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.

Telamanis operating-system diagram connecting people, workflow, technology, AI, quality control, and reporting.
Managed staff workStaffing & Workflow Support
Peopleown the work
Sourcesreviewed
AIsupports staff

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.

A defined staff task
Sources and uncertainty visible
Review before attorney use

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.

Security practices →

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.

Tool access is scoped to the agreed staff workflowSupported connections are defined during alignmentLegal and clinical decisions stay with authorized professionals

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.

01

Records- or document-heavy tasks with reviewable sources

02

Staff who need repeatable preparation rather than one-off prompts

03

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
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