You cannot send client information to public AI services, and the work still needs a useful AI workflow. We set up one workflow inside your own boundary, write the scope down first, and agree an acceptance check before any live data runs.
The first conversation uses a sample workflow and test data. No client files.
Inside your boundary
At the line: nothing goes out unless you allow it.
That promise is why the easy AI tools are off the table. It is also why the work keeps piling up by hand.
Client files do not go into public AI services. Your firm rules, your engagement terms and your clients all expect that.
Summaries, drafts from your own templates, questions across your own documents. The repeat work does not wait.
Firms that can use AI on their work move faster, while yours does it all by hand. The other risk is quieter: staff using a public tool because nobody gave them a safe one.
"Turn off the data sharing outside your data silo."
A lawyer's advice to other lawyers on AI tools, r/LawFirm
Mike Rodgers, Rodgers Intelligence Group, Denver, scopes the workflow with your people, builds it, writes the acceptance checks you approve before the build starts, and stays until a named owner on your team can run it.
Start free. Hardware fit, hosting, access rules, retention, integrations and support are agreed per engagement, in writing.
A first look at one workflow and its data boundary, using a sample workflow and test data. You leave with a short read: what fits, what does not, and what it would need.
Free
One AI workflow on your own hardware or a private host. A scope memorandum first, test data first, and a written acceptance check before any live data is considered.
Scoped after a short brief
Operator documentation, training and support boundaries in writing. A named owner on your team runs it, and the acceptance checks rerun after any change.
Scoped after a short brief
| Inside | P1Free diagnosticA first look at one workflow and its data boundary | P2Private pilotOne workflow running inside your own boundary | P3Handover and careYour people run it, with support agreed in writing |
|---|---|---|---|
| What happens | We map one workflow, what it touches and where it could run | One AI workflow on your own hardware or a private host | Operator documentation, training and support boundaries |
| Data used | A sample workflow and test data. No client files | Test data first. Live data only after the acceptance check passes | Only what the scope memorandum allows |
| Written down first | A short read: what fits, what does not, what it would need | A scope memorandum: what it does, where it runs, what is out of scope | Support boundaries and update rules |
| Checks | Your firm rules are the starting point | A written acceptance check before any live data is considered | Acceptance checks rerun after any change |
| Record you can inspect | A sample memory record, so you see the format | An inspectable memory record with documented update rules | The record stays with your firm |
| Where it runs | Options discussed, nothing installed | Your hardware or a private host, agreed per engagement | Where you agreed, nowhere else |
| Who owns it | You decide whether to go further | Mike builds it with your people | A named owner on your team runs it |
| Price | Free | Scoped after a short brief | Scoped after a short brief |
Every capability is scoped per use case. These are the kinds of work it can take on, inside your own boundary.
Choose your firm
Work it can take on, inside your boundary
What you get
AI help on client matters without sending a privileged file to a public service.
How it stays inside
Runs inside your boundary, drafts only, an attorney reviews before anything is used, and the record shows what the AI was allowed to hold.
Work it can take on, inside your boundary
What you get
Walk into meetings prepared, with client financial records kept on systems your firm controls.
How it stays inside
Client records stay inside your boundary, nothing sends without your approval, and your compliance review stays in place.
Work it can take on, inside your boundary
What you get
Useful AI on internal work that must not leave your own systems.
How it stays inside
One agreed environment, your access rules, and a written acceptance check before live data. Not a security certification.
One workflow, one agreed environment, agreed before work starts. Like an engine sealed inside the car, it is never handed to anyone outside your team.
Sector 1
Own machine or private host, the proposed workflow, and what recovery would need. Your firm rules come first.
Sector 2
Connect one agreed workflow to a reviewable memory store. Test data first. Live data only after the acceptance check passes.
Sector 3
Acceptance checks, operator documentation and support boundaries, agreed before work starts and handed to a named owner.
Careful firms read this part first. So it is written as commitments you can check.
Sample, not a client result.
Most private AI is sold as a box you cannot look inside. This record is the opposite: a plain document your partners can read.
Private AI is usually sold hardware first. This starts with the paper your partners will ask for.
| Usually | Private AI | |
|---|---|---|
| First step | A product demo | A free diagnostic with test data, no client files |
| Written scope | A deployment quote | A scope memorandum before any build |
| Live data | Starts at install | Only after a written acceptance check passes |
| What the AI holds | Hard to see | An inspectable memory record with update rules |
| What is not included | Rarely stated | Stated plainly, including that this is not a security certification |
| After setup | A support ticket line | A named owner on your team and support boundaries in writing |
A free 30-minute diagnostic of one workflow, with a sample workflow and test data. You leave with a short read of what fits and what does not, whether or not you go further.
Book the free diagnostic