Sample Document

What a Handover AI Blueprint looks like

This is a real example of the deliverable you receive after a 1-2 week Blueprint engagement, prepared for a fictional 20-person law firm. Every Blueprint is custom-built to your business.

Looking for your own? The Handover AI Blueprint is a 1-2 week engagement, from $7,000. Email hello@blueseas.ai.

HENDERSON
& LANE LEGAL
Blue Seas AI
We make your business AI‑first.
Handover AI Blueprint

Your business through an AI-First lens.

Prepared for Henderson & Lane Legal

Engagement: Standard Blueprint (1-2 weeks) · Delivered: 24 May 2026
Methodology: Handover AI · Lean diagnostic, DMAIC scope and design, Agile cadence

8
Buckets mapped
47
Processes inventoried
$337K
Annualised opportunity
🏆 SCBA 2025 Advanced Tech Winner ⭐ 50+ AI systems delivered 🎓 QLD Govt Mentor since 2024

What we found in your business

Across two weeks we mapped every process in your firm, scored every step, and ranked the highest-payoff plays. Here is the read.

$337K
Annualised opportunity
$28,100
Recoverable per month
23 of 47
AI-suitable processes
10
Risk-locked steps

Henderson & Lane operates with strong fundamentals across eight high-level areas of the firm. Our analysis identified $337,000 in annualised productivity opportunity, concentrated in three places: client onboarding, document drafting, and email triage. The Convert and Deliver buckets together represent 74% of total mapped cost-drain in the firm. Twelve steps across compliance and trust accounting are flagged as never-AI and stay human regardless of capability.

What stood out to us

The project charter

Define phase: scope, stakeholders, success criteria, constraints. Locked at engagement kickoff.

DMAIC: Define

Establish what we are mapping, who is accountable, and how we measure success before any process work begins.

Scope

Map every process across all eight high-level buckets of Henderson & Lane Legal. Score every step using the three-score system. Produce a 12-month roadmap split into 4 phases. Risk-lock all compliance, trust account, and ethics-sensitive steps.

Out of scope

Implementation work (sequenced into the Become AI-First phase). Vendor procurement (advisory only). Personnel decisions. Anything outside the firm's eight operating buckets.

Stakeholders
  • Sponsor: James Henderson, Managing Partner
  • AI Champion: Sarah Chen, Practice Manager
  • Become AI-First lead: Bart Puszko, Blue Seas AI
  • Reviewers: Compliance Partner, Senior Associates
Success criteria
  • $25,000+ annualised savings identified
  • Top 10 plays scoped to 12-month roadmap
  • Risk Map agreed with Compliance Partner
  • AI Champion onboarded with playbook
Constraints
  • LSC regulatory compliance (non-negotiable)
  • AML/CTF requirements (non-negotiable)
  • Trust account ethics (human only)
  • Conflict checks (human only)
Cadence and timeline
  • Week 1: Stakeholder interviews + bucket map + process inventory + Cost Drain capture
  • Week 2: Scoring + Pareto analysis + 12-month roadmap (4 phases) + presentation

How your firm operates today

Eight high-level buckets define how Henderson & Lane runs. Each bucket holds multiple processes. Each process holds multiple steps.

DMAIC: Measure

Inventory every process in every bucket. Capture Cost Drain in dollars per month at the step level. This is the foundation everything else builds on.

BUCKET 1

Acquire

6 processes · $4,200/mo cost-drain

Inbound enquiries, referral management, marketing automation, SEO, Google Business Profile, networking event capture.

BUCKET 2

Convert

8 processes · $17,000/mo cost-drain

Initial enquiry handling, conflict checks, intake questionnaires, engagement letter drafting, fee proposals, client onboarding.

BUCKET 3

Deliver

12 processes · $24,600/mo cost-drain

Matter management, document drafting, court filings, email triage, research, client communications, file updates.

BUCKET 4

Retain

5 processes · $2,100/mo cost-drain

Client communication cadence, billing, fee reviews, end-of-matter letters, retention check-ins, satisfaction surveys.

BUCKET 5

Ops

7 processes · $3,400/mo cost-drain

Bookkeeping, trust accounting, payroll, banking, expense processing, invoice management, supplier payments.

