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A closing attorney in a navy blazer sits at a long oak table in a Charleston law office with a stack of closing documents, while a couple signs a page, tall windows behind them showing a palmetto, a live oak hung with Spanish moss and a brick wall

Managed practice AI

Practice AI for law firms and title practices

Client documents stay in a Microsoft or AWS account your firm owns, and a lawyer signs everything that leaves.

A woman attorney in a cream blouse and a business owner in a navy polo stand at a wooden counter in a brick-walled Charleston storefront office, reading a thick printed lease together, a tablet lying flat beside it and a palmetto outside the window

Clear document work

Values extracted into current practice systems

A closing packet of 100 or more pages is split into its constituent documents, and the dozen values needed are extracted into your practice system, your title system and a spreadsheet.

  1. 1

    Every field shows its source

    Each field in a lease abstract shows its source page, recording commencement, rent, escalation, options and responsibilities.

  2. 2

    A person confirms before entry

    A person confirms every extracted date before it is entered on a matter. A lawyer signs everything that leaves the firm.

  3. 3

    Work runs in your account

    Systems run in a Microsoft or AWS account your firm owns, and every request is logged against a named user.

Work tailored to your practice

Choose your practice area to see how information is extracted from documents, where results go, and who checks work before finalization.

Select your practice type

Related document work

Specific tasks handled daily

Find exact work your firm needs done and see what systems read, where results go, and who is responsible for checking outputs.

Select a document task

System reads

System writes

Staff checks

Firm boundaries and strict privacy

Calls, matters and files stay in a Microsoft or AWS account your firm owns. Matter boundaries and ethical walls are configured before anything is indexed.

Ethical walls set before indexing

Matter boundaries and ethical walls are configured in identity systems before anything is indexed, helping avoid conflicts of interest.

Answers check permissions and sources

Answer desks check questions against asking person permissions, and every answer clearly names its source file for verification.

Private accounts and no learning

Systems run in a Microsoft or AWS account your firm owns. Every request is logged against a named user, and systems never learn from client files.

Lawyers sign all final work

Systems produce a draft or a queue, not a decision. A lawyer signs everything leaving your firm.

Microsoft documentation:Purview Information Barriers,Azure AI Search security filters.

Building your practice automation

Scope is one practice area and one document type per project. A first build usually takes three to six weeks.

  1. 1

    Decide matter types

    Build work is done remotely, but our first conversations happen in person to select one practice area and one specific document type.

  2. 2

    Settle strict permissions

    Matter boundaries and ethical walls are configured in the identity system before anything is indexed.

  3. 3

    Build narrow and measure

    Generated output varies between runs, so a set of questions with known correct answers is re-run after every change.

  4. 4

    Put work in front of attorneys and staff

    Systems produce a draft or a queue, not a decision. Model versions, retrieval quality and spend are reviewed on a set cadence after the build.

A paralegal in a gray cardigan stands in a brick-walled hallway of a historic Charleston office, holding a tablet and a labeled file box, shelves of file boxes beside her and a palmetto in the window behind

Questions from managing partners

  • Where do our client documents go?

    Calls, matters and files stay in a Microsoft or AWS account your firm owns. CloudCentric builds and maintains the system there.

  • Does the AI learn from our files?

    Documents are read only when a question is asked or a packet is processed. Systems do not learn from client files.

  • Can staff see files they should not?

    Matter boundaries and ethical walls are configured before anything is indexed. Systems check questions against asking person permissions to respect internal information barriers.

  • Who signs what leaves the firm?

    A lawyer signs everything leaving your firm. Systems produce a draft or a queue, not a final decision, keeping responsibility strictly with your attorneys.

  • What if an answer is wrong?

    Every drafted section shows the precedent passage it was drafted from, and answers name their source file. A lawyer signs everything that leaves the firm. Generated output varies between runs.

  • What happens when a model version is retired?

    Deployed model versions have published retirement dates. CloudCentric tracks these dates, and someone must own migrations to newer versions to maintain functionality.

Start with a straightforward conversation

A short readiness review costs nothing and is answered in writing, usually about a week after our first meeting.

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CloudCentric · Mount Pleasant, SC · serving Charleston and the Lowcountry(844) 422-7000