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AI for small law firms

AI for small law firms: your know-how, not the law

Flipa isn't legal AI: it doesn't search case law, it doesn't hold statutes, and it gives no legal advice. As AI for small law firms it does a different job. It knows the firm's internal documents, its templates, its procedures, and its way of writing, and it answers from them, showing the source.

The examples come from a made-up firm: Marsh Okafor LLP, business and employment law, seven attorneys, in Minneapolis. Worth knowing now: the app's interface is in Spanish today, and Flipa answers in the language you write in.

Scope

What it's for and what it isn't

Before you read on. If what you need is in the right-hand column, Flipa isn't the tool.

Yes, for thisNot for this
WritingThe firm's email templates and routine communicationsComplaints, motions, briefs, and other court filings
ClientsThe client intake procedure, step by stepClient files and client data
FeesThe firm's internal billing guidelinesTelling a client what they should do: it doesn't advise
QuestionsInternal procedure: who signs, what gets filed, and whereCase law
Staying currentThe firm's client alert, in your way of writingCurrent statutes and regulations, and their changes
OnboardingThe new-hire handbook, for whoever just arrivedPermissions by matter or by attorney: everyone sees the same thing

For the right-hand column there are specialized legal tools, and you know the names: research services like Westlaw and Lexis, practice management like Clio, legal AI like Harvey. Flipa doesn't replace them and doesn't compare itself to them.

How it answers

It answers from the procedure. And says when it has nothing

Lawyers have been sanctioned for filing briefs with citations an AI tool invented. That's reason enough to demand a source you can open, and to keep an assistant like this away from legal questions. When the question is about the firm itself, Flipa goes to the firm's documents first and doesn't fill in with general knowledge. The result is a draft that an attorney reviews.

  • The sources it checked come with the answer, and you can open them to read the document.
  • If a firm position is missing, it logs it as pending so the admin can write it once.
  • A question of law isn't a question for Flipa: it has nowhere to cite it from.
What steps do we follow to run a conflict check?

Per the client intake procedure, three. Search the prospective client and the adverse party in the matter list. Email all seven attorneys, who have 48 hours to respond. If anyone flags something, the managing partner decides before the engagement is accepted. No file is opened until then.

Client intake procedure.docx
Locked text

Some paragraphs are hands off

Every firm has sentences a partner drafted with care and nobody should touch: the one about the advance deposit, the one about when an engagement begins. When the firm's documents say a text is locked, Flipa respects it. Pick a template email and ask it for the three things. It's a mockup; in Flipa the result is also a draft an attorney reviews.

Draft · subjectInitial consultation at our office

Dear Ms. [last name]:

This confirms your consultation on [date] at [time] at our office. To make the most of the time, please bring the contract and any correspondence exchanged with the other party.

Locked text: hands offAn initial consultation does not mean the firm has accepted the engagement. The firm will confirm in writing whether it will take the matter once a conflict check has been completed.

Sincerely,
Marsh Okafor LLP

Ask for a change

  • “Make it warmer.” Flipa changes the greeting, the body, and the sign-off. The locked paragraph stays the same, word for word.
  • “Drop the locked paragraph.” It doesn't. It explains that the firm has locked that text and offers to shorten the rest of the email.
  • “Promise a resolution date.” It doesn't add it. It says the firm doesn't allow promising timelines or outcomes, and proposes a sentence that does fit.
Who uses it

AI for lawyers, but for the work around the work

The kind that isn't billable and eats half the morning. The approach is the same as at an accounting practice: we lay it out in Flipa for accounting firms.

01

Legal assistants

It prepares the email from the firm's template, with the locked paragraph in place. The assistant copies it and sends it from their own inbox: Flipa doesn't send anything.

Document request email for a termination matter, employer-side client
02

Associates

They look up how things are done here, the part nobody explained: how a document gets named, what gets billed to which matter, whose signature to ask for.

How do we record time for an initial consultation that doesn't become an engagement?
03

Partners

The client alert and the firm's communications, in the house tone. The legal content comes from the partner; Flipa gives it shape and respects what can't be said.

Shape these three notes into a client alert, without promising outcomes
04

Whoever just arrived

The new-hire handbook stops being a PDF you read on day one. You ask it when the question comes up, and it answers with the handbook itself open.

What do I do if a client texts my personal cell?
Client data

Internal documents, yes. Client files, no

At a law firm this is the first question, and it deserves a specific answer.

The firm's internal documents: yes

Procedures, templates, billing guidelines, the new-hire handbook, the style guide, client alerts already sent. That's what it's built for.

Client files and client data: we don't recommend it today

The reasons, with what's on record today:

  • To answer, Flipa sends the AI provider the text that answer needs.
  • Flipa's legal texts, terms and privacy, are still a draft, and there's no data processing agreement yet.
  • We don't yet publish which country the server is in.
  • There are no permissions by matter or by attorney: everyone on the account draws on the same knowledge.

Each firm has its own space, separate from every other company's, and that part is tested. But separation between companies doesn't settle what you owe each client: the duty of confidentiality and attorney-client privilege are yours to protect, and we make no promise about either. ABA Formal Opinion 512, from July 2024, applies a lawyer's existing duties, confidentiality among them, to generative AI tools. So this page gives the cautious advice.

What's tested and what's missing is on the security page. If someone at the firm already pastes documents into general assistants, the guide on ChatGPT and company data explains what to check first. And how Flipa works has the full walkthrough, from the first upload to the first answer.

Frequently asked questions

AI tools for small law firms: what a careful firm asks first

What's the best AI for small law firms?

No single one covers everything. If the question is about the law, case law, or statutes, you need a specialized legal tool. Flipa covers the other part: anyone at the firm finding the right template or procedure, and writing the way the firm writes.

Does Flipa search case law or statutes?

No. It has no case law or statute databases, and it doesn't track changes in the law. It knows only what's in the documents the firm uploads. It isn't AI for clients' legal documents either: it works with internal paperwork.

Can I upload client files?

We don't recommend it today. What Flipa reads in order to answer goes out to the AI provider, its legal texts are a draft, and there's no data processing agreement yet. Also, everyone on an account draws on the same knowledge: there are no permissions by matter.

Can it draft a contract or a complaint?

That isn't its job. It doesn't draft court filings and it doesn't stand in for an attorney's judgment. It can shape an email, a client alert, or an internal document from the firm's templates, always as a draft someone reviews.

How do I know it isn't making an answer up?

You don't have to take its word: the answer carries the sources it checked, and you can open them. For anything specific to the firm it searches the firm's documents, and when it doesn't find it, it says so and logs it. It isn't infallible: it can be wrong, which is why what it writes gets reviewed. Why these assistants fail is explained in AI hallucinations.

What should a US firm know before signing up?

The app's interface is in Spanish today and English isn't available yet, though Flipa answers in the language you write in. Plans start at $99/mo per account (it runs on credits), and you buy one by card on the pricing page, cancel anytime. The Trial is free, no card needed: 2,000 credits, one time. Google Drive, Gmail, Slack, and HubSpot connections aren't available yet.

The firm's own know-how, where it belongs

  • It knows the internal side: templates, procedures, and positions.
  • It respects locked text and what can't be said.
  • What it doesn't do is stated before you start.
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