Matter intake and conflict preparation
Structured capture of the client and matter details, with the conflict search prepared and the client care letter drafted from your templates for the fee earner to approve.
Industries
Practice AI built around SRA obligations, not despite them
For a regulated practice the question is never only "does it save time?" - it is whether the file will stand up to a file audit, an insurer's question or a complaint. We build so the answer is yes, and so the time saving is real.
The pressure right now
What we hear from solicitors
- Fixed-fee conveyancing and family work where cost per matter decides the margin
- Enquiries and correspondence volume outpacing available fee earner time
- AML and source of funds checks slowing matters and consuming senior attention
- File quality varying between fee earners, surfacing only at audit or complaint
- Junior recruitment pressure removing the capacity that historically absorbed drafting
Where it pays off
Six places AI earns its keep here
Not everything on this list will apply to you. Most organisations start with one and extend once it has been measured.
Conveyancing enquiries
Reading the pack, drafting responses grounded in the documents and flagging what is missing - the highest-volume drafting task in most residential practices.
AML and source of funds
Assembling the documentation, drafting the risk assessment and flagging inconsistencies, with the decision and the record remaining the MLRO's.
File review and quality
Checking files against your own supervision checklist so gaps are found during the matter rather than in an audit sample.
Client correspondence
Updates and explanations in plain English drawn from the matter record, in your firm's voice, reviewed before sending.
Time recording and billing narratives
Drafting the narrative from the actual file activity, which recovers billable time that currently disappears into imprecise recollection.
Where we would start
The first three moves
1
Start with one work type
Usually residential conveyancing or a high-volume fixed-fee area, where cost per matter is visible and improvement is measurable.
2
Design the supervision point
The fee earner's review has to be quick and evidenced. That design decision is what makes the rest defensible.
3
Get the confidentiality position signed off
COLP, COFA and your insurer should see the data flow before go-live, not after.
Risk and regulation
The part most suppliers skip
Where the risk sits
- SRA Standards and Regulations - competence, supervision and service obligations apply to AI-assisted work
- Client confidentiality and legal professional privilege in any third-party processing
- Professional indemnity: your insurer will have a view on AI in the file
- Hallucinated authority or a fabricated citation reaching a client or a court
- Information barriers between matters within the same firm
How we handle it
Everything is drafted for a fee earner to review and approve; nothing leaves the firm unread. Supervision is a professional obligation, and the workflow is designed to make it fast rather than nominal.
Retrieval is access-aware, so information barriers between matters are enforced by the system rather than trusted to convention.
Where confidentiality or privilege rules out third-party processing, the deployment is private - inside your own tenancy or on your hardware - and the position is documented for your COLP and your insurer.
Where this fits
Where to go next
Questions
Questions from solicitors
In our experience they engage well when the controls are clear: fee earner review, audit trail, no unsupervised client output and a documented data position. We produce that documentation as part of delivery precisely so you can put it in front of them.
A general chatbot can and does. Systems grounded in your own documents with citations, and built to refuse when the material does not support an answer, behave very differently - and we test that refusal behaviour before go-live.
Products are worth buying when they fit; several are good. We are useful where the work is specific to your firm's precedents and processes, where the data cannot leave, or where you need several tools joined into one workflow rather than a subscription per fee earner.
Start with an audit of what you already run
Two to four weeks to an evidenced picture of your AI use, spend and risk - and a ranked list of what to do first.