Thirty years of client files. None of it searchable.
124 Delta Technologies builds private Claude workspaces for law offices and CPA practices on the Monterey Peninsula — so the archive on your shared drive becomes something a paralegal can actually ask a question of.
Your practice management system was never built for the archive.
Clio and ProLaw handle matters, time, and billing competently. What neither was designed for is the thirty years of scanned PDFs sitting on a shared drive — legacy deeds, superseded trust instruments, tax filings from three software generations ago, filed under a naming convention that made sense to someone who retired in 2011.
So a paralegal opening a trust and estate matter goes digging. Not because the work is hard, but because the information is unindexed. Firms routinely describe the better part of a working day per case spent locating documents that were never actually lost — only unfindable.
The shared drive
Decades of PDFs where full-text search either was never enabled or returns four hundred hits with no ranking.
Fragmented tooling
Matter data in one system, documents in another, historical context in a partner’s memory.
Scanned, not searchable
Older material was scanned as images. To a computer it is a picture of a page, not text.
A private search bar for your own archive.
- We index what you already haveYour existing folders, in place. No migration, no reorganising thirty years of files as a precondition.
- We load your firm’s conventionsHow your documents are structured, what your matter types mean, the vocabulary your practice actually uses.
- Staff ask in plain language“Find every deed referencing this parcel” or “show prior filings where this asset appears” — phrased the way a person would say it.
- It returns passages with citationsPointing to the specific document and page, so an attorney verifies the source rather than trusting a summary.
- A person reads and decidesAlways. The workspace narrows the search; it does not render a legal conclusion.
On timing: candidate passages surface in seconds. A comparison across several documents — where clauses conflict, how an asset moved — typically takes well under a minute. Then an attorney reads them. We are not selling instant legal analysis, because that is not a real thing.
The question every firm asks first.
“If we put client discovery into this, what happens to it?” You should ask that before anything else, and you deserve a precise answer rather than a reassuring one.
Where files sit. Documents reside in your firm’s own private workspace, under your administrative control. We do not copy client files to our systems, and we retain nothing after an engagement ends.
Training. Anthropic’s commercial terms for Claude Team and Enterprise provide that customer content is not used to train their models. That is Anthropic’s contractual commitment — we are citing it, not replacing it with a promise of our own.
Our access. Any access we are granted during configuration is scoped to the work, granted by you, and revocable by you at any time.
Our actual recommendation: run this past your malpractice carrier before the first file is loaded. Most firms end up analysing it the way they already analysed cloud practice management — but that is a conversation to have deliberately, in advance, and we will supply whatever documentation your carrier wants. A firm that skips this step is taking a risk we would not advise.
What this does not do.
- It does not practise law, form legal conclusions, or replace attorney review of anything it surfaces.
- It does not replace Clio, ProLaw, or your billing system. It addresses the archive those systems never indexed.
- It does not file, send, or serve anything. Every outbound document passes through a person.
- It is not flawless on poorly scanned documents. Where the underlying scan is unreadable, we tell you rather than let it guess.
What partners ask us first.
If we upload client discovery files, are we waiving privilege?
Privilege is a legal question for your firm and your carrier, and we will not pretend to answer it. The technical position is this: files reside in your own private workspace under your firm’s administrative control, Anthropic’s commercial terms provide that customer content is not used to train their models, and we retain no copies. Most firms analyse this the way they analysed cloud practice management. We recommend running it past your malpractice carrier before the first file is loaded, and we will provide whatever documentation they ask for.
Does our data get used to train a public AI model?
No. Anthropic’s commercial terms for Claude Team and Enterprise provide that customer content is not used to train their models. That commitment is contractual and comes from Anthropic — we cite their terms rather than substitute our own. We will show you the current terms in writing before any engagement.
How fast is it really?
Candidate passages across a large archive surface in seconds. A substantive comparison — several documents, where clauses conflict — typically takes well under a minute. What it does not do is reach the conclusion for you. It finds and organises; an attorney reads and decides.
Do we have to leave Clio or ProLaw?
No. The workspace sits alongside your practice management system and handles the archive that system was never good at — decades of scanned PDFs on a shared drive that nobody indexed.
Start with one closed matter.
Not your live caseload. Pick a matter that is already closed, let us make it searchable, and judge the result against what you know is in the file. Nothing connects to anything you depend on until you have seen it work.