AI adoption done wrong is an existential risk.
We don't just help PI firms adopt AI. We help them adopt it the right way — with the vendor agreements, staff policies, and disclosure frameworks that protect them from the specific liabilities AI creates for contingency-fee practices.
What We Do
What We Never Do
AI adoption done safely.
Every recommendation we make follows the same framework: policy first, workflow first, human approval gates at every step.
Vendor Agreement Review
Every AI tool your staff uses should have a signed BAA or DPA. Most don't. We assess your current vendors against best practices for confidentiality, data handling, and BAA coverage — and provide a framework your firm's counsel can use to build compliant agreements.
Staff Policies & Training
ABA Formal Opinion 512 requires lawyers to develop competence with AI tools, including understanding their risks and limitations. We build the policies and deliver the training so your team is prepared from day one.
Privilege Protection
Heppner made it clear: consumer AI without confidentiality protections can waive privilege. We design every workflow around privilege preservation — through proper tool selection, enterprise agreements, and data handling protocols.
Disclosure Compliance
Pennsylvania Joint Opinion 2024-200 calls for disclosure of AI use in court submissions. ABA Opinion 512 adds informed consent requirements. We design AI disclosure protocols aligned with current court and bar requirements for your firm's counsel to review.
The regulatory landscape is real.
United States v. Heppner
SDNY, February 10, 2026A federal court ruled that documents a client generated using a consumer AI tool with no confidentiality guarantees were not protected by attorney-client privilege. If your staff is using personal ChatGPT accounts on client matters without enterprise agreements, your privilege may already be at risk.
ABA Formal Opinion 512
July 2024Requires lawyers to develop competence with AI tools under Model Rule 1.1, communicate with clients about AI use under Rule 1.4, and maintain confidentiality under Rule 1.6. Also covers supervisory duties for staff AI use.
Pennsylvania Joint Opinion 2024-200
June 2024Ethics guidance calling for disclosure of AI use in court submissions. Multiple jurisdictions are adopting similar rules.
HIPAA Compliance
Ongoing requirementFirms handling medical records from covered entities must comply as business associates. Your AI tools need Business Associate Agreements (BAAs) before touching protected health information.
Don't wait for a bar inquiry to force the conversation.
Your staff is already using AI. The only question is whether you have the policies in place before opposing counsel finds out you don't.
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