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Stack · ~$300-800/mo

The AI stack for a solo or small law firm

AI accelerates intake, document review, and marketing — under attorney supervision and bar-rule constraints. Here's the compliant stack.

A solo or small law firm's AI stack is defined by two constraints other businesses don't share: bar advertising rules on anything client-facing, and the absolute requirement to verify any AI legal output. Within those constraints, AI delivers real leverage on intake, document review, legal research (verified), and marketing content (attorney-reviewed). The philosophy is to use AI as a paralegal-class accelerator under supervision, never as an unsupervised producer — every citation verified, every client-facing claim checked against bar rules, and no privileged matter in consumer AI. The highest-ROI starting points are usually intake handling (AI captures and organizes new matters) and marketing content (AI drafts educational explainers an attorney signs off on), plus a meeting tool for the routine, non-privileged calls. The mistake small firms make is either avoiding AI entirely (and losing efficiency to competitors) or trusting it unsupervised (and risking the sanctions that have hit firms over hallucinated citations). The stack below stays inside the compliance boundary: tooling with clear data policies for privilege-sensitive work, AI drafting under attorney review for content, and automation for the operational layer. The local-SEO foundation (Google Business Profile, practice-area schema) often matters more than blog volume for a small firm, so the content layer should be deployed deliberately, not as a volume play.

The stack

Target total: ~$300-800/mo. Every pick is swappable as you learn what your business needs.

Drafting / research Claude Code
~$100-200/mo

First-draft documents and research under attorney verification; the most capable general drafting tool.

Compliant content Writer
~$18+/seat/mo

Content drafting with the data-handling posture a firm needs; attorney reviews before publish.

Intake / automation Lindy
~$50/mo

Capture and organize new-matter intake and route the operational glue a small firm has no staff for.

Meeting notes Granola
~$18/mo

AI notes for routine, non-privileged intake calls — keep privileged conversations off cloud AI.

The AI stack for a solo or small law firm — common questions

Is it safe for a small law firm to use AI?

Yes, for the right tasks under supervision — intake, document review, verified research, attorney-reviewed content. The hard rules: verify every citation, check client-facing copy against bar rules, and keep privileged matter out of consumer AI.

What's the highest-ROI AI use for a solo firm?

Intake handling and attorney-reviewed marketing content, plus AI notes for routine calls. But local SEO (Google Business Profile, practice-area schema) often matters more than content volume — deploy the content layer deliberately.

What AI mistakes get law firms in trouble?

Trusting AI output unsupervised — hallucinated citations have led to sanctions — and putting privileged matter into consumer AI. Verify everything legal, and use tooling with clear data policies for anything privilege-sensitive.

Other stacks

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