We work with managing partners, COOs, and practice heads to move from scattered AI experiments to firm-wide workflows. Start with a leadership session, follow with an in-firm lab day, then run a 60–90 day adoption sprint focused on high-impact workflows.
Results
Hours saved per attorney in month one
Team members using AI tools after 30 days
Time to full ROI on the sprint investment
How we work
Step 1
We start with partners, COOs, and practice heads. Using a keynote or Art of the Possible workshop, we map where AI fits in your practice mix, surface risks and constraints, and leave you with a short list of workflows worth testing in the next 90 days.
See speaking and workshop formats →Step 2
We run an in firm AI Lab Day to train your team, then launch a 60-90 day adoption sprint. Together we pick two or three workflows, build them out with guardrails, and track adoption.
Explore adoption sprints →Step 3
For document-heavy cases, we join your team. Processing discovery, building timelines, organizing exhibits, and helping lawyers extract insights from thousands of pages.
See case support details →Common starting points
We work across many practice areas, but most firms see fast wins in a few common workflows.
AI Case Support
Sometimes the pain isn't "we need to learn AI." It's "we have 8,000 documents and depositions start in six weeks."
AI Case Support puts an experienced AI practitioner alongside your legal team on active matters. We handle the document processing, timeline construction, exhibit organization, and insight extraction so your attorneys can focus on case strategy.
We work directly with your team on a specific matter. Using AI tools, we process large document sets, surface key facts, build chronologies, organize materials for depositions or trial, and help attorneys query the record faster than any manual review would allow.
A 20-minute call to understand the matter, the document volume, and what you need. We'll tell you if we can help and what the engagement would look like.
Get Support on a Live MatterCLE clarity
When the workshop is hosted through accredited providers such as the Beverly Hills Bar Association, Los Angeles County Bar Association, or AAML, attendees automatically receive California MCLE credit.
For private firm engagements, we supply the agendas, learning objectives, attendance forms, and instructions your CLE coordinator needs to file in any jurisdiction. Many firms are accredited providers already—we simply plug into their process.
Case studies
Real engagements spanning litigation, family law, valuation, and private equity compliance—no hypotheticals.
Client snapshot
Partners wanted proof beyond demos. We prioritized five workflows, trained 42 attorneys, and tied every session to billable time saved.
Client snapshot
Built the Automated Tax Return Importer with their financial experts and rolled it out through the 90-day sprint.
Client snapshot
Deployed Compliance Monitor Automation to track deal-team LinkedIn activity and trained staff on escalation playbooks.
Free Download
The same frameworks, checklists, and policy templates Steve delivers in CLE-accredited workshops for BHBA, LACBA, and AAML.
What's inside
20 pages. Not theory.
Get started
20-minute call. We'll show you the 2-3 workflows most firms start with.