Solicitors

AI for law firms, with client files kept private

New enquiries answered, intake forms collected and matters set up, so your fee earners can get on with the legal work.

Solicitors example: a conveyancing enquiry arrives at 18:40. A fixed-fee quote and intake form go out a minute later, the matter is queued for a conflict check, and a call is booked for Wednesday at 2pm.

What I can take off your hands

Enquiries answered out of hours

Potential clients get a prompt reply with your fee information and next steps, even in the evening.

Intake and forms collected

Intake questionnaires and documents are requested, chased and filed against the right matter.

Private AI for documents

Search and summarise your precedents and matter files on private, UK-hosted AI.

Work in progress at a glance

A weekly view of new enquiries, open matters and unbilled time, without building a report.

A week, before and after

Where the time goes in a typical solicitor week, and what it could look like with the admin handled.

The jobNowWith automation
Out-of-hours enquiriesWait until MondayAnswered in minutes with your fee guide
Fee questions by phone3 hours a weekAnswered in writing, calls booked
Chasing intake forms1 to 2 hoursSent and chased automatically
Searching precedentsAsking aroundAsk the private assistant
New enquiries and open mattersPulled together by handA weekly summary

How AI helps a small law firm

AI for law firms is often sold as a big platform for big firms. Most high-street practices need something smaller: enquiries answered quickly, intake forms collected without chasing, and a way to find things in their own precedents without searching folder by folder.

New enquiries are usually the quickest win. A potential client who gets a prompt, accurate reply with your published fee guide and a link to book a call is far more likely to instruct you than one who waits until Monday. The reply never gives legal advice, only your fees, practical next steps and a booking link.

Intake is next. Questionnaires and ID documents are requested, chased and filed against the right matter, and the details are copied into your case management system, so fee earners start with a complete file.

Confidentiality decides how it is built. Client information stays in systems the firm controls, and document search runs on private AI hosted in the UK or in your office, never a public chatbot. You stay responsible for the work under your professional rules, so anything client-facing can stay on approval for as long as you want.

Where most solicitors start. Illustrative, not a client result.

Example project

A high-street law firm doing conveyancing and wills

Before

Evening and weekend enquiries waited until Monday, by which time many had already instructed another firm. Fee questions took up a lot of phone time.

What could be built

  • Out-of-hours enquiries get a prompt reply with the fee guide and a link to book a call
  • Intake questionnaires are sent, chased and filed against the new matter
  • Conflict checks are flagged for a person to do before anything goes further
  • A private, UK-hosted assistant that searches the firm's own precedents and guides

Could save

About 5 hours a week

Could answer enquiries in minutes instead of days, and save around 5 hours a week of admin.

Example cost

£4,500 to build, then £145 a month

Time to build

6 weeks

Questions people ask

Does this fit our regulatory obligations?

It supports your existing processes. Conflict checks, ID checks and advice still sign off with you, and nothing is sent without the rules you approve.

Where is client data stored?

Wherever you need it to be. Sensitive work can stay on UK-hosted or your own servers, and I document where data goes.

Can it work with our case management system?

Most systems that can send and receive data or email can be connected. I will check yours on the first call.

Will it give legal advice?

No. It shares your published fee guide and practical next steps, and books calls. Advice always comes from a solicitor.

Can we review replies before they go out?

Yes. You can keep approval switched on for everything except the standard fee guide, or for everything.

Will you sign a data processing agreement?

Yes, a written agreement setting out what data is handled and where can be part of the work.

Are law firms allowed to use AI?

There is no general ban, and regulators have published guidance on using AI responsibly. You remain responsible for confidentiality, supervision and the quality of your work, so check your regulator's current guidance (this is not legal advice). The set-ups I build keep client data private and keep a person in charge of anything client-facing.

What does AI for a small law firm cost?

An enquiry set-up usually costs £1,500 to £3,000 and a private document assistant £3,000 to £6,000 plus hosting from around £40 a month, both at a fixed price agreed up front. The example project on this page shows a typical combination.

What’s the one job you’d
like off your list?

Tell me on a free 20-minute call. We’ll look at how you do it now, what could change and whether it’s worth doing.

No preparation, no pressure. You’ll speak directly to Neil.