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A law firm automates intake without giving up its data

A Toronto firm wanted AI to handle client intake but could not send privileged data to an outside cloud. We built a private assistant on infrastructure they control.

Maple Ridge Law · Toronto, ON

100%
of client data kept in-house
24/7
intake and follow-up
0
data sent to outside models

The challenge

Maple Ridge wanted to automate intake and follow-ups, but every off-the-shelf tool meant sending client information through someone else’s servers. For a law firm, that was a non-starter.

What we did

  1. 01

    Scoped the intake and follow-up tasks the assistant would own, and where it hands to a human.

  2. 02

    Deployed a private assistant on infrastructure the firm controls, so data never leaves their environment.

  3. 03

    Set up approval gates for anything sensitive and trained the team to supervise it.

“I wanted the help without handing client files to some company’s cloud, and everyone told me I could not have both. They built it on our own server, and intake just runs itself now. I genuinely sleep better.”

Sandra L., Managing Partner · Maple Ridge Law, Toronto, ON

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