Home By industry 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 firmsGovernance first, then a 30 to 50 person pilot
- Tax practicesScan and populate on 20 of last year's returns
- Insurance agenciesPolicy checking and email triage, using what you already license
- Banks and credit unionsPolicy assistant, then memo drafting
- Agriculture and co-opsAn answer assistant for agronomists and the grain desk
- ManufacturingA quoting assistant for one estimator
- Food processingMultilingual SOPs on one line
- Trucking and logisticsRate con and BOL intake
- Construction and tradesAI answering on after-hours and overflow calls
- Clinics and hospitalsAn ambient scribe for 5 to 10 willing clinicians
- Veterinary clinicsTwo scribes, back to back, for 2 or 3 vets
- Nonprofits and churchesThank-you and lapsed-donor workflow
- Cities, counties and schoolsAI-drafted minutes
State rules are shown for Minnesota, where we're based, and Iowa; 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.