Matter intake and conflicts prep
Turn intake notes, prior-party lists, and firm data into a structured conflicts packet for human review.
For law firms
Give every lawyer AI leverage without waiving control of client confidences.
Cartulary is the private control layer for firms that want better matter work, matter-level permissions, and a who-saw-what audit trail before client data reaches a model.
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The workflows your lawyers already need
ENTRY 0042Discovery and document summaries
Draft first-pass summaries from permitted matter records while enforcing matter-level permissions.
Engagement letters and status updates
Generate controlled drafts from approved matter facts, firm templates, and reviewer notes.
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A discovery summary, end to end
ENTRY 0043The audit log is the demo. A lawyer asks for a first draft, Cartulary checks the matter wall, routes the right context to the selected model, and records every decision before a client-facing document leaves review.
Associate requests a summary for M-2047
The command center verifies the user, role, matter, source folder, and client restrictions.
Policy decides what the model may see
Privileged excerpts, client identifiers, and related-party data are masked or withheld according to firm policy.
Partner reviews the draft and annotations
The summary does not move into the matter file until a reviewer approves, denies, or revises it.
The firm keeps the record
Who asked, what data was used, which model handled the draft, and who approved it stays exportable.
Compliance language
Built for teams with privilege and confidentiality obligations; aligns with outside-counsel-guideline AI provisions.
Cartulary is designed to support firm AI policies with matter-level walls, human review gates, and a who-saw-what audit log that can be reviewed before client or outside-counsel questions become urgent.
Founder-led
A working session, not a generic demo.
Cartulary is founder-led. The session starts with one real workflow, one policy concern, and one audit trail your managing partner, firm administrator, and IT lead can evaluate together.
Primary next step
Bring one matter workflow and the policy question your partners keep circling.
In 20 minutes, map where AI can help, what needs to be blocked, and what has to be logged.
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The Law Firm AI Policy Template
ENTRY 0047A policy is step one. The template gives partners language for approved uses, restricted data, review duties, outside-counsel provisions, and matter-level controls.
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Questions partners ask first
ENTRY 0048Does using AI create privilege-waiver risk?
The risk comes from uncontrolled disclosure and weak records. Cartulary is built around matter-level permissions, masking controls, reviewer approval, and an audit log showing what was sent, by whom, and when.
How does this line up with bar guidance?
Bar guidance varies, so Cartulary does not replace ethics counsel. It gives the firm controls that are commonly expected in guidance discussions: competence, confidentiality, supervision, human review, and records.
What if a client or outside-counsel guideline restricts AI?
Client restrictions can be represented as matter policy. The command center can block restricted uses, require reviewer approval, and keep a record for later review.
Do we have to move documents out of our current systems?
The working session starts by mapping the systems you already use. The goal is a control layer over permitted workflows, not a replacement for your document management or practice management system.