# Private AI for law firms

> Search your matters and draft from your own precedents, without putting client files into a public chatbot.

We install an AI assistant on private infrastructure, connect it to the documents your firm already keeps, and set it up so each person only sees the matters they are allowed to see. Lawyers check every answer against the source it cites.

## Why firms hold back from public AI

Lawyers are not short of uses for AI. What stops them is where client information goes and who answers for the output.

- **Client confidentiality:** Pasting client documents into a public service means sending them to a third party, under terms the client never agreed to.
- **Professional duties:** Guidance such as the American Bar Association's Formal Opinion 512 (2024) expects lawyers to understand the tool, protect client information and supervise what it produces.
- **Who can see which matter:** A firm-wide AI that searches everything can expose matters to people screened off from them. Access has to follow your existing permissions.
- **Answers you can check:** An answer without a source is useless in legal work. Every answer needs to point to the document and passage it came from.

## What it does for a firm

- **Search matters and precedents:** Ask a question in plain English and get an answer drawn from your own files, with links to the documents and passages it used.
- **First drafts from your templates:** Letters, engagement letters, attendance notes and routine clauses, drafted from your own precedents for a lawyer to review and finish.
- **Summaries of long documents:** Key dates, parties, obligations and open points pulled from contracts, correspondence and bundles, each linked back to the page it came from.
- **Your firm's own knowledge:** Policies, procedures and practice notes in one place staff can ask, instead of searching shared drives.
- **Intake and enquiry summaries:** New enquiries summarised for the right fee earner, so first calls start with the facts already gathered.
- **A private API for your systems:** Your case management or intake tools can call the same model through an API you control, with keys you can revoke.

## Four ways to run it, and where your data goes

### On your premises

- **Where it runs:** A server in your office or your own data centre, which you own
- **Who can reach your data:** Your staff. Our team only through a management connection you can see and switch off
- **What can leave:** Nothing, unless you connect an outside service. Every connection is listed and can be switched off
- **Best for:** Confidential client files and the strictest contracts

### Dedicated hosted server

- **Where it runs:** A server rented for you alone from a hosting provider, in a region you choose
- **Who can reach your data:** Your staff and our team. The hosting provider has physical access to the machine
- **What can leave:** Your data stays on that server and its backups. Nothing goes to an outside AI company unless you connect one
- **Best for:** Your own AI without buying hardware

### Managed GPU hosting

- **Where it runs:** GPU servers our team operates, with capacity reserved for you
- **Who can reach your data:** Your staff and our team. The data-centre operator has physical access to the hardware
- **What can leave:** Your data stays on our servers and their backups. Nothing goes to an outside AI company unless you connect one
- **Best for:** Teams that need GPU power without running hardware themselves

### Private AI API

- **Where it runs:** A private endpoint to a model running in one of the other three setups
- **Who can reach your data:** Your applications, through API keys you control and can revoke
- **What can leave:** The same as the setup it runs on. Request logging and how long logs are kept are set in writing
- **Best for:** Adding private AI to your own software, CRM or website

## Safeguards built for legal work

- Not used to train any model, and no fine-tuning without your written agreement
- Access follows your matter permissions, so screened staff can't search screened matters
- Every answer cites the document it came from
- An audit log of who asked what, and when
- How long prompts and answers are kept, and who can read them, is set in writing
- Connects to your document management system or file shares where they offer an API or export
- Lawyers review anything that goes to a client or a court

## What we don't claim

The assistant is not legal advice and does not make your firm compliant with any rule on its own. It can make mistakes, which is why every answer cites its source and a lawyer reviews the output. Your firm and its advisers decide what the professional rules require; we document the technical controls.

## How it works

1. **Assessment:** A short review of your documents, systems, matter permissions and the tasks you want help with, ending in a written plan and quote.
2. **Pilot:** The assistant runs on a sample of documents for a small group, so lawyers can test the answers before anything is rolled out.
3. **Roll-out:** Connected to the wider document set, with user accounts, permissions and training for your team.
4. **Run:** We monitor, update and back it up each month, and test new models before we switch.

## Frequently asked questions

### Does client information go to OpenAI or another AI company?

No. The model runs on your own server, a dedicated server rented for your firm, or GPU servers our team operates. Nothing is sent to an outside AI company unless you choose to connect one, and every connection is listed and can be switched off.

### Which setup is best for a law firm?

For the most confidential work, an on-premise install keeps everything inside your office, and our team connects only through a management connection you can switch off. A dedicated hosted server avoids buying hardware, but the hosting provider can physically reach the machine. We explain the trade-off for your firm in the assessment.

### Can it respect ethical walls and matter permissions?

Yes. The assistant is set up so each user only searches the matters and folders they already have access to. We test this during the pilot with your own permission groups.

### Will it replace our lawyers or paralegals?

No. It speeds up searching, summarising and first drafts. A lawyer reviews and signs off anything that goes to a client or a court.

### How is it priced?

The assessment and setup are quoted as a project after the free consultation, and ongoing management is billed monthly. The quote depends on the number of users, the volume of documents, the systems you want connected and where it runs.

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Source: https://techpitsolutions.systems/private-ai-for-law-firms

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