Implementation guide · Custom Customer Systems
A prospective client reaches the firm during a stressful family transition and may mention urgent dates, opposing parties, safety concerns, or sensitive facts. Intake must prepare a responsible legal review without creating advice, representation, or an attorney-client relationship. This guide isolates how ai systems should behave at that moment rather than treating the entire operation as one automation project. Select and govern one AI-assisted job by defining its knowledge, permissions, records, actions, exceptions, supervision, and measurable completion state. For this family-law firm, the job must use the practice or firm's approved language, records, ownership, and professional boundaries.
Return to the governed library parentA prospective client reaches the firm during a stressful family transition and may mention urgent dates, opposing parties, safety concerns, or sensitive facts. Intake must prepare a responsible legal review without creating advice, representation, or an attorney-client relationship. This guide isolates how ai systems should behave at that moment rather than treating the entire operation as one automation project.
Select and govern one AI-assisted job by defining its knowledge, permissions, records, actions, exceptions, supervision, and measurable completion state. For this family-law firm, the job must use the practice or firm's approved language, records, ownership, and professional boundaries. Lawyers and authorized firm staff retain conflict decisions, legal judgment, advice, deadlines, matter fit, representation, scope, and acceptance. The configured system may collect approved intake context and coordinate a consultation but cannot make a legal decision.
Run one de-identified or synthetic prospective-matter inquiry through the configured path and verify that the agent completes the bounded ordinary job, declines prohibited actions, escalates uncertainty, records the result, and can be stopped by its owner. Record the expected state, actual state, exception owner, and corrective action before release. Do not release or continue the automated path when the inquiry requires legal advice, conflict judgment, emergency direction, matter acceptance, or handling outside the firm's approved intake scope, or when the job is broad, success is subjective, permissions exceed need, or no person can review decisions and disable the system. Preserve the record and route the case to the named human owner.
Trace one recent prospective matter through conflict preparation, consultation routing, human review, and a recorded next step. For AI Agents, also review the test set, tool calls, refusals, escalations, saved records, evaluator decisions, incidents, and shutdown procedure. This is an implementation control, not a performance claim. Validate it with the business's own recent records, approved policies, synthetic or de-identified test cases, and named human reviewers before release.
Implementation control sheet
Select and govern one AI-assisted job by defining its knowledge, permissions, records, actions, exceptions, supervision, and measurable completion state. For this family-law firm, the job must use the practice or firm's approved language, records, ownership, and professional boundaries.
| Control | Release requirement |
|---|---|
| Required operating inputs |
|
| Release acceptance test | Run one de-identified or synthetic prospective-matter inquiry through the configured path and verify that the agent completes the bounded ordinary job, declines prohibited actions, escalates uncertainty, records the result, and can be stopped by its owner. Record the expected state, actual state, exception owner, and corrective action before release. |
| Stop condition | Do not release or continue the automated path when the inquiry requires legal advice, conflict judgment, emergency direction, matter acceptance, or handling outside the firm's approved intake scope, or when the job is broad, success is subjective, permissions exceed need, or no person can review decisions and disable the system. Preserve the record and route the case to the named human owner. |
| Human boundary | Lawyers and authorized firm staff retain conflict decisions, legal judgment, advice, deadlines, matter fit, representation, scope, and acceptance. The configured system may collect approved intake context and coordinate a consultation but cannot make a legal decision. |
Approved matter categories, jurisdiction, urgent-date, safety, and conflict-preparation rules The intake record and authorized person who decides consultation routing and exceptions Bounded job, approved knowledge, tool permissions, identity disclosure, and prohibited actions Test set, evaluator, escalation owner, monitoring, incident response, and shutdown control
Lawyers and authorized firm staff retain conflict decisions, legal judgment, advice, deadlines, matter fit, representation, scope, and acceptance. The configured system may collect approved intake context and coordinate a consultation but cannot make a legal decision.
Run one de-identified or synthetic prospective-matter inquiry through the configured path and verify that the agent completes the bounded ordinary job, declines prohibited actions, escalates uncertainty, records the result, and can be stopped by its owner. Record the expected state, actual state, exception owner, and corrective action before release. This is an implementation control, not a performance claim. Validate it with the business's own recent records, approved policies, synthetic or de-identified test cases, and named human reviewers before release.