Your firm may already license Harvey, CoCounsel, Lexis+ with Protégé, Clio Work, Smokeball, or Filevine. We connect the tool to your documents and practice system, build workflows for your matters, write an AI use policy for the firm to review and adopt, and train lawyers and staff. Baybloom is independent of these vendors.
Illustration of a legal AI rollout by Baybloom: the firm’s licensed AI tool connected to its documents and practice system, with the draft AI use policy, a matter workflow, and an access check waiting for the firm’s review.
Licensed AI toolSeats for lawyers and staff
DocumentsMatter workspaces
Practice systemClients and matters
RolloutConnections, workflows, policy, training
Exceptions3
AI use policyDraft ready for the firm to adoptNeeds review
WorkflowDeposition summaries · in testingNeeds review
AccessEthical wall applied to a matterNeeds review
Review with the firm
Training scheduled for the litigation group
What is different in this industry
The requirements that change the work.
A license is not a rollout
A seat gives a lawyer a blank prompt. Use grows when the tool can reach the firm’s documents, when it is set up for the tasks the firm repeats, and when people know what they are allowed to do with it.
Every tool connects differently
Harvey, CoCounsel, Lexis+ with Protégé, Clio Work, Smokeball, and Filevine each reach documents and matters in different ways. The rollout starts from what the firm’s license and systems allow, read from the vendor’s documentation and tested with the firm’s accounts.
Policy before use spreads
ABA Formal Opinion 512 expects lawyers to verify AI output, protect client confidentiality, and supervise how AI is used, and state bars have issued guidance as well. A written policy sets which tools are approved, for what work, and with what review.
Training by role
Partners, associates, paralegals, and staff use the tool for different work. Training built on the firm’s matters, around the tasks each role performs, is what turns access into habit.
What we build
Systems integration, applied here.
Connections
The licensed tool connected to the firm’s document and practice systems where the vendor supports it, with access and ethical walls checked.
Workflows for the firm’s matters
Saved prompts, templates, and multi-step workflows for the tasks each practice group repeats, tested on sample matters.
An AI use policy
A written policy for the firm to review and adopt: approved tools, permitted uses, verification, confidentiality, client communication, and supervision, drawing on ABA Formal Opinion 512.
Training and support
Sessions for lawyers and staff by role, short written guides, and a named contact for questions as use grows.
What a first release could include.
In the first release
A review of the tools the firm licenses and how they are used today
Connections to the document and practice systems the license supports
Workflows for one or two practice groups
A draft AI use policy for the firm to review and adopt
Training for the lawyers and staff in those groups
Usually later
Workflows for the remaining practice groups
A tailored tool where the licensed product does not fit the work
Policy review as tools and guidance change
Systems in play
Legal AI tools: Harvey, CoCounsel, Lexis+ with Protégé, and similar
AI in practice software: Clio Work, Smokeball, Filevine, MyCase, and similar
Document management: NetDocuments, iManage, SharePoint, and similar
Microsoft Word, Outlook, and Teams
The firm’s sign-in system and user directory
Research subscriptions such as Westlaw and Lexis
Features
What the software can include.
License and usage review
A look at which seats are used, by whom, and for what, using the reports the tool provides.
Connection testing
Each connection tested with accounts from different roles, so people see what they should and nothing more.
Prompt and workflow library
Approved prompts and workflows stored where lawyers find them, named for the task and the practice group.
Verification steps
Each workflow states how output is checked before use, especially citations and quotations.
Role-based training
Separate sessions for partners, associates, paralegals, and staff, built on examples from the firm’s matters.
Policy upkeep
A review of the policy when tools, guidance, or the firm’s use of AI changes.
Firm with unused AI seats
A litigation group gets connections, workflows, a draft policy, and training for the tool the firm already licenses.
A firm that bought seats for a legal AI tool often finds a few enthusiasts using it and most lawyers not. A rollout can start with the litigation group: the tool is connected to the firm’s document system where the license allows, workflows are set up for deposition summaries and first drafts of discovery responses, and the group is trained on its matters, with each workflow stating how citations are checked. A draft AI use policy goes to the managing partner for review and adoption. Transactional groups follow once the litigation workflows are settled.
Questions
Before you start.
What firms in this industry ask about this work.
Do you resell these tools?
No. The firm licenses each tool directly from its vendor. We set it up, connect it, draft the policy, and train people to use it.
Is there a Harvey alternative for small firms?
Several legal AI products serve small and mid-size firms, including CoCounsel, Lexis+ with Protégé, and the AI built into Clio, Smokeball, and Filevine. The right choice depends on the research service the firm uses, its practice system, and the work it wants help with. Where no product fits, a tailored system built on the firm’s documents is another route.
Should we choose CoCounsel or Lexis+ with Protégé?
Firms often lean toward the AI tied to the research service they already subscribe to, because citations then lead to sources lawyers know. Compare them on the firm’s real tasks, with its documents, before deciding. We can run that comparison with no stake in the outcome.
What goes into a law firm AI policy?
Which tools are approved and for what work; what client information may be used and how it is protected; how output is verified before use; when clients are told about AI use; how fees reflect AI-assisted work; who supervises; and how the policy is reviewed. We draft it, and the firm reviews and adopts it.
Is the policy legal advice?
No. It is a working draft based on published guidance, including ABA Formal Opinion 512, for the firm’s lawyers to review against the rules where they practice and adopt as their decision.
What if the licensed tool does not fit some of our work?
Some work needs the firm’s documents in ways a licensed product does not support. A tailored system can sit beside the licensed tool for that work, under the same policy and review.
