AI Governance & Security
An AI use policy written for lawyers and staff, approved tools with confidentiality-appropriate settings, and review of AI-assisted work product.
What we hear from law and professional services firms
- Associates are using ChatGPT for drafting and research, and partners aren't sure what's allowed.
- A client's outside counsel guidelines now ask about AI use and data security.
- Billable time from calls, emails, and internal chat never makes it onto timesheets.
- A client sent a vendor security assessment before sharing a new matter.
- Your practice management or document system added AI features, and nobody reviewed the settings.
What's different for law firms
Lawyers' duties of competence, confidentiality, and communication apply to AI like any other tool. The ABA and state bars have made clear that they expect lawyers to understand the AI tools they use and protect client confidences when they do, and clients increasingly put AI and security expectations into outside counsel guidelines. Our approach is built on best practices developed over years of supporting law and professional services firms, and cross-checked against industry best practices.
The practical answer is the same for a ten-lawyer firm as a large one: approved tools configured to protect client confidences, a policy everyone understands, review of AI-assisted work, and a security program that answers client questionnaires honestly. We help you put that in place, and we coordinate with your ethics counsel when questions go beyond technology.
Four ways to work with us
Each program starts with a defined first step, sized to your firm.
Cybersecurity & Governance
A WISP and incident response plan that answer client security questionnaires, plus in-person training built on the phishing attempts your firm actually receives.
AI Solutions
Billable time recovery that suggests entries from calls, email, documents, and chat for each timekeeper to approve, so the firm recovers earned revenue and everyone stays in control of their own time.
Principal-Led Advisory
A principal-level advisor for the managing partner and firm administrator on technology, vendors, and AI strategy.
Client work
What the work looks like
What each client needed, and what we did about it.
AI Solutions + AI Governance
Recovering billable time, with every timekeeper in control
The need: revenue the firm had already earned but never billed, because calls, emails, documents, and internal chat didn't make it onto a timesheet.
The design turns that activity into suggested time entries in each timekeeper's own account. Each person reviews and approves their own entries, which then flow to billing, so the firm recovers the revenue and everyone stays in control of their own time. A privacy charter and a buy-versus-build comparison come first, and a small pilot ends at a go/no-go decision.
Cybersecurity & Governance
A complete written security program
The need: a security program leadership could show to the people it answers to, and that staff could actually follow.
We delivered a written information security program, business continuity and disaster recovery plans, and an incident response plan, matched to how the organization actually operates.
Cybersecurity
When an employee clicked a phishing link
The need: know quickly whether one click had become a breach, and handle the next one better.
The same day, we coordinated a threat hunt with our security operations partner, followed up on the findings, and reviewed the firm's response protocol with leadership.
Common questions
Can our lawyers use ChatGPT or other AI tools with client information?
With the right tool, settings, and rules, many firms do. The ethics guidance focuses on understanding the tool, protecting confidences, reviewing output, and being transparent where required. We help set up the tools and policy; your ethics counsel can advise on specific questions.
How does billable time recovery work without monitoring people?
Suggested entries go into each timekeeper's own account. Each person reviews and approves their own entries before anything reaches billing. Nobody else sees unapproved activity, and the privacy charter is agreed with partners before anything is built.
Our document management system has AI built in. Is that safe?
Often it can be, but defaults vary and change. We review what the feature can access, where data goes, and how it's configured, and add it to your approved-tool list.
Do you replace our IT provider?
No. Your IT team or provider keeps day-to-day support. We add AI governance, the security program, and senior advisory.
Also serving
Financial services
Your clients trust you with their money and their information. Regulators, insurers, and allocators increasingly want to see how you protect both, including how your people use AI.
Family offices & private clients
A family office holds a family's finances, privacy, and reputation in one place, often with a small team and no examiner asking the hard questions. We help make sure someone is.
Real estate & manufacturing
Deal sourcing, finance, and reporting workflows that are ready to automate, with the controls to rely on them, and a security program that protects every wire and every closing.
How does your firm score on AI governance?
The AI Governance Checklist for Firm Leaders: eight questions we ask in the first week of every review. Three minutes to your score and the gaps worth closing first. We'll email you the link.
Also free: cybersecurity and compliance assessments →
Talk through where AI and security fit in your firm.
Thirty minutes with a principal, not a sales pitch. We'll map the opportunity and the guardrails together, and tell you honestly what a sensible first step looks like.
Book a 30-Minute DiscussionPrefer email? info@kjtechnology.com