An AI assistant trained on your firm's own case files, tax regulations and case law. Answers with cited sources, no invented data, no confidential documents sent to the public cloud.
Law firms, tax advisory practices and accounting firms work with an ever-growing volume of regulation — national legislation, EU law, tax authority circulars, administrative tribunal doctrine and Supreme Court rulings — that no professional can monitor in real time. The result is slow manual searches, the risk of citing overturned case law, and hours spent tracking down a precedent that was already sitting in the firm's own archive. Summum IA's sector-specific copilot solves this with a RAG (Retrieval-Augmented Generation) architecture that vectorises the firm's own case files, cross-references them with continuously updated authoritative sources, and returns answers with a cited source and the exact text fragment — without inventing regulations or data that do not exist.
Confidentiality is non-negotiable in the legal and tax sector. That is why the copilot is deployed with a language model on infrastructure with EU data residency, a Data Processing Agreement (DPA) containing an explicit no-training clause, and minimisation of personal data before vectorisation. This architecture is compatible with the GDPR, national data protection law, and the duty of professional secrecy that binds lawyers, accountants and tax advisors. Depending on the jurisdiction, sector-specific bar association guidelines may also apply; Summum IA assesses these requirements during the diagnostic phase.
The EU AI Act (Regulation (EU) 2024/1689) adds a regulatory layer that firms must manage as deployers of AI tools: identifying the systems in use, classifying their risk level, and ensuring AI literacy training for their teams — obligations that applied from 2 February 2025 under Article 4. Summum IA configures the copilot with the technical safeguards that allow the firm to demonstrate human oversight, response traceability and the absence of prohibited-risk systems, and coordinates with Summum Consultoría on the legal analysis of the AI Act when the firm needs advice on its own regulatory exposure.
We inventory the sources the firm needs to index: historical case files, in-house templates, internal criteria manuals, and external sources (legislation, tax authority, case law). We define the scope, volume and confidentiality classification of each corpus.
We design the retrieval pipeline: semantic chunking, embeddings, vector database with source and date metadata. We sign the DPA, configure EU data residency for the model, and apply personal data minimisation before indexing.
We connect the copilot to the firm's real workflow (internal web portal, plugin for practice management software, or chat interface). We run evaluation sessions with the professional team: checking answer accuracy, hallucination detection and coverage of priority practice areas.
We launch to production with response quality monitoring (LLMOps). We establish the corpus update protocol (new tax circulars, rulings, regulatory changes) and train the team in responsible use in line with Article 4 of the AI Act.
The operational detail: what we deliver as part of the work and what we keep alive afterwards.
RAG over the firm's own case files
Vectorisation of the firm's historical archive: contracts, reports, judicial or tax case files. The copilot cites the internal document with page number.
Up-to-date regulatory sources
Periodic connection to national legislation, EU law databases, tax authority documentation (income tax, VAT, corporate tax, binding rulings), administrative tribunal doctrine and Supreme Court and regional appellate court case law.
EU-resident infrastructure
Language model deployed on a provider with data centres in the European Union. DPA signed with a no-training clause covering the firm's data.
GDPR compliance and professional secrecy
Anonymisation or pseudonymisation of personal data before indexing. Updated record of processing activities. Compatible with bar association confidentiality obligations.
Interface tailored to the firm
Private web portal, plugin for practice management software (a3, Sage, Wolters Kluwer, etc.) or chat interface with user authentication and query logging.
Training and AI Act protocol
Practical training session for the team on responsible use in line with Article 4 of Regulation (EU) 2024/1689. Documentation of the firm's AI systems inventory.
The practice copilot connects with other Summum Group lines: the legal AI Act governance handled by Summum Consultoría and the continuous technical evaluation of production models managed by Summum IA with LLMOps.
Summum Consultoría analyses the firm's regulatory exposure under the AI Act and determines which AI systems require additional compliance measures.
View service → iaSummum IA's LLMOps service monitors the quality of the copilot's responses in production and manages updates to the regulatory corpus.
View service → iaFor firms with highly sensitive case files, Summum IA's on-premise option keeps the language model within the client's own infrastructure, with no data leaving to any external provider.
View service →The RAG architecture drastically reduces that risk because the model only responds by citing fragments from indexed documents. If the answer has no source in the corpus, the copilot states this explicitly rather than generating speculative text. Even so, the professional responsibility to verify always rests with the lawyer or advisor who signs the work, in line with the human oversight principle set out in the AI Act.
The system is deployed with a language model on EU-resident infrastructure, a Data Processing Agreement that prohibits training on the firm's data, and minimisation of personal data before vectorisation. The firm retains full control of the corpus and can request complete deletion at any time.
By default we connect to national and EU legislation, the tax authority's documentary database (binding rulings, income tax, VAT and corporate tax guides), administrative tribunal doctrine, and Supreme Court and regional appellate court case law. Any additional source — collective agreements, sector-specific regulations, the firm's own proprietary databases — is integrated during the diagnostic phase.
Yes. As deployers of an AI system, Article 4 of Regulation (EU) 2024/1689 requires you to ensure AI literacy training for your team from February 2025 onwards. You must also inventory the AI systems in use and document human oversight measures. Summum IA includes the required training and basic inventory documentation in the service; for a full legal analysis of your regulatory exposure, Summum Consultoría supports you with the AI Act service.
The copilot integrates via API with the main practice management programmes on the market (a3, Sage, Wolters Kluwer, etc.) or is deployed as a standalone web interface with per-user access. During the diagnostic phase we evaluate the integration option best suited to your workflow.