You didn't go to law school
to manage folders.

No. We design and implement responsible, compliant AI systems for US mid-market law firms. Every implementation is built to satisfy ABA Formal Opinion 512 and to integrate with the practice management and confidentiality-compliant tools your firm already uses. When we finish, the implementation belongs to your firm. There is no recurring licence tied to Scalomation.

Opinion 512 is the reference document for every engagement. Every AI touchpoint we architect must pass its six-duty test: competence, confidentiality, communication, candor to the tribunal, supervision, and reasonable fees. If a proposed workflow cannot pass that test, we do not build it. The playbook breaks this down in detail in Chapter 2.

A paid $5,000 diagnostic engagement. Ten to fifteen hours of work from our three most senior people, delivered as a written report your managing partner, IT director, and equity partners can defend to the full partnership. We map your current workflows, identify where AI genuinely adds value, and tell you honestly where it does not. Applications are reviewed within 48 hours, and the $5,000 is credited in full toward any transformation engagement signed within 30 days. Apply at scalomation.com/apply.

We integrate with most major US legal practice management platforms, including the ones you would expect, and with bespoke systems where an API exists. As a Zapier Silver Solutions Partner, we connect to anything with a modern API or native integration. If your stack is unusual or custom, the audit will tell us whether a Scalomation implementation is realistic.

Most engagements fit inside the 90-day responsible roadmap outlined in Chapter 6 of the playbook. Weeks 1 to 30 are foundation work. Weeks 31 to 60 are workflow automation. Weeks 61 to 90 are scaling and measurement. Every phase is verifiable. We do not recommend faster deployment because shortcuts here create ethics exposure.

Every implementation we build is designed to minimise data exposure and to route confidential information only through firm-approved, confidentiality-compliant tools. Enterprise platforms we integrate with, including the major practice management systems, maintain their own security certifications. Our own data handling practices and integration boundaries are documented on our security page. If your firm has specific data handling requirements, we address them in the audit and name them explicitly in the Statement of Work.

Scalomation is a remote-first practice serving US law firms exclusively. The playbook is researched entirely against US sources: the American Bar Association, the Legal Services Corporation, Stanford's RegLab, and the federal courts. Every engagement is bound by US-standard confidentiality and data handling protocols, and we architect only on platforms with US-based enterprise infrastructure. If your firm has specific jurisdictional requirements, we address them in the audit.

The firm audit is $5,000, credited in full toward any transformation engagement signed within 30 days. Engagement pricing is set after the audit and depends on scope, typically falling in the mid-five-figure range for the firms we work with. We don't quote engagements before diagnosis. Every engagement is scoped and priced in writing before any work begins.

The audit is the place for that. You do not need a firm-wide transformation mandate to apply. Bring a single process that frustrates you, whether it's intake, document filing, time capture, or client communications, and we will map it end-to-end as part of the audit. If that single workflow is all your firm needs, the audit report will say so, and we will refer you elsewhere if Scalomation is not the right fit for work that small.

A workflow is any repeatable process in your firm that currently requires someone to manually trigger, move, or track information — intake details being copied into your practice management system, documents being renamed and filed, billing narratives being written after a timer stops. If a person has to touch it every time, it can likely be automated.