BUCKET 6

Knowledge

4 processes · $1,200/mo cost-drain

Precedents, training materials, internal documentation, file management, knowledge sharing, junior associate ramp.

BUCKET 7

Compliance

3 processes · $3,300/mo (mostly risk-locked)

LSC requirements, AML/CTF screening, conflict screening, ethical sign-offs, audit trail. Most steps risk-locked.

BUCKET 8

People

2 processes · $400/mo cost-drain

Hiring, onboarding new lawyers, performance reviews, CPD tracking, internal training programs.

Top 12 processes by cost-drain

Of the 47 processes mapped across the firm, these 12 represent 76% of total mapped cost-drain. Full inventory in Appendix B.

# Process Bucket Hours / mo Cost-Drain $ / mo
1Email triage and routingDeliver38$8,400
2Engagement letter draftingConvert22$6,800
3Initial research summarisationDeliver28$6,200
4Client onboarding workflowConvert19$4,800
5Document review and filingDeliver26$3,800
6Compliance reporting draftsCompliance12$2,900
7Inbound enquiry handlingAcquire14$2,400
8Intake questionnaire processingConvert11$1,800
9Court filing preparationDeliver9$1,700
10Trust account reconciliationOps18$1,500
11Matter management updatesDeliver8$1,200
12Billing and invoicingRetain10$1,100
Total 215 $42,600

Process names use the firm's existing language captured during stakeholder interviews. Cost-Drain figures are anchored to actual hourly rates and observed time spent. The remaining 35 processes contribute the balance of the firm's $56,200/month total mapped cost-drain (see Appendix B).

Every step, three scores

AI Safety, AI Capability, Cost Drain on every step in every priority process. Multiplied for Priority Score. Sample of 12 highest-impact steps below, sorted from highest priority to lowest.

DMAIC: Analyse

Every step receives three scores. Multiply them for the Priority Score. The higher the score, the higher the priority. Steps with AI Safety = 0 are zeroed and stay human forever.

Step Process AI Safety AI Capability Cost Drain Priority Score
Receive enquiry emailEmail triage33$1,40012,600
Draft engagement letter from intakeEng. letter drafting23$1,80010,800
Classify and route to fee earnerEmail triage33$1,0009,000
Summarise legal research findingsResearch summarisation23$1,5009,000
Send acknowledgement to enquirerEmail triage33$8007,200
Pull and parse intake questionnaireIntake processing23$9005,400
File signed engagement in matter systemClient onboarding33$6005,400
Draft compliance report from dataCompliance reporting12$2,2004,400
Reconcile trust account to ledgerTrust accounting23$7004,200
Send welcome pack to new clientClient onboarding33$4003,600
Conflict check against existing mattersClient onboarding01$1,2000 (NEVER)
Authorise trust account transferTrust accounting00$4000 (NEVER)

Two steps shown above carry AI Safety = 0 and stay human forever - they appear in the Risk Map (page 10). The remaining ten high-priority steps form the core of the 12-month roadmap.

Where the cost lives

Pareto analysis of the 47 mapped processes. Top 5 processes account for 54% of total mapped cost-drain. Concentrating effort here delivers the fastest payoff.

Top processes by share of total mapped cost-drain

Email triage and routing
15%
Engagement letter drafting
12%
Initial research summarisation
11%
Client onboarding workflow
9%
Document review and filing
7%
Compliance reporting drafts
5%
Inbound enquiry handling
4%
Other 40 processes (combined)
37%

The 80/20 read

Three processes (email triage, engagement letters, research summarisation) hold 38% of total mapped cost-drain. Investing in phase 1 here returns the fastest economic value.

Top 10 ROI plays

The ten highest-payoff opportunities, ranked by Priority Score. The top five are detailed below. Plays #6-10 are sequenced into the 12-month roadmap (page 9). Each play has a defined approach, expected saving, and recommended phase.

1
Convert · Q1

Engagement letter automation

AI generates first draft from intake questionnaire data. Lawyer reviews and amends. E-sign and file. Saves 22 hours/month of senior drafting time.

Approach: n8n + Claude API + matter management API. ~3 weeks build. Lawyer sign-off before send remains.

