Should your agency use AI Legal Assistant?

Before you read the tier list, count the client workspaces you actually need. For an agency running outreach for six or seven clients, the number that decides your choice is how many separate matters you draft in and how often. That count tells you whether Personal lifetime stretches far enough or whether Professional lifetime is the honest fit.

Your second figure is how much source material each client sends. If a client hands you their own contract wording, policy text or correspondence, you are feeding documents into the assistant, not just asking questions. That changes how quickly a usage allowance goes and whether a bring-your-own-key arrangement makes more sense for your team.

The third figure is who signs off. Every drafted plan and checklist needs a person at your agency to read it before it reaches a client, so build that review step into your estimate of time saved. The assistant prepares the work; the judgement and the sign-off stay with your team, and that has to shape the figure you use.

Personal lifetime is the entry point, and for a solo operator or a very small book of clients it can cover the drafting you need: an action plan per client, a document draft, a deadline and evidence checklist. You would run one client's matter at a time and keep your own records of what you drafted and when.

Professional lifetime sits above it for agencies handling more at once. The work is the same shape, action plans, drafts, checklists and escalation routes, but the allowance is built for someone drafting across several clients in the same week. That is where a six or seven client roster starts to fit without you rationing drafts.

BYO key lifetime is the third published option, and it changes how you pay for the model behind the assistant. You bring your own key and the lifetime tier covers the assistant itself. For an agency already holding an arrangement with a model provider, this is the route that keeps that arrangement in place.

The shared inbox worry is the real question here, and it is worth naming plainly. You are not asking whether the assistant can draft a document. You are asking whether client A's outreach material can end up in client B's workspace. Nothing in the published tiers promises a per-client walled garden, so you have to build that discipline yourself.

The practical answer is a naming convention and a rule. Every draft carries the client name in its title, every checklist is filed under that client, and no one pastes one client's source documents into a thread labelled for another. The assistant will draft whatever you give it; keeping the client boundary is a process decision your agency makes, not a feature you buy.

That process also gives you the proof you need. When a client asks where a lead came from, you point to the plan, the checklist and the draft that produced it, all filed under their name. Building that trail deliberately is what turns a drafting tool into something your agency can defend in a client review.

Moving up a tier buys headroom rather than new kinds of work. The action plans, document drafts, deadline and evidence checklists, and mapped escalation routes stay the same. What changes is how much drafting you can do before you feel the limit, which matters when several clients need outreach documents in the same fortnight.

If you move to the BYO key tier, what you gain is control over the model arrangement rather than more drafting. Your agency keeps its own provider terms and pays for usage through that key. Read the published tier descriptions carefully to see which allowance each one carries, because the difference between Personal and Professional is volume, not capability.

Whichever tier you choose, the work your agency does with it is the same. You draft, you check the local rules against the current official source, and a person on your team signs off. The upgrade question is simply whether your client roster has outgrown the allowance, and that is a question only your own drafting volume can answer.