Serving Tampa Law Firms

Turn Your Entire Firm’s Knowledge into
Instant Leverage.

Your case management software, file servers, and emails don't talk to each other. Connect iManage, NetDocuments, and Clio instantly to unify your disconnected data into a single, accessible brain.

The Operational Bottleneck 

Your Firm's Knowledge is Trapped in Silos

The Search Paradox

Your most valuable IP is scattered across iManage, email archives, and shared drives. Associates spend hours hunting for documents instead of billing for strategy.

The Risk of Missed Precedents

Generic AI fails because it's blind to your firm's history. Missing a key motion buried in a 5-year-old email can mean the difference between winning and losing.

Non-Billable Admin Time

Your best lawyers are stuck summarizing depositions and drafting routine correspondence. We automate the grunt work so they can focus on high-value counsel.

The Knowledge Backbone 

Unify Your Firm’s Fragmented Intelligence

We build the infrastructure that connects your isolated islands of data into one Central Intelligence Hub.

Emails
Documents
Servers
Research

System Status

Ingesting & Indexing...

1

Secure Integration

We build secure connectors for every source—Outlook, iManage, Clio, OneDrive—and feed them into a private searchable database.

2

OCR & Digitization

We unlock "dead" scanned PDFs into live, searchable text. Suddenly, 20 years of case files are readable by your AI.

3

Bank-Grade Security

All client data stays within your private cloud environment. SOC2 compliant architecture with zero data training by third parties.

Use Cases 

The Power of Connected Data

Instant Conflict Analysis

Accelerate client onboarding. Instantly cross-reference new parties against decades of case files, emails, and billing records to identify potential conflicts.

Context-Aware Drafting

Draft motions that cite your firm’s winning arguments from past cases. Our models reference specific depositions, emails, and pleadings automatically.

Knowledge Retrieval

Stop reinventing the wheel. Instantly retrieve the best clauses, contracts, and research from your firm's collective history.

Your Experience is Your Product.
Stop Locking It Away.

Our Process 

From Fragmented to Unified

Phase 1

Data Unification & Security Foundation

Timeline: 1-2 Weeks

We transform your fragmented document silos (iManage, Clio, Outlook) into a single, structured source of truth. We audit your data for quality, standardize formats, and establish the secure architecture needed to turn raw files into searchable leverage.

Phase 2

Custom Intelligence Calibration

Timeline: 3-4 Weeks

We train a private, ring-fenced AI exclusively on your firm's successful case history and preferred drafting style. This creates a 'Digital Senior Associate' that understands your firm's specific voice and legal reasoning—without ever exposing data to public models.

Phase 3

Workflow Automation

Timeline: Custom

We deploy specialized assistants that handle the 'non-billable' drudgery—first-pass drafting, conflict detection, and discovery summarization—integrating silently into your existing tools.

Phase 4

Maintenance & Updates

Timeline: Ongoing

Your system gets smarter with every new case you file. We ensure your institutional memory updates in real-time, so today's work automatically becomes leverage for tomorrow's cases.

Technology & Security 

100% Verifiable Citations

Eliminate hallucinations with RAG technology. Every insight is linked back to the original source document for instant verification.

Full Compliance

Designed to meet the standards for "In-House AI" under Florida Ethics Opinion 24-1, keeping you compliant.

Bank-Grade Encryption

All data encrypted at rest and in transit. No data training by third parties. Your secrets stay secret.

Book a working session 

We run focused workshops to unpack your strategy, prioritize the highest impact initiatives, and define the first 30 days of work together. Share your details and we'll coordinate a time with the right partners.

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© 2025 Petrus Strategy LLC.