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A branded AI portal you give your clients. Their queries stay inside your firm. Your firm sees every interaction. Privilege intact.
One client. One question. Two paths.
Same prompt. Same matter. Two very different legal outcomes.
Two federal decisions in 2026 drew the line: privilege turns on counsel direction. Our architecture extends counsel direction to client communications.
S.D.N.Y., Feb. 17, 2026
Court left open: counsel-directed enterprise AI may be analyzed differently under agency principles.
E.D. Mich., Feb. 10, 2026
The portal extends this principle: client communications routed through counsel-directed AI infrastructure.
Further reading: White & Case analysis. Also covered by K&L Gates, Akin Gump, Perkins Coie, Morgan Lewis, and Sidley.
Client sees your domain, your name, your bar registration. Magic-link onboarding. They never know what runs underneath.
Every query passes through the firm before the AI sees it. Conflict checks at signup. Matter scope enforced at the data layer.
Optional matter-context RAG: past briefs, deal precedents, your firm's clause library. Answers reflect your firm's actual expertise.
Every client interaction lands in the matter file. Partners see queries, can intervene, can flag upsells. Audit log is the privilege log.
30 minutes with your managing partner and head of client operations. No commitment, no deck.
What you give your clients. What stays inside your firm.
First firm to extend AI to clients under privilege. Anonymized at the firm's request.
Mid-size corporate firm. Clients constantly DM associates with quick contract questions outside billing windows. Some clients had started pasting deal docs into ChatGPT for first reads.
Branded client portal deployed in 8 weeks. Magic-link access per engagement, conflict-check at signup, firm's clause library wired in as RAG. Partners see every query in the matter file.
Briefing is complimentary. Every engagement is a fixed-scope, fixed-fee proposal after discovery.
Discovery is roughly 4 weeks. Pilot is roughly 8 weeks (one practice area or anchor client live). Firm-wide rollout and managed operations are scoped per firm based on attorney count, practice area mix, and client volume.
That is the open question Heppner and Gilbarco left. The argument: the client is communicating with their attorney's AI agent for the purpose of legal advice, under counsel direction, on infrastructure the firm controls. That mirrors the agency framework courts already apply to paralegals, investigators, and consulting experts. No appellate court has ruled yet. We work with your ethics counsel to ensure the architecture maximally supports the privilege argument.
The client sees a branded portal (your domain, your name, your bar registration). They send queries and receive AI responses. The firm sees every interaction in a dashboard: queries, responses, flagged concerns, time-on-portal. All of it lands in the matter file automatically.
Magic link emailed at engagement, branded subdomain (e.g., portal.yourfirm.com), or a mobile app if you want one. SSO via Okta or any identity provider you prefer. Conflict checks run at signup before any access is granted.
Those give your attorneys AI. They are commodity. This gives your clients AI inside your firm's privilege umbrella, with your firm's knowledge informing answers, your firm seeing every query, and every interaction logged to the matter file. It is a client retention and revenue surface, not just an internal tool.
Optional. Some firms want full pass-through with daily review. Others want certain query categories (litigation strategy, settlement) flagged for attorney review before the client sees the response. You decide the policy. The audit log proves the policy was followed.
Each client gets a matter-scoped session. Conflict checks run at session start. If your firm represents both parties to a deal in different matters, the portal isolates them at the data layer, not just by policy. Wall enforcement events are logged.
They cannot. Access requires an engagement letter on file plus identity verification. The portal returns a "please contact the firm to engage" page rather than answering substantive questions to anyone unverified.
Bring them inside your privilege umbrella. 30 minutes, no commitment.