For law firms

AI strategy for law firms.

Know where AI pays back in your firm, what it should never touch, and what to do first. Your AI strategy starts with an AI readiness assessment of up to two hours and becomes a 12-month plan your partners own.

$1.3M a yearrecovered in productivity at one family law firm6 rulesagreed before anything is built1 weekfrom the first session to your 12-month plan

The questions an AI strategy answers.

Four questions every managing partner asks before spending on AI.

Where does AI pay back first?

Every task gets a dollar figure at your firm's own rates, so the first system we build is the one that returns the most.

What do we automate, and what never?

Each step is scored for safety and capability. Anything that cannot be undone, or anything that needs a lawyer's judgement, stays with a person.

Is our client data safe?

The rules are agreed before we design anything: what AI may see, where it is processed, who signs off and how long anything is kept.

What happens in the next 90 days?

A written 90-day plan with the one thing to do first, then a 12-month plan with the biggest return first.

Three steps, in the order a firm needs them.

Strategy first, then we build. Stop after any step and keep everything you have.

AI readiness assessment

The AI Scan

Up to two hours at your office or on a call.

  • A map of where AI pays back first in your firm
  • A list of the AI tools your people already use, approved or not
  • Your top 3 processes scored for safety, capability and return
  • A written 90-day plan, and the one thing to do first
Fixed pricethe fee comes off your next step within 30 days. See the price See a sample Scan report
12-month plan

The AI Blueprint

One week, from the first session to the finished plan.

  • Your biggest jobs mapped step by step: who does each one, how, and in which system
  • Three scores on every step: safety, capability, return
  • What to automate first, what not to build, what stays human
  • A 12-month plan your partners own
The Blueprint pays for itself, or it's free.

The Blueprint states, on its first page, the recoverable productivity it has found over twelve months, at your firm's own rates and volumes. If that figure is below the Blueprint fee, the deposit and any Scan fee credited to the Blueprint are refunded, no balance is due, and the Blueprint is released to you regardless.

See a sample Blueprint
AI leadership

Bart at your leadership table

For firms going all in, Bart joins your partners part-time as your Chief AI Officer (a fractional Chief AI Officer) and owns the AI strategy with you.

  • AI governance and the firm's AI policy
  • Which tools and vendors to trust
  • The order the systems are built in, and when to stop one
  • How your team learns to work with AI
Month by monthshaped around your firm

Then we build the AI into the tools you already use and run it for you, or coach your team to run it. What we do

What to automate first, and what never to.

Automate first

The repetitive work that fills a lawyer's week.

  • Email filed to the right matter
  • The file note and client letter after every consultation
  • First drafts from your own precedents
  • Time recording and billing narratives
  • Matter opening and conflict-check preparation

Never hand to AI

Steps that cannot be undone, or that are the lawyer's own judgement.

  • Witnessing or signing a document
  • Assessing testamentary capacity
  • Authorising a release of trust funds
  • The compliance sign-off
  • The advice your clients pay for

Picking the first task: look for a job that takes 30 to 45 minutes most days, follows the same pattern and nobody enjoys. The 30 to 45 minute rule

AI governance, settled before anything is built.

Six rules are agreed with your firm first, so they are never traded away when a deadline arrives.

  • Your own systems stay the one official record
  • The least client data that will do the job
  • Where it is processed is decided up front
  • A named person signs before anything leaves the firm
  • The AI sees only what that person can see
  • A written rule for how long anything is kept

The rules every system we build has to meet

The Privacy Act 1988 (Cth) and the 13 Australian Privacy Principles, the Solicitors' Conduct Rules, legal professional privilege and the Notifiable Data Breaches scheme.

Your files and records are stored in Australia.

How we protect your files

Catton & Tondelstrand LawyersFamily law, Sunshine Coast

From strategy to two AI assistants.

Every email is filed to the right matter in Smokeball, and each consultation becomes the file note and client letter in under 5 minutes, down from 45. A lawyer reads and signs everything before it leaves the firm.

Read the case study

Ask us anything.

Not answered here? Call (07) 5300 2344 or book a free 20‑minute chat.

What does an AI strategy for a law firm include?

Four things: where AI pays back first, at your firm's own rates; what to automate and what never to, step by step; the rules agreed before anything is built, covering what AI may see, where it is processed, who signs off and how long anything is kept; and a plan, 90 days first, then 12 months with the biggest return first.

How long does it take to build an AI plan for a law firm?

The AI Scan, a readiness assessment, takes up to two hours and gives you a written 90-day plan. The AI Blueprint takes one week, from the first session to a 12-month plan your partners own.

What should a law firm automate first?

Work that is repetitive, high in volume and low in risk: filing email to the right matter, writing up file notes and client letters after consultations, and first drafts from your own precedents. A good first task takes 30 to 45 minutes most days and follows the same pattern each time.

What should a law firm never hand to AI?

Any step that cannot be undone, or that is the lawyer's own judgement: witnessing or signing a document, assessing testamentary capacity, authorising a release of trust funds, the compliance sign-off and the advice to the client. Those steps stay with a named person.

Do you do AI strategy, or only build AI systems?

Both. Most firms start with the strategy. The AI Scan takes up to two hours and shows where AI pays off first (an AI readiness assessment). The AI Blueprint turns that into a 12-month plan (an AI roadmap) of what to hand to AI and what never to. Then we build the systems into the tools you already use and run them, coach your team, or Bart joins your leadership team part-time as your Chief AI Officer.

two hours, one plan

Find out what AI can take off your team.

The AI Scan gives you a dollar figure on your admin, a 90-day plan and the one thing to do first.

Not ready to spend on a Scan? The chat is free, and you get to know Bart first.