Regaldi Law firms
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For law firms  ·  Florida  ·  Back office

AI assistance for Florida law firms, under your supervision.

Research with a source on every line, drafts compared, intake files put in order and deadlines kept in front of you. Software prepares the work; a lawyer at your firm reviews it. Nothing goes to a client, a court or anyone else until a person at the firm approves it.

Regaldi is a Florida software company, not a law firm. We set up and support the tools. Your firm remains responsible for how they are used under the Rules Regulating The Florida Bar.

Join the Legate cohort How it fits Opinion 24-1 →
The work
Back office only: research, documents, intake files, reminders, checklists and dates.
The review
A lawyer at your firm reviews the work. Nothing goes to a client, a court or anyone else until a person at the firm approves it.
Outreach
None. We do not contact prospective clients for a firm, in any channel.
Your data
Which AI provider sees what, and on which terms, is agreed in writing before any account is connected.
01 · The work Back office · reviewed by a lawyer

Six kinds of work it prepares. A lawyer decides what happens next.

  1. 01 Research

    Public-record research with sources

    Court dockets, Sunbiz filings, and county property and official records gathered into one file. Every line links to the record it came from, so a lawyer can check it before relying on it.

    Limit A name match does not prove identity. Coverage depends on what each portal makes available.

  2. 02 Documents

    Document preparation and comparison

    Two drafts compared clause by clause, with changed language, names, dates and amounts listed. Routine letters and checklists drafted from your own templates for a lawyer to edit and sign.

    Limit A draft is a starting point. It is not legal advice, and Regaldi does not review it for legal accuracy.

  3. 03 Intake

    Intake files put in order

    Information a person has already sent to the firm, by form, email or document, sorted into your intake template. Missing facts and open questions are listed, and the names are gathered for your own conflict check.

    Limit It does not talk to prospective clients, decide whether to take a matter, or run the conflict check.

  4. 04 Follow-up

    Reminders to current clients

    The client who still owes a signed form or a bank statement gets a reminder drafted in the firm’s words. A person at the firm approves it, and it goes from the firm’s own mailbox.

    Limit Current clients only, and only after approval. Never addressed to someone who is not yet a client.

  5. 05 Matters

    Matter checklists

    One checklist per matter: documents received and still missing, the next step, and the named person at the firm it is waiting on.

    Limit It reminds and reports. It cannot make anyone at the firm act.

  6. 06 Dates

    Deadline tracking

    Dates your team enters, or that appear in an order you upload, placed on the matter calendar with reminders well ahead of time.

    Limit A lawyer confirms every date against the governing rules. Your own docketing remains the official record.

02 · The Florida Bar Ethics Opinion 24-1, concern by concern

What the Bar asks of you. What we do about it.

In January 2024 the Board of Governors of The Florida Bar approved Ethics Opinion 24-1 on lawyers’ use of generative AI. It says lawyers may use these tools if they protect client confidentiality, supervise the work, keep fees and costs proper and follow the advertising rules. Advisory opinions are not binding; the Rules Regulating The Florida Bar are. Below, each concern sits beside what Regaldi does and what stays with your firm.

01

Confidentiality

Rule 4-1.6
What the Bar says
Lawyers must protect client information when using generative AI and should research the program’s policies on data retention, data sharing and self-learning. The opinion recommends the client’s informed consent before confidential information goes to a third-party AI program.
What Regaldi does
Legate and Studio send the text of a task to an AI model provider for processing. Today those providers are Anthropic (Claude) and OpenAI (GPT). Before any firm account is connected, we set out in writing which data goes to which provider, who at Regaldi can access it, how long it is kept and how it is deleted. We make no claim of zero data retention, HIPAA compliance or SOC 2 certification.
What stays with your firm
Reading the providers’ terms, choosing which matters may go in, and deciding whether and how to obtain client consent. Some work, such as public-record research, can begin without uploading client files; whether a search itself reveals something confidential is for the firm to judge.
02

Supervision

Rule 4-5.3
What the Bar says
Rule 4-5.3 governs nonlawyer assistants, and Opinion 24-1 applies its standards to generative AI. The firm needs policies for how the tool is used. A lawyer must review its work, as with a paralegal, and verify the accuracy and sufficiency of any research. Work that needs a lawyer’s personal judgment cannot be delegated to it.
What Regaldi does
Every result arrives as a draft or a file for review, with its sources attached. In the setup we offer law firms, nothing is sent, filed or served without approval from a person at the firm. Actions are recorded in a log the firm can read back, and the work can be paused at any time.
What stays with your firm
Reviewing everything before it is relied on, filed or sent, and setting the firm’s policy on who may use the tools and for what. AI output can be wrong, including citations to cases that do not exist.
03

Fees

Rule 4-1.5
What the Bar says
Efficiency gained from generative AI must not lead to inflated claims of time. To charge a client the actual cost of AI, a lawyer should tell the client, preferably in writing. Time spent learning to use the tool should not be charged.
What Regaldi does
We do not bill your clients and we do not advise on how you bill them. Regaldi’s own charges to the firm, and any external AI costs, are set out in writing, so the firm knows what it is paying for.
What stays with your firm
Whether any cost is passed on, and how time is recorded. Hours the software saved are not hours a lawyer worked, and should not be recorded as if they were.
04

Advertising

Rules 4-7.11 to 4-7.20
What the Bar says
AI that communicates with clients or third parties must comply with the lawyer advertising rules and must say that it is an AI program, not a lawyer or employee of the firm. Rule 4-7.18 restricts direct contact with prospective clients, including in person, by telephone and by real-time video.
What Regaldi does
Regaldi does not run advertising, outreach or solicitation for a law firm. We do not set up Legate or Studio to write to, call or text prospective clients, and we do not place a chatbot on a firm’s website. Neither product presents itself as a lawyer or as a member of your staff.
What stays with your firm
Any marketing the firm does, and its compliance with the advertising and solicitation rules.

