An assistant that searches your files, summarises documents and drafts first versions, without sending client documents to services you do not control. We set it up for your firm, in line with Italian Law 132/2025.
AI for lawyers and accountants is mainly used to search the firm’s documents, summarise filings and circulars, draft first versions and sort emails and deadlines. Since 10 October 2025 Italian Law 132/2025 allows it for instrumental and support tasks, with a duty to inform the client. We install the assistant on EU or on-site servers, connect it to your practice software and train your staff.
The objections we hear most, and they are fair.
Filings, accounts and client data cannot end up in a service with consumer terms.
A general model can cite rulings or rules that do not exist. In a firm that is an unacceptable risk.
Between deadlines and hearings, experimenting stays at the bottom of the list.
Matters in the practice software, emails, network folders and scanned PDFs: finding a precedent takes hours.
Support tasks, with the professional in charge.
Plain-language questions on the firm’s documents, citing the file and page behind every answer.
Summaries of filings, contracts and circulars; comparison of two versions with the differences highlighted.
Inbox sorting, extraction of deadlines and amounts, draft replies to review.
Reading invoices, bank statements and tax forms to prepare entries for review in the practice software.
Answers on documents to send, deadlines and appointments, on the website or WhatsApp, with handover to reception.
We connect the assistant to the firm’s software, including TeamSystem and Zucchetti products, where they offer interfaces or exports.
Italy’s Law no. 132 of 23 September 2025 has applied since 10 October 2025. For intellectual professions it allows AI only for instrumental and support tasks, with the professional’s own work prevailing, and requires clients to be told in clear language which AI systems are used. Responsibility stays with the professional.
The EU AI Act adds two points that apply to firms as well: since 2 February 2025 anyone using AI systems must take staff literacy measures, reworded by Regulation (EU) 2026/1744, and from 2 August 2026 a chatbot talking to clients must say it is an AI.
In practice, to get started you need an updated client notice, an internal AI policy, staff training and tools that do not use the firm’s data to train models. We help with the technical and operational side; the legal wording is approved by the firm or its privacy adviser.
ChatGPT, Claude, Gemini or Copilot on a business plan, with firm accounts and a data processing agreement. The fastest route, suited to research and drafts without client-identifying data. More on the ChatGPT, Claude, Gemini and Copilot page.
An open model installed on a dedicated server in Europe, run by us and connected only to the folders you choose. Documents never pass through third-party services.
The same model on a server in your office. It costs more up front, but it is the most cautious choice when professional secrecy comes first. Details and hardware on the private LLM page.
We have worked with firms and consultancies for years, on websites and internal tools. Prean, a workplace safety consultancy with 16 branches, runs a WordPress site with custom plugins; nutritionist Marco Mascellani’s website shows a professional taking enquiries and bookings online.
A lawyer asks the assistant which of the firm’s matters dealt with a certain termination clause and gets the list of files with the passages quoted. Before a meeting they get a summary of correspondence with the other side and a timeline of filings. Standard letters start from the firm’s own templates, not generic text.
Client emails with attachments are sorted by matter and deadline; the assistant reads invoices and bank statements and prepares the data to check in the practice software. For internal circulars, staff ask in plain language what changes for a given tax regime and get the answer with a reference to the firm’s circular.
On the website or WhatsApp an assistant answers clients’ routine questions about documents to bring, opening hours and appointments, says it is an AI and hands anything about a specific matter to reception.
One use case at a time, with the professional in charge.
Together we pick a time-consuming task, such as searching case files.
Internal policy, client notice wording, list of data that stays out.
Assistant in the cloud, on an EU server or on-site, linked only to the agreed folders.
Hands-on session for professionals and staff on the firm’s real cases.
After a month we review answers, citations and times, then decide whether to extend.
Technology ecosystem
The firm’s assistant uses the model that fits the data and connects to the software the firm already runs.
AI agents and automations built with the models and tools that fit the case: in the cloud when it makes sense, on-premise when data must stay inside the company.
Custom AI agentsProcess automationPrivate LLM on-premiseAI consulting
Integration specialists: we connect ERP, CRM, e-commerce and office tools through APIs, web services and connectors, so data is entered only once.
To read further.
Tell us what kind of firm you are and which task you would like to lighten. We reply within one working day.
We will email you within one working day to book the 30 minutes. If it is urgent, message us on WhatsApp.
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