AI features in your legal software
Best for
Quick help inside a program your firm already pays for.
Your part
You use each feature one task at a time, within what your plan includes. Check these first, because they may already cover the job.
AI Employees for Plaintiff, Defense, and Advisory Practices
We Build AI Employees for Law Firms to Draft, Review Records, and Prepare Matters.
Your AI employee prepares discovery drafts, deposition outlines, provider chronologies, matter briefs, and client emails using only the files and systems you authorize.
Every output waits for attorney review. You decide what is revised, approved, sent, or filed.
Personal reply within one business day. No client names or case details needed.
Attorney-directed workflow
You assign. Lloyd prepares. You review.
Legal judgment and final approval stay with the attorney.
The difference
From Blank Page to Attorney Review
| Work | Without help | With an AI employee |
|---|---|---|
| Matter preparation | Reconstruct the file before a call | Review a source-linked matter brief |
| Discovery | Draft every request from scratch | Edit a prepared first draft |
| Medical record review | Build the provider timeline by hand | Review a chronology with record gaps flagged |
| Client updates | Recheck the file before every response | Review a drafted status update |
Illustrative example
One AI Employee. Multiple Workstreams.
AI for Lawyers: Which Kind of Help Fits Your Firm?
AI for lawyers usually means one of three things. The right one depends on the job and on who in your firm will run it.
A general AI account
Best for
An attorney who wants to ask questions and draft by hand.
Your part
You write each request, supply the material, and check every answer. Firm material belongs in a business-tier account, never a free consumer tool.
An installed AI employee
Best for
A recurring job your firm wants prepared the same way every time.
Your part
Wesley trains it on your practice before you meet it, installs it at your desk, and leaves written instructions. It prepares the work, and an attorney approves anything before it leaves the firm.
None of the legal capabilities built so far is a case-law research tool. An AI employee does not give legal advice or replace attorney judgment. If research is your main need, compare legal research products instead.
Have a recurring job in mind? Tell Wesley about it Working legal capabilities
Legal Work We Have Already Built
These capabilities prepare work for attorney review. They do not send, file, or write to a practice-management database on their own.
01
Matter Lookup
Pull relevant matter details from approved exported data.
02
Disbursement Summary
Draft a clear summary of disbursements for your review.
03
Outlook Email Drafts
Prepare email drafts that wait for your approval before sending.
04
Abacus Note Text
Create note text for manual paste, with no direct database writes.
05
Medical-Record Gaps
Identify missing information in medical records for your review.
06
Discovery and Deposition Drafts
Generate initial discovery questions and deposition outlines.
Every firm is configured separately, and these examples do not promise compatibility with your current systems.
Prototype Lab
This internal legal AI employee prototype uses fictional data and has not been deployed for a client.
Prototype
Missed Billable Time Recovery
Combines Dialpad, Outlook, PLAUD, and Clio evidence to identify possible unrecorded work without treating scheduled time as billable time.
Prototype
Evidence Organization and Flagging
Groups evidence by day and matter, flagging overlaps, incomplete source coverage, and unresolved matters.
Prototype
Local Review and Approval Queue
Prepares records locally for review of matter, minutes, description, and warnings before approval or dismissal; approvals do not write time entries into Clio.
How I use it
I Run My Own Business with AI Employees
Each morning, I open a review queue containing website improvements, campaign drafts, client reports, and opportunities my AI employees prepared overnight. I review the work, make decisions, and approve what moves forward. Nothing reaches a client or gets published without me.
The work is different in a law firm. The operating model is the same: the AI employee prepares, the professional reviews, and the human decides.
Morning Review Queue
4 ready 01 Website improvement Ready for review
02 Campaign draft Ready for review
03 Client report Ready for review
04 New opportunity Ready for review
Nothing sent or published without approval.
Built and potential workflows
Legal Workflows by Practice Area
Built means we have already created that capability. Potential means it must be scoped for your practice, software, and review process.
Personal Injury
Focus on the client, not the paperwork.
- Draft discovery questions
- Outline depositions
- Flag medical-record gaps
Workers' Compensation
Keep every claim moving forward.
- Organize case documents
- Track filing deadlines
- Prepare status summaries
Family Law
Give clients clarity during a difficult time.
- Draft routine correspondence
- Summarize financial disclosures
- Prepare hearing binders
Estate Planning and Probate
Help families settle matters with less stress.
- Draft document requests
- Organize asset inventories
- Prepare probate checklists
Employment Law
Stay ahead of deadlines and documentation.
- Draft policy review notes
- Summarize employee handbooks
- Prepare case chronologies
From Scope to Attorney-Reviewed Work Product
A controlled implementation built around your practice, your systems, and your review process.
01
Scope the Workflow
We identify your practice area, software, source material, and required work product before recommending a setup.
02
Configure Capabilities
We select the relevant parts of Matter Answer Desk, Medical Record Gap Finder, and Billable Time Recovery. Not every capability fits every firm.
