A solicitor has uploaded a client contract into a public AI tool. Confidentiality has been compromised.
A trainee used a free AI tool to draft a note of advice. That data is now training a model the firm does not control.
An AI research tool cited a case that does not exist. The advice went to the client.
A senior partner retired last month. Thirty years of judgment walked out the door.
No AI policy. No audit trail. Your PI insurer does not know yet.
When a solicitor uses ChatGPT or Copilot to process client documents, that information may be ingested by a third party — potentially training models and stored outside the firm's control. This breaches SRA confidentiality obligations. The Upper Tribunal has now confirmed this risk in England and Wales.
Uploading privileged communications or legal advice into a public AI tool may constitute voluntary disclosure to a third party — potentially waiving privilege over those communications entirely. Many solicitors are doing this today without understanding the consequence.
AI systems routinely fabricate plausible-sounding case references, misquote statutory provisions, and present outdated law as current. Without a structured verification system, this output reaches clients — and sometimes the courts.
Most AI adoption in law firms is happening informally — individual solicitors choosing their own tools, without policy, supervision, or audit trail. Your PI insurer is beginning to ask questions. Your COLP may have no idea this is occurring.
We cover the full spectrum — from initial risk audits through to building your firm its own private AI system. Everything is designed for regulated legal practice in England and Wales.
Comprehensive audit of every AI tool in use across your firm — who is using what, what data is being processed, and where the regulatory exposure lies.
A detailed mapping of every point at which client confidential information touches an AI system, identifying tools, workflows, and behaviours creating risk under the SRA Code.
A privilege-focused review of current AI usage — identifying where LPP is at risk of being waived through disclosure to third-party AI systems, with remediation and safe workflow design.
Technical and procedural mechanisms that prevent AI systems from breaching confidentiality, producing unverified outputs, or creating regulatory risk — built into the workflow.
A complete governance structure covering AI procurement, usage standards, oversight responsibilities, approval workflows, and periodic review — proportionate to your firm.
A bespoke, enforceable AI usage policy for your firm — covering permitted tools, prohibited uses, client data handling, verification requirements, supervision, and incident reporting.
Assessment of your firm's current AI usage against SRA Code of Conduct obligations — competence, supervision, client protection, and the outcomes-focused regulatory framework.
UK GDPR and Data Protection Act 2018 compliance review for AI use — lawful basis for processing, data processor agreements, international transfer risk, and controller obligations.
Legal-grade evaluation of AI tools before your firm adopts them — data processing terms, confidentiality protections, model training clauses, data residency, and fitness for regulated practice.
How your firm's current or planned AI usage affects your PI insurance exposure — with documentation to demonstrate a considered approach to your insurer.
Guidance and template clauses for disclosing AI use to clients appropriately — retainer terms, engagement letters, consent requirements, and professional transparency obligations.
Continuous monitoring of the AI regulatory landscape — EU AI Act, SRA developments, ICO guidance, judicial commentary on AI use — with regular briefings for your firm.
We build your firm its own AI system — trained on your precedents, know-how, and practice areas — operating entirely within your infrastructure. Your firm's expertise, amplified and secured.
A secure, offline or private AI legal research system with practice-area configuration, authority weighting, source provenance, and citation verification.
Structured testing of AI tools against known legal authorities to assess hallucination frequency and detectability, with control systems to flag, quarantine, and escalate suspect outputs.
AI-powered knowledge management that captures your firm's accumulated expertise — partner know-how, precedents, matter learnings — making it searchable, structured, and durable.
Privilege-safe drafting support built on your precedents, with verification workflows and human oversight embedded at every stage. We understand the difference between AI and automation — and which should be used when.
Technical architecture for keeping client data properly segregated within AI systems — ensuring matter information, client details, and confidential documents are handled in compliance with your obligations.
Structured programmes for partners, associates, and support staff — safe prompting, privilege-safe AI use, verification standards, and practical use cases for each department and seniority level.
