Your AI questions,
answered honestly.

Yes, and the Upper Tribunal has said so directly. The distinction that matters is not open-source versus closed-source in the technical sense, it is whether what your staff type leaves your control. A publicly accessible tool such as ChatGPT's free tier puts client documents into the public domain, which breaches confidentiality and waives legal privilege. A closed tenant you control does not. In UK and R (on the application of Munir) v SSHD [2026] UKUT 81 (IAC) at [21], the tribunal named Microsoft Copilot as available for tasks such as summarising without those risks, and at [18] called properly trained use of legal AI "a step forward in legal practice". The tool is only half of it. The same judgment referred a supervising solicitor to the SRA because nobody was checking the output. We govern both.

Extreme caution is needed. In 2025, the Upper Tribunal warned that putting client documents into ChatGPT "places this information in the public domain, and thus breaches client confidentiality and waives legal privilege." A solicitor was referred to the SRA after admitting to uploading client emails and Home Office decision letters to ChatGPT. We train firms on which AI tools are safe and which are not.

Both the SRA and CLC expect firms to understand the risks of AI tools they use. This includes data protection, client confidentiality, and ensuring the accuracy of AI-generated outputs. Notably, the SRA has also authorised the first purely AI-based law firm (Garfield.Law Ltd), signalling increasing regulatory focus. Any firm using AI should be prepared to demonstrate compliance with their professional obligations.

The Council of Licensed Conveyancers has similar expectations around data protection and client care. As AI tools become more prevalent in property transactions, from title checks to contract reviews, CLC-regulated firms need clear policies on AI use. We help conveyancers navigate these requirements specifically.

The main risks include: breaching client confidentiality by uploading documents to public AI tools; citing AI-generated hallucinations in court (fabricated case references that don't exist); regulatory investigation by the SRA or CLC; voiding PI insurance coverage; and loss of client trust. The Upper Tribunal has reported a "considerable increase" in fictitious authorities cited in legal proceedings, many of them generated by AI.

Four products. Reality Check (free, 2 min). Discovery Audit (£995, 30 min). Governance Installation (£5,500, four phases). Retainer (£1,500/month, optional). All prices exclude VAT. The Audit is credited in full against Installation if you proceed within 30 days and commit to 6 months of governance.

We work with SRA and CLC-regulated conveyancing firms, and we are built for practices of small and mid-sized practices running Microsoft 365. That is where this installation fits best. The price is the same whatever your size. If you are materially larger or smaller, or you run Google Workspace, we will say so before you engage rather than at Week 3.

We never make blanket recommendations. Every firm has different needs, different practice areas, and different risk profiles. What we do is assess your specific situation and recommend tools that are: safe for client data (closed-source, UK/EU hosted where possible), fit for your workflow, compliant with SRA/CLC obligations, and covered by your PI insurance. We favour reliable, deterministic tools over hyped "AI agents."

No. AI will replace specific tasks, not lawyers. Document summarisation, first-draft emails, compliance checks, and intake processing are all areas where AI can save significant time. But professional judgement, client relationships, advocacy, and strategic thinking remain firmly human. The firms that thrive will be the ones that use AI to free their lawyers to do more of the work that actually requires a lawyer.

We recommend starting with our 2-minute online diagnostic, The AI Reality Check, directly on our homepage. This will calculate your firm's initial risk rating. From there, you can book your free 30-minute AI Review call to walk through the results live with Paul and determine if a Discovery Audit is the right next step for your firm.