We help solo and boutique firms decide what belongs in ChatGPT, Claude, Gemini, legal AI, or nowhere at all. The deliverable is a stack map: vendors, workflows, data classes, subscriptions, and no-upload zones.
A law firm stack is not a chatbot. It is email, calendar, matter management, intake, documents, research, signatures, billing, records, and client restrictions. The right answer changes by task. The wrong answer is letting each attorney improvise with a personal account.
Microsoft 365 firms, Google Workspace firms, and mixed firms should not get the same AI recommendation. Identity, admin controls, file storage, and calendar access determine the cleanest starting point.
We separate practice-management data from general drafting. Matter-aware work needs extra vendor and access review.
A model that is great for a client update may be the wrong place for medical records or court-citation work.
PHI, criminal strategy, minors, trade secrets, outside counsel rules, and court disclosure rules change the stack.
The question is not "what is best?" It is "who owns this workflow, under which terms, with which data class?"
The same firm may use one provider for office workflows, another for long-document review, a legal overlay for research, and a hard stop for certain facts.
Before choosing a subscription, name the task, data class, review owner, and tool lane.
Draft, summarize, classify, and automate only after the data class is approved.
Use for document-heavy synthesis with explicit attorney review and source checking.
Research needs legal-specific tooling, citation controls, and verification records.
Hold uploads until terms, retention, access, and disclosure rules are reviewed.
The intake is now a slide-by-slide flow with breadcrumb progress and a generated stack palette at the end. It is still preliminary and non-binding, but it is easier for a solo or boutique firm to move through without staring at a wall of form fields.
The path asks for firm profile, workspace, legal systems, AI work, sensitive-data flags, subscription posture, and notes. The final screen generates the same preliminary provider spine and consulting scope.
Good default for operations, drafting support, internal assistants, analytics, spreadsheets, and lightweight automation.
2+ seats. Broad workspace.Strong fit for long-form drafting, document review, contracts, deposition prep, and synthesis-heavy work.
5+ seats. Long documents.Cleanest when the firm already lives in Gmail, Drive, Docs, Calendar, and Meet and wants low-friction rollout.
Workspace-native.Research, citations, practice-management data, document automation, and regulated legal workflows may need legal-specific tooling.
Case-by-case.