Phase 1
Foundation
Weeks 1 - 4
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Week 1-2: Audit current admin workflows. Map every task that involves typing post-consultation - file notes, client letters, follow-up emails.
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Week 2-3: Select 1-2 high-volume document types to automate first. Recommendation: file notes + client letters.
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Week 3-4: Deploy AI document generation for selected tasks. Start with one lawyer as a pilot.
Success Metric
5+ hours saved in first month
Phase 2
Scale
Weeks 5 - 8
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Week 5-6: Review pilot results. Gather feedback. Calibrate AI outputs to your firm's brand voice and templates.
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Week 6-7: Roll out to all lawyers. Train legal assistants on the new workflow.
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Week 7-8: Begin tracking time savings per consultation across the firm.
Success Metric
50%+ reduction in typing time
Phase 3
Transform
Weeks 9 - 12
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Week 9-10: Identify legal assistants suitable for upskilling. Begin Certificate IV planning (TAFE QLD, $2,000-$5,000).
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Week 10-11: Transition upskilling staff to supervised paralegal tasks alongside AI-assisted admin.
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Week 11-12: Review full ROI. Calculate actual hours saved, admin cost reduction, and new billable capacity.
Success Metric
Clear business case for upskill transition
Your Firm's Details
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