Outside Florida, the American Bar Association reached similar conclusions under its Model Rules in Formal Opinion 512 (July 2024): competence, confidentiality and informed consent, communication with clients, and reasonable fees. The Model Rules are guidance; Florida lawyers answer to the Florida rules.

Sources
03 · Limits

What we will not do

These hold for every law firm we work with. There is no setting that changes them.

  • Contact prospective clients for your firm. No cold calls, texts, emails or letters, and no lists of people to approach.
  • Run advertising, a website chatbot or a public phone line for your firm.
  • Present the software as a lawyer, a paralegal or a member of your staff.
  • Give legal advice, decide strategy, negotiate a claim or sign anything.
  • Send, file or serve anything without approval from a person at your firm.
  • Promise outcomes, savings or speed.
  • Claim HIPAA compliance, SOC 2 certification or zero data retention. Regaldi holds no SOC 2 or ISO certificate today.
  • Tell you how to bill your clients.
04 · Setup Terms in writing before any account is connected

How setup works

  1. 01

    You write to us

    Four written answers for Legate, or an email address for the Studio waitlist. Please leave client names and matter details out of both forms.

  2. 02

    A conversation

    A principal at Regaldi talks through one back-office workflow with you. No client files are shared at this stage.

  3. 03

    Terms in writing

    Before any account is connected: which accounts, which data, which AI provider, how long it is kept, who at Regaldi can see what, and how it is deleted. The firm reviews these against its own obligations.

  4. 04

    Setup on sample material

    Regaldi configures the workflow and runs it first on sample or non-confidential material, with you watching.

  5. 05

    Weekly review

    For Legate, we read the log with you each week during the first month. You can pause or end the work at any time.

Studio places open in stages from the waitlist. Its data terms are also set out in writing before access, separately from this website’s Privacy Policy.

05 · Which product fits Legate carries the work for you. Studio is where you do it yourself.

Legate

First cohort · ten companies

For work that repeats

An AI assistant set up and supported by Regaldi. You hand over a back-office workflow, such as client document reminders or matter checklists, and approve what matters. The price is not published yet.

Join the Legate cohort About Legate →

Studio

Waitlist open

For the lawyer at the desk

A desktop workspace for Mac and Windows. You direct Claude or GPT yourself through research, document comparison and drafting, and see each step as it happens. Not available to download yet; pricing has not been announced.

Join the Studio waitlist About Studio →
06 · Questions From Florida lawyers
Is this allowed under Florida Bar rules?

Florida Bar Ethics Opinion 24-1 says lawyers may use generative AI, provided they protect client confidentiality, provide accurate and competent services, avoid improper billing and comply with the advertising rules. Advisory opinions are not binding; the Rules Regulating The Florida Bar are. Your firm remains responsible for how it uses any tool, ours included. We cannot tell you whether a particular use is permitted. For that, ask The Florida Bar’s ethics staff or your own ethics counsel.

Does client information go to an AI company?

When the software works on matter content, yes: the text of the task is processed by the AI provider, today Anthropic or OpenAI. Opinion 24-1 recommends informed client consent before confidential information goes to a third-party AI program. The provider, the data and the terms are set out in writing before anything is connected, and the firm decides which matters go in.

Who checks the work?

A lawyer at your firm, before anything is relied on, filed or sent. Opinion 24-1 asks lawyers to verify the accuracy and sufficiency of research done with AI. That is why each line of a research file carries its source. AI makes mistakes, including citations that do not exist.

Will it talk to our clients or to prospective clients?

Not on its own. Reminders to current clients are drafted for approval and go from the firm’s mailbox once a person at the firm approves them. It does not contact prospective clients, and we do not put a chatbot on your website.

Can we bill clients for the work it prepares?

That is your firm’s decision under Rule 4-1.5. Opinion 24-1 says AI efficiency must not lead to inflated claims of time, that a lawyer who charges the actual cost of AI should tell the client, preferably in writing, and that time spent learning the tool should not be charged. Our charges to the firm are set out in writing to help you keep that record straight.

Our practice software already has AI. Why add this?

If it covers the work, keep using it. Legate and Studio are for work that crosses many portals and files: public records across county and state sites, comparing drafts, keeping document reminders and checklists moving between matters.

Does Regaldi practice law or check our work for legal accuracy?

No. Regaldi LLC is a Florida software company, not a law firm. We set up and support the software. We do not give legal advice and we do not review documents for legal correctness.

Is it HIPAA compliant or SOC 2 certified?

We make no such claim, and Regaldi holds no SOC 2 or ISO certificate today. If your matters involve medical records, review the data terms with your own advisers before any such records go in, or keep those matters out.

Start By correspondence · office@regaldi.ai

Hand over the preparation. Keep the judgment.

Tell us about one back-office task you would like prepared for review. Please leave client names and matter details out of the form; they are not needed to start the conversation.

Join the Legate cohort Join the Studio waitlist

This page describes software and services offered by Regaldi LLC. It is general information, not legal advice, and it is not an ethics opinion. Regaldi is not a law firm and does not practice law. Each firm is responsible for its own compliance with the Rules Regulating The Florida Bar and any other law that applies to it, including decisions on client confidentiality and consent, supervision, fees and advertising. The summaries of Florida Bar Ethics Opinion 24-1 and ABA Formal Opinion 512 above are simplified; read the full texts linked on this page. Advisory ethics opinions are not binding. AI output can be inaccurate and must be reviewed by a lawyer before it is relied on.