AI Won’t Win in Law. Internal Intelligence Will

The Problem: Legal AI Isn’t Built for Lawyers

AI is rushing into every industry, but legal practice isn’t just another vertical. Law firms face high risk, strict confidentiality, and rigid ethical boundaries. Most AI tools operate in the cloud, lack transparency, and create unacceptable data exposure. That’s not innovation, that’s a liability.

In ERISA law, the stakes are even higher. Reviewing 408b-2 and 404a-5 disclosures is still a manual, time-consuming process, where a single missed red flag can lead to costly audits, fiduciary liability, and lost client trust. Firms need automation, but they can’t sacrifice security, auditability, or legal defensibility to get it.

The Solution: Internal Intelligence for Law

COLA II isn’t another AI chatbot; it’s a compliance-first intelligence system. Installed privately on firm servers or secure VPC, it helps ERISA-focused attorneys review, analyze, and flag risk in service provider disclosures. Every output is cited, auditable, and grounded in DOL guidance.

COLA II Capabilities: Ingests SPDs, 408b-2/404a-5 docs, fee disclosures, flags conflicts, confidence scores, entire history access via query drive, omissions, or red flags per DOL rules, generates plain-language memos for fiduciaries, remembers historical documents via firm share drive integration, keeps audit-ready records compliant with ERISA retention laws

Built with LLaMA 3 + LlamaIndex + ChromaDB, it runs 100% privately and is never cloud-exposed.

Why Now

• DOL Enforcement Rising – 408b-2/404a-5 scrutiny is increasing
  
  

• Manual Reviews Are Failing – Risk of missed conflicts or incomplete analysis
  
  

• Cloud AI is Off the Table – Firms need private, auditable solutions
  
  

• The Market is Wide Open – No dominant player owns the trust layer in legal AI

COLA II is building the first installable, compliant, and defensible internal intelligence system for legal workflows. We’re not chasing, we’re building what firms truly need.