Open matters faster, without retyping the same name four times.
Intake, conflicts checks, engagement letters and matter updates draft themselves inside the practice system you already run. An attorney approves what reaches a client.
Free. 20–30 minutes. Phone or Zoom. It's a lesson, not a pitch.
Start with the basics- A person approves anything that reaches a client.
- Built around software you already pay for.
- Confidential by design.
Review queue
Estate plan, Ruiz
Engagement letter
Nguyen LLC formation
Draft ready for review
Patel lease review
Waiting on client documents
Ortiz probate
Conflict check cleared
Matter
Estate plan, Ruiz
Our fee for this matter is a flat fee of $3,450, due when you sign.Source 1
- Source 1Fee matches consult notes.
- Source 2Scope taken from the engagement template.
Activity
Reviewed by attorney
Signed by client
Example of a custom workflow. Illustrative; names fictional.
Where the hours go.
- Intake and conflicts
- One name typed into the web form, the conflicts check and the matter.
- Engagement letters
- Drafted from scratch, then chased for a signature.
- Matter updates
- “Any update on my matter?” arrives in the middle of billable work.
- After hours
- The 8 pm inquiry a competitor answers first.
Your numbers.
Pick the closest firm type, then change any number. Rough numbers are fine.
Loading the calculator.
The consult that ends at 4:30.
Today
The notes sit in the inbox until morning. The letter is drafted from scratch, edited, then chased by reminder until the client signs.
With the software
The letter is drafted from the consult notes by 4:52, the attorney approves it at 5:10, and the client signs that evening.
Illustrative workflow, not a client result.
We build around Clio, MyCase and Smokeball. Product names belong to their owners; PacifAI is not affiliated.
Questions law firms ask first.
What about the ethics rules on AI?
ABA Formal Opinion 512 (July 2024) addresses competence, confidentiality, client communication, supervision and fees, and many state bars have issued their own guidance. We build in review steps, access controls and logs that support those duties. This isn't legal advice; check your bar's guidance.4
Is the free briefing a sales pitch?
No. It's a lesson on what AI can and can't do for a professional firm. If there's a fit, we'll explain the audit at the end. If not, you keep everything you learned.
Is our data safe?
We keep as little as possible outside your own tools. Training rules depend on each AI service's terms, so we name every service and its terms in writing before work starts, and you decide.
Can it make things up in front of a client?
Nothing it drafts reaches a client until a person at your firm approves it. It answers from your documents, shows its sources and routes to a person when it isn't sure.
What does it cost?
The briefing is free. Audit and build prices are quoted in writing.
Other firm types: Accounting and tax firms, Insurance agencies, Financial advisors, Property managers.
Learn what AI can do for your firm. Free, 20–30 minutes.
It's a lesson, not a pitch. If there's a fit, we'll explain how the audit works at the end. If not, you keep everything you learned.
Takes 30 seconds, opens Google's booking page.