FIELD NOTES

AI For Law Firms: Intake, Research, And Billing

Solos and small firms. The three places AI moves the needle, the malpractice traps to avoid, and the Clio or MyCase integration spec.

How the post opens

Solo and small-firm lawyers have three places where AI moves real revenue: intake, research, and billing. The malpractice traps are real but well-understood. Below: the three workflows, the Clio or MyCase integration spec, and what each pays back. The stack we actually use Below is the production stack we ship for this category. This one ships in 72 hours and survives a real-world Monday morning.

What it argues

This one ships in 72 hours and survives a real-world Monday morning. Pipecat for voice, a thin Express service for chat, deployed on Fly.io or Render. We avoid Vercel for anything stateful. Default to Claude 3.7 Haiku for the chat layer and Claude 3.7 Sonnet for the planning and tool-use steps. Fall back to GPT-4.1-mini when Anthropic has capacity pressure.

Filed under

Why this one exists

Solos and small firms. The three places AI moves the needle, the malpractice traps to avoid, and the Clio or MyCase integration spec. It is filed under Vertical Playbooks because that is where operators looking for this problem actually start, and it is written from production work rather than from a content calendar.