Legal AI for Firms That Need Results
Without Losing Control
At Jera, we help law firms adopt AI safely, responsibly, and profitably, without compromising confidentiality, professional standards, or trust.
The Real Opportunity for Law Firms
AI is not about replacing lawyers.
It’s about removing friction from the working day.
The firms seeing these benefits are not automating legal judgement.
They are supporting it.
Reduce
Busywork
Draft first-pass documents for review
Turn notes into structured file summaries
Prepare client correspondence more quickly
Outcome:
Less admin, more time for legal judgement.
Work Smarter with Communications
Draft clear internal and
client emails
Create structured meeting notes and action lists
Capture decisions and next steps consistently
Outcome:
Fewer follow-ups, clearer accountability, better use of time.
Recover Lost Billable Time
Support time capture and matter administration
Reduce under-recorded or forgotten work
Outcome:
Improved realisation without increasing workload.
Cut Through Information Overload
Summarise long contracts and case materials
Identify key clauses, risks, and changes
Extract relevant points from large document sets
Outcome:
Faster understanding, better preparation, reduced mental fatigue.
Why AI in Law Must Be Done Differently
For law firms, AI is not just a productivity tool. It directly impacts:
Client confidentiality and legal privilege
Supervision and verification
Regulatory and insurer expectations
Professional responsibility
That means AI adoption must be controlled, auditable, supervised, and defensible. Generic AI deployments prioritise speed. Jera prioritises safe, sustainable outcomes.
Scotland’s Safest Pair of Hands for the AI Era
How We Help Law Firms Adopt AI Safely
We work in five clear stages. Each balances opportunity with caution and builds on the last.
Firms can pause, progress, or scale at their own pace.
Step #1
Legal AI & Copilot Readiness Assessment
Purpose:
Understand whether AI will help your firm – or expose risk.
Before deploying Copilot or any AI capability, it’s essential to understand whether your Microsoft 365 environment is ready to support AI securely and defensibly.
Ideal for:
Managing Partners, Operations Directors, IT leaders, and firms considering Copilot or wider AI use.
What We Assess:
- Microsoft 365 licensing and Copilot eligibility
- Data access, permissions, and oversharing risks
- Sensitivity labels and data classification readiness
You’ll Receive:
- Legal AI Readiness Report
- Risk & Remediation Checklist
- Prioritised recommendations for legal environments
- Clear guidance on whether Copilot can be piloted now
This stage protects the firm before any tools are deployed.
Step #2
Copilot Pilot & Essentials Enablement
Purpose:
When foundations are in place, Microsoft Copilot is the safest starting point for legal AI.
We recommend beginning with a controlled pilot group of 10–20 users, allowing firms to prove value before scaling.
Ideal for:
Firms ready to trial Copilot with real legal workflows.
What This Enables:
- Faster first-pass drafting
- Improved email and internal communications
- Better use of existing firm knowledge
- Reduced admin burden for fee earners
What’s Included:
- Secure Copilot configuration
- Pilot onboarding (10–20 users)
- Practical training (Teams, Word, Excel, Outlook)
- Legal-specific prompt guidance
- Optional usage visibility dashboards
You’ll Receive:
- A structured Copilot Pilot Plan
- Training materials tailored to your firm
- A Legal Prompt Starter Pack
- Early insight into usage patterns and value
Outcome Statement:
This stage delivers visible wins without firm-wide risk.
Step #3
Copilot Adoption & Governance Accelerator
Purpose:
Embed AI into daily work, responsibly.
Once Copilot is live, the focus shifts from access to effective, supervised use.
This stage helps firms move from experimentation to consistent, confident adoption.
Ideal for:
Firms looking to scale Copilot beyond an initial pilot.
What This Delivers:
- More confident users
- Reduced supervision burden for partners
- Clear boundaries on acceptable AI use
- Consistency across teams
What’s Included:
- AI Champions / Steering Group setup
- Governance policies aligned to professional obligations
- Legal-specific use case refinement
- Adoption and usage monitoring
You’ll Receive:
- A Governance Framework tailored to your firm
- Adoption insights and recommendations
- Ongoing guidance on what to scale, adjust, or stop
- An AI Champions Toolkit to support internal advocacy
This stage ensures AI delivers value without eroding professional standards.
Step #4
Ongoing Support & Optimisation
Purpose:
Sustain value and evolve your AI capability
AI adoption is not a one-off project.
It requires refinement, review, and continuous improvement.