Recoverable
$6,800
per month
2
Deliver · Q1

Email triage and intent classification

AI classifies every inbound email by intent (new enquiry, existing matter, admin, urgent), routes to correct inbox, sends acknowledgement. Saves 38 hours/month.

Approach: Email integration + Claude classification + routing rules. ~2 weeks build.

Recoverable
$8,400
per month
3
Deliver · Q2

Initial research summarisation

AI summarises legal research findings into briefing notes. Senior reviews and refines. Cuts research-to-brief time by 75%.

Approach: Document upload + Claude summarisation + custom prompt library by practice area. ~3 weeks build.

Recoverable
$6,200
per month
4
Deliver · Q2

Document review and filing assistant

AI extracts metadata from incoming documents (date, parties, document type), files to correct matter folder, flags for human review.

Approach: Document AI + matter system integration. ~2 weeks build.

Recoverable
$3,800
per month
5
Compliance · Q3

Compliance reporting drafts

AI drafts LSC and AML/CTF compliance reports from underlying data. Compliance partner reviews, edits, signs off. Quarterly reporting time cut from 12 to 3 hours.

Approach: Data extract + Claude templated drafting + partner review workflow. ~4 weeks build (compliance approval gate).

Recoverable
$2,900
per month

Your 12-month roadmap

Split into four phases, sequenced for impact and complexity. Phase 1 wins anchor the partnership. Phases 2-4 compound on the early lifts.

DMAIC: Improve

Sequence the plays. Build, measure, refine. The cadence is fortnightly with Become AI-First. The output is monthly compounding lifts in productivity.

Phase 1 · Months 1-3

Build & ship two

  • Email triage + intent classifier (Play #2)
  • Engagement letter automation (Play #1)
  • AI Champion onboarded with playbook
  • Operating Map v1 published
  • First Quarterly ROI Dossier baseline

Recoverable: $15,200/mo

Phase 2 · Months 4-6

Layer the depth

  • Initial research summarisation (Play #3)
  • Document review and filing (Play #4)
  • Email triage refinement v2
  • Trust accounting reconciliation assist
  • Mid-roadmap ROI checkpoint

Cumulative: $25,200/mo

Phase 3 · Months 7-9

Compliance + scale

  • Compliance reporting drafts (Play #5)
  • Knowledge bucket precedent assistant
  • Operating Map v2 (refined scoring)
  • Quarterly ROI Dossier delivered
  • Cross-team adoption push

Cumulative: $28,100/mo

Phase 4 · Months 10-12

Compound + review

  • Plays #6-10 (long-tail wins from the top 10)
  • Workflow optimisation across all live systems
  • Operating Map v3 with annual delta
  • Annual ROI Dossier + board review
  • Next-year roadmap planning

Cumulative: $30,500/mo

Cumulative annualised by Month 12

$366,000 annualised productivity recovered. Compounding from there as the firm matures into AI-First operations.

Where AI does not go

Steps with AI Safety = 0 stay human forever. The Risk Map documents why. Formal FMEA is run on the highest-risk steps for audit defence.

DMAIC: Control

Document what stays human. Run FMEA on the steps where AI failure would be catastrophic. This is the audit-grade evidence that the firm thought about failure modes.

Risk-locked steps (10 across the firm)

Conflict checks. Trust account authorisations. Court filing deadlines. Ethical sign-offs. Client identity verification (in-person). LSC reporting authorisation. AML/CTF risk decisions. Compliance certifications. Confidentiality reviews. Final advice authorisation.

FMEA RPN on top 5 risk-locked steps, sorted highest to lowest

Failure mode Sev (1-10) Occ (1-10) Det (1-10) RPN
Family member conflict missed in screening835120
AML/CTF flag missed at intake92590
Conflict missed: opposing party already a client102480
Court filing deadline missed92354
Trust transfer authorised in error (wrong amount)101330

The higher the RPN, the higher the risk. Highest RPN here is 120 (family conflict). Mitigation: human review of every conflict check result. Annual audit by Compliance Partner. AI assists with search but never makes the final call. Same pattern applies to all five top-RPN steps.

How we run alongside you

The Become AI-First phase is where the Blueprint becomes operational. Sarah Chen is your internal AI Champion. We run the cadence with her.

