How an AI Managed Services engagement runs
We start with the work, not the model. If your team can write the procedure, we can ship the agent. Here's how the architecture, the engagement, and the safety layer fit together.
The Checklist Test
Here's how we know if something in your practice can be automated. Can the work be written down as a checklist, clear steps in order? If yes, that's an AI skill we can build.
A document arrives. Read it. Classify it. Compute the deadline. Calendar it. File it. Notify the attorney. Six steps in a fixed order, a checklist. That's a skill running every 15 minutes, on a schedule, against your data, with a human gate before anything reaches the outside world.
Most attorneys come to AI managed services expecting to talk about models, prompts, and licenses. We start somewhere else: which 3 workflows make you groan every week. The ones that already follow a written procedure, or easily could. Those are your first agents.
Every agent runs on the same architecture
Skills
A skill is plain-English instructions: how to evaluate an intake lead, how to format a status update, how to compute deadlines under your jurisdiction's rules. Written once, applied every time. Your firm's judgment, encoded.
Connections
Read-only access to the systems your team already uses. Your practice management system (Clio, MyCase, PracticePanther, Centerbase), document management (NetDocuments, iManage), email, calendar. The agent works with the full picture, not whatever you remember to paste in.
Schedules
A trigger that runs the agent on its own. Every weekday at 7am. Every Friday afternoon. Every 15 minutes when a new email lands. The agent does its job whether anyone remembers to ask.
Safety layer (always on)
The agent drafts. You decide. Nothing reaches a client, court, or outside party without your review. Every action is logged for the audit trail ABA Opinion 512 expects. See the full safety architecture.
Blueprint, Build, Managed
Every engagement runs through the same three phases. You can stop after any of them, and you keep everything we've built for you.
Blueprint
We sit with your team, watch the work, and write the plan.
- Workflow audit across intake, casework, deadlines, billing, and client comms
- Tool inventory of what you already pay for (practice management, document management, email, calendar, CRM)
- Written plan: which agents to build first, in what order, what each one is expected to save you
- If the Blueprint doesn't leave your firm with a clear path forward, we refund it
Build
We deploy the agents, in your account, tuned to how your firm actually operates.
- 3 to 6 custom agents in the first cycle, scoped from the Blueprint
- Integrations wired: practice management, email, calendar, document management
- Skill files written from your written acceptance criteria, voice samples, and past matters
- Shadow run before anything sends: the agent drafts for 1 to 2 weeks while your team reviews
Managed
We keep the agents running, add new ones as your practice changes, and share what we learn from other firms.
- Monthly review of every agent's outputs, drift, and skipped escalations
- New agents added as new workflows surface, including off-the-shelf work like {{link:/deposition-summary-software/|deposition summaries}} and {{link:/ai-medical-record-summaries-chronologies/|medical record chronologies}}
- Model upgrades when a better one ships, without you switching vendors
- Priority support during deadlines, hearings, and trial weeks
A team, not a tool
You're not buying software. You're getting a team.
Every engagement starts with us sitting with your people — not sending a survey. We map what you actually do, then build around that. Most firms are surprised how much we ship in the first build cycle, and how little their team had to change to make it work.
Book a 30-minute intro call →Pick the size that fits
Most firms don't sign up for the full architecture on day one. They start small, prove it on themselves, and expand once they trust the pattern.
Crawl: 1 agent
Pick the workflow that makes you groan every week. We build that one agent, prove it on real work, and stop there. About 4 weeks. Your team gets a working agent and a feel for how the pattern works in your firm.
Walk: 3 to 6 agents
The standard engagement. A Blueprint plus a Build cycle that ships a small team of agents covering your highest-leverage work. Most firms start here. About 8 to 12 weeks end to end.
Run: Managed program
Monthly retainer that keeps the agents tuned, adds new ones as your practice grows, and rolls in upgrades from the broader portfolio. The point you reach when you stop thinking of agents as a project and start treating them as the operating layer of the firm.
Frequently Asked Questions
No. The Blueprint is the part where we figure that out together. Most firms come in with a vague sense of what hurts and a clear sense of what they don't want to keep doing. We work backwards from there.
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