From SageRock
AI and the Solo Practitioner
Plain notes on using AI in a one-lawyer firm: what to trust, what to check, and what to keep for yourself. Jax, our AI assistant, helps draft each note and a person reviews it before it goes out.
Coming up in the notes
- Your clients are bringing ChatGPT answers. What to do with them.
- What an AI front desk should never say to a client.
- Checking an AI’s case citations before they reach a judge.
- Is your AI plan’s data deal good enough for client files?
Want it done for you?
These notes are for lawyers doing it themselves. If you’d rather hand off the client questions, new inquiries and marketing, that’s what we do. We call it Concierge. See Concierge.
Who is Sage Lewis?
Sage Lewis runs SageRock, a small marketing and technology company he founded in 1999. He is a second-year law student and builds the AI workspaces and routines described here, working with Jax, SageRock’s AI assistant.
He is not a lawyer and does not give legal advice. Everything on this site is a draft for an attorney to review.
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These notes are not legal advice. Check your jurisdiction’s rules and your AI plan’s data terms before putting client information into any tool.