Protect your practice with intelligent monitoring
AI monitors communications and practices for potential ethics issues
Automated warnings when privileged information may be at risk
Never miss a regulatory deadline or filing requirement
Continuous conflict checking as new matters and parties are added
Track attorney CLE credits and remind of upcoming requirements
Complete documentation of client communications and decisions
See how AI protects your practice
Attorney about to respond to opposing counsel with information that may waive privilege.
"AI provides warning: "CAUTION: The email you're drafting to opposing counsel appears to contain information that may be protected by attorney-client privilege. Specifically, the phrase 'as my client told me in our meeting' followed by factual details could waive privilege over that communication. I recommend: 1) Remove the direct quote and rephrase to state the information independently, 2) Consider whether this information needs to be disclosed at all, 3) If disclosure is necessary, discuss with the client first. The relevant ethics rule is Rule 1.6 on confidentiality. Want me to suggest alternative phrasing that conveys the same point without the privilege risk?""
Insurance coverage case has upcoming policy deadline that could bar claims.
"AI alerts the team: "URGENT REGULATORY DEADLINE: The Davis insurance claim has a policy deadline approaching. Under the policy terms, formal notice of claim must be received by the carrier within 60 days of the incident. Today is day 52. I've checked our files and don't see proof of formal written notice being sent. This deadline is typically strictly enforced and missing it could bar the claim entirely. Required actions: 1) Immediately send formal written notice via certified mail, 2) Follow up with email confirmation, 3) Document the notice in the file. I can draft the notice letter now and have it ready for attorney review within the hour. Shall I proceed?""
Attorney approaching CLE deadline with insufficient credits.
"AI provides CLE update: "Attorney Martinez, your annual CLE deadline is February 28th - that's in 45 days. Current status: You've completed 10 of the required 24 credits. Breakdown: 2 ethics credits completed (3 required), 8 general credits (21 required). I found three upcoming webinars that would help you meet requirements: 'Ethics in Digital Communication' (2 credits, January 20th), 'Civil Litigation Update' (4 credits, January 25th), and 'Negotiation Skills' (8 credits, February 5th). These would get you to your requirement with a few credits to spare. Shall I register you for any of these? I can also suggest some on-demand courses you could complete at your convenience.""