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An AI roadmap for a 25-person law firm in six weeks
We ran a six-week AI strategy engagement for a 25-person regional law firm, ending with a phased roadmap the managing partner could present to the partnership.
- Legal
- AI Consultancy
Where the business was
A regional law firm working in family law, residential conveyancing and employment had been approached by two AI vendors in six months. Both gave convincing demonstrations. Neither could explain clearly how their tools would work with the firm's case management system, how client confidentiality would be maintained or what return a firm of its size could expect. The managing partner wanted independent advice before spending money.
What needed to change
The firm had no in-house technical expertise to assess AI tools. It needed to avoid buying a tool that would not integrate with its systems or that raised compliance questions it had not anticipated.
The work · AI strategy
- Map the processes discussedFrom the discovery sessionsNotes
- List possible uses of AIAcross operations and customer workRegister
- Score effort, benefit and fitFor each possible useRegister
- Draft the phased planMilestones, resources and risksPlan
The work we delivered
Over six weeks we interviewed fee-earners across the three practice areas one to one about where their time went, reviewed the firm's case management and document systems, and assessed available AI tools against its compliance and integration requirements. We delivered a prioritised opportunity register with effort and risk ratings, and a phased roadmap.
What changed
The firm identified eight AI use cases worth pursuing across its three practice areas, with a Phase 1 shortlist of three. The partnership approved budget for Phase 1 at its next quarterly meeting, and the firm began a structured procurement process the following month. Two tools that would not have integrated with its case management system were ruled out.
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AI ConsultancyA written plan of which tasks AI can take on in your business, what each would cost and which to start with.
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