AI is changing the legal landscape, but not every firm is ready to dive in. This strategic briefing helps you understand where AI fits into your practice, what tools are worth testing, and how to use them responsibly without disrupting your day-to-day.
We assess your firm’s workflows, tech maturity, and appetite for innovation, then deliver a clear, practical roadmap of where AI can save you time, increase output, or improve client experience.
AI Readiness Assessment: We’ll evaluate your current tech stack, internal processes, and team structure to gauge how prepared your firm is for AI integration.
Use Case Discovery: You’ll receive a tailored list of practical AI applications based on your practice areas, goals, and operational pain points from summarization and intake to drafting and task routing.
Tool Landscape Overview: We’ll walk you through a curated list of legal-relevant AI tools (including those already inside your existing platforms) and help you understand what’s real, what’s helpful, and what to avoid.
Ethics & Compliance Snapshot: A plain-English breakdown of what you need to consider around risk, compliance, and professional responsibility when using AI in a legal setting.
AI Starter Roadmap: You’ll get a personalized 30/60/90-day plan to pilot AI in small, controlled ways that align with your operations, not overwhelm them. We’ll propose goals and use cases for your AI pilots and connect the dots with the target vendors.
AI Readiness Scorecard
Top 3 Use Cases for AI in your firm
Recommended Tools & Platforms (with pros/cons)
Risk & Compliance Watchpoints
AI Starter Roadmap (30/60/90 day action plan)
PDF Report and Video Walkthrough
Live Call for Final Results Review
After checkout, you’ll receive a scheduling link to book your kickoff call and complete a quick intake form. We’ll return with your AI Readiness Brief and roadmap within 1–2 weeks.
This engagement wraps up in 2–3 weeks. This is a light lift on your end, just one short intake form and a kickoff call. We handle the analysis and come back with clear, strategic recommendations.
This is ideal for firms who:
Are curious about AI but unsure where to begin
Want to explore automation without taking on risk
Need clarity before investing in new tools
Want to improve workflows without a full rebuild
Limitations of this service: This is a strategy briefing only. It does not include:
Custom automation design or implementation
Prompt engineering or AI tool configuration
Setup of AI products or in-house training
Legal ethics or security certifications
Bottom line? You don’t need to chase every new AI tool. We’ll help you understand where it fits and how to use it safely, effectively, and strategically.
AI is changing the legal landscape, but not every firm is ready to dive in. This strategic briefing helps you understand where AI fits into your practice, what tools are worth testing, and how to use them responsibly without disrupting your day-to-day.
We assess your firm’s workflows, tech maturity, and appetite for innovation, then deliver a clear, practical roadmap of where AI can save you time, increase output, or improve client experience.
AI Readiness Assessment: We’ll evaluate your current tech stack, internal processes, and team structure to gauge how prepared your firm is for AI integration.
Use Case Discovery: You’ll receive a tailored list of practical AI applications based on your practice areas, goals, and operational pain points from summarization and intake to drafting and task routing.
Tool Landscape Overview: We’ll walk you through a curated list of legal-relevant AI tools (including those already inside your existing platforms) and help you understand what’s real, what’s helpful, and what to avoid.
Ethics & Compliance Snapshot: A plain-English breakdown of what you need to consider around risk, compliance, and professional responsibility when using AI in a legal setting.
AI Starter Roadmap: You’ll get a personalized 30/60/90-day plan to pilot AI in small, controlled ways that align with your operations, not overwhelm them. We’ll propose goals and use cases for your AI pilots and connect the dots with the target vendors.
AI Readiness Scorecard
Top 3 Use Cases for AI in your firm
Recommended Tools & Platforms (with pros/cons)
Risk & Compliance Watchpoints
AI Starter Roadmap (30/60/90 day action plan)
PDF Report and Video Walkthrough
Live Call for Final Results Review
After checkout, you’ll receive a scheduling link to book your kickoff call and complete a quick intake form. We’ll return with your AI Readiness Brief and roadmap within 1–2 weeks.
This engagement wraps up in 2–3 weeks. This is a light lift on your end, just one short intake form and a kickoff call. We handle the analysis and come back with clear, strategic recommendations.
This is ideal for firms who:
Are curious about AI but unsure where to begin
Want to explore automation without taking on risk
Need clarity before investing in new tools
Want to improve workflows without a full rebuild
Limitations of this service: This is a strategy briefing only. It does not include:
Custom automation design or implementation
Prompt engineering or AI tool configuration
Setup of AI products or in-house training
Legal ethics or security certifications
Bottom line? You don’t need to chase every new AI tool. We’ll help you understand where it fits and how to use it safely, effectively, and strategically.
