A records request sits in a spreadsheet. A document pack arrives in pieces. A treatment date in the provider's note doesn't match what the client said at intake. Each of those needs different attention, and in most personal-injury firms one person absorbs all three — usually the most overloaded person in the office.
Zati is a workshop-led approach to organizing AI workers into a team you direct. In a hands-on session with David, you build the team around your real matter-preparation work, practice running it, and keep the operating guidance when you leave.
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Your free 30-minute discovery call includes an SEO, AEO and GEO audit report, a preview of how a redesign could look, and a demo of what we could build for your firm. You keep the report and redesign preview with no purchase obligation.
Records-request chronology is a good first responsibility because the output is recognizable: dates tied to the documents you supplied, a list of what is still outstanding, and the points where two sources disagree.
Bring an approved request log and the document pack your firm has cleared for use. We configure a worker to produce a chronology where every entry names its source, every missing item names what was expected, and every conflict shows both versions rather than resolving it itself. The reviewer should be able to walk each entry back to the material it came from.
That gives your team a scoped setup to practise using themselves. The organization grows from there.
We start from the free audit: technical SEO on your service and matter pages, mobile experience, and the path a prospective client takes to reach a consultation. AEO and GEO work makes your firm's information — practice areas, locations, process — clearer and easier for answer engines to access and interpret. We redesign the agreed pages with you and show you how to update them, so the next improvement doesn't have to become another development project.
We set up an xAI voice agent around the details you want from callers: injury type, date of incident, whether a case is already open, and what to do with a caller who wants a named attorney. You work through the call flow and test what happens when the agent needs a person. Any booking, transfer or connected-tool action is agreed before it goes in. Your firm decides what can be handled automatically and what always comes back to a human.
Each responsibility becomes a separate assignment with an owner, inputs and acceptance criteria.
Each assignment keeps its own conversation and history, so a records question and a review question stay distinct.
Alongside those, we create the SEO/AEO/GEO maintenance workers: page-review workers that check your matter and location pages against your own service information, a gap-worker that flags missing or inconsistent content for your approval, and a change-prep worker that assembles proposed edits as drafts for you to review before anything is published. Naming is yours — the roles above are examples, not a fixed structure.
Practice asking workers for tasks, reviewing their work and improving instructions through conversation.
You do the work alongside David. You practice changing information, reviewing a worker's output, spotting a mistake, and making the next improvement yourself. We finish with you operating the agreed setup and explaining how to maintain it. You keep your accounts, the operating guidance and a routine for checking the work.
Here is the workflow we would scope first, described so you can judge whether it fits — not a claim that it is running in your firm today.
1. Intake: a paralegal releases a synthetic or approved matter pack — request log, released documents, provider correspondence.
2. Preparation: the records worker returns a cited timeline and a missing-document list.
3. Gap review: a human checks each citation against the source and confirms the missing list.
4. Handoff: the review-coordination worker prepares a brief for the assigned attorney, who decides what happens next.
Attorneys assess legal significance, privilege and matter strategy throughout. Human approval sits before any external request, client communication or submission. Zati, Muse and GrokBot are alternative platform choices; any connected access depends on supported capabilities and your explicit authorization, and your case-management and document systems remain authoritative.
The free call helps us agree on a useful finish line and the right package. Each package has a written scope and quote.
One agreed improvement or one worker, with hands-on practice and clear next steps.
A focused workflow and its maintenance routine, with time to test and repeat the changes yourself.
A broader setup across the agreed website, voice or worker tasks, with more practice on how the pieces fit.
Several agreed parts of the business connected, building confidence operating, checking and improving the setup.
A deeper multi-workflow programme with time for implementation, repeated practice and a more extensive operating playbook.
Hosting and running costs. Free website hosting is available and we help you set it up and manage it; you can also keep a suitable existing host. Domain renewals, phone and AI usage, and any paid software remain separate. We identify those costs before the workshop.
No. Access to approved documents is scoped with your firm before configuration. Workers use only the material approved for the task. They do not assess legal significance, privilege, case value, or medical questions. They draft; your attorney decides.
Start with the smallest team that makes one responsibility clear. Add roles when the work gives you a reason.
One recurring responsibility, an example of its inputs, and the result you would accept. We can discuss worker roles, review steps and requirements around that work.
No. We improve the agreed pages and create a maintenance process; search and answer engines determine their own results.
Book your free 30-minute call. Bring your website and one workflow. You keep the audit report, redesign preview and a clearer idea of the next step — whether or not you choose a workshop. Questions before then? Email david@sire.run.