Ideal for:
Firms committed to long-term Copilot success.
What This Supports:
- Continued productivity gains
- Improved output quality
- Discovery of new, safe use cases
- Alignment with evolving Microsoft capabilities
What’s Included:
- Regular champion check-ins
- Prompt refinement workshops
- Usage reviews and strategy adjustments
You’ll Receive:
- Ongoing performance insights
- Updated prompt libraries
- Periodic strategy reviews
This stage ensures AI continues to work for the firm, not against it.
Step #5
Advanced AI Workflows & Automation
Purpose:
Extend AI beyond Copilot, when the firm is ready
Once data, governance, and adoption are mature, some firms choose to explore more advanced AI capabilities.
This stage is optional and only recommended when foundations are strong.
Possible use cases include:
- AI-assisted legal workflows
- Administrative automation
- Drafting support with human sign-off
- Internal knowledge retrieval
- Agent-based AI within firm-controlled boundaries
Outcome:
Further efficiency gains without compromising control, confidentiality, or supervision.
Why Jera
Jera IT was born from over 30 years of defending Scottish businesses.
We are a trusted Managed Service Provider with decades of experience keeping law firms secure, compliant, and operational. Over those years, we’ve seen many technology waves come and go but AI is different.
AI is not just another tool.
It is a capacity multiplier.
Used well, it helps firms do more with the people they already have.
Used badly, it exposes firms to risk they cannot afford.
That’s why we developed the Agentic AI Legal System™: a structured framework that allows law firms to adopt AI without compromising confidentiality, supervision, or professional responsibility.
Our team combines the rigorous security standards of a mature MSP (including ISO 9001) with a forward-looking focus on legal automation. From securing your Microsoft Azure environment to building controlled AI agents that support legal workflows, Jera exists to help law firms become faster, leaner, and safer.
We believe AI should be firm-controlled, secure, and supervised.
That philosophy underpins everything we design and deliver for our legal clients.
Start with Clarity
If AI is already being discussed internally, the safest next step is not a demo.
It’s understanding:
Where AI can deliver value today
Where risk currently sits
What can be safely piloted now
What should wait
After the assessment you can book no-obligation conversation with our AI expert Ally to help you make informed, defensible decisions about AI in your firm.
Because in legal AI, doing it properly matters more than doing it quickly.
Frequently Asked Questions
What is the Agentic AI Legal System™?
It is Jera’s proprietary framework for deploying AI in legal environments.
Rather than using generic AI tools, the system deploys AI inside your own secure Microsoft Azure environment and operates within your existing permissions, data boundaries, and governance controls.
Your data never leaves your environment, and every output is designed to be reviewed and supervised by a human lawyer.
How is Jera different from a legal software vendor?
Software vendors sell you a licence.
Jera secures and governs the environment the software runs in.
As an MSP, we manage the underlying identity, permissions, data security, and cloud infrastructure that keeps AI safe. We don’t just give you the car. We build the road, the guardrails, and the brakes.
Do we need to be “AI ready” before working with Jera?
No. Getting you ready is Step 1.
Most law firms have messy data permissions, oversharing, or unclear governance that makes AI risky. Our Legal AI Readiness Assessment identifies and addresses these issues before any AI capability is introduced.
What about client confidentiality and the Law Society of Scotland?
This is our primary focus.
All AI deployments are designed to keep data within your private Microsoft tenant, with no use of public model training. We design workflows to align with the Law Society of Scotland’s guidance on supervision, verification, and professional responsibility.
AI supports legal work.
It does not replace accountability.
What services does Jera offer for legal AI?
We support the full lifecycle of legal AI adoption:
- Readiness: assessments, audits, and governance foundations
- Adoption: Copilot pilots, enablement, and training
- Optimisation: advanced workflows, AI agents, and the Legal AI Lab
Firms can engage at the stage that makes sense for them.
How do you prevent AI from “hallucinating” or inventing answers?
We use Retrieval-Augmented Generation (RAG).
This restricts AI outputs to verified internal documents or trusted legal sources. If the system does not have a reliable answer, it is designed to say “I don’t know” rather than generate something inaccurate.
Why start now instead of waiting?
Your clients are already starting.
In-house legal teams are automating work that law firms used to bill for. Firms that delay risk losing efficiency, margin, and relevance.
Starting now with a secure, controlled foundation allows you to:
- protect market position
- recover lost time and revenue
- adopt AI at your own pace
Waiting rarely reduces risk.
It usually just delays clarity.