What it does

TaskExample
Answers from your procedures“What are the steps for a client ID check?”
Finds the right template“Which engagement letter do we use for fixed-fee matters?”
Builds checklists“Create an onboarding checklist for this visa application.”
Summarises enquiries“Summarise this new enquiry for the solicitor.”
Runs routine adminAssign, acknowledge, request documents, schedule, update status in the CRM

What “private” means here

  • Your environment: deployed in a cloud account your firm controls, in a UK region.
  • No training on your data: model providers are contractually barred from using firm or client data to train their models.
  • Role-based access: staff can only retrieve documents they are already allowed to see.
  • Approved sources only: you choose which folders and documents it can read.
  • Sources shown: every answer links to the document it came from.
  • Audit trail: every question, answer and source is logged.

How a first version is delivered

  1. Pick one knowledge area
  2. Approve the documents
  3. Set roles and access
  4. Build and test with your team
  5. Go live
  6. Add the next area

Typical pricing

ScopeTypical costTime to live
First version: one knowledge area or workflow£2,500–£10,0002–4 weeks
Integrations with CRM and case managementScoped per systemPhased
Hosting and AI usageScales with useOngoing

Typical ranges, excluding VAT where applicable. Your price is fixed in writing after a scoping call.

Read more: what a private AI assistant can do for a law firm, or go back to all law firm services.