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Netsmart Intelligence for law firms

AI for law firms.

Use a familiar Claude or ChatGPT prompt window to find matter documents, check time and billing information, and prepare work for a lawyer to review. Netsmart connects your supported firm applications through a managed gateway, with the security and support a law office needs.

One AI dashboard for your firm

What we connect,
where supported.

Staff ask in one place instead of searching several programs. Claude or ChatGPT can be the working interface; a separate custom dashboard is optional. Connections depend on each program’s interfaces, licensing, and permissions, and your existing programs remain the official records.

01

Time and billing

Recorded time, unbilled work, invoices, and outstanding balances.

02

Practice and matter management

Matter details, assigned staff, recorded tasks, and deadlines.

03

Documents and email

Signed agreements, correspondence, selected attachments, and approved precedents.

04

Calendars and procedures

Meeting details and the approved guidance your team uses.

Practical requests

What your team can ask.

Examples of the work a configured service can prepare for review. Each result links back to the source records.

  • “Find the latest signed agreement for this matter, show me the unbilled time, and prepare a billing summary with links to the source records.”
  • “Find documents and correspondence relating to this client and matter.”
  • “Show the time recorded on this matter and flag entries with missing descriptions.”
  • “Prepare a client meeting brief using the relevant documents, correspondence, tasks, and recorded deadlines.”
  • “Using the meeting notes I select, prepare time-entry descriptions for me to review.”

Professional decisions stay with your firm

AI prepares.
Lawyers decide.

AI does not invent billable time or replace a lawyer’s review. Staff check suggested time-entry descriptions against the work actually performed, and messages, billing changes, and record updates need the approvals your firm sets. Client acceptance, conflict checks, and professional judgment stay with the firm.

Netsmart Intelligence is backed by our cybersecurity practice, including GIAC Certified Incident Handler (GCIH) expertise and staff credentials in Microsoft security, compliance, identity, Azure, and Microsoft 365 fundamentals. We control who can reach which information, limit what each connection can use, oversee the integrations, and require human review before consequential actions such as sending messages, changing records, or approving payments. The gateway respects your software’s permissions and cannot bypass its restrictions.

AI services are not automatically included in existing IT agreements. Your proposal separately identifies setup, custom development, ongoing support, software licenses, AI/API usage, and any supplier work.

Call us today for more information or a customized quote. 1-877-452-5811

Netsmart Intelligence

From assessment
to everyday support.

We assess your applications, permissions, and licenses, configure Claude or ChatGPT and the gateway, program custom tools such as a matter-brief assistant or a time-entry workflow, train your staff, and support the service afterwards.

Netsmart AI Connect

We set up Claude or ChatGPT and the managed gateway, connect the agreed business applications, and program custom tools around your workflows. Where an application allows it, an approved workflow can save a reviewed entry back to that program.

Netsmart AI Secure

We assess how AI is used, agree on the approved tools, information, and users, control access to company information, and test that access before staff begin.

Netsmart AI Manage

Agreed support with a named contact, connection checks, updates, staff training, and regular reviews of use, costs, and improvements.

Your IT team too

IT services
for law offices.

We also act as the dedicated IT team for law offices, with support, infrastructure, cybersecurity, Microsoft 365 and cloud systems, and technology projects. AI services are quoted separately from IT support.

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Common questions

Before we get started.

Which legal programs can you connect?

It depends on each program’s available interfaces, licensing, and supplier permissions. We assess your time and billing, practice management, document, and email systems first, then build or configure the supported connections. Unsupported programs stay outside the workspace.

Can the AI record billable time?

No. It can prepare suggested time-entry descriptions from the notes you select, for staff to check against the work actually performed. It does not invent time or make billing decisions.

How is confidential client information protected?

We agree on who can reach each matter, limit what each connection can use, and test access before staff begin. The gateway respects your programs’ permissions and cannot bypass their restrictions.

Is this included in our current IT agreement?

No. AI services are quoted separately, with setup, custom development, ongoing support, software licenses, AI/API usage, and any supplier work identified in your proposal.

Let’s talk

What does your
business need next?

We act as your IT team and dedicated consultants. Talk with us about ongoing support, a technical problem, or a planned project. We work directly with you to agree on priorities and manage your IT needs.

Discuss your business IT needs

Prefer to call? 1-877-452-5811