Documented workflows for AI-assisted legal tasks structured around privilege protection from the outset — so solicitors can use AI without creating confidentiality or privilege risk at any step.
A documented plan for when an AI-related issue occurs — a confidentiality incident, a hallucination reaching a client, an insurer query. Investigation, notification, remediation, regulatory reporting.
A retained service covering periodic governance reviews, system testing, policy updates, regulatory monitoring, and staff support — keeping your AI compliance position current.
Periodic technical auditing of deployed AI systems — testing accuracy against current law, identifying drift, reviewing output quality, and recommending improvements.
A framework for responsible AI use within your firm — covering fairness, explainability, human oversight, bias risk, and the emerging professional standards regulators and clients expect.
We rigorously evaluate third‑party AI solutions (including LLMs, legal research platforms, and drafting assistants) to ensure they ringfence your client data, preserve privilege, and meet your firm’s confidentiality obligations — before you sign the contract.
We build secure, private repositories where your clients can upload their entire contract library and ask natural‑language questions like "Do I have any contracts with a change‑of‑control clause?" — with results drawn solely from their own documents, never cross‑pollinated with other clients’ data.
Not a generic AI tool. Not a third-party subscription. A bespoke system built for your firm — trained on your precedents, your know-how, and your practice areas — running within your infrastructure, under your control.
Prefer to use an existing enterprise platform? We audit third‑party AI solutions to verify they provide equivalent data ringfencing, privilege protection, and confidentiality — so you can make an informed choice between building or buying.
Not every legal task needs generative AI. In many instances, the right solution is a well‑structured precedent and clause‑level retrieval — not drafting afresh from the internet. Consistency of documentation protects your clients on future transactions, and we build systems that use the appropriate tool for the job.
Document assembly from your precedent bank. Fill in client data, produce consistent outputs. Zero generative AI risk.
Used sparingly, only for retrieving and amending short clauses. Always starting from your approved precedents, never from the web.
AI‑assisted clause selection combined with bulletproof automation. The best of both worlds: efficiency and absolute consistency.
No‑obligation assessment of your current AI usage, risk exposure, and governance gaps. A clear written picture regardless of whether you proceed.
A structured report mapping your firm's specific risks — confidentiality, privilege, regulatory, PI — alongside the AI opportunities most relevant to you.
A staged plan — governance first, then systems, then capability — built around your firm's risk appetite, practice areas, and budget.
We implement the agreed systems — from safety rails and governance frameworks to bespoke AI systems — with full training and compliance documentation.
We remain available on a retained basis — monitoring regulatory developments, reviewing system performance, and ensuring your AI capability keeps pace.
We are not a technology firm that has noticed solicitors exist. We understand privilege, the SRA Code, PI insurance, and what regulated practice actually demands.
We do not just write policies and leave. We can build your firm a working AI system — one that actually runs inside your firm and is used by your solicitors every day.
We will not oversell the technology. AI requires solicitor oversight, verification, and professional judgment. We understand the difference between automation and generative AI — and which to use when.
Every engagement is conducted with the same expectation of confidence you extend to your own clients. We do not discuss firm names or engagement details with any third party.
Modernising the firm without creating risk. Looking for a clear, staged approach with proper governance from the start.
Tasked with driving AI adoption. Need practical systems and defensible governance — not theoretical frameworks.
COLPs and COFAs aware that AI risk exists but needing specialist support to assess, document, and manage it.
Without the internal resource of a large firm — but with the same regulatory obligations and the same AI risks.
High‑calibre solicitors who want to use AI properly — without enterprise complexity or consumer‑tool risk.
In‑house legal teams facing the same AI risks, with the added pressure of being the first line of defence for their organisation.
We will give your firm a clear, honest assessment of its current AI risk exposure — covering confidentiality, privilege, regulatory, and PI risk. No cost. No obligation. No sales pressure.
Prefer to talk? Call us on +44 7532 700118.
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