AI for Legal & Law Firms in Montana

Attorney-client privilege-aware AI for Montana law firms.

Document review, discovery, brief drafting, intake, and billing — with the confidentiality and citation discipline the bar requires.

Solo practitioners and small firms across Montana handle everything from oil and gas leases in the Bakken to ag estate planning in the Hi-Line to family law in every county seat. The work is too varied to systematize and too time-sensitive to do well at 50 hours a week.

We build AI for Montana law firms that respects the rules of professional conduct, keeps attorney-client privilege intact, and produces work product partners are willing to sign their names to. Every system is reviewed against the Montana Rules of Professional Conduct and ABA Formal Opinion 512 on generative AI.

Most of our legal clients are solo to 12-attorney firms. We work with general practice, oil & gas, family, criminal defense, estate planning, water rights, and ag law. We've also set up systems for tribal court advocates and public defenders.

What's eating your time

  • Discovery review eating associate time and budget
  • Brief drafting starting from scratch every time
  • Intake calls turning into 45-minute hand-holds
  • Billable hours captured from memory at end of day
  • Document assembly (engagement letters, wills, leases) done manually
  • Conflict checks slow and error-prone

How AI actually helps

Discovery document reviewer

Upload thousands of pages; AI tags, summarizes, and surfaces the documents that matter. Privilege-aware, with full audit trail. Reviewed by you, not replaced.

Brief and motion drafter

Describe the argument; AI drafts the brief with citations to Montana case law and statutes. You verify every citation (we make that easy) and refine the argument.

Intake triage chatbot

Prospects describe their issue; AI gathers facts, runs a basic conflict check, and routes to the right attorney with a one-page summary. No more 'tell me again' calls.

Time entry generator

AI watches your calendar and document activity (with your permission), and drafts time entries you review at the end of the day. Captures the billables you usually forget.

Document assembly

Engagement letters, wills, trusts, operating agreements, oil and gas leases — assembled from your firm's templates with the client facts filled in. Attorney reviews and refines.

Deposition prep assistant

AI reads the case file and produces a deposition outline, key exhibits list, and likely cross-examination angles. You bring the judgment.


Tools we use

  • OpenAI Enterprise (zero data retention) for privilege protection
  • Anthropic Claude with private deployment
  • Self-hosted Llama models for ultra-sensitive matters
  • Westlaw, Lexis, and Fastcase integrations
  • Clio, MyCase, and PracticePanther integrations


Compliance

  • Compliance with Montana Rules of Professional Conduct 1.1, 1.6, 5.3
  • ABA Formal Opinion 512 (generative AI) compliance
  • Attorney-client privilege preservation by design
  • Mandatory citation verification workflows (no hallucinated case law)
  • Documented client consent procedures for AI-assisted work

Starter project

Solo Practice Starter

$3,200

Intake chatbot + document assembly for your three most common matter types + time entry generator. Live in three weeks.

Book a free conversation

Questions we get

What about AI hallucinating case citations?

We address this head-on. Every brief or motion we set up requires citation verification through Westlaw or Lexis before any document leaves the firm. We've built the verification into the workflow so it's not a step that gets skipped.

Is attorney-client privilege protected?

Yes — by design. We use only AI configurations with signed enterprise agreements, zero data retention, and no training on your inputs. We also document the chain of custody for every privileged document and review the setup against MRPC 1.6.

Can I bill for AI-assisted work?

Yes, with proper disclosure. We help firms set up engagement letter language and time-entry practices that align with ABA Formal Opinion 512 and Montana Bar guidance. Clients generally appreciate faster turnaround at fair rates.

Do you work with the Montana Bar's guidance?

Yes. Our setups are reviewed against current Montana Bar ethics opinions and ABA guidance. We also document everything so your annual MRPC compliance is straightforward.

Where to start with AI for legal

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