Do you have concerns about using AI in your business?
If so, you're not alone.
Sources: Forrester/KPMG/Deloitte 2024-2025
A mid-sized legal firm with 50 staff and offices in six different UK locations faced growing concerns regarding data privacy when integrating AI into their workflows.
The firm relied heavily on Microsoft 365 for document management, client communications and legal research but was cautious about using AI-powered tools like Co-Pilot due to potential risks of exposing confidential client information.
Legal professionals handle highly sensitive data, including case details, client records, and priveleged communications. Any expsoure of such information to AI systems, whether internally or externally, could lead to compliance violations and loss of client trust.
Given these concerns, the firm sought a solution that would allow them to harness AI efficiencies while ensuring complete control over data privacy.
Additionally, the firm was concerned that competitors were ahead in AI implementation, potentially giving them an edge in efficiency and client service. To stay competitive and future-proof their operations, they aimed to increase their output, with a projected 40% expansion of their client portfolio over the next year.
The firm identified several key challenges in adopting AI securely:
Data Sensitivity: Legal professionals manage highly confidential client data that must remain protected.
Compliance & Regulation: Adherence to UK GDPR and Law Society guidelines was crucial.
AI Trust Issues: There were concerns about AI models inadvertently learning from or storing sensitive case information.
Seamless Integration: The firm needed a tool that would work harmoniously with their legal case management systems without disrupting workflows.
Balancing AI Benefits & Risks: While AI could enhance research and document drafting, privacy risks made the firm hesitant to fully integrate these tools.
To address these concerns, the legal firm selected SELF as its self-hosted AI platform for the following reasons:
Self-Hosted AI Model: A configurable, on-premise, interactive platform with persistent memory and preference management, ensuring full control over AI processing and data security, eliminating reliance on externally accessed AI providers.
Zero-Knowledge Architecture: Ensuring that no external platforms are learning from legal data.
Compute Power Guidance: As the firm lacked the necessary cloud/hardware/software to run a self-hosted AI, SELF provided clear and concise guidance on acquiring the right infrastructure.
Authentic Industry Expertise: SELF was founded by an internationally recognised thought leader and author on privacy and data ethics, providing comfort that the underlying purpose of SELF is aligned with the motivations of the firm.
The legal firm implemented SELF in three stages over 20 weeks:
Discovery Phase (Weeks 1-4)
A discovery call identified the firm's AI needs and privacy concerns.
A virtual workshop helped define goals, such as integrating AI into legal research and document review workflows.
Budgeting & Maintenance Plan: The firm allocated a portion of its annual tech budget to ensure a cost-efficient implementation plan.
Configuration Phase (Weeks 5-14)
SELF developed the AI with the firm’s branding, legal terminology, and case-handling methodologies.
The AI was trained on legal documents, enabling it to assist lawyers with case research while maintaining privacy safeguards.
The firm’s IT team worked with the SELF Tech team to set up the necessary compute power required to host the AI in-house.
Integration Phase (Weeks 15-20)
The AI was deployed within the firm’s document management and case research systems.
Staff were trained on how to update AI knowledge with new case law and legal precedents.
The final system was tested and fine-tuned before the full launch.
By choosing SELF, the legal firm achieved:
4x Faster Document Review & Generation: AI-assisted legal research and document drafting reduced workload and improved efficiency across the firm.
Complete Compliance Confidence: Lawyers could use AI confidently, knowing all interactions remained within data protection regulations and never left the firm’s on-premises environment.
30% Cost Savings: Compared to other AI providers, SELF saved a substantial volume of expenses, allowing funds to be reallocated elsewhere.
Example Case Study:Conclusion
For legal firms, data privacy is paramount. By implementing SELF as a self-hosted AI solution, the law firm successfully harnessed AI’s potential while safeguarding client confidentiality.
As AI adoption in the legal industry grows, such solutions will become increasingly vital to ensuring compliance, trust, and operational efficiency.