Florida Bar Ethics Opinion 24-1 Compliant

Run your firm’s operations on auto-pilot.

The AI-powered administrative assistant built exclusively for boutique law firms. Connects to your case management software, drafts the work, waits for your approval. Zero data retention.

BarNone AI Agent

Watchdog running · connected to case management

Today24tasks

Incoming

from case management

Discovery deadline check-in

Robert Kim

queued

Trust account top-up

Amanda Brooks

queued

Reschedule deposition

Marcus Vance

queued

Agent drafting

working autonomously

Missing intake docs

For: Lisa Patel

drafting
Agent typing reply

Ready for approval

awaiting attorney

Consultation follow-up

David Torres · just now

Invoice nudge #4821

Sarah Jenkins · 1m ago

Settlement prep call

Michael Chen · 3m ago

What it does

Everything your admin does, automated and ready for approval.

Connects seamlessly with your case management software to monitor your pipeline, drafts all necessary communications, and waits in Slack for your final ‘Send It’.

Speed-to-Lead Response

Instantly draft an acknowledgment to new leads from your case management software and propose consultation times, turning cold prospects into booked appointments.

New lead from case management

Maria Lopez · 12:43pm

live
Drafting reply

Drafted in 8 secondsAwaiting approval →

Intelligent Scheduling

The agent proposes times mimicking your actual availability. Once you approve, it sends the email and places a hold on your calendar.

Mon
10am
Tue
11am
Wed
2pm
Thu
3pm
Fri
4pm
Wed 2pm — David Torresheld

Billing & Collections

Follows up on overdue invoices from your case management and billing tools gracefully, understanding which clients need a gentle nudge vs. a strong push.

78%

Collected this month

$0

across 14 invoices

Contextual Drafts

Learns exactly how you speak. Whether it's formal litigation updates or a casual check-in, drafts reflect your firm's brand and tone.

Dear Mr. Chen, I trust this finds you well.

Document Collection

Tired of chasing clients for returns? BarNone AI automatically flags missing items and schedules reminders for you to review and send.

  • Driver's license
  • Tax return (2024)
  • Property deed
  • Marriage cert.· reminder scheduled

Privilege Protected

Enterprise-grade AI with strict Zero Data Retention policies. Your data never trains public models. Attorney-client privilege remains intact.

Zero Data Retention

Drafts vanish from the model after every request. Privilege intact.

SOC 2 Type II · Enterprise AI · No training opt-out needed
Lives where your team chats

Run your firm without ever opening another app.

Chat with BarNone AI like any other team member. @mention from Slack, review drafts inline, approve with one tap. Your attorneys keep working where they already are.

rodriguez-firm.slack.com
firm-ops
BarNone AI installed
Message #firm-ops

Available wherever your team works

Slacklive
PracticePantherlive
Gmaillive
Outlooklive
Dashboardlive
WhatsAppsoon
Cliosoon
Built for Lawyers, by Lawyers

Ethical AI is non-negotiable.

We understand attorney-client privilege is everything. BarNone AI doesn’t guess, doesn’t hallucinate legal advice, and doesn’t steal your clients’ data to train its models. It’s an administrative machine, locked behind your approval.

SOC 2 Type II Certified infrastructure
Complete Audit Logging for all edits
No per-matter billing complexity
Live data flow
ZDR enforced
private

Your firm

Privileged data stays here

Case management sync
Attorney approves drafts
request
draft
ephemeral

Enterprise AI

ZDR enforced channel

Model training
Data retention

Every request rides an enterprise channel with Zero Data Retention. Drafts come back; nothing is kept, indexed, or used for training.

Florida Bar Ethics Opinion 24-1

Architected around the 'Human-In-The-Loop' requirement. Every client-facing action is explicitly approved by an attorney or authorized staff.

Zero Data Retention (ZDR)

Enterprise-grade AI under strict no-retention guarantees. Drafts aren't saved to centralized servers or used for continuous model training.

Sovereign Tier Deployment

For ultra-sensitive practices, the entire AI engine runs locally on Mac Studio hardware inside your office network.

Trusted by Florida’s top boutique firms.

Lead conversion lift

0%

Saved per attorney / week

0 hrs

Data points retained

0

BarNone AI completely changed how our boutique handles leads. We instantly acknowledge new PracticePanther inquiries, and our conversion rate is up 40%. The best part? It never talks directly to clients without my approval.

E

Elena Rodriguez

Managing Partner, Rodriguez Firm

I used to spend 15 hours a week just chasing documents, emailing consultation times, and following up on LawPay links. BarNone AI handles all the drafting and flagging. Now I just click 'Approve' and go back to practicing law.

J

Jonathan Pierce

Solo Practitioner, Pierce Family Law

We looked at other AI tools, but they were either trying to write our motions or completely ignored confidentiality. BarNone AI's Zero Data Retention policy made deciding to trust it a no-brainer. Highly recommended.

M

Marcus Vance

Partner, Vance & Lee LLC

Pricing that scales with your firm.

Clear, transparent pricing based on the value delivered to the firm. No per-seat limits on the Professional tier.

Starter

$1,000/mo
+ $1,000 setup fee

For small general practice firms needing basic scheduling and communications.

  • Core 10 administrative task types
  • Up to 3 attorneys
  • 1 email integration (Gmail or Outlook)
  • Case management software sync
  • Approval queue (Dashboard)
MOST POPULAR

Professional

$2,000/mo
+ $1,000 setup fee

Full-suite automation for growing boutique firms.

  • Everything in Starter, plus:
  • Billing follow-ups (PP + LawPay)
  • Pipeline management & Lead Nurturing
  • Internal Nudges & Daily Digests
  • Integration with Slack OR WhatsApp

Enterprise

$4,500/mo
+ $5,000 setup fee

Custom rules and white-glove compliance for major practices.

  • Everything in Professional, plus:
  • Custom workflow rules
  • Slack AND WhatsApp integrations
  • Compliance Doc Package (DPA, engagements)
  • Multi-location support

Frequently Asked Questions

No. BarNone AI runs on enterprise-grade AI models under strict Zero Data Retention (ZDR) policies. Your prompts and client data are never used to train public models, safeguarding attorney-client privilege.

Stop managing your inbox.Start practicing law.

Join leading Florida boutique law firms using BarNone AI to automate tracking, drafting, and collections without sacrificing ethical compliance.

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