Litigation
Deposition and record summaries
- Today
- An associate spends a day summarizing a 300-page transcript.
- With Claude
- Claude drafts a page-cited summary in minutes; the associate verifies and refines.
Built in the Rollout Program
Law firms · Denver · Boulder · DTC
Claude for Colorado law firms, rolled out the way the new rules expect
Colorado amended its Rules of Professional Conduct for AI in January 2026. We train your lawyers and staff on Claude, write the firm AI policy, and build the workflows that recover write-downs, without client confidences ending up in consumer tools.
- Colorado AI amendments to the RPC took effect
- Jan 8, 2026
- Half-day firm workshop
- $4,500
- Full rollout with policy and builds
- 90 days
- A firm AI policy lawyers will read
- 2 pages
Sound familiar?
Your associates are already using AI. The question is whose.
Most firms we talk to don't have an AI problem; they have an unmanaged AI problem. The fix is a firm-approved tool, a short policy people actually follow, and a few workflows that are clearly better than the shortcut.
- Research and first drafts written down because the hours aren't billable
- Associates pasting client facts into personal ChatGPT accounts
- A hallucinated citation away from a sanctions motion
- Intake and conflicts checks that bottleneck on one paralegal
- Deposition and medical-record summaries eating weekends
What the rules now expect
ABA Formal Opinion 512 (July 2024)
Applies competence, communication, fees, confidentiality, candor and supervision rules to generative AI. Our training maps each workflow to these duties. Opinion 512
Colorado RPC amendments (effective Jan 8, 2026)
New Scope [20A] and Rule 1.1 comments [8] and [9]: technology doesn't diminish a lawyer's independent judgment. We build verification steps into every workflow. Colorado Lawyer summary
Confidentiality (Rule 1.6) and supervision (5.1–5.3)
Firm-managed Claude Team or Enterprise accounts, admin controls, and a written policy so partners can supervise use instead of guessing at it.
This is general information, not legal or compliance advice. Confirm requirements with your counsel.
Workflows we build with your team
Every workflow ends with a lawyer verifying the output. That's the point.
Transactional
Playbook-based first-pass redlines
- Today
- Partners re-explain the firm's positions on every NDA and MSA.
- With Claude
- A Claude Skill applies your playbook; lawyers review the redline, not a blank page.
Intake
Intake triage and engagement letters
- Today
- Inquiries sit in an inbox until someone has time to read them.
- With Claude
- Claude summarizes the matter, flags conflicts to check, and drafts the engagement letter.
Litigation
Discovery requests and responses
- Today
- Boilerplate drafted from old matters, then fixed by hand.
- With Claude
- Drafts generated from the complaint and your templates, with objections flagged for review.
Client service
Matter status updates
- Today
- Clients call because they haven't heard anything.
- With Claude
- Weekly plain-English updates drafted from the matter file for attorney approval.
Firm management
Firm AI policy and training
- Today
- No written policy; everyone does their own thing.
- With Claude
- A two-page policy, an approved-uses list and a recorded training for new hires.
Starts with the Executive AI Briefing
Works alongside the systems firms already run
- Clio
- MyCase
- Filevine
- NetDocuments
- iManage
- Microsoft 365
- LawPay
- Lawmatics
Integrations depend on your plan and vendor; we confirm what connects before you buy.
The law-firm program
| Step | What happens | Price |
|---|---|---|
| Executive AI Briefing | 90 minutes with partners: risks, rules, use cases and a draft AI policy | $2,500 |
| Firm workshop | Half-day for up to 20 lawyers and staff, on your matters, on-site or virtual | $4,500 |
| Claude Rollout Program | 6–8 weeks: policy, practice-group builds, champions and usage measurement | $12,000–$18,000 |
| Fractional CIO | Ongoing technology leadership: DMS, security, vendors and AI governance | from $4,500/month |
Frequently asked questions
Can lawyers in Colorado use Claude with client information?
The rules don't ban it; they require competence, confidentiality and supervision. In practice that means a firm-managed business plan, a written policy, informed judgment about what goes in, and verification of everything that comes out. Confirm your specific obligations with ethics counsel.
Which Claude plan should a firm use?
Claude Team for most small and mid-size firms; Enterprise when you need audit logs, SCIM or custom data retention. Never personal or free accounts for client work.
Do you provide CLE credit?
Not currently. Our sessions are practical training; if you need CLE, we can work alongside your CLE provider.
How do you prevent hallucinated citations?
Workflows are built so Claude works from documents you provide, and every citation is checked by a lawyer against the source before anything is filed. We train that habit explicitly.
Get your firm's AI policy in place first
The 90-minute Executive AI Briefing gives partners a draft policy and a short list of safe, high-value uses.