For law firms

AI your lawyers will use and your clients can trust.

We help law firms put generative AI to work in the practice and the business of law, with the confidentiality, supervision, and client-consent controls the profession requires. Led by a former law firm CTO who has done it from the inside.

Every AI request, checked against the rules
Request from an associate · Matter 2024-0183

Summarize 14 deposition transcripts and flag inconsistent testimony.

  • Rule 1.6ConfidentialityRuns in the firm's private tenant. Nothing is used to train the model.
  • Rule 1.4Client communicationClient's AI consent is on file for this matter.
  • Rule 1.1CompetenceRequesting associate has completed tool training.
  • Rule 5.3SupervisionSummaries route to the responsible partner for review.
  • Rule 1.5FeesAI-assisted billing guidance applied to time entries.
Approved to run. Logged to the firm's AI audit trail.
The shift

Your lawyers are already using AI. The question is whether the firm knows it.

Associates paste clauses into consumer chatbots. Staff use free transcription apps on client calls. None of it is approved, logged, or supervised, and every instance is a potential confidentiality problem.

At the same time, clients are raising the bar. Outside counsel guidelines increasingly ask how firms use AI on their matters, and the ABA and state bars have made clear that the ordinary duties of competence, confidentiality, and supervision apply to these tools.

The firms that get this right will deliver faster, price more competitively, and answer client questions with confidence. The ones that don't will spend the next few years explaining incidents.

Questions clients are starting to ask
Do you use generative AI on our matters?
Where does our information go when you do?
Who reviews AI output before it reaches us?
How does AI show up on our invoices?
Where AI helps

The practice of law and the business of law need different answers.

We treat them separately, because the risks, the users, and the returns are different.

The practice of law

For partners, associates, and paralegals doing client work
Research and drafting support
First drafts, memos, and clause comparisons, with citation verification built into the workflow.
Document review and due diligence
Faster first-pass review across large document sets, with attorney review before anything is relied on.
Transcript and record summaries
Depositions, hearings, and medical or employment records summarized and indexed by issue.
Firm knowledge you can search
Your own precedents, briefs, and work product made findable, inside the firm's walls.

The business of law

For firm management, finance, marketing, HR, and IT
Intake and conflicts
Cleaner new-matter intake and faster conflict checks with fewer manual handoffs.
Time entry and billing
Better narratives, fewer write-downs, and pricing informed by past matters.
Proposals and client development
RFP responses, pitch materials, and experience lists assembled from firm data.
Operations automation
Agents that handle onboarding and requests across HR, identity, email, and collaboration systems.
Built around the rules you already follow

Every safeguard maps to a professional duty.

GovernanceLift™ for law firms turns the ethics guidance into policies, controls, and workflows your lawyers actually follow.

Rule 1.1
CompetenceUnderstand the benefits and risks of the tools you use.
Tool evaluation criteria, an approved-tools list, and role-based training so lawyers know what each tool can and cannot be trusted to do.
Rule 1.6
ConfidentialityProtect information relating to the representation.
Vendor security review, private deployment, data retention settings, and controls that keep client information out of public models.
Rule 1.4
CommunicationKeep clients informed about how their matters are handled.
Client disclosure language, consent tracking by matter, and answers ready for outside counsel guidelines and client audits.
Rules 5.1, 5.3
SupervisionOversee lawyers and nonlawyer assistance, including tools.
A firm AI use policy, review checkpoints in each workflow, and an audit trail that shows who used what, on which matter.
Rule 1.5
FeesCharge reasonable fees and explain the basis for them.
Billing guidance for AI-assisted work, time-entry standards, and a view on where alternative fee arrangements make more sense.
Rule 3.3
Candor to the tribunalDo not make false statements of law or fact.
Mandatory citation and quotation verification before any AI-assisted work is filed.

Mapped to ABA Model Rules as discussed in ABA Formal Opinion 512 (2024) on generative AI tools. We also align policies to the guidance of the state bars where your firm practices. This is operational guidance, not legal advice.

How an engagement runs

From shadow AI to a program the firm can stand behind.

Select a phase to see what we do and what the firm walks away with.

Find out what is really happening today.

We interview practice leaders and staff, review systems and data, and surface where AI is already in use, approved or not. We also assess cybersecurity posture, because AI risk and security risk travel together.

The firm walks away with: an AI readiness report, a shadow AI inventory, and a prioritized list of opportunities.
  • Practice group and staff interviews
  • Shadow AI and tool usage inventory
  • Data, DMS, and systems review
  • Cybersecurity assessment aligned to NIST CSF 2.0
  • Opportunity ranking by value and risk
Why Vantara

We have run technology inside a law firm. Most AI consultants haven't.

"Partners don't adopt technology because it's impressive. They adopt it when it protects the client, saves them real time, and doesn't create a problem they'll have to explain later."

Clifford Forrester, Founder and Principal. Former CTO of Jackson Lewis P.C., with more than 20 years as CIO, CTO, and CDO in law and accounting firms.

We speak partner

We understand partnership economics, the billable hour, practice group politics, and why a tool that saves time can look like lost revenue.

Governance comes first

Policy, confidentiality controls, and client consent are in place before a single workflow goes live.

Security is part of the job

Law firms are attractive targets. Every AI engagement includes a look at the security gaps AI can widen.

Vendor-neutral advice

We help you choose between legal AI platforms and general tools based on your practice, not on a reseller agreement.

Get started

Three ways to begin.

Assessment3–4 weeks

Law firm AI readiness assessment

Where AI is already used, where it should be, and what stands in the way, including a cybersecurity review. You get a prioritized roadmap and a shadow AI inventory.

Request an assessment
BriefingHalf day

Partner and leadership AI briefing

A candid session for firm leadership on what AI can and cannot do in your practice, the ethics obligations, and the decisions the firm needs to make this year.

Book a briefing
Governance4–6 weeks

GovernanceLift™ for law firms

A firm AI policy, approved tools, client consent process, and audit trail, adapted to your practice areas and jurisdictions and ready for leadership approval.

Discuss governance
Common questions

What managing partners ask us most.

Have a question that isn't here? Call us at 347 674-1471.

Is it ethical for our lawyers to use generative AI?
Yes, with safeguards. ABA Formal Opinion 512 confirms lawyers may use these tools as long as they meet their existing duties of competence, confidentiality, communication, supervision, and reasonable fees. Our governance work turns those duties into concrete firm practices.
Do we need client consent before using AI on a matter?
Often, yes. The ABA guidance calls for informed client consent before confidential information goes into a tool that can learn from or retain it, and many clients set their own requirements. We help you decide when consent is needed, draft the language, and track it by matter.
We already bought a legal AI platform. Can you still help?
Yes. Many firms buy a platform and then struggle with adoption. We configure it for your workflows, put governance around it, train practice groups, and measure whether it is paying off.
Won't AI reduce our billable hours?
It can reduce hours on some tasks. Firms that plan for it use the capacity for more matters, better write-down rates, and alternative fee arrangements that reward efficiency. We help you model the economics before you roll out.
Where does our client data go?
Wherever your policy says it can, and nowhere else. We review vendor terms and security, favor private deployments, and set retention and training controls so client information does not leave the firm's control.

Talk to someone who has sat in the law firm CTO's chair.

Tell us where your firm is with AI today. We'll give you a candid view of the risks, the opportunities, and a realistic first step.

Schedule an AI readiness conversation See all services