Every hour freed from a repetitive task is an hour you can bill.
Coach IA Pro trains law firms, financial advisory firms and consulting firms to use AI on their real cases, within their ethical framework.
For the tasks that eat up hours without calling for judgment: summarizing, reviewing, drafting first versions.
| Task | Tool | Benefit |
|---|---|---|
| Case summaries | A project set up with the case documents | An overview ready before the meeting |
| Contract review | An assistant with your clause checklist | A first read that flags deviations, validated by the lawyer |
| Research notes | Assisted research, checked against legal databases | A structured draft with sources to verify |
| Regulatory monitoring | A periodic summary by practice area | Updates filtered by relevance |
| Task | Tool | Benefit |
|---|---|---|
| Minutes of management meetings | Transcription and summary with your template | Minutes and next steps the same day |
| Due diligence tracking | A project with the request list | The status of each item, with open points visible |
| Teasers and memorandums | An assistant fed with your previous models | A first version to review, not a blank page |
| Comparison tables | Data extraction from documents | A table ready to check |
| Task | Tool | Benefit |
|---|---|---|
| Client replies | An assistant with your tone and criteria | Consistent drafts, ready to review |
| Document summaries | A project set up per client | The essentials of each case on one page |
| Proposal preparation | An assistant fed with your previous proposals | Structure and a first version without starting from scratch |
For lawyers in Spain, the profession's ethical rules (CGAE, Madrid Bar) consider generative AI lawful, as long as everything it produces is checked and client information is protected. Two EU regulations, the GDPR and the AI Act, also apply to every firm.
This section is for information only and does not constitute legal advice.
The same four phases as the tailored AI program, with examples specific to professional services.
Interviews with partners and associates; a task inventory by practice area (contracts, litigation, transactions, tax). Result: use cases ranked by impact, complexity and ethical risk.
Which tools are approved, what data may be entered and who validates each type of document. Result: an internal usage protocol and a 3-month roadmap. With our ongoing support (optional), we review it every quarter.
We build the identified use cases together: contract review with its checklist, meeting minutes, first drafts of memorandums. Result: projects and automations configured per use case.
Two adjustment sessions after putting it into practice on real cases.
Yes, if you set rules: what data can be entered, in which tools and with what review. That is what the guide of the ICAM, the Madrid Bar Association, asks for: always keep human control, adopt internal protocols and ensure confidentiality, including with external providers.
We work with business plans, not personal accounts: their providers commit not to train their models on your data. We anonymize where possible and, if personal data is involved, we help you check that a data processing agreement is in place with the provider.
A business plan from Claude, ChatGPT or Gemini, never the free version for client data. The choice is made during the planning phase, based on your current tools and use cases.
We have no fixed rate: the budget depends on the size of the team, the number of areas involved and the format chosen (tailored AI program or one-day workshop). You receive a detailed proposal within 5 business days, after a free intro call.
Always the professional who signs. For lawyers in Spain, CGAE Circular 3/2026 is clear: whoever signs takes full responsibility for the content, whether or not AI was involved.
30 minutes, free, by video call. A tailored proposal within 5 business days.
Book the call →The intro call is free and lasts 30 minutes. Tell us whether it's for you or for your team.
Or email us directly: patrik@coachiapro.com