Our Approach
Our Approach
Three connected services: strategic assessment, hands-on implementation, and adoption support. Every engagement is grounded in what your firm can realistically sustain. Implementation doesn’t start until the strategic foundation is in place.
Assess
Tier 1
AI Jumpstart Assessment (1 week)
Best when you want a fast answer to: what’s our most realistic first move?
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Prioritized AI use cases ranked by value and feasibility
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Gap analysis: people, process, technology
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Summary of how your current platforms can be leveraged now
Tier 2
AI Roadmap Assessment (2 weeks)
Best when you want a strategic plan that leadership can fund and execute.
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Everything in Tier 1
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Phased implementation sequence
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Scoped plan for first build cycle
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Stakeholder-ready summary deck
Note:
Tier 1 fee credits 100% toward Tier 2 if you continue. For qualified firms, platform vendors may sponsor part of the assessment through partner programs.
Adopt
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Custom training for specific workflows (not generic AI content)
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Office hours for attorneys and staff
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Quick-reference guides
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Additional training sessions as needed — we adapt to real adoption challenges
Agentic Workflows
Email-based intake, automated clause identification, playbook assignment, actionable reviewer reports.
Prerequisites
All the necessary prerequisites for AI success - Governance, template cleanup, metadata hygiene, workflow documentation.
This is designed for lean teams: light lift on your staff, heavy lift on ours.
