Law firms have two expensive resources: attorney time and client trust. AI protects both by handling the administrative load that doesn't require legal judgment.
AI cannot provide legal advice, assess case merit, or make strategic decisions. Do not use general-purpose AI tools with confidential client data unless the vendor has a signed BAA and data-handling policy. Client confidentiality is not negotiable.
For non-confidential tasks (document structure, draft outlines, scheduling), general tools are fine. For anything involving client data, use tools with BAA agreements and data isolation — Clio, LexWorkplace, or enterprise-tier tools with proper data handling.
Clio (practice management + AI features), Harvey AI (legal-specific), and Casetext (legal research) are purpose-built. Microsoft Copilot with proper M365 licensing handles drafting and scheduling.
No — but it changes the work. AI handles first-draft, document review, and research support. Paralegals focus on quality control, client interaction, and nuanced legal support. Scope changes; headcount may not.
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