Netsmart Intelligence
Use a familiar Claude or ChatGPT prompt window to find matter documents, check time and billing information and prepare work for a lawyer to review. Netsmart connects your supported firm applications through a managed gateway, with the security and support a law office needs. Netsmart has completed IT work for over 300 law firms since 1996 and serves firms in Edmonton, Calgary, Vancouver and Red Deer.
One AI dashboard for your firm
Staff ask in one place instead of searching several programs. Claude or ChatGPT can be the working interface; a separate custom dashboard is optional. Connections depend on each program’s interfaces, licensing and permissions, and your existing programs remain the official records.
AI needs access to client files, matter records and billing information. Before you give that access to any provider, talk to the IT specialists who already know law-firm systems, permissions and security.
Recorded time, unbilled work, invoices and outstanding balances.
Matter details, assigned staff, recorded tasks and deadlines.
Signed agreements, correspondence, selected attachments and approved precedents.
Meeting details and the approved guidance your team uses.
Practical requests
Examples of the work a configured service can prepare for review. Each result links back to the source records.
Professional decisions stay with your firm
AI does not invent billable time or replace a lawyer’s review. Staff check suggested time-entry descriptions against the work actually performed, and messages, billing changes and record updates need the approvals your firm sets. Client acceptance, conflict checks and professional judgment stay with the firm.
Netsmart Intelligence is backed by our cybersecurity practice, including GIAC Certified Incident Handler (GCIH) expertise and staff credentials in Microsoft security, compliance and identity, Azure and Microsoft 365 fundamentals. We control who can reach which information, limit what each connection can use, oversee the integrations and require human review before consequential actions such as sending messages, changing records or approving payments. The gateway respects your software’s permissions and cannot bypass its restrictions.
AI services are not automatically included in existing IT agreements. Your proposal separately identifies setup, custom development, ongoing support, software licences, AI/API usage and any supplier work.
Call us today for more information or a customized quote. 1-877-452-5811
Netsmart Intelligence
We assess your applications, permissions and licences, configure Claude or ChatGPT and the gateway, program custom tools such as a matter-brief assistant or a time-entry workflow, train your staff and support the service afterwards.
We set up Claude or ChatGPT and the managed gateway, connect the agreed business applications and program custom tools around your workflows. Where an application allows it, an approved workflow can save a reviewed entry back to that program.
We assess how AI is used, agree the approved tools, information and users, control access to company information and test that access before staff begin.
Agreed support with a named contact, connection checks, updates, staff training and regular reviews of use, costs and improvements.
Common questions
It depends on each program’s available interfaces, licensing and supplier permissions. We assess your time and billing, practice management, document and email systems first, then build or configure the supported connections. Unsupported programs stay outside the workspace.
No. It can prepare suggested time-entry descriptions from the notes you select, for staff to check against the work actually performed. It does not invent time or make billing decisions.
We agree who can reach each matter, limit what each connection can use and test access before staff begin. The gateway respects your programs’ permissions and cannot bypass their restrictions.
No. AI services are quoted separately, with setup, custom development, ongoing support, software licences, AI/API usage and any supplier work identified in your proposal.
Let’s talk
Describe the systems you use and the problem or project you need help with. We’ll review your priorities, responsibilities and the next steps with you.
Prefer to call? 1-877-452-5811
