Most firms start with a 30-minute call and a workshop, then keep going with training, office hours, or case support. Some start with a usage policy, or a matter that can't wait.
For your firm
Built for firms of 10 to 100 attorneys. Start with the one you need. There is no required sequence, and each page has the detail.
The 2.5-hour workshop for your whole firm
A working session for partners, associates, and staff on the kinds of documents your firm handles. Everyone leaves with the same picture and a shortlist of where to start.
Fits when: Firms that need a shared starting point before they invest.
Heavy analysis on a live matter, built to be checked
When a matter turns on thousands of records, I do the analysis with AI alongside your team, and hand over work your attorneys can trace back to its source.
Fits when: Litigation and deal teams with a matter that turns on a large record.
One person at a time, on your own work
Working sessions for the people leading AI at your firm, on your documents and in the tools your firm has approved.
Fits when: The partners and practice heads who will lead AI at the firm.
A standing place for your team to bring questions
Recurring sessions where your attorneys and staff bring live questions and new uses, plus what changed in the tools this month and what to do about it.
Fits when: Firms that want capability to keep building after the first session.
When the question is different
Both are their own engagements. If you're not sure which you need, that's what the first call is for.
For bar associations, conferences, and firm retreats
Keynotes and CLE programs built on live demonstrations of recognizable legal work, not vendor pitches.
Fits when: Bar associations, conference organizers, and firms planning events.
Clear rules, kept current as the tools change
A written usage policy, approved-use and data rules, and review steps, reviewed again when the major tools change.
Fits when: Leadership, GCs, and risk committees setting firm-wide rules.
That's the first call
Thirty minutes. Tell me how your firm works today, and I'll tell you which of these fits, and which can wait.
Whoever owns the decision: usually a managing partner, COO, or practice head. If someone else will run the work day to day, bring them too. It is a 30-minute conversation about your firm, not a demo.
No. Come with the work that fills your team's day and the tools you already pay for. If you have a specific task or matter in mind, say so, and that is where I'll start.
A starting point: which engagement fits, which can wait, and whether I'm the right person to help. If you decide to go ahead, you get a written proposal before anything starts.
The workshop, AI On Purpose, is a single 2.5-hour session. Case support is scoped around one matter or one tool and runs as long as that takes, with a defined hand-over. 1:1 training and office hours are arranged around your firm and revisited as your needs change.
You keep the process, the documentation, and the prompt patterns. Office hours are there for the questions that come up once your team is using it, and I stay reachable when a tool release changes something you rely on.
Data boundaries are agreed and written down at the start, not after. Confidential material stays inside tools your firm has approved, under your accounts, and the review steps are yours to keep.
Yes, with the right accounts, settings, rules, and training. The risk I see most often is client work going into personal, free accounts. The fix is to decide which tools are approved, what may go into them, and when a second review is required, then make those rules easy to follow.
The business and enterprise versions are very different from a personal account. Set up correctly and used under firm rules, they can handle a lot of internal and client-service work responsibly. I test each major release the week it ships, so the setup advice stays current.
Sometimes. Purpose-built legal tools earn their keep on research, document review, and practice-specific workflows. General tools are often better for drafting, analysis, client communication, and operations. I don't sell either kind, so my answer depends only on your work.
Copilot's strength is that it lives inside Microsoft 365: Outlook, Word, Teams, and SharePoint. It is not a strategy by itself. You still need clear rules, training, and a plain view of what Copilot does well and where another tool does the job better.
Four things: which tools are approved, what information can go into them, who reviews the output, and which uses are off-limits. Written plainly enough that people follow it, and reviewed when the tools change, because a policy written in spring can be out of date by fall.
Measure it the way you measure anything else: time saved, quality improved, faster turnaround, fewer low-value manual tasks. The useful question isn't whether to use AI. It's where you can use it safely, repeatedly, and profitably.
Let's talk
Tell me what your firm is trying to do. In a 30-minute conversation, I'll help you identify a useful starting point and whether I'm the right person to help.
Please don't include confidential client information in an email.