Sarah Chen, Practice Manager

Sarah is your internal AI Champion. She is the bridge between Blue Seas AI and your team during the engagement and beyond. She runs the weekly internal cadence, captures team feedback, escalates blockers, and owns adoption inside the firm. Blue Seas trains and supports her with a full Champion onboarding kit.

The Become AI-First cadence

Fortnightly strategy session

Bart joins the firm's leadership for two hours. Map updates, scoring reviews, play decisions, blocker resolution.

Weekly Champion-led internal cadence

Sarah runs a 30-min weekly with the wider team. Adoption updates, feedback capture, quick wins surfaced.

Daily Slack/WhatsApp access

Direct line to Bart for urgent questions or blockers. 1 business-day response.

Monthly ROI dashboard

Automated tracking of recovered hours, dollar savings, and adoption metrics. Reviewed at every fortnightly.

Monthly team literacy session

One-hour training on a current AI capability. Hands-on, practice-ready, partner-included.

Quarterly ROI Dossier

Formal write-up of the quarter's lifts. Bankable for partner reviews and firm valuation.

6-month AI Maturity Review

Twice a year, a deeper review with the whole leadership team. Score deltas, roadmap updates, scope adjustments.

Annual renewal review

Year-end view of cumulative lift. Renewal conversation with concrete numbers behind it.

Your next steps

Three options for what comes after this Blueprint.

Our Commitment

The Blueprint pays for itself, or it doesn't cost you anything.

The Handover AI Blueprint identifies at least 100% of its fee in annualised productivity savings. If we cannot, the Blueprint fee is refunded in full and the work is yours regardless.

A

Take this and run yourself

The Blueprint is yours. Use it as you see fit. We are always here if you would like to continue.

DIY
B

Pick a single play and build

Choose any of the top five plays. We scope and build. No partnership commitment. Builds at member rate.

Build only
C

Become AI-First (from $3,500/month)

We work alongside you every step of the way. Fortnightly cadence, monthly literacy, quarterly ROI dossier. Builds at member rate. The path that delivers compounding value.

Recommended

Ready to start?

Get in touch to book a kickoff date. We confirm your start week and send the engagement letter the same day.

hello@blueseas.ai

Full process inventory

All 47 processes mapped across the firm, organised by bucket. Hours and cost-drain captured during stakeholder interviews. Top 12 by cost-drain shown on Page 5.

Acquire (6 processes)
Inbound enquiry handling$2,400
Referral capture and follow-up$700
Marketing email cadence$400
Google Business Profile management$300
Networking event capture$250
Newsletter content creation$150
Subtotal$4,200
Convert (8 processes)
Engagement letter drafting$6,800
Client onboarding workflow$4,800
Intake questionnaire processing$1,800
Fee proposal preparation$1,000
Initial enquiry handling$700
Welcome pack assembly$400
Initial matter setup$300
Conflict checks (risk-locked)$1,200
Subtotal$17,000
Deliver (12 processes)
Email triage and routing$8,400
Initial research summarisation$6,200
Document review and filing$3,800
Court filing preparation$1,700
Matter management updates$1,200
Document drafting (legal)$900
Witness statement drafting$600
Client communications$500
Settlement document prep$400
Court appearance prep$350
Deed and contract preparation$300
Closing letters$250
Subtotal$24,600
Retain (5 processes)
Billing and invoicing$1,100
Fee review meetings$500
End-of-matter letters$300
Retention check-ins$150
Client satisfaction surveys$50
Subtotal$2,100
Ops (7 processes)
Trust account reconciliation$1,500
Bookkeeping$700
Banking and reconciliation$400
Invoice management$300
Payroll$250
Expense processing$150
Supplier payments$100
Subtotal$3,400
Knowledge (4 processes)
Precedents library updates$500
Junior associate ramp programs$400
Internal documentation$200
Training materials maintenance$100
Subtotal$1,200
Compliance (3 processes - mostly risk-locked)
Compliance reporting drafts$2,900
AML/CTF screening (risk-locked)$300
LSC reporting (risk-locked)$100
Subtotal$3,300
People (2 processes)
Hiring and recruitment$300
Performance reviews and CPD$100
Subtotal$400
Grand total: 47 processes mapped
Top 12 = 78% of recoverable cost-drain (page 5)
$56,200 / mo