USING AI IS EASY.
SETTING IT UP IS THE HARD PART.
Here is exactly what happens between “I’m curious” and your firm running on its own AI paralegal — whichever door you come through. Five steps, a lawyer reviewing everything, and nothing ripped out of the stack you already run.
What actually happens, in order.
Every engagement — suites, coaching, or a custom build — follows the same shape, because the hard part is never the AI. It’s the setup underneath it.
Diagnosis, not a pitch.
A free call where we ask how your firm actually runs: what happens from first call to signed engagement, where documents live, which tool is the system of record, where unbilled time leaks. Then we tell you which lane is the honest answer for you — sometimes that’s the half-day setup, not a full system.
The firm ethics & safety setup.
Before any system goes in, your Claude gets set up properly, live on your own computer: privacy and security settings, bar-compliance basics, your firm profile, your file structure, your projects. This is the step everyone skips on their own — and the reason most firms’ AI never gets off the ground. It’s the heart of the Half-Day Claude Setup.
Install and connect.
Your systems go into your own Claude account and connect to the stack you already have — SharePoint, Clio, Smokeball, Dropbox, whatever it is. Nothing gets ripped out. Suites are prebuilt for Florida family law; everything else is built from your own templates, your own forms, your own caselaw. Never from AI memory.
Train it — and your team.
Don’t quietly fix output you don’t like: tell it how you want it done, and that becomes a firm-wide rule. One message becomes a standard; a scheduled task keeps it enforced. We train you and your staff to work this way on your own live cases, one workflow at a time.
Coach on live cases.
Coaching is a prepaid retainer you draw down — training, integrations, automation, custom builds, your fractional CTO. This is where the business model changes: when mediation prep takes an hour instead of a day, flat-fee limited-scope work you used to turn away becomes profitable.
Always: a lawyer reviews everything before it leaves the firm. It never deletes a file — anything questionable goes to a holding folder until a person signs off. And our demos run on fully anonymized dummy case files, never real client data.
What does a week of this actually look like?
A support hearing for 9 AM hadn’t been prepped. One message from a phone: full packet in about ten minutes — the magistrate’s procedures checked, a missing notice of appearance caught, affidavit issues flagged, guideline numbers, direct and cross outlines.
One sentence: everything inventoried, filed and renamed to firm standards, two documents caught that belonged to another client. Nothing deleted, ever.
“I’ve got mediation tomorrow — prep the file.” The math, the assessments, the summary to the mediator, an outline of client concerns, and a checklist for the day.
A financial affidavit said $59K. The first six months of documented 1099s said $84K. The system caught it — and drafted the deficiency letter.
All real work from our own firm and coaching clients’ matters, described without client details. A lawyer reviewed every one before anything left the firm.