Mid-size · IT-owned deployment
The answer to the client security questionnaire.
Mid-size firms are large enough to be asked hard questions about data handling and small enough that a negative answer costs a panel place.
What a mid-size deployment looks like
Workstations per practice group, administered by your own IT.
Deploy where the volume is
A workstation per practice group rather than a firm-wide platform rollout. Litigation and transactional can start independently.
Your IT keeps control
Your patching, your backup policy, your access control. No vendor console holds a key to your matters.
Client questionnaires answered
Where is data processed, who sub-processes it, what is retained — all answerable in one sentence.
Matter-level restrictions enforced
A client who forbids automated processing can be recorded as such, and the restriction enforced rather than remembered.
What stays true on every matter
These do not change by practice area, firm size, or the question asked.
Bring IT and the risk partner.
Mid-size deployments succeed or fail on the IT and risk conversation. We would rather have it at the start.
Request a BriefingQuestions firms ask
The answers below are specific to this page’s subject.
How do we roll this out across practice groups?
Per workstation, wherever the document volume is. There is no firm-wide platform migration to schedule.
Can we pilot it in one group?
Yes, and we would recommend it. Define what an acceptable result looks like before the pilot rather than after.
How does it fit our existing stack?
It reads from the firm's own storage and writes work product back. Deliberately few integration points, because each one is another path data could take.
What do we tell clients who ask about AI?
That analysis runs on firm-owned hardware and their file does not leave it. That answer survives follow-up questions.
Related
Other pages covering the same ground from a different angle.
See it run on a real matter.
A briefing walks the whole path — intake, workup, the Adjudicator's pass, and the work product that comes out the other side.
Request a Briefing