AI training for lawyers, with confidentiality built in
Practical AI for attorneys, paralegals and firm staff. You learn on realistic legal work, with a clear line on what can go into which tool and a habit for checking every citation.
Confidentiality comes first
Before any task, we settle what can go into which tool. It's part of every session, not a warning at the end.
The right tool and settings
Which tools and account types keep client information out of model training, and which consumer apps to keep away from client matters.
Your duties, made practical
Confidentiality under Rule 1.6, privilege, and when ABA Formal Opinion 512 points to getting a client's informed consent.
Redaction you can check
Removing Social Security, account and card numbers, then confirming nothing slipped through before a document goes anywhere.
Small test first
Run any new process on a couple of pages, check the result by hand, then run the full set. A habit that catches problems early.
Work we can tackle together
The kind of time-consuming work that AI can take off your desk, done carefully.
- Checking a large production for duplicate pages
- Adding Bates numbers to a set of documents
- Restructuring a messy exhibit or discovery spreadsheet
- Drafting a client update email you've been putting off
- Building a billing or time-tracking spreadsheet
- Cutting hours from work you can't bill, like contingency matters
The legal line
The stops lawyers ask about most. A first session or workshop covers the first few. Firms ready for more keep going.
Stop 1
Set up safely
Which tools and account settings make sense for client matters, and which consumer apps to keep away from them.
Stop 2
Confidentiality and privilege
What can go in and what can't, and how ABA Formal Opinion 512 applies to the tools your firm actually uses.
Stop 3
Research you can trust
Using AI for research and summaries, and a habit for checking every citation before it gets anywhere near a filing.
Stop 4
Drafting and correspondence
Faster first drafts of client updates, letters and internal memos that still sound like you.
Stop 5
Document-heavy work
Redaction you can check, duplicate-page checks, Bates numbering and cleaner spreadsheets for large sets of documents, inside your firm's rules on client data.
Stop 6
A firm AI policy
A short, practical policy that attorneys and staff will actually follow.
Three ways in
Just you
$300
First 60-minute session
Your firm
From $5,000
4 to 8 people
Bar sections and associations
Ask
A single 60-minute session
Questions lawyers ask me
- Can I put client information into ChatGPT?
- Sometimes. It depends on the tool, the type of account, its data settings and your engagement terms. ABA Formal Opinion 512 expects lawyers to understand how a tool uses what they type before client information goes in, and in some cases to get the client's informed consent. We go through this for the tools you actually use.
- What about AI making up cases?
- It happens, and courts have sanctioned lawyers for filing invented citations. We build a simple habit of checking every citation and quote against the source before anything leaves your desk.
- Does this work for a solo or small firm?
- Yes. Most of what I teach works with tools a small firm already pays for or can add for a modest monthly fee. One-on-one coaching is often the easiest place to start.
- Do I need to be technical?
- Not at all. Plenty of lawyers have barely used AI. We start at the first stop and go at your pace.
Twenty minutes, no cost
Tell me about your practice and what you'd like AI to take off your plate. I'll suggest the right first step for you or your firm.