Case Study
Private AI for Law Firms
How commercial law firms automate intake, contract analysis, deadlines, and drafting — while client data stays behind the firm's own walls, privilege intact.
The Challenge
Law firms run on documents, deadlines, and confidentiality. Associates lose hours to intake emails, manual conflict checks, and first drafts — while public AI tools are off the table: client names in a chatbot prompt is a breach of professional privilege, not a productivity hack.
Privilege Blocks Public AI
Partners knew AI could draft and summarize — but every public tool meant client data leaving the firm. Legal blocked them all, rightly.
Document Overload
Contracts, discovery folders, correspondence: review work consumed associate hours that never made it onto an invoice as advice.
Deadlines Without a Net
Court dates and filing windows lived in inboxes and heads. Every deadline tracked manually is a malpractice premium waiting to rise.
Billing Leakage
Time spent was logged from memory, days later. Unrecorded work quietly subsidized clients.
The Solution
A privacy layer between the firm and any AI model — names, parties, and matter details are redacted in real time before processing, inside the EU or on the firm's own servers. On top of it: five workflows that connect the tools the firm already uses — email, calendar, document folders, Excel, and the practice management system.
Client Intake & Conflict Screening
A prospective client emails. Before anyone opens it, the system has redacted identities, classified the matter, and run a conflict-of-interest check against the matter database. The responsible partner receives a summary with a conflict flag and a draft engagement letter — minutes after the email arrived.
- Identities redacted before any model processes the inquiry
- Matter type classified and routed to the right practice group
- Conflict check against existing matters, flagged for review — never auto-cleared
- Engagement letter drafted from the firm's template, ready for partner sign-off
Contract & Document Analysis
PDF folders full of contracts become structured, searchable knowledge. Clauses are extracted, summarized, and risk-flagged into the practice management system — lawyers review the flags, not the haystack.
- Clause extraction and risk flags on redacted text only
- Summaries filed to the matter, with links back to source pages
- Review time goes to flagged clauses instead of full read-throughs
Deadline Orchestration
Court dates and filing windows are detected in documents and correspondence, verified, and written to the firm calendar with an escalating reminder chain. A deadline that nobody acknowledged escalates until someone does.
- Deadlines extracted from documents and email, human-verified before entry
- Reminder chain: assignee → matter team → responsible partner
- Nothing silently expires
Matter & Billing Reporting
Activity signals from calendar and email become daily unlogged-time nudges; matter status compiles itself weekly; billing narratives arrive monthly as drafts. The quarterly portfolio review stops being an archaeology project.
- Daily: unlogged-time nudges from activity signals
- Weekly: matter status to each responsible partner
- Monthly: draft billing narratives from logged activity
- Quarterly: client portfolio review pack
Document Templating & Drafting
Input documents — prior matters, correspondence, findings — are aggregated and analyzed, and the findings flow into the firm's own templates: engagement letters, contract drafts, memoranda. One input set, one or many template outputs, always for attorney review.
- Firm templates, firm tone — the system fills, lawyers approve
- Findings from multiple source documents merged into one draft
- First drafts in minutes instead of associate-afternoons
Signatory: Dr. R. Wehrli
Matter ref: 2026-0417-CM
Type: supply agreement · 41 pages · DE
System Architecture
Implementation Timeline
Audit
We map the firm's back office: where hours leak, which data is sensitive, what the regulator expects.
Connect
We plug into the tools already in use — email, calendar, document folders, Excel, and the practice systems.
Orchestrate
Workflows go live behind the privacy layer; the team approves exceptions while the system does the typing.
Report
Daily, weekly, monthly, and quarterly reporting runs itself from live data.
The Results
6–13 hours saved per person per week across participating teams
Thousands of documents processed behind the privacy layer — privilege intact
Deadlines, intake, and first drafts run on rails; lawyers decide instead of type
The firm talks to its data: "Which contracts renew this quarter?" is now a question, not a research task
Technologies Used
More privacy-first deep-dives
Privacy-First AI — the full architecture
The privacy layer, the four guarantees, and how Audit → Connect → Orchestrate → Report works across industries.
Explore the solution → Accounting & Tax AdvisoryMonth-end close without the email ping-pong
Automated document collection, reconciliation with exception flagging, filing-deadline orchestration, and review-ready report templates.
Read the accounting deep-dive → HealthcarePatient-safe AI for clinical back offices
Intake triage, document processing, and compliance reporting — patient data redacted before any model is involved.
Read the healthcare deep-dive →For law & accounting firms
Your AI Audit — €399, not €599.
A mapped back office, an hourly value on every leak, and a privacy-first build plan you could hand to anyone — now €399 for legal and accounting firms (normally €599). You save €200.
We run a limited number of founder-led audits each month. Introductory pricing while we expand into legal and accounting — it won't run forever.
Claim your €399 AI AuditEligibility: commercial law firms and accounting/tax practices. One audit per firm.
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