Guides
What AI you already pay for, and what the rest costs
You run a small firm and want the facts before you spend money. Where we know a price, we give it and say when we checked it. Where something isn't published, we say so instead of guessing.
What things cost
Prices read on the vendors' own pages in August and September 2026. Each guide gives its own date.
Which practice management systems ship AI
Clio, MyCase, Smokeball, PracticePanther and LEAP, and which plan you need. One of the five has no AI at all.
ReadThe AI already in Microsoft 365 and Google Workspace
Copilot Chat is free with every Business Basic seat and up. It's easy to think Copilot is only the paid thing you declined.
ReadWhat AI legal research actually costs
Westlaw's published prices, where CoCounsel and Lexis stop publishing theirs, and the free option through your state bar that's easy to forget.
ReadWealthbox AI and the AI Notetaker
The notetaker is a $49 add-on on every plan including Enterprise. What each product does, and which one files its work automatically.
ReadWhich advisory platforms ship AI
Orion, Hazel, eMoney, RightCapital and MoneyGuide. Two of the five ship none at all, and only two publish a price for their AI.
ReadFor law firms
AI for small law firms
What your practice management system already includes, what the legal-specific tools really cost, and where it doesn't pay at all.
ReadChatGPT for lawyers
Most of the risk comes down to which account it's on. Consumer and business tiers are governed by different terms.
ReadWhat an AI policy usually covers
Not a template and not legal advice. The questions a written position has to answer.
ReadFor advisory and wealth firms
Before you buy an assessment from anyone
Free AI assessments: what you actually get
Take the free one first. Here's what it usually covers and what it leaves unanswered.
ReadWhat is an AI readiness assessment?
Three different products are sold under one name, which is why quotes range from nothing to fifty thousand dollars.
ReadDo we have to give you our client files?
No. Why that's deliberate, and the limitation it creates.
ReadRather just talk to somebody?
Thirty minutes, no charge. You describe how work moves through your firm and we tell you whether an audit would tell you anything you don't already know.