Records- or document-heavy tasks with reviewable sources
AI Tools and Integration
Help staff prepare work they can verify.
AI supports trained staff with extraction, summaries, classification and draft preparation. The PI process defines the sources, reviewer, output and approval point before assistance becomes part of production.

The people doing the work
A first pass with a responsible human reviewer.
The useful question is which repeatable task assistance helps staff complete. A records summary, extracted field or draft component remains review work until its assigned human checks the sources and open issues.
Training and data controls
Prepare the reviewer. Protect the input.
Staff learn review rules and when to escalate rather than rely on a generated answer. Sensitive medical records use the controlled client workspace and covered services; public website Vera is a separate research experience, not a client-record intake channel.
Actual applications
Name the tool and the work it supports.
TelaGBT supports staff intelligence and training. Gatekeeper prepares MVA case facts and editable Attorney Demand Report working drafts. Howler supports California post-settlement reduction letters, payee tracking, settlement memoranda and closing calculations. TelaCare supports staff care coordination and aftercare. Human review remains part of each task.
Where the role helps
Match the capacity to your team.
The proposal defines the assigned work, supervision, review and tool access. Compare the managed staffing scope.
Staff who need repeatable preparation rather than one-off prompts
Firms wanting clear boundaries before expanding AI use
The PI process
From source input to the next owner.
A completed task has a documented result, a review status and a clear next handoff.
STEP 01
Choose the staff task
Select a repeatable task, source inputs, output unit and owner.
STEP 02
Set the controls
Define access, approved tools, reviewer training, QA and escalation.
STEP 03
Prepare and verify
Use assistance for the agreed task; staff inspect sources, uncertainty and the proposed output.
STEP 04
Approve the next handoff
Route reviewed work to its next owner. Attorney or external use follows the firm’s approval process.
Questions Owners Ask
Clear answers before you add another moving part.
Does Telamanis use AI to replace legal judgment?
No. AI assists with repeatable work such as extraction, summaries, classification, drafting support, QA prompts, and reporting. People supervise, approve, communicate, and own judgment.
Where should a PI firm start with AI?
Start where work is repeatable, document-heavy, and reviewable: summaries, classification, structured extraction, status review, and internal QA support.
How do you keep AI from creating more work?
The workflow defines the use case, review rule, escalation point, and output standard before AI becomes part of staff production.
Define the ai tools and integration work your team needs.
A Guided Systems Review maps the role, work product and handoffs to your firm’s case volume and existing systems.
Request Your Systems Review