For regulated practices · Private Legal Intelligence

Your work is legal-grade.
You just aren't a law firm.

Fiduciary firms, trust centers, and other regulated organizations run legal-grade workflows every day — statutory deadlines, court-ready accountings, audit-defensible records — without a law firm's tooling. Sapphire Legal gives that work a purpose-built home.

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Statutory deadline intelligenceCourt-ready accountingsAudit-defensible recordsPer-entity data isolation
Quick answer
What is Sapphire Legal for regulated practices?
Sapphire Legal for regulated practices is Private Legal Intelligence for organizations whose work is legal at its core but who are not law firms — fiduciary firms, trust companies and trust centers, and professional guardians. It provides private legal-grade AI, statutory deadline tracking, court-ready accounting output, and audit-defensible records, deployed per organization and white-labeled, with quote-based pricing.
Caught in the gap

Business software doesn't get it. Law-firm software isn't for you.

Your operation carries legal duty without being a law firm — so you fall between two kinds of software. Generic business tools have no concept of a statutory deadline, and legal software assumes you bill hours and carry attorney matters. Neither fits.

Business tools can’t tell a statutory deadline from a reminder

An annual accounting or a notice period isn’t a calendar entry you set by hand — it’s a court-enforceable date with a statutory basis. Generic tools don’t know the difference, and a missed one is a surcharge or a removed fiduciary.

Law-firm software assumes you bill hours and carry matters

You’re not running dockets and timesheets — you’re running ledgers, trusts, and wards. Software built around billable attorney matters makes you fight its model on every screen.

Auditors and courts want a defensible record, not a spreadsheet

When a court or auditor asks where a number or a deadline came from, a spreadsheet row isn’t an answer. A citation and a full activity trail is — and that has to be built in, not reconstructed later.

Who this is for

Purpose-built for the way regulated work actually runs.

Each deployment leads with the workflows your organization runs on — the ledger, the trust, the ward file — as the primary experience, not a generic record with legal labels bolted on.

Fiduciary Firms

The ledger is the job.

  • Asset and liability ledgers per estate or ward
  • Transaction journaling with a defensible audit trail
  • Court-ready fiduciary reporting and accountings
  • Jurisdiction-aware statutory deadline tracking

Trust Companies & Trust Centers

Every trust. Every duty. Tracked.

  • Per-trust records and beneficiary tracking
  • Distribution and funding workflows
  • Fiduciary duty and compliance deadlines
  • Audit-defensible activity history per trust

Professional Guardians & Conservators

Personal liability, covered.

  • Per-ward case files with structural isolation
  • Annual accounting and inventory filings
  • Statutory notice and reporting deadlines
  • Court-ready output on demand
What you get

The legal-grade engine, without the law firm assumptions.

Every capability is built around statutory duty and defensibility — the things a regulated operation is actually accountable for.

Private legal-grade AI

A locally-hosted 7B legal model trained on 12 million cases — legal reasoning your compliance team can rely on, running privately with no third-party data routing.

Statutory deadline intelligence

Every filing, notice period, and accounting deadline carries the statute that created it — jurisdiction-aware, auto-calculated, and alerted before it slips.

Court-ready accounting output

Asset ledgers, receipts, and disbursements generate in the format courts and auditors expect — not a spreadsheet you have to reformat under deadline.

Audit-defensible records

Every action is logged with its statutory basis and a full activity history, so an audit, court review, or beneficiary challenge is answered with a citation, not a scramble.

Citation-backed research

Ask a legal question and get an answer grounded in real authority across US and UK law, with the citations attached — research your team can stand behind.

Per-entity data isolation

Every estate, trust, or ward lives in a dedicated environment. Isolation is structural, not a permission setting someone can accidentally change.

Pricing

Scoped to your organization. Talk to us.

Every Regulated Practice deployment is scoped to your workflows, your entities, and your branding. Pricing is quote-based — tell us about your operation and we'll put together the right structure.

Regulated Practice plan
Quote-based
Scoped to your workflows, entities, and footprint.
  • Purpose-built for regulated non-law-firm operations
  • Fiduciary, trust, and guardianship workflows
  • Statutory deadline + court-ready accounting engine
  • Audit-defensible records and activity logs
  • White-labeled deployment
  • Custom onboarding
Talk to us

No calendar required — just a conversation about your operation.

FAQ

Regulated practice questions.

Is Sapphire Legal only for law firms?

No. Regulated Practices is a dedicated tier for organizations whose work is legal-grade but who are not law firms — fiduciary firms, trust companies, trust centers, and professional guardians. It gives that work purpose-built legal workflows without assuming you bill hours or carry attorney matters.

How much does Sapphire Legal cost for a regulated practice?

Regulated Practice deployments are quote-based, scoped to your organization, your workflows, and your footprint. Contact Sapphire Legal and we will put together the right structure for you.

How is this different from the Law Firms tier?

The Firm tier is for law firms with a single focused practice type, such as litigation boutiques and franchise legal operations. Regulated Practices is for non-law-firm organizations — fiduciary firms, trust centers, and professional guardians — that run legal-grade workflows without practicing law as a firm.

Are the statutory deadlines and accountings court-defensible?

Yes. Every statutory deadline carries the code section that created it, and accountings generate in court-ready format with a full audit trail — so your records hold up in an audit, a court review, or a beneficiary challenge.

Let's talk

Give your legal-grade work a real home.

Tell us about your operation — the ledgers, the trusts, the wards, the deadlines you carry. We'll show you a deployment purpose-built for the way regulated work actually runs.

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