Law Firm: AI-Powered Document Processing
20+ hours weekly spent manually reviewing legal documents. AI-driven intake, classification, and export to DMS.
- 70% faster processing
- 95% fewer classification errors
OpenAI comes in two very different forms. A ChatGPT business workspace is a hosted app your staff use directly. The OpenAI API is a separate, usage-billed service that your own software calls. We help you pick the one that fits each workflow, then set it up, connect it, and train your people in stages.
Everyday Workflows is an independent implementation firm. OpenAI and ChatGPT are products of OpenAI. We are not OpenAI, and this page does not imply endorsement, partnership, or reseller status.
The wish list is the low-friction first step. The $99 consultation is a separate, paid, 1-hour live session, priced apart from any assessment, build, or support plan.
Scope is chosen from this list. A workspace rollout and an API build are separate pieces of work, and you may only need one of them.
Choose the ChatGPT business plan that fits your size and needs, set up the workspace and admin roles, and configure the settings that plan offers. Controls differ by plan, so we confirm what is available before we promise it.
Shared projects, standing instructions, and custom assistants where your plan supports them, organised by team so people start from a good setup instead of a blank chat.
Connect ChatGPT to the documents, CRM, calendar, or email your team uses, through the connectors and admin settings your plan offers. Where none exists, we scope a custom one.
Software that calls the OpenAI API: document extraction, classification, drafting, search over your content, or routing. It has your own interface, review steps, and error handling. Scoped as a custom build.
Assistants that take actions in your systems through tool calling, with least-privilege access, logging, and a human approval step before anything consequential happens.
Data rules, review checkpoints, and a settings checklist for each plan or API project you use, covering retention, training, and data-location terms as OpenAI currently describes them.
Role-based sessions, short SOPs, and agreed measures of whether people are actually using it, built around your own workflows and documents.
They are separate products with separate accounts, billing, admin controls, and data terms. Mixing them up leads to buying the wrong one.
Choose it when:Staff do knowledge work in a hosted app: drafting, analysis, research, document review.
What we set up:Workspace and admin setup, shared projects and assistants, available connectors, data rules, training.
Choose it when:A workflow or product needs OpenAI models embedded, with your interface, your data, and your review steps.
What we set up:A scoped custom build: design, integration, testing against your own examples, logging, and handoff. See custom software development.
Choose it when:An assistant has to read from or act in your systems, not just chat.
What we set up:Tool definitions, scoped credentials, approval steps, and monitoring, built on the API or through connectors your plan offers.
Choose it when:Staff use the workspace daily, and one or two workflows need to run inside your own software.
What we set up:Each set up separately, with its own owner and budget, under shared data rules.
Features, admin controls, and data terms vary by ChatGPT plan and API project, and they change over time. A ChatGPT subscription does not include API usage, which OpenAI bills separately. We read OpenAI's current terms for what you choose instead of assuming.
One team or one workflow first. Wider rollout only after the pilot has run on real work and met the measures you agreed.
Workspace, API, or both. Confirm plan and accounts, list the workflows and systems in scope, and agree the data rules.
A small group, or one workflow, with real work and human review on outputs that matter.
Add the connectors or integrations the pilot proved necessary, with scoped access and documentation.
Role-based training for the workspace, and for API work, fixes for exceptions, logging, and handoff documents.
Check usage, exceptions, and rules against what the team is actually doing, then widen the rollout or adjust.
Timelines are set in a written scope once plan, access, systems, and review turnaround are known. Estimates, not guarantees.
OpenAI is one of three routes we set up. If you are not sure it is the right one, we compare it with Claude and a private AI stack against your data rules, team, and budget.
Our fees and OpenAI's fees are separate. You always know which is which.
Full detail on how pricing works.
We have built AI workflows and integrations. The items below are related work, not OpenAI rollouts for named clients.
20+ hours weekly spent manually reviewing legal documents. AI-driven intake, classification, and export to DMS.
Overflowing inbox risked missing critical messages. AI-powered categorization and priority alerts.
Agent platform capability detail, including OpenAI-compatible tool-calling interfaces and MCP servers.
View AI agents →Public examples of workflows, integrations, and tooling we have built.
View showcase →Case results are client-reported from our published case studies. We have not had them independently verified, and your results will depend on your starting point, data, and team.
Vendor terms change. These are the OpenAI pages we start from. We confirm the current version for your plan before we scope anything that depends on it.
How OpenAI describes data handling for its business products and the API.
What the plan includes, and that API usage is billed separately from subscriptions.
Retention, abuse-monitoring, and data-residency options for API projects. Some require eligibility or approval.
Compare Claude, OpenAI, and a private stack before you commit.
A Claude-specific rollout: access, connectors, playbooks, and training.
A company chat interface and gateway with the models you choose.
Build OpenAI API features into your own software.
Start a business wish list. The paid $99 consultation is a separate option if you would rather talk it through live.