All AI automation workflows are built to comply with attorney-client confidentiality obligations and privacy laws. Data processing occurs within firm-controlled systems (Google Workspace, CRM, Make.com).Your data never leaves your firm’s secure environment. All automations run within private accounts that you control — your firm’s Google Workspace, Airtable, and Make.com workspace. No client data is ever sent to public or shared models.
It follows your instructions, never makes decisions on its own, and works silently in the background while you stay fully in control.
Automations handle repetitive or administrative data only (like intake forms, reminders, and document templates). Sensitive legal reasoning stays entirely with you.
