AI that helps your attorneys work smarter, not just faster
ManagedTEK AI Services helps mid-size law firms deliver faster research, drafting, and matter management without risking confidentiality or quality.
Does this sound like your firm?
For firm leadership and partners
- Associates spend hours on research and first-draft memos that partners then heavily revise—it's inefficient and expensive.
- Clients expect faster turnaround and more competitive pricing, but you can't sacrifice quality or cut corners on due diligence.
- You know AI could help, but you're concerned about confidentiality, privilege, and accuracy risks.
- Every vendor is pitching "legal AI," but you don't have time to evaluate tools or train the team yourself.
For associates and attorneys
- You're drowning in research, document review, and contract markups instead of doing higher-value strategic work.
- Partners expect you to know everything instantly, but critical knowledge is buried in old memos, case files, and email threads.
- You're quietly experimenting with AI tools like ChatGPT, but you're not sure what's safe to share or how to use them effectively.
- Billable pressure means you can't take time to learn new tools, even if they'd save you hours.
For operations, IT, and knowledge management
- Attorneys are using unsanctioned AI tools and you're worried about client data leakage and privilege waivers.
- You need clear policies and guardrails, but no one has time to write them or enforce them.
- Vendors keep adding "AI features" to your DMS, research platforms, and practice management tools—but there's no strategy or integration.
- You don't have the bandwidth to become the firm's "AI team" on top of everything else you manage.
If this feels familiar, you're in the right place. See how we help →
Our products for law firms
We offer four productized services designed for mid-size law firms. Start with one and expand as you see results.
1
AI Readiness & Workflow Audit for Law Firms
Find the 2–3 workflows where AI will save the most time without compromising confidentiality or quality.
What's included
- Map core legal workflows: research, drafting, contract review, discovery, matter management, client communication.
- Identify time sinks, repetitive tasks, and high-risk manual processes.
- Interview key roles: partners, associates, paralegals, knowledge managers, IT, and operations.
- Assess current AI usage (official and shadow IT) and identify confidentiality and privilege risks.
- Deliver a 6–12 month AI roadmap with estimated time savings, risk assessment, and prioritized use cases.
Timeline
4–6 weeks from kickoff to final presentation.
Pricing
Flat base fee for firms up to 20 people: $25,000
Per-person add-on above 20: +$500/person
Example: 100-person firm = $25,000 + (80 × $500) = $65,000
What you walk away with
- Clear understanding of where AI creates value without creating risk.
- Time and cost savings projections for each use case.
- A roadmap you can execute on immediately or hand to your operations/IT team.
- Risk and governance recommendations tailored to your practice areas and client base.
2
Legal AI CoPilot Pilot
Turn one painful workflow into a working AI assistant in 4–8 weeks.
What's included
- Choose 1–2 high-impact workflows (e.g., research assistance, contract review, memo drafting, matter summaries).
- Design and build an AI copilot that integrates with your existing tools (DMS, research platforms, practice management, email).
- Test with a pilot group of 5–15 attorneys and staff.
- Refine based on real feedback, edge cases, and quality/accuracy checks.
- Launch to pilot group with tracking: measure time saved, quality maintained, and user satisfaction.
- Handoff documentation, training, and usage guidelines.
Timeline
4–8 weeks depending on complexity and integrations.
Pricing
Flat base fee for up to 20 users: $40,000
Per-person add-on above 20: +$800/person
Example: 100-person firm = $40,000 + (80 × $800) = $104,000
Why the higher per-person cost?
Legal work is high-stakes and nuanced. Each extra person means more practice areas, more edge cases, more quality checks, and more refinement to ensure accuracy, confidentiality, and partner confidence.
What you walk away with
- A working AI copilot integrated into daily legal workflows.
- Measurable time savings (20–40% on targeted tasks) with quality maintained.
- Trained pilot users who can champion the tool and help expand it firm-wide.
- Clear ROI data to justify expanding to more practice areas or workflows.
3
AI Training & Usage Guidelines for Legal Teams
Equip your firm with safe, effective AI skills and clear policies.
What's included
- Role-based training: partners, associates, paralegals, knowledge managers, and support staff.
- Hands-on workshops with real firm examples (research, drafting, contract review).
