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Consulting and Training

Great tools deserve
great training.
That is where we come in.

Whether your firm has already invested in AI-enabled platforms or is just starting to explore the possibilities, the gap between having access to AI and seeing real, firm-wide adoption is where the biggest opportunity lives.

Our Framework

Discovery-first. Always.

Before we design anything, we understand your firm deeply across three dimensions. This is what separates real adoption from expensive shelf-ware.

People

Team dynamics, comfort levels, concerns about AI replacing roles, decision-makers, and the natural AI champions who will maintain momentum after we leave.

Process

How cases actually move through your firm. Intake to resolution. Where handoffs break down. Which tasks feel repetitive. Where the biggest time sinks live.

Technology and Data

Your full tech stack: case management, research tools, billing, intake, communication. What you have, what you are underutilizing, and what integrations are missing.

The Gap

Why generic training does not work.

Platform training covers features, not workflows

Your practice management platform offers excellent onboarding for its own product. But it is not designed to teach your team how to integrate AI across multiple tools and into the specific way your firm works a case from intake to resolution.

CLEs teach concepts, not adoption

A one-hour bar association session on "AI Ethics for Lawyers" leaves your team informed but not equipped. They know AI exists. They still do not know how to use it Monday morning.

Your team has real concerns

Paralegals worried about being replaced. Attorneys concerned about bar ethics and disclosure requirements. An office manager trying to keep everyone organized. Generic training ignores all of this.

Capabilities you are paying for but not using

Most firms have AI features built into their existing stack that they do not even know about. One client already had an AI assistant in their practice management platform. Their previous trainer missed it entirely.

Engagement Packages

Four ways to work together.

Each package stands alone or combines based on what discovery reveals. Most firms start with Discover + Train or Discover + Implement.

The AIReady™ Academy teaches your team how to think about AI. Consulting shows them how to do it with your platform, your cases, and your data. Every consulting engagement can include AIReady™ Academy enrollment for your team at a bundled rate.

01
Foundation

Discover

The AI Strategy Blueprint: a comprehensive evaluation across People, Process, and Technology that produces a scored report, a technology audit, an AI governance kit, and a prioritized 90-day roadmap for your firm.

Discovery questionnaire + leadership alignment
Live diagnostic session (recorded)
Full AI Readiness Report (scored)
Complete tech stack audit + gap analysis
AI Governance Kit (policy, disclosures, guidelines)
90-day recommended roadmap
Best starting point
02
Build

Implement

Hands-on configuration of your AI tools for your actual workflows. A 2 to 4 week remote sprint where we build the infrastructure your team needs.

Everything in Discover
Custom Workflow Playbook
Prompt library built into your platform
Knowledge base configured with firm templates
AI use policy drafted and implemented
Workflow documentation + SOPs
2 to 4 week sprints
03
Activate

Train

Immersive, role-based training using your real case data. On-site or virtual. Every participant earns the AIReady Certified™ credential.

Everything in Implement
AIReady Certified™ for every participant
Role-specific breakouts (attorneys, paralegals, staff)
Prompt engineering framework training
Multi-tool workflow demos using actual matters
Post-training follow-up (7, 14, 30 days)
Practice-area specific

Participants are eligible for the AIReady™ Designated: AI Champion credential after demonstrating team adoption over 60 to 90 days.

04
Sustain

Advise

Ongoing monthly advisory as your firm's fractional Chief AI Officer. Strategic guidance, optimization, and new feature training as platforms evolve.

Monthly strategy and check-in calls
Workflow Playbook updates (quarterly)
AI champion coaching + new hire onboarding
90-day workflow audits + optimization
New feature training as platforms update
Vendor relationship management
Monthly retainer

Includes pathway to AIReady™ Designated: AI Strategy and Governance credential through policy submission and professional review.

What Changes

Real workflows we transform.

These are actual tasks we train legal teams to accomplish using AI tools they already have, or tools we help them add to their stack.

Depo summary: 4 to 6 hours manual
45 minutes with AI
Demand letter drafting: full day per letter
First draft in under an hour
Medical records review: days of manual reading
AI-generated chronologies with source citations
Legal research: hours across multiple databases
Layered AI research workflow with validation
Contract review: manual clause-by-clause
AI-powered review with flagged risks

Find the right package for your firm.

A 30-minute discovery call is all it takes. We will map your current state and recommend the right starting point.

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