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MALLICK/TECHAI for law firms and deal teams
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Services

Start with a diagnosis, not a build.

Four services. One workflow at a time, checked before it is trusted.

01

AI for law firms

Assessment, policy, training

AI your lawyers can use safely.

Starts with where client information goes today.

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  • A two-week readiness assessment
  • An AI policy lawyers can follow
  • Six training sessions on your own material
02

Deal sourcing

M&A advisors, PE, sponsors

Targets, outreach, replies and meetings, every day.

Built from systems already run for an M&A outbound operation.

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  • Target lists from public filings and triggers
  • Reply triage, meeting booking and follow-up
  • A CRM that scores every lead, and one report
03

Contract drafting

Transactional and in-house teams

First drafts from your own precedents.

Your clauses and playbook, never a generic template.

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  • A precedent bank from documents you trust
  • Drafts with the source of each clause shown
  • Differences flagged for a lawyer to approve
04

Secure AI workflows

Scoped per workflow

Client data stays where you can see it.

Tenancy decided before any tool is chosen.

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  • Sources cited on every output
  • A named review gate before anything leaves
  • Stops below a confidence threshold; scored against known answers
Assessment boundary
  • Decision support and operating design, not legal advice
  • Workflow and information-path review, distinct from a full IT security audit
  • Vendor-neutral: the outcome is an action plan, not a product recommendation
  • Training is scoped separately when capability, rather than exposure, is the need

It examines paths, not case files. No privileged material is ingested.

Who it fits
  • A firm of roughly 10–100 lawyers, an in-house legal team, or a deal team
  • The decision-maker is on the kickoff call, and five or more staff can be interviewed across roles
  • There is already AI in the building, whether or not leadership knows where

Teams with no current AI use start with fluency. Teams with active use start with assessment.

Independent firms of one to five lawyers start somewhere else: withSmartFirm HQ, our law firm website studio.

Method

Five stages. One workflow at a time.

  1. 01

    Diagnose

    Workflow mapped to task level: input, decision, output, sign-off, and the consequence if it is wrong.

  2. 02

    Architect

    Whose tenancy, which sub-processors, whose identity model. Everything downstream follows.

  3. 03

    Build

    One workflow, fixed scope, review gate placed deliberately rather than added later.

  4. 04

    Prove

    Scored against known answers. A number your risk committee can act on.

  5. 05

    Govern

    Risk tiering, system register, review protocols, vendor assessment, incident runbook. Short enough to be adopted.

The right starting point becomes clear in the first conversation.

Bring the workflow and its current sign-off. You will leave with a clear recommendation: assess, build or train.