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Private AI workspace
Ask, summarize, and draft with an assistant that stays inside your firm’s controlled environment.
Private AI & CRM
Lisa - intelligence built for legal practice
A private AI assistant and CRM designed for law firms: keep client data under your control while accelerating research, drafting support, and matter workflows.
Lisa
Private AI & CRM for modern legal teams
- Firm-controlled AI workspace
- CRM built around matters and clients
- Secure by design for professional secrecy
Product
AI and CRM in one private stack
Lisa brings assistant intelligence and client operations together - so your team works faster without scattering sensitive work across consumer tools.
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Matter-aware CRM
Track clients, matters, tasks, and follow-ups in a structure that matches how legal teams actually work.
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Knowledge at hand
Surface relevant notes, templates, and history when you need them - without hunting across inboxes and folders.
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Team coordination
Keep deadlines, ownership, and next steps visible across partners, associates, and support staff.
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Secure operations
Built for confidentiality: access control, auditability, and data handling aligned with professional obligations.
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Made for Petani, ready for firms
Born inside a practicing firm - practical by default, adaptable for other legal teams that need the same discipline.
Privacy first
Your clients’ data stays yours
Lisa is designed as a private AI & CRM layer for legal work - not a public chatbot that trains on your files.
- Deployed with firm control over data and access
- Built around professional secrecy and client trust
- No “send everything to a public model” workflow
Lisa
See Lisa in your practice
Tell us about your team and workflows - we will walk you through Lisa Private AI & CRM and how it can fit your firm.
Book a call
