What it does
| Task | Example |
|---|---|
| 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 admin | Assign, 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
- Pick one knowledge area
- Approve the documents
- Set roles and access
- Build and test with your team
- Go live
- Add the next area
Typical pricing
| Scope | Typical cost | Time to live |
|---|---|---|
| First version: one knowledge area or workflow | £2,500–£10,000 | 2–4 weeks |
| Integrations with CRM and case management | Scoped per system | Phased |
| Hosting and AI usage | Scales with use | Ongoing |
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.