03
Install with You Present
We install it on your computer and business account during an attended session. No permanent remote-access software is left behind.
04
Put Attorney Review First
Work enters a local review process. Nothing is sent or written to your practice-management database automatically.
05
Keep the System
You keep the AI employee and written operating instructions. Continued development is optional.
The Value Ledger keeps the human review visible.
It records what the AI produced and what a human reviewed, approved, or rejected. It is an accountability record, not a compliance certificate.
Optional continued development
$499 per month
Can it work with the software your firm already uses?
Start with the job you want off your plate. Your software may already offer a connection we can use, or the job may need a custom setup. Here are three possibilities worth checking.
Clio Manage
Prepare a matter brief before a client call.
Clio documents custom connections for a single firm. I would check your plan, permissions and the records needed for your brief first. EasyStart does not include integrations.
MyCase
Ask for a case summary or upcoming tasks.
MyCase offers a read-only connection to Claude on Team or Enterprise plans. It retrieves information but does not change records. We would start by checking whether that existing connection covers your job.
MerusCase
Find case information and prepare a source-linked summary.
MerusCase documents a custom connection route for one firm. The next check is whether your user permissions and available records cover the job.
These are documented possibilities, not integrations I have tested for your firm. Any software connection is scoped and quoted separately. Your plan and the exact task determine what is possible.
Use something else? Tell me its name. A first job may be possible with documents you choose to provide while we check the software connection.
Tell me your software and first jobHow Firm and Client Information Is Handled
Runs through your business-tier account under commercial terms that do not use your data to train AI models.
Uses the files and access you authorize. You review every draft before anything is sent, filed, or published.
The setup follows the State Bar of California's Practical Guidance for the Use of Generative Artificial Intelligence in the Practice of Law. You receive a written configuration summary.
You keep the AI employee, account, and operating instructions if continued service ends.
Confidentiality in practice
What Happens to a Client File, Step by Step
Your Local AI Coach keeps your client files on your machine and reads them only through your own business-tier account, never through free consumer tools. The arrangement is four steps, and an attorney sits at the end of them.
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Where the file sits
Your files stay on your machine. The AI employee works inside the access scope the firm authorizes. Material outside that scope is not available to it.
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What reads it
The AI reads material only through your own business-tier account, never through free consumer tools. The account is the firm's own, under commercial terms where the firm's data is not used to train AI models. This is the confidentiality boundary.
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What comes back
A draft, marked as a draft, for a person. Nothing is sent, filed, or published until an attorney approves it. The AI employee does not check its own work and does not verify a citation.
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What proves what happened
The written operating instructions and the written configuration summary handed over at installation record how the setup is configured and what it is allowed to reach. That is the data security record.
If the firm asks for a connection to its practice management software, the records needed for that job travel through that vendor's connection. That connection is checked, scoped and quoted for the firm rather than assumed. The setup follows the State Bar of California's Practical Guidance for the Use of Generative Artificial Intelligence in the Practice of Law, published in November 2023. Following that guidance is not a certification, an audit, or approval by any bar or regulator.
Review and control
When the AI Employee Gets Something Wrong, Who Catches It?
An attorney does. Every serious evaluation of AI for attorneys comes down to this question, so here is the arrangement in plain terms: the AI employee prepares work, two controls sit around it, and a lawyer carries the judgment.
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A defined access scope
It reaches only the files and accounts you authorize. Material outside that scope is not available to it.
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An approval gate before anything leaves the firm
Nothing is sent, filed or published until an attorney approves it. For legal documents this gate is fixed, not a setting we relax once a firm grows comfortable.
Here is the part worth reading twice. The AI employee does not check its own work. It does not verify a citation or confirm that a record is complete, and it can be confidently wrong. The reviewing attorney is the check, and that is the design rather than a gap waiting to be closed.
A draft that comes back wrong the same way twice is a configuration problem, not a review problem. The first workflow includes 45 days of adjustments so that kind of pattern gets fixed rather than tolerated, and you keep the written operating instructions either way.
Ask how the review would work at your firm Your team
Will an AI Employee Replace Anyone at Your Firm?
No. An AI employee is not a replacement for an attorney, a paralegal, or the support staff who keep a practice running.
What it changes is where the assembly work happens. Your AI employee prepares drafts, chronologies, matter answers and client emails from the files and systems you authorize. The work then goes to a person, who decides what is revised, approved, sent, or filed. The preparation moves. The judgment does not.
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The attorney keeps the decisions
It does not decide legal questions and it does not replace attorney judgment. Nothing is sent, filed, or published until an attorney approves it.
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Your people keep the client relationship
It does not talk to clients on its own. Drafted client email waits for a person to read it and send it.
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Review is real work and it stays with you
The AI employee does not check its own work. It does not verify a citation or confirm a record is complete, and it can be confidently wrong. The reviewing attorney is the check, and that is the design rather than a gap waiting to be closed.
