Four weeks inside your firm - interviews, workflow analysis, maturity scoring and market evidence - ending in an AI strategy your partnership can actually vote on.
4 weeks5 phases1 partner-ready strategy
Week 1 · Inside the firm
We interview your partners and map live matters
Interviews across the partnership and the teams around it, then workflow analysis on the firm's live matter types to find where time and margin actually go.
Week 2 · Maturity
Each practice group scored for AI maturity
Data readiness, tooling, skills, governance and client posture, scored against a maturity model built for law firms and set against the market median.
Weeks 2-3 · The market
What peer firms actually use today
We verify what peer firms have live, what in-house legal teams now do for themselves and where the vendor market is heading, checking every claim against what is actually in use.
Weeks 3-4 · The strategy
A roadmap with owners and dates
Every opportunity scored and priced, the first moves sequenced, governance that fits a partnership and a story the firm can tell clients. The four weeks in full follow below.
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The strategy · Four weeks
A strategy your partners can vote on, built from evidence
Each phase produces a working document from evidence inside your firm, and together they make the case for what to do first.
Phase 01 · Week 1
Understand how the firm actually works
Strategy starts with the gap between how work is supposed to move through the firm and how it actually does. We interview across the partnership and the functions around it, then map the workflows where time and margin really go.
Stakeholder interviews across practice groups, knowledge, BD and IT
Workflow analysis on live matter types
Review of the tools and pilots already in flight
A matter's path · CorporateWeek 1
waiting on a precedent
chasing sign-off
re-keyed into billing
Phase 02 · Week 2
Assess maturity and strategic position
We score the firm against a maturity model built for law firms - data readiness, tooling, skills, governance, client posture - and locate your strategic position: where your practice mix is exposed to commoditisation, and where it is defensible.
AI maturity scored capability by capability against the market
Exposure analysis across the practice mix
Data and knowledge assets reviewed as product raw material
Maturity · Firm-wideMarket median
Data readinessBehind
ToolingAhead
SkillsBehind
GovernanceAhead
Client postureBehind
Phase 03 · Weeks 2-3
Benchmark against what peers actually run
The market scan checks what is genuinely live: what peer firms actually run, what in-house teams now do for themselves, and where the vendor market is heading, grounded in what we see as builders.
Peer moves tracked and verified: live, pilot or press release
In-house and client-side capability shifts
The vendor landscape without the gloss
Live Pilot Press release
Peer AContract review
Peer BClient portal
Peer C“AI-first” launch
In-houseNDA triage
Peer DKnowledge search
VendorDrafting assistant
Phase 04 · Week 3
Map the opportunities and price the risks
Every credible opportunity is scored on client value, feasibility and adoption risk - and every call is priced against what building actually costs, because we build these products ourselves. The result is a short, costed list of moves.
Opportunity matrix scored across the whole firm
Risks logged against each move
Build, buy, partner or wait - each with reasons attached
The final week turns evidence into a strategy your partnership can vote on: a six-to-twelve month roadmap with owners and dates, governance that fits how the partnership makes decisions, and an external narrative the firm can credibly say out loud.
A sequenced roadmap with owners named
Governance and decision rights that fit a partnership
The positioning story for clients, partners and talent
The roadmap · Twelve monthsWeek 4
Now · Months 0-3Knowledge search pilotOwner · Head of knowledge
Next · Months 3-6Matter pricing modelOwner · COO
Later · Months 6-12Client deal roomOwner · Managing partner
Governance · monthly steering, a partner sponsor per move
What you leave with
Four documents the firm works from
The partner paper
A concise strategy paper written for the partnership - the evidence, the calls, and the reasons behind each one.
Maturity assessment
Where the firm stands today, scored against the market. The baseline every later decision gets measured against.
Opportunity map
Every opportunity scored and plotted, the shortlist circled, the rationale attached.
The roadmap
Six to twelve months of sequenced moves with owners, dates and decision points.
The roadmap
Opportunity map
The partner paper
yours to keep - no black box
From a real engagement
One firm chose its direction in four weeks
A fast-growing UK specialist firm had plenty of AI ideas and no way to choose between them. Four weeks of interviews, scoring and a frank session with leadership produced one clear direction and a twelve-month build plan, and the build started the following month. Every call was priced by people who build: legaltech we have built runs in over 150 UK and US firms.