- Prompt libraries and templates tailored to your practice areas and common matter types.
- Clear usage policies: what's allowed, what's not, how to protect client confidentiality and privilege.
- Office hours and Q&A so attorneys can get help applying AI to real cases and matters.
- Internal resource hub with guidelines, FAQs, and best practices.
Timeline
2–4 weeks for initial rollout; ongoing office hours available.
Pricing
Program fee covering up to 20 people: $15,000
Per-person add-on above 20: +$300/person
Example: 100-person firm = $15,000 + (80 × $300) = $39,000
What you walk away with
- A firm where everyone knows how to use AI safely and effectively.
- Higher adoption and actual usage (not just "we bought a tool").
- Clear guardrails so you're not worried about confidentiality breaches or privilege waivers.
- Reduction in ad hoc questions and shadow IT usage.
4
Managed AI Operations & Governance for Law Firms
Keep your AI workflows accurate, compliant, and improving over time.
What's included
- Monitor usage, quality, accuracy, and cost of your AI assistants and workflows.
- Update prompts, workflows, and guardrails as case law, regulations, and firm needs change.
- Quarterly reviews: what's working, what's not, what's next.
- Roll out 1–2 new use cases per quarter (e.g., new practice area, new matter type, new workflow).
- Dedicated support: clear point of contact for issues, improvements, and questions.
- Policy and governance updates to keep pace with ethics rules, bar guidance, and technology changes.
Timeline
Ongoing monthly subscription.
Pricing
Monthly base for up to 20 users: $6,000/month
Per-person add-on above 20: +$75/person/month
Example: 100-person firm = $6,000 + (80 × $75) = $12,000/month
Why the lower per-person cost?
Once workflows are built and people are trained, ongoing work is lighter: monitoring logs, updating prompts, rolling out improvements, and fielding support questions. It's care and feeding, not heavy build work.
What you walk away with
- AI that keeps working and improving instead of becoming shelfware.
- Continuous improvement: new workflows and capabilities every quarter.
- Peace of mind that someone is watching quality, accuracy, confidentiality, and compliance.
- Your internal team can focus on practicing law, not managing AI experiments.
Most firms start with the AI Readiness Audit, then run a focused pilot in one practice area, and expand from there. Let's talk about your firm →
What this looks like in your firm
Here are three concrete examples of AI workflows we've designed for law firms.
Use case: Legal research assistant
The problem
Associates spend hours conducting legal research, reading through cases, statutes, and secondary sources, and drafting research memos. Much of this work is repetitive (finding relevant cases, summarizing holdings, checking citations), but it's still time-consuming and billable.
How AI helps
- Attorney inputs research question or legal issue into AI assistant.
- AI searches your firm's research platform (Westlaw, Lexis, etc.) plus internal memos and briefs.
- Generates a first-draft research summary with relevant cases, statutes, key holdings, and citations.
- Attorney reviews, refines, and adds analysis and judgment.
- Final memo is polished and delivered to partner or client.
Impact
- 30–50% time savings on initial research and memo drafting.
- Associates spend more time on analysis, strategy, and higher-value work.
- Faster turnaround on research questions without sacrificing quality.
- Junior associates ramp faster and deliver more consistent quality.
Use case: Contract review and markup assistant
The problem
Attorneys spend significant time reviewing contracts (NDAs, vendor agreements, leases, etc.), checking for standard vs non-standard clauses, flagging risks, and making redlines. Much of this is pattern recognition work that's tedious but necessary.
How AI helps
- Contract is uploaded to the AI assistant.
- AI compares it against your firm's playbook or standard terms.
- Flags non-standard clauses, missing provisions, and potential risks.
- Suggests markup language based on your firm's historical redlines and preferences.
- Attorney reviews AI suggestions, applies judgment, and finalizes the markup.
Impact
- 40–60% time savings on routine contract review.
- More consistent quality and fewer missed issues.
- Junior attorneys can handle more routine matters independently.
- Senior attorneys can focus on complex negotiations and strategy.
- Faster client turnaround without adding headcount.
Use case: Matter knowledge assistant
The problem
Critical knowledge about cases, clients, and matters is scattered across your DMS, email, old memos, and people's heads. When a new attorney picks up a matter or a partner needs to prep for a hearing, they spend hours hunting for context, prior work product, and key facts.
