SECURITY / CONFIDENTIALITY FIRST
Client trust,
built in.
Law firms hold some of the most sensitive information people ever share. Every system I build is designed around that: limited access, clear data handling, audit trails, and a person in control of every consequential step.
FICTIONAL DEMO FIRM · SAMPLE DATA
01 / THE SAFEGUARDS
Three rules
every system follows.
AI does the sorting, summarizing and reminding. Your lawyers keep the judgment, and your clients keep their privacy.
Only the data it needs
Every AI step receives the minimum client information required for its task, and nothing more.
A person decides
Messages to clients, changes to files and invoices wait for approval. Conflict checks are always confirmed by a person.
Everything is recorded
Audit trails show what the system did, when it did it, and who approved it.
02 / BEFORE ANYTHING IS BUILT
Clear answers
before any data moves.
Before a build starts, we agree in writing on how client information is handled. I also walk through your law society’s guidance on AI with you, so the system supports your professional obligations. This page is general information, not legal advice.
Where client data goes
Which providers process client information, and where it is stored.
How long it is kept
Retention periods, and how data is deleted when it is no longer needed.
No training on your data
Providers and settings that do not use your clients' information to train public AI models.
06 THE NEXT STEP
AI is powerful.Judgment makes it safe.
Your firm doesn't need another AI experiment. It needs systems that win back missed clients, free up billable hours, and protect what clients trust you with.
07 GET IN TOUCH
Every fix starts
with a simple
hello.
Tell me where your firm loses time or clients: intake, documents, client updates or disconnected tools. I'll reply personally with what I'd look at first.