For law firms
A private AI workspace your clients would approve of.
Your lawyers and staff already use AI to draft and summarize. Zrico gives them Claude and GPT in a workspace that belongs to your firm, with confidentiality controls built around how firms actually work.
Claude and GPT Your own workspace US-only AI processing
What firms use it for
The work that fills a lawyer’s week.
The models are good at reading, organizing and drafting. They are a starting point for a lawyer’s work, not a substitute for it.
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Contract review
Upload an agreement and ask for the indemnity, assignment, termination and change-of-control terms, with the clause numbers so you can check each one against the source.
Example prompt: List the indemnity, assignment and change-of-control terms, with clause numbers.
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Research summaries, then verification
Get a starting outline of an issue and the questions to run down. Every case, statute and quotation still has to be pulled and read in a citator or the official source before it goes anywhere.
Example prompt: Outline the issues in these facts and the questions I need to run down.
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First drafts
Turn your notes into a first pass at a memo, a demand letter, a motion section or a set of contract riders, written in plain English or your firm’s house style.
Example prompt: Turn these notes into a first draft of a demand letter in our house style.
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Deposition and discovery prep
Build a chronology from produced documents, draft outlines of questions for a witness, and sort a set of interrogatory responses by topic.
Example prompt: Build a chronology from these produced documents, oldest first.
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Client letters
Explain a ruling, a deadline or a settlement offer in language a client can follow, then edit it into your own voice.
Example prompt: Explain this ruling and the next deadline to the client in plain English.
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Intake summaries
Condense a long intake call or a stack of client emails into the facts, dates, parties and open questions, ready for a conflicts check and an engagement decision.
Example prompt: Pull the facts, dates, parties and open questions from this intake call.
Confidentiality
Client information stays with your firm.
Each firm has its own application and databases at its own address. Matters and files are never stored alongside another firm’s.
How we protect your data-
Your firm’s own workspace
Each firm has its own application and databases at its own address. Matters and files are never stored alongside another firm’s.
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No training on your data
The AI providers we use do not train their models on your prompts, files or answers.
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US-only AI processing
Requests are sent only to US processing regions of the AI providers.
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Access you control
Invite-only email sign-in, with two-factor authentication offered to every user and required for admins. Microsoft 365 sign-in for your own tenant is rolling out now.
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Retention settings
Keep conversations for as long as a matter needs, or have them deleted automatically after a period you set.
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Nightly encrypted backups
Data is encrypted in transit and backed up every night, encrypted, to storage off the server.
For the details of what is sent to each AI provider, what is stored and for how long, read our AI data use statement.
ABA Formal Opinion 512
How it fits the ABA’s guidance on generative AI.
On July 29, 2024, the ABA Standing Committee on Ethics and Professional Responsibility issued Formal Opinion 512, its first opinion on lawyers’ use of generative AI tools. It applies existing Model Rules rather than creating new ones.
Below, each duty the opinion discusses is set against what Zrico can help with and what remains your firm’s responsibility. No software satisfies these duties for you.
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Competence
Model Rule 1.1
Lawyers should have a reasonable understanding of the capabilities and limits of the AI tools they use, and keep that understanding current.
Where Zrico helps
One place to compare Claude and GPT on the same task, so your lawyers learn where each one is reliable and where it is not. Plain documentation of how the workspace handles data.
Your firm’s responsibility
Training your people, deciding which tasks are appropriate, and exercising independent judgment on every output.
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Confidentiality
Model Rule 1.6 (and Rules 1.9(c) and 1.18(b))
Lawyers must assess the risk that client information is disclosed or accessed. The opinion says informed client consent may be needed before inputting client information into self-learning tools, and that boilerplate consent in an engagement letter is not enough.
Where Zrico helps
A separate workspace per firm, no training on your data, US-only AI processing, invite-only access with two-factor authentication, retention controls and encrypted backups.
Your firm’s responsibility
Deciding, matter by matter, what information goes into the workspace and whether a client’s informed consent is needed, and reviewing our terms and data practices yourself.
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Communication
Model Rule 1.4
In some situations lawyers must tell clients how they are using AI, for example when a client asks, when the engagement terms address it, or when its use bears on a significant decision in the matter.
Where Zrico helps
Clear, specific descriptions of where data goes and how it is handled, which you can draw on when you explain your practice to clients.
Your firm’s responsibility
Deciding when disclosure is required or advisable, and what to tell each client.
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Meritorious claims and candor
Model Rules 3.1, 3.3 and 8.4(c)
AI tools can invent cases and misstate the law. Lawyers must review output, including every citation, before filing or relying on it.
Where Zrico helps
You can ask the model to quote the passage of an uploaded document it relied on, which makes checking against the source faster. It does not verify citations for you.
Your firm’s responsibility
Pulling and reading every authority, confirming quotations and holdings, and signing only what you have verified.
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Supervision
Model Rules 5.1 and 5.3
Managerial and supervisory lawyers should set clear policies on permitted AI use and make sure lawyers and nonlawyer staff are trained and supervised. That includes vetting outside vendors.
Where Zrico helps
A sanctioned workspace you can point people to instead of personal chatbot accounts. Admins choose who has access, remove people when they leave, and see usage at a glance.
Your firm’s responsibility
Writing the firm’s AI policy, training staff, and supervising the work that comes out of the workspace.
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Fees
Model Rule 1.5
Fees and expenses must be reasonable. With hourly billing, lawyers bill for the time actually spent, not time the tool saved. Lawyers generally should not bill clients for time spent learning a tool they will use across their practice.
Where Zrico helps
A predictable per-seat monthly price with AI usage included, which makes the firm’s cost easy to see.
Your firm’s responsibility
Setting billing practices for AI-assisted work, and deciding whether and how any cost is passed through, consistent with your engagement terms.
State bar guidance varies. Many state bars and courts have issued their own opinions, guidance or standing orders on AI, and some go further than the ABA, for example on client disclosure or certifying filings. Check the rules in each jurisdiction where you practice and appear.
This page is general information, not legal advice. It summarizes ABA Formal Opinion 512 for convenience and is not a complete statement of it or of your obligations. Read the opinion and the rules that apply to you, and consult ethics counsel where needed. AI output can be wrong and must be reviewed by a qualified professional before you rely on it.
Good to know
What Zrico is not.
Not your system of record
It is not a legal research database, a document management system or a records archive. Keep your system of record where it is, and use the workspace for the drafting and reading that happens around it.
Not for patient health information
Medical records in personal injury or malpractice matters do not belong in it. Read the AI data use statement and our security overview before you decide what your firm will use it for.
Give your lawyers a private place to use AI.
$39 per seat per month after a 30-day free trial, 5-seat minimum. Your workspace is ready minutes after you sign up.
Your card is charged when the trial ends. Cancel any time before then and you pay nothing.