Fractional Chief AI Officer for law firms.

The vendor market for AmLaw 100 firms is crowded. Harvey, Clio Duo, ContractPodAi, every general-purpose model with a legal wrapper. The mid-size firm tier — 50 to 350 lawyers, $20M to $150M in revenue — is under-served. Most generalist AI consultancies either do not understand legal workflows or write decks that the executive committee politely files.

We embed. We connect your stack. We ship agents that respect attorney workflow, confidentiality, and the partnership decision-making your firm actually runs on.

What we automate inside law firms

The pattern is the same across firm sizes: senior attorneys spend too much time on work that does not require senior judgment, and the systems that hold the answers do not talk to each other. The agents that move the needle:

• Matter intake and conflict-check routing — agent runs initial conflicts, qualifies the engagement, prepares the kickoff packet.
• Document drafting from prior work — agent retrieves the most analogous past matter and drafts the first version of the engagement letter, NDA, or term sheet.
• Knowledge retrieval across the firm — “we have argued this before” search across closed matters, briefs, and memos.
• Client status updates — agent generates weekly client updates from matter activity; partner reviews and sends.
• Time and matter intelligence — realization, write-offs, partner-leverage ratios, surfaced where attorneys actually look.
• Billing narrative cleanup — agent rewrites time entries to client billing guidelines before partner review.
• RFP and pitch response — agent assembles experience, deal lists, and lawyer bios from past matters into a first-draft response.
• Document review pre-screen — agent first-passes large document sets and routes the questions to the right reviewer.
• Partner dashboards — book of business, pipeline, capacity, surfaced for compensation and committee conversations.

The systems we connect

• Document management: iManage, NetDocs, SharePoint
• Practice management / financials: Aderant, Elite 3E, Clio
• eDiscovery: Relativity
• Communication: Microsoft 365, Outlook, Teams
• BD and CRM: InterAction, HubSpot, Salesforce
• Vendor AI tools you already use: Harvey, Clio Duo, ContractPodAi — we integrate, we do not replace

The first deliverable is the unified data layer. Agents that run on fragmented systems generate fragmented work product, fast and at volume — exactly what a law firm cannot afford.

Confidentiality is the foundation, not a footnote

Client and matter data stays in your environment. Models are not trained on privileged content. Ethics walls and matter-level access controls are enforced at the data layer before agents run, not after they produce output. Every workflow that touches privileged communication is gated behind attorney approval — suggest-and-approve, not autonomous action.

The governance memo for each agent is a deliverable, not a meeting note. Your general counsel or risk partner can audit how a workflow runs, what the agent sees, and what requires sign-off, in writing.

How we work with mid-size firms

The engagement opens with a two-week AI Readiness Audit ($7,500). We interview managing leadership, BD, practice group heads, and the operations team. We audit current systems and workflows. We deliver a written report covering maturity, top ten pain points by AI-leverage, mapped use cases, a 90-day implementation roadmap, and per-use-case ROI projections — written in a form a managing partner can hand to the executive committee.

The Fractional CAIO retainer ($15,000–$25,000/month, month-to-month) ships work every month: a connector live, an agent in production, a workflow automated, the team trained on what shipped. Realistic decision cycle for a mid-size firm: 90 to 180 days from first conversation to signature. Once value is proven, average engagement runs 12 months and beyond.

Frequently asked questions

What does a fractional Chief AI Officer do for a law firm?

We embed as your AI leader on a part-time retainer: quarterly AI strategy, hands-on integration across iManage/Aderant/Clio, deployed agents that prepare matter work for attorney review, and applied training for the team. You get senior AI leadership without hiring a full-time Chief AI Officer or Director of Innovation.

How is this different from Harvey, Clio Duo, or another vendor tool?

Vendor tools solve one workflow with their own data layer. We connect your existing systems into one source of truth and build agents on top — so the agent that drafts a client update sees matter status, billing, and prior correspondence together. We are vendor-agnostic; we evaluate and deploy whichever tools your firm should adopt, then integrate them.

What size law firm is this for?

Mid-size law firms — AmLaw 200 through 500, plus boutique commercial, litigation, and transactional firms — typically $20M to $150M in revenue and 50 to 350 lawyers. Crowded vendor market at the AmLaw 100 tier; mid-market still under-served by generalist consultancies.

How do you handle confidentiality, privilege, and ethics walls?

Client and matter data does not leave your environment for model training. Ethics walls and conflict rules are enforced at the data layer before any agent runs. Every agent that touches privileged communication or work product is gated behind attorney approval — suggest-and-approve, not autonomous. Governance is a deliverable, documented per workflow.

How long is the partnership decision cycle?

Realistic for mid-size firms: 90 to 180 days from first conversation to a signed retainer, given partnership decision-making. The AI Readiness Audit is the natural foot-in-the-door — it is a defined two-week engagement that produces a written deliverable a managing partner can put in front of the executive committee.