How AI helps
- Indexes all matter-related documents: pleadings, memos, correspondence, discovery, contracts, and notes.
- Attorney asks natural-language questions: "What was our position on X issue in the Y matter?" or "Has this client ever had a similar dispute before?"
- AI returns answers with citations back to source documents and case files.
- Reduces shoulder-taps and "where do I find...?" questions to partners and senior associates.
Impact
- Faster onboarding for attorneys picking up existing matters.
- More consistent strategy and positioning across matters and clients.
- Less time wasted searching for information.
- Better institutional knowledge retention even as attorneys come and go.
- Partners and senior attorneys get fewer interruptions.
Success Stories
Here are real examples of work we've done with organizations similar to yours.
Desperate-user discovery for an AI legal tool
Legal AI SaaS company, B2B
The challenge
An AI legal tool had users across multiple firm types and practice areas, but couldn't clearly articulate who their "desperate user" was—the segment that truly couldn't live without the product. Without this clarity, product, marketing, and sales were misaligned and churn was higher than expected.
What we did
- Ran a 4-week engagement combining usage data analysis, NPS responses, internal stakeholder interviews, and structured user interviews.
- Segmented high-engagement users by practice area, firm size, and use case.
- Clarified what "can't live without it" looked like operationally for each segment.
- Translated findings into product roadmap priorities and go-to-market positioning.
Outcome
They found and validated their most mission-critical user segment: mid-size firms doing high-volume contract work. Product, marketing, and sales could now align around a clear ICP, leading to better messaging, faster sales cycles, and higher retention.
This same research approach helps law firms understand which practice areas or service lines benefit most from AI investment.
Building a decision-intelligence platform
Investment organization, ~30 people
The challenge
A capital-allocation team was evaluating opportunities across CRM, slide decks, spreadsheets, and email. Every evaluation was inconsistent, and it was hard to compare opportunities or explain decisions to stakeholders.
What we did
- Built a decision-intelligence platform that scored opportunities against their strategic framework.
- Encoded their evaluation criteria into a repeatable scoring engine.
- Added AI gap-filling for missing data and scenario planning.
- Integrated with their CRM and created one-click board-ready slide exports.
Outcome
They cut evaluation time from weeks to days and gained a defensible, repeatable process. Every opportunity is now transparently comparable, and they can explain their decisions with clear data and documentation.
This same pattern applies to law firms making partner-level decisions on client acceptance, matter pricing, conflict checks, and resource allocation.
Data literacy workshop for decision-makers
Startup team, ~15 people
The challenge
A team was running experiments and making decisions based on data, but struggled to build good hypotheses, interpret correlations, and avoid overfitting narratives to small datasets.
What we did
- Ran a 1-hour hands-on workshop on hypothesis formation, "stake in the sand" thinking, and reading data correctly.
- Tied examples directly to their live projects and decisions.
- Taught them how to use AI as a thinking partner to interpret data without jumping to false conclusions.
Outcome
The team left with practical skills to design better experiments, read their own data, and make smarter decisions faster. They could move with more confidence and less analysis paralysis.
We run similar workshops for law firm leadership and practice group heads who want to be more data-driven in resource allocation, pricing, and strategic decisions.
How we integrate with your tools
We work with the legal tech tools you already use. No rip-and-replace required.
Typical law firm tech stacks include:
Legal Research Platforms
Westlaw (including Westlaw Precision & CoCounsel)
Lexis+ (including Lexis+ AI)
Fastcase
Casetext (CARA AI)
AI Legal Assistants
Spellbook (contract drafting)
Harvey (legal AI assistant)
CoCounsel (Thomson Reuters)
Lexis+ AI
Document Management Systems (DMS)
NetDocuments
iManage
Worldox
SharePoint
Practice Management & Time/Billing
Clio
MyCase
PracticePanther
Smokeball
Elite 3E (large firms)
E-Discovery & Litigation Support
Relativity
Everlaw
Logikcull
DISCO
Productivity & Communication
Microsoft 365
Outlook / Exchange
Microsoft Teams
DocuSign
Example integration flows:
Research workflow
Attorney inputs research question → AI searches Westlaw/Lexis + internal memos → generates first-draft research summary with citations → attorney reviews, refines, and adds analysis → final memo delivered.
