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Client files, privileged correspondence and trust records are the last material that belongs in a public chatbot. Here is what a firm actually does with a machine of its own.

By Harry Ycas and Matt Hicks, co-founders · 31 August 2026

Why firms ask

A firm holds identification documents, financials, medical reports and correspondence under privilege. Pasting any of it into a hosted assistant is a conversation nobody wants to have with a client — or with the Law Society. The alternative is not abstaining from AI; it is running it on premises.

The jobs it takes on

  • Search across the matter. Prior correspondence, the contract, the file notes and the costs agreement, answered with the document it came from.
  • File notes and letters in your house style, from dictation rather than a blank precedent. In the standard local setup, recording conversion and transcription run on the appliance.
  • Contracts for sale and conveyancing workflows supported by the legal pack: intake, costs disclosure, client identification, settlement checks — with the current authority always winning over the pack.
  • Meetings to action. A client conference becomes a summary, advice points and follow-ups with owners and dates.
  • Standing jobs. A morning list of matters with approaching dates, prepared before anyone signs in.

Where the industry knowledge comes in

The legal and conveyancing pack carries Australian terminology, NSW-specific material where the state changes the answer, templates and escalation rules. It tells the Harness when to stop and hand the question to the solicitor. How the packs work is documented.

What stays on the appliance

In the standard setup, everything. Web research, a practice-management integration, remote support and updates are separately enabled exceptions, named in the quote and the configuration record. The security page states the boundary precisely.

Practical fit

A sole practitioner lands on the Micro or Compact; a firm of three to ten usually on the Office or Practice tier. See what each starting price includes, or bring one matter's worth of paperwork and we will show you the system working through it.

Book a 20-minute walkthrough and judge it on your own documents.

Questions

Asked by firms

Does it give legal advice?

No. The legal and conveyancing pack is reference and drafting support for the people doing the work. Advice and the signed work stay with the solicitor or conveyancer, and the pack carries escalation points for exactly that reason.

What about privilege and confidentiality?

In the standard configuration, matter files, prompts, recordings and the model work stay on the appliance in your office. Nothing is sent to a hosted service to be processed, and nothing you put in trains a model. Web research and any practice-software integration are separate switches, named in your quote.

Can it read our precedents?

Yes. Your precedents, styles and approved source files are indexed on the appliance beside the industry pack, and your material ranks ahead of general material when it is the better source. Answers cite the passage they relied on.

What does a firm-sized system cost?

A sole practitioner doing dictation and drafting starts at $2,900; a document-heavy firm usually lands between $7,900 and $17,500, once, excluding GST, with $0 per extra user. The full price list is published.