Overview This webinar brought together Roland Parker (Impress Computers), Floyd Spencer (AI implementer), and Mark Leeper and Michael from Hatz AI to show how law firms can deploy AI safely, standardize usage across teams, and unlock practical efficiency gains without risking client data.
Why secure AI matters for law firms
- Client confidentiality is non-negotiable: Using free or personal AI tools can expose sensitive files, credentials, financials, and client information.
- Two major risks with ungoverned AI:
- Data exposure: Free tools often use your inputs to train future models, risking inclusion in public training data.
- Data portability-by-people: When staff use personal AI accounts, their prompts/files and outputs leave with them if they change jobs.
- The “half strategy” problem: Paying for AI access for only some employees while leaving others on free tools creates Shadow AI and increases risk and inconsistency.
How Hatz AI addresses this
- Security architecture
- SOC 2 Type 2, dedicated tenants on AWS/GCP (US regions), constant penetration testing.
- Chats, workflows, and agents run in isolated environments. Colleagues cannot see each other’s chats by default.
- No training on your data. Hatz AI sits between models and their training data to prevent leakage.
- Multi-model access, single secure platform
- Use 50+ leading LLMs (OpenAI, Anthropic, Google Gemini, Amazon, Perplexity, and more) in one place.
- Choose and lock specific models; branch and A/B test results within a single chat.
- Integrations with OneDrive, Salesforce, Fireflies, and dozens of other tools.
- Practical guardrails
- No platform-wide “memory” by default (intentional for security). Instead, share standard prompts, apps, and workflows across teams.
- Workshop Assistant helps convert instructions or existing prompts into reusable agents and workflows.
Adoption playbook: Crawl, Walk, Run
- Crawl: Start in secure chat
- Brainstorming, summarizing, outlining, basic research.
- Upload documents for analysis; delete chats when done if you prefer.
- Ask AI how to use AI: Have it propose steps, guardrails, and formats for your tasks.
- Walk: Standardize with apps and workflows
- Build repeatable templates for frequent tasks (e.g., intake summaries, HR answers, billing summaries).
- Use document processing to append or find/replace content in firm templates, preserving letterhead and boilerplate.
- Integrate with OneDrive, Excel, and CRMs; the AI can only access files you already have permission to view.
- Run: Deploy agents for repeatable outcomes
- Build agents that perform research, analyze datasets, or draft filings based on structured prompts and tool access.
- Keep a human in the loop to verify accuracy, tone, and compliance; refine prompts and agents over time.
Live demos and use cases shown
- Legal Research Assistant
- Prioritizes official government databases and reputable sources.
- Add your firm’s go-to sources so research starts where you trust.
- Prompt agents to always cite sources in your chosen format so verification is fast.
- HR Knowledge Bot
- Upload internal policies; employees ask questions and get consistent, instant answers.
- Reduces back-and-forth on routine questions while keeping access controls intact.
- Litigation Data Analyst
- Analyzes spreadsheets (billing hours, case logs, settlements) with Python-based accuracy, not just LLM reasoning.
- Can read/write Excel, update ranges, create charts, and apply formulas reliably.
- Document assembly workflow
- Automates research, inserts findings into Word/PDF templates (append or find/replace).
- Ideal for affidavits, NDAs, estate planning documents, and standardized reports.
Q&A highlights
- Memory across chats: Hatz AI currently prioritizes security over cross-chat memory. Instead, capture “how we work” in reusable prompts, apps, workflows, and agents. The Workshop Assistant can rebuild agents from instructions or system prompts.
- Verifying sources and preventing hallucinations: Require source citations in the agent’s system prompt and verify links. Treat AI like an intern—capable, fast, but always reviewed by a human before client or court use.
- Excel and confidentiality: Files are processed in your tenant with strict access controls. AI can only view the files you personally have permission to access. Nothing is used to train external models.
Why standardization pays off
- Consistency: One platform and shared workflows reduce variability and errors.
- Efficiency: Staff can switch models per task, A/B test quality, and keep improving prompts.
- Cost control: Avoid “AI sprawl” across many subscriptions and personal accounts.
- Professional development: Paralegals and attorneys who adopt AI become measurably more efficient and in-demand.
Governance checklist to get started
- Block free AI tools at the network level to reduce accidental data leakage.
- Provide everyone a secure AI account so usage is standardized.
- Publish a simple AI policy: When to use AI, what can/can’t be uploaded, required citations, and mandatory human review.
- Build a core library of approved prompts, apps, and workflows for common tasks.
- Nominate AI champions in each department to gather use cases and improve templates.
- Track outcomes: Time saved, error rates, turnaround times, and client satisfaction.
Quick-start steps for your firm this month
- Identify 3 repetitive tasks you do weekly (e.g., legal research memos, client update emails, billing summaries).
- Convert each into a Hatz AI workflow:
- Inputs (files, client details), model choice, format of output, and storage location.
- Require citations and review steps.
- Pilot with a small group. Iterate prompts weekly. Roll out firm-wide once stable.
- Offer short training sessions and office hours. Encourage “Ask AI how to” for stuck tasks.
Final takeaway AI won’t replace lawyers or paralegals—but professionals who effectively use AI will outpace those who don’t. Start securely, standardize how your firm uses AI, keep a human in the loop, and invest in repeatable prompts and workflows. That’s how you turn AI into real, defensible ROI.
Resources and offer
- Webinar recording: Being sent to all registrants.
- Free month trial: Attendees receive a complimentary month to try Hatz AI.
- Have questions or want help mapping your first agents and workflows? Reach out to the team from the session to get hands-on support.