If the goal is to remove a position, this is the wrong purchase. The approval gate is fixed for legal work, so a person reads what the AI employee produces either way. The firms this fits are the ones where the assembly work is stacking up faster than the people already there can get to it.
Tell Wesley the one recurring job that stacks up firstBuilt and Installed by Wesley Cable
I build your AI employee, configure it around your practice and software, and install it with you present. I have used AI daily for two years, set it up in more than 15 businesses, built more than 10 automations, and taught AI weekly to business owners for a year and a half.
Run your own numbers
What Could More Attorney Capacity Be Worth?
Choose the model closest to your practice and change the assumptions. The calculator shows the scenario you enter, not a promised result.
Time redirected to clients and legal judgment
260
Hours redirected per year
$7,583
Monthly capacity value
$91,000
Annual capacity value
Planning scenario only. Your entries are not sent or stored. Results are mathematical illustrations, not savings, revenue, or performance guarantees.
What It Costs
One implementation includes three defined legal workflows, delivered one at a time, plus the configuration and review documentation.
Installed in Your Law Firm
$4,999
Founding rate: $2,999, 4 spots remaining.
Built around your practice and installed during an attended session. The first workflow includes 45 days of adjustments. Workflows two and three are scheduled when you are ready.
Optional continued development is $499 per month. It is not required to keep using your AI employee.
See What It Could Handle at My FirmWe will first confirm that the work and your current software make this a sensible fit.
Questions Attorneys Ask Me
What does an AI employee do in a law practice? +
It prepares work that stacks up between hearings. It can support Billable Time Recovery, Matter Answer Desk, and Medical Record Gap Finder. Every piece comes to you as draft support for review. It does not decide legal questions or replace attorney judgment.
Is an AI employee the same as legal AI software? +
No. Legal AI software is a product your team operates. An AI employee is trained on your practice, installed at your desk, and set up for defined recurring jobs, added one at a time, with an attorney approving anything before it leaves the firm. It is not a case-law research tool.
Is client information safe on an AI employee? +
Your AI employee runs on your own business account under commercial terms where your data is never used to train AI models, and your files stay on your machine. The AI reads material only through your own business-tier account, never through free consumer tools. For law, I set it up to meet the State Bar of California's Practical Guidance for the Use of Generative Artificial Intelligence in the Practice of Law, and leave you a written one-pager on exactly how it is configured.
Does it file anything or talk to clients on its own? +
No. It drafts and you decide. Nothing is sent, filed, or published until you review and approve it. That boundary is deliberate: the judgment stays with the attorney, and the AI employee takes the hours of assembly work in front of that judgment.
Will it connect to my case management software? +
It depends on your software, subscription and the job. Some systems offer an existing connection; others need custom setup or vendor approval. I check the required information and actions before proposing a connection, which is scoped and quoted separately. You can also start with documents you choose to provide.
Do I need to be technical to run one? +
No. You talk to your AI employee in plain English, the same way you would brief a person. I build it, train it on your practice before you meet it, install it at your desk, and work through real files with you until you are comfortable. If you can send an email, you can run an AI employee.
What does it cost for a law firm? +
Installed in your office is $4,999, with a founding rate of $2,999, 4 spots remaining. Adding new capabilities later is an optional $499 a month. Compare it to a hire: a part-time admin runs $1,500 to $2,500 every month.
What happens if the AI employee gets something wrong? +
An attorney catches it at the approval gate, because nothing leaves the firm without an attorney's approval. If the same mistake repeats, the 45 days of adjustments are there to fix the configuration, and the access scope keeps the error from touching anything outside what you authorized.
Will an AI employee replace my paralegal? +
No. It prepares the work your paralegal would assemble. Your paralegal may review it, but an attorney approves anything before it leaves the firm. It does not decide legal questions, it does not contact clients on its own, and it does not check its own work. The review stays with a person, so a firm buying this to remove a role is buying the wrong thing.
Where does my client information go when the AI employee works on it? +
Your client information stays on your machine. The AI employee reads material only through your own business-tier account, never through free consumer tools, and that account does not use your data to train AI models. Nothing is sent, filed, or published until an attorney approves it. The written configuration summary handed over at installation records how the setup is configured.
Considering AI for attorneys? Start with one job.
Prepare three short notes for your first conversation with Wesley. They help define the work before discussing a setup.
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The job and the output
Name one recurring task and the draft you want to review. Include your practice area and how the work is billed, so the conversation starts with what matters to your firm.
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Your current software
List your practice-management software and the features you already use for that job. The first question is whether your existing tools cover it.
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Who reviews the work
Identify the attorney who would check the draft and approve any next step. An AI employee prepares work under human review.
Put those three notes in the form with your contact details. A general description is enough. Leave out client names, case details and documents.
Prefer to talk? Call or text (916) 794-7877. I answer.
Please do not include client names or case details. See our privacy policy for how your information is stored and used.