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Holding·last review26 Apr 2026

Across the published 2026 small-law-firm AI corpus (Spellbook with named small-firm customers Westaway, KMSC Law, Polley Faith; Harvey AI with mid-size roster Thompson Hine through Lowenstein Sandler; GC AI as named Anthropic enterprise customer claiming 1,500 companies and 14 hours/week saved), AI now ships at 1-to-20 lawyer-firm scale for contract drafting, document review at scale, and legal research with citation, but privileged-content workflows still require Enterprise-tier model access with zero-data-retention contractual posture per ABA Formal Opinion 512.

Path B operator case-study piece, real-case-heavy because legal AI publishes more case density than other professional-services categories. Defensible 4-person firm stack: Spellbook for contracts + vLex Vincent or Westlaw/LexisNexis with AI for research + Enterprise-tier general assistant for everything outside those workflows. Consumer-tier AI explicitly out of scope for privileged work.

Published
26 Apr 2026
Last reviewed
26 Apr 2026
Next review
+58d· 26 Jun 2026
Cohort
1-20 lawyer firm
Cadence
60-day
Sample
Spellbook + Harvey + GC AI (via Anthropic customers), with ABA Formal Opinion 512 as governance backstop, 26 Apr 2026
Sibling claim
OPS-014AI vendor due diligence in one Saturday
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