How It Works

A structured path from exposure to adoption — not an open-ended retainer.

Every engagement follows the same sequence, scoped to what your firm actually needs. No bundled software, no long-term lock-in.

01

Assess

A structured review of how AI is already being used across the firm — sanctioned or not — and where the real exposure sits: confidentiality, privilege, malpractice, and client-imposed restrictions.

Typically 2–3 weeks. Interviews with practice group leaders, IT, and risk/GC where one exists.

02

Govern

Firm-specific policy: what tools are approved, what data can and can't go into them, who signs off on new tools, and how exceptions get handled. Built to match how your firm actually operates, not a generic template.

Delivered as a policy document plus a short partner-facing briefing.

03

Adopt

Rollout, practice group by practice group, with training built around real matters rather than generic tool demos. The goal is usage that sticks, not a kickoff webinar nobody remembers.

Includes champion identification within each practice group.

04

Sustain

A quarterly check-in as tools, vendors, and bar guidance change. Most firms don't need a full-time hire for this — they need someone checking in on a fixed cadence.

Optional. Month-to-month, cancel anytime.

Engagements are scoped, not open-ended.

Most firms start with Assess and Govern as a fixed-fee project, then decide whether to continue into rollout and ongoing support. No multi-year contract required to find out if this is useful.

Talk Through Your Situation