Smarter Intake
Turn intake forms into organized client info automatically, with no retyping.
AI workflow support for small law firms in Florida & NYC
Turn 10 hours of busy work into 10 minutes.
New to AI? I help small firms get started with simple, safe automations that take the repetitive tasks off your plate. No big systems, no tech overhaul.
Book a free 20-minute workflow reviewResults vary by task. The review shows what's realistic for yours.
A practical place to start
Quick Wins I Set Up
Templates on Autopilot
Fill in engagement letters and standard documents in seconds.
Inbox & Calendar Help
Automatic reminders, scheduling, and follow-ups so nothing slips.
AI Basics for Your Team
Show your staff which AI tools are safe to use and how to use them well.
Clear from day one
How It Works
- 1
Free 20-minute review
We pick one task that eats up the most time.
- 2
Simple plan
You get a one-page write-up of the quick wins and the time each one saves.
- 3
Set up & show you
I set it up, walk your team through it, and leave simple instructions.
Peace of mind included
How I Keep It Safe
- Client data protection is built in from the start, not bolted on.
- AI output is always reviewed by your attorneys. AI never replaces legal judgment.
- Setup aligned with current bar guidance on AI use, confidentiality, and supervision.
A thoughtful approach to AI
Background
My background is in AI governance and workflow automation. At EisnerAmper, I've assessed AI systems against frameworks like the NIST AI Risk Management Framework, Google SAIF, and ISO 42001, built workflow automations in Microsoft Power Platform, and helped the legal team identify routine processes that can be safely automated.