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Legal tech pioneer: the best AI use cases for law firms, and how to stay compliant

Matt Loveland, co-founder of SaveYa Tech, shows what it takes to run AI across a firm's real client files: the identifiers masked, every action logged, and a person approving what goes out.

Hosted by Alejo Pijuan · Realization Partners · 22 minutes

What you will see

Claude working inside the firm's own software

1 · Connect

SaveYa Ops sits between a firm's software and Claude. You work in Claude and it pulls from Clio, Microsoft 365 and the rest of the firm's software.

2 · Protect

Every action is written to an audit trail, and identifiers like Social Security numbers are masked by rule before they reach the model. Matt built that security around a wealth management client, a field he says is regulated harder than law firms are.

3 · Approve

Matt shares his screen and walks through the MCP library, the Claude connector, a skill that puts court deadlines on the calendar, and the approval queue, where a person approves what goes out.

Chapters

Jump to the part you need

  1. 0:00The fear, start now, and connect
  2. 0:33Meet Matt Loveland
  3. 1:27How he ended up in law, by way of voice AI
  4. 2:24The ROI question, and what SaveYa Ops is
  5. 4:04Connecting Clio to Claude through an MCP
  6. 5:44Built to a wealth manager's compliance bar, and the audit trail
  7. 6:42What gets masked before it reaches Claude
  8. 8:15The criminal defense lawyer running 200 cases at a time
  9. 10:24Connect the whole stack first, then replace pieces of it
  10. 10:40The phone system and answering service that cost $4,000 a month
  11. 11:45Why a single place to work beats 4 or 5 open tabs
  12. 14:09How Matt works with a firm, a build phase and then a maintenance phase
  13. 15:07Should a lawyer go and build this with Claude Code?
  14. 17:16Inside SaveYa Ops, Matt shares his screen
  15. 18:39The skill that reads the mail and puts the court deadlines on the calendar
  16. 19:43Human in the loop, the approval chain
  17. 21:10Where to find Matt

Short clips

The episode in 7 short clips

Cut by the SaveYa Tech team. Each one is under a minute and a half.

Fined over AI filings? Use it the safe way
One AI that works with every tool your firm uses
Worried what AI did? Every step is on record
Use AI without exposing a single client name
One firm saves $4,000 a month on phones
Type client info once. It fills every system.
Court dates from mail land on your calendar

Want this inside your firm?

Talk to the people who build it

SaveYa Tech builds and maintains these systems for law firms. If you would rather start with where your firm is losing money, our 30 minutes are free.

Go to SaveYa Tech Book 30 minutes with us

Every number on this page is said by Matt or by Alejo on the recording. Matt's background is as his own company states it at SaveYa Tech's about page. Client firms are described by shape and never named. More free pages: Resources · Trainings.