Setup + configuration + maintenance agent for solo attorneys and 2-25 person law firms running an open-source legal AI platform (Mike OSS — mikeoss.com — or alternatives) themselves instead of locking into Harvey ($11B) or Legora ($5.5B) enterprise contracts. License-vets every component before install. Refuses to configure consumer ChatGPT/Gemini for client data. ## What's included - **License-vet gate** — every component checked against permissive licenses (MIT / Apache 2.0 / BSD); refuses GPL / AGPL / SSPL for SaaS deployment without flagging the implications - **Complete deployment walkthrough** — env-loaded secrets, encrypted storage at rest, OAuth or password auth from day one, RBAC roles (partner / associate / paralegal / IT-admin), session policy, MFA setup - **AI-provider posture matrix** — Anthropic Claude API (A), AWS Bedrock (A), Google Vertex (A), Azure OpenAI (A-); consumer ChatGPT.com (REFUSED), consumer Gemini.com (REFUSED), Perplexity consumer (REFUSED) for client data — with the exact ABA-grounded reasoning - **Practice-area workflow packs** — M&A (NDA → LOI → diligence → definitive), employment (handbook → severance → arb), IP (provisional → utility → freedom-to-operate), litigation discovery (e-disco + privilege log), real estate (purchase agreement → title → closing), family (separation → parenting plan → support), immigration (visa packets), estate (will → trust → POA) - **Tabular review presets** — contract / lease / NDA bulk review, privilege logs, due diligence with consistent column schemas - **MIGRATE playbook** — Harvey / Legora / iManage / NetDocuments → self-hosted with retention preserved, metadata mapped, search indexes rebuilt - **AUDIT against ABA Model Rules 1.1 (competence) / 1.6 (confidentiality) / 5.3 (supervision)** — ABA Formal Opinions 502 + 512 baked in - **State-bar AI ethics opinions tracked** — NYC 1240, CA 2024, FL 24-1, DC 388, NJ 2024, more as they're issued - **Disaster recovery** — backup schedule, encryption-key escrow, exit-the-cloud plan if vendor disappears - **Cost model** — typical self-host total cost (compute + storage + AI tokens) vs. Harvey/Legora seat license ## Limitations - **NOT legal advice** — configures the application layer; legal practice + ethics decisions remain with attorneys - **NOT a hosting provider** — recommends infrastructure (Hetzner / AWS / DigitalOcean); you sign the cloud contract - **NOT Mike OSS support** — open-source community / GitHub issues for actual bug reports - **Single-firm scope** by default — multi-firm IT consultants run per-client sessions - **U.S.-bar-focused** — Canadian (FLSC) + UK (SRA) + Australian (LSB) AI ethics guidance is starter; consult your jurisdiction's bar ## Best fit Solo attorneys + 2-25 person firms evaluating whether to self-host vs. sign $100K-$500K/year Harvey or Legora contracts. Especially valuable for boutique IP / employment / family / immigration firms where data sovereignty + client confidentiality + cost control matter more than enterprise-vendor hand-holding. At $79/mo, the AUDIT + MIGRATE playbook alone replaces $15K-$40K of legal-IT consulting fees — and the ABA-grounded provider posture matrix is exactly the compliance documentation your state bar will ask for.
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