Case Study & Field Notes

How I Built Terms.Law's Free AI Legal Analyst

I am a solo California business lawyer, and I built a free, lawyer-curated AI Legal Analyst into the public Terms.Law website. This case study explains the problem I wanted the tool to address, how its public-facing components fit together, what visitors can use it for, and where preliminary information ends and a separate attorney engagement begins.

Sergei Tokmakov, Esq. CA Bar #279869 Solo practice Free public AI Legal Analyst Separate fixed-fee attorney services

🤖 AI Legal Analyst

Try the free AI Legal Analyst

Describe a business legal problem and get preliminary issue spotting, an evidence checklist, leverage considerations, and information about relevant service paths. This is a free, lawyer-curated public information tool. Its responses are not legal advice and do not establish an attorney-client relationship. Choose a starter below or enter your own question.

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Media summary. Terms.Law is the public website of a solo California business-law practice. Its free, lawyer-curated AI Legal Analyst helps visitors identify potential legal issues, consider relevant facts and documents, and locate public resources and service information. Sergei Tokmakov, Esq. built the tool into the website alongside separate written intake and fixed-fee attorney service pages. Category: public-facing legal-technology implementation by a solo lawyer.

A small-business owner often has to decide whether to seek legal help before understanding the problem. A customer stops paying, a vendor presents a one-sided agreement, or a competitor sends a threatening letter. Is the issue serious? What evidence matters? Is there a deadline? Is a paid attorney service warranted? Those questions often arise before a written inquiry reaches a lawyer.

The barrier is not price alone. It is uncertainty about what action, if any, makes sense. A visitor may not know whether the issue warrants a Written Attorney Consultation, Contract Review / Redline, a Demand Package, or no paid legal service. That uncertainty can delay an inquiry and the collection of relevant documents.

What visitors need at the outset is orientation. Preliminary issue spotting, a plain-language explanation of relevant considerations, an evidence checklist, and a clearer understanding of possible next steps can make a public legal-information website more useful. That is the gap I designed the AI Legal Analyst to address.

A conventional law-firm website presents practice-area pages, articles, and a contact form. A visitor reads what is available and then sends an inquiry describing the issue. The lawyer must obtain enough information to assess conflicts, identify the requested work, and determine whether a defined engagement is appropriate.

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.

The cost is invisible. The owners who never fill the form because they could not tell whether their problem was worth it, those are the people who needed help most. A contact form does nothing for them. It only catches the small fraction who were already sure.

I changed the sequence on the public website. Instead of directing every visitor immediately to a service inquiry, the AI Legal Analyst offers preliminary issue spotting, evidence questions, and relevant public resources. A visitor who wants attorney services can proceed separately to written intake and a defined engagement process.

The design choice was to make the public tool useful before asking visitors to inquire about paid services. Preliminary information and attorney representation remain distinct. The tool helps visitors explore an issue; it does not establish an engagement or determine the scope or fee of attorney work.

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."
The visitor can use the information without hiring me. The tool can help identify legal questions, relevant documents, and further resources. A visitor may then decide whether to submit a separate written inquiry about attorney services. The public tool remains available without an engagement.

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.

The AI Legal Analyst is a public information tool. Its role is to help a visitor identify possible issues, organize relevant questions, and locate useful resources. It does not determine legal rights, promise an outcome, or establish an attorney-client relationship.
  • Lawyer-curated instructions. I developed and curated the tool's instructions around recurring business-law subjects and the public resources on Terms.Law. The objective is useful preliminary information rather than a generic contact-form conversation.
  • Clear limitations. The tool identifies its output as preliminary information, not legal advice. Its public explanations distinguish an automated response from a written attorney engagement.
  • Separate engagement requirements. Using the public tool does not create an attorney-client relationship. Paid services require conflict clearance, agreement on the scope and fee, and acceptance of a written engagement.
Professional-responsibility considerations. The design takes account of duties concerning competence, confidentiality, communication, and the clear identification of legal services. Public visitors should understand the tool's limitations and the distinction between submitting information to a website and engaging an attorney. The separate written engagement process establishes the scope and fee of any accepted attorney matter.

The public AI Legal Analyst is free. Paid attorney services are offered separately under defined scopes and starting fixed fees. The prices below are starting fees, subject to conflict and scope review and confirmation in a written engagement. Using the AI Legal Analyst does not establish the scope, price, or acceptance of an attorney engagement.

Pre-litigation

From $2,500

Demand Package

  • Screening and an attorney demand on firm letterhead
  • Chronology, damages, exhibits, and certified mail plus email delivery
  • Review of the initial substantive response; court filing and representation excluded

Contracts

$1,000

Contract Review / Redline

  • One contract drafted or redlined
  • Brief written comments on key risks
  • Up to three rounds of email revisions
Why the two offerings remain separate. The free tool helps visitors explore an issue before deciding whether to request attorney services. If a visitor proceeds, the requested legal work, scope, starting fixed fee, and engagement terms are addressed through a separate written process after conflict and scope review.

This case study describes a public legal-technology implementation. The relevant evidence is what a visitor can see and use: a free AI Legal Analyst, preliminary issue spotting, evidence checklists, website context, and links to relevant resources. I am not presenting this as a study of client outcomes, delivery times, or financial performance.

