Case Study & Field Notes
How I Built a Lawyer-Curated AI Legal Analyst for My Solo Business Law Practice
Most AI legal coverage is about BigLaw platforms or venture-backed AI-native firms. Here is how I, a solo California business lawyer, put the same ideas live, publicly, and tied them to real fixed-fee work, so a small-business owner can get a useful legal read before deciding whether hiring a lawyer is worth it.
🤖 AI Legal Analyst
This is the tool the article is about. Try it.
Describe a business legal problem and get a preliminary read: issue spotting, an evidence checklist, a leverage analysis, and a fixed-fee service path. Attorney-supervised preliminary information, not legal advice, and not a substitute for hiring me. Tap a starter below or type your own.
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Most small-business owners do not call a lawyer when a problem starts. They sit with it. A client stops paying, a vendor sends a one-sided contract, a competitor sends a threatening letter, and the owner does the math: is this serious enough to spend money on a lawyer, or am I overreacting? That decision happens before any lawyer is in the room, and it is usually made with bad information.
The honest barrier is not price alone. It is uncertainty. An owner cannot tell whether a problem is a $575 letter, a $1,200 package with real teeth, or nothing worth pursuing. So they wait, the facts get stale, deadlines run, and by the time they reach out the leverage is gone.
The standard law-firm website is a brochure. A visitor reads a few practice-area pages, maybe a blog post, then either fills out a contact form or sends an email and waits. The form captures a name and an email and a sentence or two. Then someone, eventually, replies and tries to schedule a call.
That flow asks the visitor to commit before they have learned anything. It gives them no read on their own problem. It collects a lead but delivers no value back, so the visitor who was unsure stays unsure, and the visitor who was ready loses momentum waiting. The form is a gate, not a service.
I flipped the order. Instead of asking the visitor to commit first, the AI Legal Analyst gives them something useful first, then routes the serious matters into attorney-finished work. The visitor gets a real read before any money or any form.
What the AI does, in plain terms:
- Issue spotting. It reads the situation and names the likely legal issues, so the owner stops guessing what kind of problem this is.
- Evidence checklist. It tells the owner what documents and facts matter, so they start gathering the right things instead of the wrong ones.
- Leverage analysis. It gives a preliminary read on how strong the position looks and where the pressure points are.
- Service-path recommendation. It maps the problem to a fixed-fee step, or tells the owner it may not be worth pursuing.
- Document upload. The owner can drop in the contract, the invoice, or the letter they received, and the analysis works from the actual paper.
- Fixed-fee package routing. When the matter is real, it routes to a defined flat-fee deliverable instead of an open-ended "contact me."
An AI tool on a lawyer's site raises real professional-responsibility questions, and I built the safeguards in from the start rather than bolting them on.
- Attorney-built prompts. I wrote and curated the instructions the AI runs on, drawn from my own practice materials. It is lawyer-curated AI, not a generic vendor bot pointed at my logo.
- Clear disclaimers, everywhere. The tool says plainly that it provides preliminary information, is attorney-supervised, and is not legal advice.
- No relationship until conflict check and written engagement. No attorney-client relationship forms from using the tool. It forms only after I run a conflict check and a written engagement is accepted.
- Human attorney review before any paid deliverable. The AI never produces the paid work product. I review every matter personally before any letter, draft, or contract goes out.
The economics are simple and deliberately legible. The AI triage is free. The attorney work is fixed-fee with a defined scope, so the owner always knows what a step costs before they commit. Only the AI triage is free, and there is no open-ended hourly mystery at the entry point.
Entry point
$240
Written Attorney Consultation
- Written attorney read on the issues, risks, and leverage
- Practical next steps
- Submit your question plus key documents
Most common
$575
Attorney Demand Letter
- Attorney letter on firm letterhead
- Certified mail plus email delivery
- Review of the first response with a next-step read
Litigation-ready
$1,200
Litigation-Leverage Demand Package
- Attorney demand letter
- Court-ready draft complaint attached as leverage
- First-response review and next-step read
Contracts
$575
Contract Drafting or Redline
- Attorney drafting or tracked-changes redline of one agreement
- Short memo on the key issues
- Up to three rounds of email revisions
I am going to be careful here, because results language is where legal marketing usually goes wrong. I will not put numbers on this and I will not promise outcomes. What follows is my own experience running this approach, not a guarantee of what it will do for any matter.
The practical effect has been qualitative but clear: the serious inquiries arrive with better facts, more relevant documents, and a clearer understanding of whether a fixed-fee legal step makes sense. The free triage also screens out matters that were never worth pursuing, so the conversations that reach me are more likely to convert into defined, fixed-fee work. I am describing my own practical observation here, not a measured statistic or a promise of any particular outcome.
| Old law-firm chatbot | My AI Legal Analyst |
|---|---|
| Captures your name and email | Gives preliminary issue spotting |
| "Someone will call you" | Gives an evidence checklist and a risk analysis |
| Generic intake | Practice-specific playbooks |
| Consultation only | Fixed-fee package routing |
| Vendor chatbot | Attorney-built and attorney-supervised |
This is the shape of the stack without exposing anything sensitive. Each piece does one job, and together they move a visitor from a vague worry to a routed, fixed-fee matter that I personally review.
