Privilege-safe attorney productivity

A productivity tool, built around the privilege.

ClearlyConcise is for attorneys and their clients to use together — for client intake, case-document orientation, document review, and client declarations — designed from the ground up to preserve attorney-client privilege when AI is in the loop.

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The problem

Two related gaps in current legal tools.

Attorneys today organize cases in Teams folders, Dropbox, or case management software — useful utilities, but none built as an AI-assisted productivity tool. Meanwhile, clients increasingly turn to consumer AI to make sense of their matters, in conversations that can fall outside the attorney-client privilege — as the 2026 decision in United States v. Heppner underscored. ClearlyConcise addresses both: a tool attorneys and clients use together, built around the privilege.

The approach

Designed around attorney-client privilege.

ClearlyConcise is a tool that attorneys and clients use together, at the attorney's direction. Three principles hold it together:

At the direction of counsel

Clients use ClearlyConcise only when their attorney directs them to — inside the engagement, never before it.

Privilege by architecture

Client information is encrypted in transit and at rest, sealed inside a per-matter workspace, and processed only under zero-data-retention terms — not entered into a consumer chatbot. The architecture, not contract terms alone, is what protects.

Information, never advice

The AI helps attorneys and clients organize facts and put accounts into clear words. Legal advice stays with the attorney, where it belongs.

Where things stand

In pre-pilot development.

ClearlyConcise is being built now, in consultation with practicing attorneys. A limited, attorney-supervised pilot is anticipated for late 2026.

From the founder

What Heppner means for your practice.

ClearlyConcise founder John M. Jensen — a California attorney — examines the first major decision on attorney-client privilege and generative AI: what the court actually held, why the ruling is narrower than the headlines suggest, and what attorneys should do about it.

Read the full article on NextLaw.pro →
Get in touch

For attorneys.

If you practice law and would like a conversation about ClearlyConcise — the architecture, the pilot, or the underlying Heppner problem — we'd value hearing from you.