ENTERPRISE / TIER-1 PROGRAM

Built for 100–1,000+ Attorneys • 30+ Specialties • Secure Azure OpenAI Tenant • Enterprise-Class Rollout & Support

National and large multi-office law firms face operational pressure: scaling caseloads, multi-jurisdiction complexity, uneven workflows across regions, rising overhead, and an increasing need for consistency, speed, and compliance.

The OptimoAI Enterprise / Tier-1 Program is engineered specifically for firms operating at scale—those needing:

• Enterprise-grade security using a Dedicated Azure OpenAI Tenant
   
• High-volume workflow automation across 30+ specialties
   
• Office-by-office deployment for zero throttling and unlimited concurrency
   
• Attorney-in-the-loop controls that maintain accuracy and ethics
   
• A dedicated nationwide rollout team with measurable ROI in months, not years
   

A structured 12-month program that deploys 100+ AI automation flows, trains attorneys and paralegals, integrates with firm systems, and ensures sustainable, scalable efficiency.

• 100+ automation flows tailored to 30+ specialties
   
• Dedicated Azure OpenAI tenant (private, compliant, exclusive)
   
• Onshore + offshore rollout teams for enterprise delivery
   
• Custom flow development for practice-specific needs
   
• Attorney-in-the-loop workflows for ethical compliance
   
• Zero-trust architecture using your internal systems
   
• Usage & ROI dashboards showing time saved, adoption, and performance
   

• Private Azure tenant, isolated for your firm
   
• No data ever shared or used for foundation model training
   
• SOC2 / ISO / GDPR-aligned Azure environment
   
• Model version controls, audit logs, and RBAC
   

Automation runs inside your systems:

• Google Workspace
   
• Microsoft 365
   
• Airtable
   
• Make.com / Zapier
   
• Clio, iManage, Litify, Lawmatics (via API)
   
• SharePoint, SQL, internal DMS
   

OptimoAI never stores, copies, or accesses firm data.
Your systems, your audit trail, your full control.

National, multi-office firms require a structured scale plan.

• Builds and tunes 100+ flows
   
• Converts manual/internal processes into automation
   
• Ensures jurisdiction-ready output
   

• Connects CRMs, DMS, email, calendaring
   
• Ensures routing, conflict checks, and multi-time-zone triggers
   
• Builds custom APIs and connectors if required
   

• Weekly training for attorneys & paralegals
   
• Playbooks, SOPs, templates
   
• Adoption tracking and usage optimization
   

• 5 flows every 2 weeks (enterprise sprint model)
   
• 100+ flows delivered within 12 months
   

Large national firms often have 10, 20, or 30+ locations, each with unique workflows, time zones, and case volumes. To guarantee smooth high-frequency automation, OptimoAI deploys a dedicated set of 100 automation scripts per location.

This ensures every office runs independently and without load-sharing constraints.

We begin by deploying 100 flows in one pilot location to validate:

• Workflow accuracy
   
• Peak-hour load
   
• Jurisdiction requirements
   
• Permission controls
   
• Attorney-review processes
   

After optimization and approval, multi-office rollout begins.

To avoid throttling, bottlenecks, or shared transaction limits:

• Each office receives its own full automation suite
   
• High-volume groups (PI, Real Estate, Corporate, Immigration, Litigation) run without congestion
   
• Concurrency is unlimited—each location operates independently
   

After pilot success, flows are deployed across all remaining locations with:

• Local rules & jurisdiction variations
   
• Time-zone-based scheduling
   
• Local databases, DMS, or CRM variations
   
• Office-specific training sequences
   

This ensures your firm can automate millions of actions per month reliably across all regions, without ever hitting transaction limits or performance degradation.

• Conflict checker (cross-database, cross-location)
   
• Intake → database population → attorney assignment
   
• Court & statutory deadline trackers (jurisdiction-aware)
   
• Research → draft → attorney review flows
   
• Discovery requests & responses
   
• Corporate contract review & redlining
   
• PI medical record summaries
   
• M&A due-diligence lists
   
• Real estate title verification
   
• Estate/probate case workflows
   
• Criminal defense hearing reminders
   
• Immigration RFE/USCIS flows
   

Everything is attorney-supervised.
No output is ever final without attorney approval.

For a 200-attorney firm:

• 3 hours/day saved per attorney → 600 hours/day
   
• Monthly recovered capacity → 12,000 hours
   
• At $300/hr blended rate → $3.6M per month
   
• Annual impact → $43M+ in recovered billable capacity
   

Firms typically see ROI in 30–60 days.

Includes:

• Unlimited flows
   
• Unlimited users
   
• Dedicated Azure tenant
   
• All 30 specialties
   
• 24/7 support
   
• Onboarding & rollout teams
   
• Continuous optimization
   

For firms requiring extensive specialty-specific flows.

Both models include your dedicated tenant, rollout teams, security suite, and adoption support.

We document:

• Practice groups
   
• Case volumes
   
• Systems
   
• Pain points
   
• Compliance requirements
   

We connect your  DMS, calendaring, email, and databases.

One office, 100 flows, high-volume groups first.

Rollout to 10–30+ locations using our dedicated scripts per office strategy.

OptimoAI is designed for firms needing:

• Independently scalable office-by-office automation
   
• Global time-zone operations
   
• Dedicated Azure OpenAI security
   
• High-volume task automation
   
• Predictable enterprise pricing
   
• Long-term partnership
   

OptimoAI becomes your firm’s AI automation backbone across all practice groups and locations.

 Note:

OptimoAI does not connect to court docket systems or jurisdiction-specific court databases.
We do not pull deadlines, filings, or rules directly from state or county systems.

Instead, OptimoAI focuses on automating all the manual, repetitive, non-court-integrated tasks that consume attorney and paralegal time every day.

OptimoAI automates everything that does not require a live court connection, including:

• Document drafting
   
• Intake & conflict checks
   
• Client communications
   
• Case updates
   
• Scheduling reminders
   
• Monthly/weekly task flows
   
• Internal deadline checklists
   
• E-signature workflows
   
• Discovery request drafting
   
• Drafting templates & memos
   
• Staff handoffs & updates
   
• Billing reminders
   
• Internal tracking & routing
   
• Compliance checklists
   
• File generation & sharing
   

These workflows are manual today, repetitive, and identical across jurisdictions — and OptimoAI automates them so attorney teams save 4–5 hours per day per attorney.

Even without jurisdiction-specific court integrations, OptimoAI delivers:

• Massive productivity increases (4–5 hours per attorney per day)
   
• Fully secure, firm-owned AI models on Azure/OpenAI
   
• Fast deployment across 30 legal specialties
   
• Automations that work nationally, regardless of state
   
• Standardized templates, checklists, workflows, and communications
   
• Elimination of high-volume repetitive work
   
• Immediate ROI starting day one
   

Tier-1 firms get enterprise-grade automation without requiring data feeds from courts.

Even though court integrations are not included today:

• 80–90% of legal work is non-court, internal, repetitive work
   
• These tasks are standard across all states
   
• They consume most of the attorney/paralegal hours
   
• This is where automation delivers the biggest impact
   
• OptimoAI’s 100+ projects automate this exact category of work
   

Your firm still benefits from national rollout capability, because the automated tasks are the same whether the attorney is in:

• Virginia
   
• California
   
• Texas
   
• Florida
   
• New York
   
• Or any of the 50 states

Book a 30-Minute Enterprise Roadmap Session
Discover how national firms are automating 100+ workflows and reclaiming thousands of billable hours per month.

📞 Schedule Enterprise Call
📧 sasi@optimoai.io | ☎️ 757-359-5895