan and the first project for your business.