Swift Consulting SwiftConsulting
AI for Legal & Professional Services

AI that speeds document review and intake while privileged material never leaves your firm.

A firm carries document review, deposition summaries, intake, and leads that go cold before anyone replies. Below is what our 7 services look like in a practice, with an attorney making every judgment call and signing the work, and confidential material staying behind your walls. We run AI inside our own companies before we ever put it in yours.

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Why us for this work

Why we understand this work

We have spent 20 years building custom software and databases for professional firms, so document management, matter tracking, and the confidentiality those demand are familiar ground. We also run AI inside our own companies every day, which means we bring you tools we rely on rather than a pitch. You get software built by people who understand professional practice and use AI in their own work, with privilege treated as the hard line it is.

The seven, for your industry

What each service does for legal & professional services

Service 1

AI Readiness Diagnostic

We run a structured walkthrough of your firm and rank where AI pays off, with document review, deposition summaries, and intake screening usually at the top. Each one comes with an hours-saved figure so you know what to build first.

Service 2

Operational Protocol Development

We add an AI step to contract review that produces a first-pass issues list and clause comparison against your playbook. An attorney makes every judgment call and signs the markup.

Service 3

Revenue Automation

We run consultation requests, prospect follow-up, and engagement-letter drafts as one funnel in your firm's voice. A website lead gets a same-day reply and a booked consult without a paralegal chasing it.

Service 4

Custom AI Tool or Internal App

We build a private custom GPT trained on your briefs and templates that drafts standard motions and discovery requests inside your own environment. Privileged material never leaves the firm.

Service 5

Operations Dashboards and Daily Reports

We track billable hours, matter status, realization rate, and aging receivables in one dashboard with an overnight report. Partners see which matters stalled and which invoices are 60 days out before the morning meeting.

Service 6

AI Enablement and Guardrails

We run hands-on training for attorneys and staff and write the policy defining what can go into an AI tool. The line is drawn hard at privileged and client-confidential material.

Service 7

AI Security and Threat Readiness

We put MFA across email and the document management system, review who can open client files, and address risks like a public tool retaining a confidential document pasted in for summarizing. The exposures get found and closed before they cost you.

An illustrative example

A 15-attorney litigation firm

Picture a 15-attorney firm where document review and deposition summaries swallow associate hours and website leads go cold before anyone replies. We run an AI Readiness Diagnostic that ranks the work and puts an hours-saved figure on each, add an AI step to contract review that produces a first-pass issues list against the firm's playbook for an attorney to sign, build a private custom GPT trained on the firm's own briefs to draft standard motions inside their environment, and stand up an Operations Dashboard tracking billable hours, matter status, and aging receivables. Associates spend more time on judgment and less on first drafts, and no privileged document ever leaves the building.

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Where to start

Which tasks in your firm are pure first-draft grind, and what would your attorneys bill against instead if that grind came back finished for their review?

Start with a conversation. A free 20-minute call, and if there is real work to do, a $250 AI Readiness Diagnostic, credited to your first month. Then you decide.

Book a free call Send the intake form