Contract review workflow
Contract uploaded to DMS → AI compares against firm playbook → flags issues and suggests redlines → attorney reviews and applies judgment → finalized markup sent to client or opposing counsel.
Matter knowledge search
Attorney asks question about prior matter or client → AI searches DMS, emails, and case files → returns answer with source citations → attorney gets context in seconds instead of hours of searching.
Important: We are tool-agnostic. We don't resell software or lock you into specific vendors. We make your existing stack work smarter and more securely.
Frequently asked questions
How long does a typical engagement take?
The AI Readiness Audit runs 4–6 weeks. A Legal AI CoPilot Pilot is 4–8 weeks. Training rollouts take 2–4 weeks. Managed Operations is ongoing month to month. Most firms see useful results inside the first 6–10 weeks of any single product.
How do you handle client confidentiality and attorney-client privilege?
We work inside your environment wherever possible, use reputable AI providers with appropriate data agreements, and follow your security and confidentiality policies. Every workflow we build is designed with privilege and confidentiality in mind from the start—not as an afterthought. We also help you write or refine your firm's AI usage policy so attorneys know exactly what's safe.
What about accuracy and hallucinations?
This is a real concern and we take it seriously. Every AI workflow we build includes human review checkpoints—AI produces first drafts and summaries, but attorneys always review, verify, and apply professional judgment before anything is finalized or delivered. We also design workflows that cite sources so attorneys can verify outputs, and we build in quality monitoring to catch issues over time.
Do you replace our attorneys or staff?
No. We work alongside your people. AI handles the repetitive, time-consuming research, drafting, and document work so your attorneys can focus on analysis, strategy, and client relationships. The goal is to make your existing team more productive—not to reduce headcount.
What if we've already bought AI tools like Westlaw AI or Harvey?
That's common. We don't try to replace tools you've already invested in. We help you standardize how they're used, integrate them into real workflows, train your team to use them effectively, and measure the actual impact—instead of leaving them as expensive experiments with uneven adoption.
How do you charge, and why the per-person model?
Each of our four products has a flat base fee covering up to 20 people, plus a per-person add-on above that. The add-on rate reflects the actual work each extra person creates: more practice areas to design for, more edge cases, more quality checks, and more training. Build-heavy work (like pilots) has a higher add-on than ongoing support.
What about ethics rules and bar guidance on AI?
We stay current on bar guidance and ethics opinions related to AI use in legal practice. Our usage policies and governance frameworks are designed to align with competence, confidentiality, and supervision obligations. We're not your ethics counsel, but we make sure the workflows and policies we build don't put you in a difficult position.
Can we start small and expand later?
Yes, and that's how most firms work with us. A typical path is: AI Readiness Audit first, then one focused pilot in your highest-volume practice area, then expand to other workflows and add Managed Operations once the results are proven.
Do you work with firms outside the US?
Yes. We've worked with organizations across North America and have experience with Canadian and EU privacy rules. Legal research platforms and workflows differ by jurisdiction, but the underlying patterns for document management, drafting assistance, and knowledge management translate well across markets.
Get started with ManagedTEK AI Services
If you're a mid-size law firm and want AI that saves time without risking confidentiality or quality, we'd love to talk.
Step 1: Share a few details about your firm
Or reach out directly
Email: info@managedtek.com
Phone: 707-205-3727
What happens next?
- We'll review your info and reach out within 1 business day.
- We'll schedule a 30-minute call to understand your firm, practice areas, and challenges.
- If there's a fit, we'll propose a starting point (usually the AI Readiness Audit or a focused pilot in one practice area).
- You decide if and when you want to move forward—no pressure, no long contracts required upfront.
What to expect on the call:
- We'll ask about your current workflows, tools, and where attorneys are spending time.
- We'll share examples of how similar firms are using AI successfully and safely.
- We'll discuss confidentiality, privilege, and ethics considerations specific to your practice areas.
- We'll recommend 1–2 starting points that make sense for your firm size and situation.
- You'll walk away with a clear sense of what's possible, even if you're not ready to start yet.