The public tool lets a visitor describe a business problem, explore possible legal issues, identify relevant documents, and find related information on Terms.Law. The website also provides a separate route to inquire about defined attorney services. These are features of the public implementation, not measurements of changes in legal outcomes or attorney productivity.

Limits of the evidence. I make no claim here about revenue attributable to the tool, conversion rates, case outcomes, or time saved in attorney engagements. The documented subject is the public tool, its design, and its integration with the website.
Old law-firm chatbot My AI Legal Analyst
Captures your name and email Gives preliminary issue spotting
Someone will contact you Gives an evidence checklist and a risk analysis
Generic intake Practice-specific playbooks
Contact form as the main outcome Links to separately scoped attorney services
Vendor chatbot Lawyer-curated public information

The AI Legal Analyst is part of the public Terms.Law website rather than a standalone information page. Its interface, page context, issue categories, follow-up questions, document input, and resource links work together to make the visitor experience more useful. The components below describe the public-facing implementation and its connection to website navigation and written service inquiries.

1

Front-end AI chatbox

The visitor-facing AI Legal Analyst that runs the triage conversation.

2

Context-aware page routing

The tool knows which page you are on and tailors its starting point to that subject.

3

Matter-type classifier

Sorts public visitor questions into relevant subjects, such as contracts, disputed invoices, and demand letters.

4

Follow-up forms

Structured questions that fill the gaps the free-text chat leaves open.

5

Email capture

Provides a way for visitors who choose to make a written inquiry to supply contact information for a response.

6

Document upload

The owner drops in the actual contract, invoice, or letter so the read works from real paper.

7

Service information and package routing

Connects relevant legal subjects to public service pages and published starting fees. The scope and fee of any attorney engagement are determined separately.

8

Public-site attribution

Helps distinguish visits through the public AI Legal Analyst from other paths to service information on the website.

9

Public-tool limitations

The website explains the informational nature of the tool and distinguishes automated preliminary information from a separate attorney engagement.

10

Separate written intake

Visitors interested in attorney services can proceed to written intake, conflict review, and a proposed engagement with defined scope and fee.

Other lawyers, legal-technology developers, and organizations have built public tools or published about AI and law-practice technology. These examples provide context for the Terms.Law implementation. They represent different approaches, audiences, and business models rather than identical implementations.

Solo attorney + AI product

Troy Doucet, AI.Law

A practicing litigator associated with a legal AI product. An example of attorney involvement in developing and presenting legal technology to the public.

Practicing attorney + own tool

Nadine Navarro, Drafty AI

An immigration attorney who helped build an AI legal-technology product. An example of a practicing lawyer contributing to product design.

Flat-fee + subscription model

Mathew Kerbis, Subscription Attorney

A solo practice emphasizing subscription and flat-fee legal services, with public discussion of AI and smaller-firm business models.

Legal technology and public education

Ana Juneja, Ana Law

An IP attorney who discusses legal technology, practice design, and attorney oversight in public-facing materials.

AI-forward firm brand

Billie Tarascio, Modern Law

A family-law firm owner who publishes extensively about AI and legal-practice technology.

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 legal-technology project

Stanford Demand Letter AI

A Stanford project exploring the use of AI in legal tools and access to justice. A relevant academic comparison for the development of public legal-technology resources.

Other fixed-fee legal service models

General Legal and Jacobs Counsel

Examples of legal practices discussing AI, technology infrastructure, and fixed-fee service models. They provide a broader business-model comparison rather than a direct comparison of public website features.

Where Terms.Law sits. I built a free AI Legal Analyst that visitors can use directly on a public business-law website. The tool sits alongside legal information, practice-area pages, service descriptions, and written intake paths. The subject of this case study is that public implementation: the tool's design, the website features supporting it, and the distinction between preliminary information and separately engaged attorney services.
For a solo practice, a public AI tool can be a useful part of a legal-information website. The model explored here combines lawyer-curated preliminary information, relevant public resources, and a separate process for requesting defined-scope legal services.

The most useful way to understand the public tool is to try it. These examples open the AI Legal Analyst near the top of the page with a starting question. Its automated responses provide preliminary information, not legal advice.

Request written attorney services

The free AI Legal Analyst provides preliminary information and is not required to request attorney services. To inquire about legal representation, submit written intake identifying the issue and the requested work. I consider conflicts and scope before providing a written engagement with a defined scope and starting fixed fee. Paid services begin under the accepted engagement terms.

How to cite this example.

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.

How to cite: "Terms.Law's free public AI Legal Analyst is a lawyer-curated informational website tool built by California attorney Sergei Tokmakov." The case study describes public features and website integration. Paid legal services are separately scoped and require a written engagement. The public tool should be described as providing preliminary information rather than legal advice.

The AI Legal Analyst provides general preliminary information. It is lawyer-curated, does not provide legal advice, and does not create an attorney-client relationship. Paid services require conflict clearance and acceptance of a written engagement. This page provides general information, not legal advice. Sergei Tokmakov, Esq., California State Bar No. 279869. Verify license.