From untapped AI tools to same-day results.
A 20-person litigation firm had the AI tools and no strategy to use them. One day of training turned what they already owned into faster, safer work on live matters.
AI tools in place, and no strategy to use them.
The firm had invested in AI but adoption was uneven, across a team that ranged from early-career to seasoned attorneys. Four to five trials were pending and preparation needed to move faster. The capability was there. The structure to use it was not.
- Discovery sets drafted from scratch, 3 to 4 hours each.
- Built-in AI features across the team sitting underused.
- No firm-wide AI policy and no data-security guardrails.
- A team spanning early-career to seasoned attorneys.
- 4 to 5 trials pending, with preparation on the clock.
Preparation began weeks before training day.
Before anyone sat down to train, we mapped how the firm actually worked: a strategy meeting with the managing partner and office manager, a read on team readiness, a review of their SOPs, checklists, and trial-preparation forms, and time spent finding the workflow bottlenecks. Then we tested their platforms and built a safe sandbox, so the training day ran on their real work, not a demo.
8 hours. 4 modules. All hands-on.
Foundations and firm policy
A shared language for AI, and the firm’s first written policy and data guardrails.
Hands-on platform training
Live work in the tools the firm already owned, on real case files.
Role-based breakout sessions
Attorneys, paralegals, and staff each trained for how they actually work.
Prompt library and next steps
A reusable prompt library and a clear adoption roadmap to carry it forward.
Same-day, on their real matters.
It exceeded our expectations and has already created a real sense of energy and momentum.Managing Partner
She used her paralegal experience and knowledge of AI to develop effective solutions.
ParalegalShe provided her personal experience and knowledge to help aid those with an on the fence mind set.
ParalegalHer knowledge was plentiful which allowed her to answer even the oddest of questions.
ParalegalThank you for the amazing preparation and care for the many different level of needs.
Office ManagerSee what your firm already has.
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