Chart & File AIBook a 30-minute call

AI for client work, with the client files staying in your office.

Your bar has told you to be careful with AI, and you should be. Client confidences don't belong on someone else's servers. A private system keeps every document on a machine your firm owns.

What firms use it for

  • Searching years of matter files in plain English
  • First drafts of letters, summaries and routine documents
  • Summarizing depositions, records and long contracts
  • Finding your own past work instead of starting from scratch

The questions I get asked

Does this satisfy our confidentiality duties?

That judgment belongs to you as the lawyers. What I can tell you is where your data goes: nowhere. It stays on your hardware, and the system doesn't learn from or share what you type.

Can we wall off matters?

Yes. Access is set by person and by matter, so people only see the files they're cleared for.

Will it make up case citations?

Any AI can get things wrong. I set it up to answer from your own documents and show where each answer came from. Your attorneys still check everything before it goes out. I don't sell it as a legal research tool.

You're not a lawyer. Why hire you?

I've spent my career in healthcare, where privacy rules are just as strict. I know how to set up a system that respects them, and I'll work alongside your IT contractor.

Let's talk