Audit & Strategic Plan

Beginning any AI initiative without a clear picture of where you stand today is like setting sail without a map. Our AI Readiness Audit dives into your existing systems—case management software, document templates, client portals—and examines how your people use them. We gather input from partners, associates, and staff to understand both formal processes and the “unwritten” ways work actually gets done.

Next, we synthesize our findings into a concise, two‑page report that highlights quick wins (low‑hanging fruit) and longer‑term priorities. This isn’t a generic checklist—it’s a snapshot tailored to your size, practice areas, and growth goals. You’ll see exactly where to plug in AI tools for drafting, research, client intake, or data analysis to gain the fastest returns.

With the audit complete, we co‑create an AI Strategic Plan that lays out milestones, timelines, and ownership. Whether you focus on corporate transactions or family law, the plan shows how AI can streamline specific tasks: automating routine filings, surfacing relevant case law, or generating first‑draft briefs. We calibrate the plan to your bandwidth and change appetite, so adoption feels manageable.

To keep innovation responsible, we develop AI Rules & Policies that mirror your firm’s ethics and compliance standards. These guidelines specify who may upload sensitive data, how outputs are reviewed, and what record‑keeping is required to satisfy bar rules and client confidentiality. Clear policies mean your team can experiment confidently, knowing they’re protected.

Finally, we help you avoid “tool overload.” From dozens of options on the market, we shortlist a few AI platforms that fit your workflows, budget, and security needs. By matching AI capabilities to your real‑world use cases, you skip wasted trials and focus on tools that deliver measurable value from day one.