Agent Task Lock
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For law firms

AI drafts the memo.
You decide what it saw.

Each matter's folder sets what AI may open. Every job and every yes is on the record, client by client.

A day with it

A day in practice,
with AI on the team.

Here's how a normal day looks.

The steps of a job →
A new matter, ready

The matter's folder starts at Ask me. Your job ideas are ready to use.

A first draft on a copy

You ask AI to sum up a lease against your checklist.

AI asks for an older document

You say yes for this job only.

Another matter stays shut

AI tried a folder from a different matter. It was refused and noted.

You let in part of it

You keep the memo and say no to the rest.

A second lawyer says yes

Your firm asks for two yeses on this client. The memo lands after the second.

A warning before a paste

A paralegal pastes client text into a chat. A warning shows before it's sent.

Client text pasted into an AI website gets a warning before it's sent.

The rules you work under

Client secrets stay secret, even with new tools. The ABA says to get a client's informed OK before their private details go into some AI tools.

The rule

ABA Formal Opinion 512

The ABA's guidance on AI covers skill, keeping secrets, talking with clients, oversight and fees. Your state's rules decide.

Source: ABA Formal Opinion 512

What you can show

Each client's answer about AI, and which matter AI worked in, what it touched and who said yes.

The rule

State bars and courts

Many state bars have their own AI guidance. Some judges ask if AI helped write a filing.

What you can show

Matter by matter, whether AI worked on it and what you let in.

A short summary to help you find the rule. It is not legal advice. Whether a use is allowed is your call.

FAQ

Questions
you'd ask.

Short answers.

All questions →
Can one client's files reach another matter?

Each job belongs to one matter. If AI touches two clients, you get an alert.

Does this tell me if I need consent?

No. That's your call. The app keeps the answers you collect.

Is this a guarantee of privilege?

No. It keeps AI in line and keeps a record. It is not legal advice.

What it doesn't do

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A warning is not a block

On AI websites, a person can still choose to send. That choice is noted.

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Typed text

Text typed into an AI chat isn't checked.

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Clio and MyCase are coming

Sending pages to Clio or MyCase isn't tried with a real account yet.

Use AI on matters.
Keep the record that goes with it.

$49 a month or $299 a year for each person, after a 7-day free trial.

The trial opens when the Mac app is ready to download.
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PricingWhat it doesn't do