01
Privilege-respecting architecture
On-tenant deployment, no third-party retention, explicit conflict-check integration, and matter-scoped data access. Solicitor-client privilege is non-negotiable.
Professional Services
AI Automation for Professional Services in Canada
Canadian law firms, accounting practices, and consulting firms have a confidentiality posture and a billable-hour economics that most generic AI vendors miss. CFRI builds AI workflows that respect privilege, work inside existing DMS / practice-management infrastructure, and measurably move the leverage ratio.
02
Built around the DMS
We integrate with iManage, NetDocuments, and Worldox rather than asking partners to change how they work. The AI assists from inside the DMS, not in a parallel tool.
03
Billable-hour-aware
Engagements are sized against the hours-recovered metric the firm actually reports against. We instrument the hours saved and the realisation impact, not just user satisfaction.
What we deliver
- →DMS-integrated AI assistant (iManage / NetDocuments)
- →Matter-scoped retrieval with privilege controls
- →Drafting and review copilots tuned to firm precedent
- →Hours-recovered measurement
- →Conflict-check + ethical-wall integration
Frequently asked
Is the firm's data used to train models?
No. We deploy on infrastructure that explicitly does not retain or train on firm data, and we contract for that.
Can the AI cite firm precedent?
Yes — that is the most valuable use case. We index the firm's own precedent library and require citations on every drafted clause.
How do you handle conflicts?
Conflict-check integration is part of the matter-scoping layer. Access fails closed if conflicts are present.
What about LSO and provincial law society guidance?
Engagements are designed to align with current LSO and equivalent provincial guidance on technology competence and AI use in legal services.
Do you cover accounting firms?
Yes — particularly tax research, file preparation copilots, and audit working-paper assistants.
How to start?
Email info@cfri.io with the practice group and the target workflow.
Next Step
DEPLOYING AI INSIDE YOUR FIRM?
Thirty minutes with operators who have already shipped what you're trying to figure out. CAD-billed. SR&ED-aware.