The AI workspace built for the confidentiality standard attorneys require.
Your files stay on your machine. Advisor Prep Hero never sees your client files. When you send a prompt to Claude, OpenAI, or Gemini, that request goes directly from your machine to the provider you chose, never through us. Want to verify it yourself? See exactly where your data goes.
$948/yr ($79/mo billed annually), includes one practice pack. 30-day free trial, no credit card. Try it in your browser first, or claim the founding rate (30% off, locked for life) →
Never set up an API key before? It is a one-time, five-minute step, and there is a built-in test button so you know it works before you start. Or run with a local Ollama model and nothing leaves your machine at all.
The Legal Practice Pack
19 workflow templates built with input from practicing attorneys, covering the documents attorneys actually produce. Each template is kept current as the law changes. The app trial is available right now; founding-list members get the packs first at the founding rate.
For the most sensitive work
Run a local model and nothing leaves your machine at all.
Advisor Prep Hero supports Ollama, which runs AI models on your computer without any network calls. Point Advisor Prep Hero at a local Ollama model and your files, your prompts, and your AI responses stay entirely on your machine. No API key, no provider billing, no outbound traffic. This is the right setup for patent prosecution and any matter where even encrypted transit is unacceptable. See the setup guide.
Deposition Contradiction Finder
Analyzes deposition transcript excerpts for internal inconsistencies and contradictions with prior testimony, flagged with line and page references and organized by topic. Produces suggested follow-up questions.
Evidence Gap Analyzer
Given your legal theory and the evidence currently in hand, identifies what is missing, what would strengthen the case, and where to look. Produces a gap analysis organized by evidence category with discovery priorities.
Privilege Log Drafter
Drafts a properly formatted privilege log with attorney-client and work product assertions for each entry. Produces a table formatted to common court standards with a cover note and attorney review flags.
Case Timeline Builder
Builds a chronological case timeline from events you provide, organized into phases (pre-incident, incident, post-incident, litigation) with statute of limitations flags and procedural deadline notes.
Client Intake Synthesizer
Turns intake call notes into three structured documents in one file: a Matter Summary, a Conflict Check Memo with parties to search, and a Preliminary Scope of Work with suggested next steps.
Discovery Document Triage
Given a production set description or document index, builds a prioritized review plan: what to read immediately, what to review before depositions, what to spot-check, and targeted search terms organized by issue.
Patent Disclosure Draft
Structures an invention disclosure from an inventor's description for use by patent counsel in drafting the application. Covers technical field, background, summary, detailed description, a claims sketch (starting point only), abstract, and a pre-filing checklist. Includes a local-first data notice. Pair with Ollama for zero-network-exposure drafting.
Contract Review Checklist
Generates a contract-type-specific review checklist from the matter details you provide, covering key risk areas, flagged provisions, and suggested negotiation points organized by priority. You supply the contract; Advisor Prep Hero structures your review notes. Verify all legal positions before advising a client.
Transactional Matter Summary
Builds a deal summary from transaction details you enter: parties, structure, key terms, open issues, and conditions to close. Formats output as a working memo for the matter file, covering the items most relevant to your transaction type.
Estate Planning Client Summary
Drafts a planning summary from client intake data: goals, existing documents, estate composition, and applicable planning tools. Organizes output by planning category so you can review the full picture before the follow-up meeting.
Your client files stay on your machine. Advisor Prep Hero is never in the path.
Want to verify it yourself? See exactly where your data goes.
Direct connection
When you ask a question, the request goes from your machine to your AI provider. Advisor Prep Hero is never in the middle.
Files on disk
Every conversation saves as a plain Markdown file in a folder you choose. Readable, searchable, portable. No proprietary format.
Your keys, your costs
Bring your own Claude, OpenAI, or Gemini key. You control the API spend. Advisor Prep Hero charges once, not monthly.
How Advisor Prep Hero compares to the AI you already have
If you're a lawyer weighing AI, you've usually got three options in front of you: the AI now built into Clio, a dedicated research platform like CoCounsel, or pasting into ChatGPT. Here's the honest comparison, including where those tools beat Advisor Prep Hero.
| Capability | Advisor Prep Hero | Clio Duo | CoCounsel | ChatGPT (free/Plus) |
|---|---|---|---|---|
| Runs fully on your machine, nothing leaves, with a local model | Yes, with a local model | No | No | No |
| Your files stay on your own computer | Yes | No (Clio's cloud) | No (vendor cloud) | No (vendor cloud) |
| Your email, imported and searchable on your machine | Yes, local import and search across M365, IMAP, Gmail | No direct email import | No direct email import | No (any email sent to ChatGPT goes to OpenAI's cloud) |
| Built for legal work | Yes, 19 legal practice templates | Basic (matter + billing context) | Yes, deep (Westlaw-backed) | No |
| Case-law research with citation checking | No (keep Westlaw/Lexis) | No | Yes | No |
| Knows your matters, billing, deadlines | No (sits beside Clio) | Yes | Partly | No |
| Typical cost | $948/yr + your own AI usage | Approx. $50-60/mo on top of Clio (check current pricing) | Premium, per seat (check current pricing) | $0-20/mo (check current pricing) |
Competitor pricing and features are approximate, as of 2026; check each vendor for current details.
CoCounsel is the right tool if you need citation-verified case-law research; Advisor Prep Hero doesn't do that, and you should keep your Westlaw or Lexis subscription. Clio Duo is the better fit if you mainly want AI that already knows your matters and billing. Advisor Prep Hero is the private place your confidential drafting and analysis happen, beside those tools, not instead of them.
In United States v. Heppner (S.D.N.Y., Feb. 17, 2026; defendant convicted May 7, 2026), a federal court held that running your work through consumer cloud AI, without attorney direction, may cost you privilege, because transmitting communications to a third-party AI platform can destroy confidentiality. Every option above keeps a copy of your work on a vendor's servers. With Advisor Prep Hero on a local model, nothing leaves your machine at all. Informational, not legal advice; verify with your bar counsel.
Simple pricing.
Solo, Professional, and Firm are annual subscriptions that keep your packs maintained and current.
Advisor Prep Hero is bring-your-own-key: the AI is billed directly by your provider, not by us. Moderate solo use typically runs $5 to $15 a month. A local Ollama model costs $0. Estimate your cost →
- All core features
- Local-first AI workspace
- BYOK: Claude, OpenAI, Gemini, Ollama
- Files stay on your machine
- No practice pack
- Mac, Windows, Linux
- Single seat
- All core features
- One practice pack (Legal), built for attorneys to review and rely on
- BYOK: Claude, OpenAI, or Gemini
- Files stay on your machine
- Pack updates and security patches included while subscribed
- Windows, Mac, Linux
Founding rate: 30% off, locked for life. Claim it →
- Minimum 3 seats
- Everything in Professional
- White-label templates for your firm
- Email support priority
Or download free for 30 days, no card, no account required. The app trial is available now; practice packs are built for attorneys to review and rely on; founding-list members get them first at the founding rate (30% off, locked for life).