AI automation for solo and small law firms
AI automation for solo attorneys and small firms: intake, conflict-check prep, first drafts from your templates and deadline reminders, set up around your duty of confidentiality.
In a small firm, the attorney is often also the intake desk, the calendar clerk and the document assembler. I help you take the routine paperwork off your plate while keeping client information protected and a lawyer signing off on everything that matters.
Where the time goes
- Intake and conflicts. Capturing the same facts every time and checking them against your client list.
- First drafts. Engagement letters, demand letters, routine motions and discovery responses built from your own templates.
- Deadlines and client updates. Tracking dates and keeping clients informed without daily phone tag.
What I set up
- An intake form that fills your matter record and preps a conflict check for a person to review
- First drafts from your templates and matter facts, marked as drafts for attorney review
- Deadline reminders and plain-language client status updates that you approve
Confidentiality and bar rules
ABA Formal Opinion 512 (2024), Oregon State Bar Formal Opinion 2025-205 and WSBA Advisory Opinion 202505 all say the same basic things: understand the tool, protect client information, check the output, supervise staff and the tool, and bill fairly. In practice that means business-grade tools with contract terms that keep your data private, no client information in self-learning consumer tools without informed consent, and a lawyer reviewing every draft. I’m not a lawyer and I don’t give legal advice. You make the ethics calls; I build the setup to match them.
For firms practicing on both sides of the Columbia, see Law firms in Portland and Vancouver.
How it works
- Process audit. I sit with the people who do the work, map where the hours go, and rank the tasks worth automating. You get a short written plan. Small offices can start with the half-day starter instead.
- First build. I build one automation inside the tools you already use. It only touches what it needs, a person approves anything that matters, every action is logged, and there is an off switch.
- Training and care. Your team learns to run it in plain language. Care covers tuning and fixes after launch.
Pricing is on the home page.