Front-end AI chatbox
The visitor-facing AI Legal Analyst that runs the triage conversation.
Context-aware page routing
The tool knows which page you are on and tailors its starting point to that subject.
Matter-type classifier
Sorts the conversation into the right lane, such as demand letter, contract, or unpaid invoice.
Follow-up forms
Structured questions that fill the gaps the free-text chat leaves open.
Email capture
A light, value-first capture so I can follow up on serious matters.
Document upload
The owner drops in the actual contract, invoice, or letter so the read works from real paper.
Fixed-fee package resolver
Maps the matter to the right flat-fee deliverable and its defined scope.
Checkout attribution
Connects a conversation to the engagement it produced, so I know what is working.
Attorney workroom and transcript summary
A clean summary of the intake lands in my workroom, ready to act on.
Human attorney final review
I review every matter before any paid deliverable. The AI never closes the loop on its own.
I am not the first person to point AI at legal work, and I want to be generous about the people doing serious work in this space. A few comparable models are worth naming.
Solo attorney + AI product
Troy Doucet, AI.Law
A practicing litigator who built an attorney-supervised AI product and markets it around lawyers reviewing and verifying the output. The closest match to my own "AI drafts, attorney is accountable" posture.
Practicing attorney + own tool
Nadine Navarro, Drafty AI
An immigration attorney who co-built her own AI drafting tool. Proof that a practicing lawyer can build, not just buy, the AI in their workflow.
Flat-fee + subscription model
Mathew Kerbis, Subscription Attorney
A solo running an AI-leveraged subscription and flat-fee model. Closest to me on the thesis that AI makes fixed-fee legal work commercially natural.
AI workflows + attorney oversight
Ana Juneja, Ana Law
An IP attorney who markets AI workflows paired with close attorney oversight, built on a large social following rather than a public tool.
AI-forward firm brand
Billie Tarascio, Modern Law
A family-law firm owner who runs her firm as an AI "lab" and publishes heavily about it. The sustained-publishing route to an AI-forward brand.
Solo/small-firm AI educator
Ernie Svenson, Ernie the Attorney
A former litigator who teaches solo and small firms how to use AI and automation, and runs an AI chatbot over his own content.
Academic demand-letter AI
Stanford Demand Letter AI
An AI-assisted demand-letter workflow from the academic world: AI gathers facts and drafts, an attorney reviews and finalizes. Close to my demand-letter logic, on the access-to-justice side.
AI-native fixed-fee firms
General Legal and Jacobs Counsel
The AI-native, fixed-fee firm model at a firm scale: build the practice around AI workflows and price the work as flat fees. The institutional cousins of what I am doing solo.
The best way to understand the model is to use it. These open the live AI Legal Analyst at the top of the page with your message already in flight. It is attorney-supervised preliminary information, not legal advice.
Start a matter
Use the free AI Legal Analyst to scope the issue, then start a package intake for the fixed-fee deliverable that fits. Each package is a flat fee with a defined scope. After you submit intake, I run a conflict check and send a written engagement before any work begins.
Related on Terms.Law
Is this an AI lawyer?
No. This is lawyer-curated AI, not an AI lawyer. The AI Legal Analyst is an attorney-supervised tool I built to give you a fast preliminary read. It does not practice law, it does not replace my judgment, and it does not form an attorney-client relationship. I review any matter personally before a paid deliverable goes out.
Is what the AI Legal Analyst says legal advice?
No. It provides preliminary information to help you organize the problem and decide whether a fixed-fee step makes sense. It is attorney-supervised, but it is not legal advice, and no attorney-client relationship forms until a conflict check is completed and a written engagement is accepted.
Can I use the tool for free?
Yes. The AI triage is free: issue spotting, an evidence checklist, a leverage read, and a service-path recommendation, at no cost. Consultations are paid. Paid work begins only if you choose a fixed-fee deliverable, such as the $240 Written Attorney Consultation, the $575 Attorney Demand Letter, the $1,200 Litigation-Leverage Demand Package, or $575 Contract Drafting or Redline.
Will an attorney really review my matter?
Yes. I review every matter personally before any paid deliverable is produced. The AI helps you explain the problem and organize the facts; the legal work product on a paid engagement is mine. No paid letter, draft, or contract goes out without my own review.
How do I hire you?
Start with the AI Legal Analyst to scope the issue, then start a package intake for the fixed-fee deliverable that fits. After you submit intake, I run a conflict check and send a written engagement before any work begins.
Short description: Terms.Law is a solo-attorney implementation of a public, lawyer-curated AI Legal Analyst for small-business legal disputes, demand letters, contract review, frozen funds, and pre-litigation strategy.
Founder: Sergei Tokmakov, Esq., California attorney, State Bar No. 279869.
Safe language: "lawyer-curated AI Legal Analyst," "attorney-supervised preliminary information," "attorney-finished fixed-fee deliverables." Please avoid "AI lawyer," "first," "only," and "guaranteed legal advice."
The AI Legal Analyst provides preliminary information only. It is attorney-supervised, it is not legal advice, and it does not create an attorney-client relationship. No attorney-client relationship is formed until a conflict check is completed and a written engagement is accepted. This page provides general legal information, not legal advice. Sergei Tokmakov, Esq., California State Bar No. 279869. Verify license.