An AI Assessment for Your Law Firm: Know What to Build Before You Buy

It is easy to collect AI subscriptions. It is harder to decide which ones belong in your firm's daily work.

You might have a lawyer experimenting with a chatbot, an assistant copying information between systems, and a partner wondering whether a new tool will make any difference. Those are useful starting points for a conversation. They are not yet a plan.

My AI Assessment is designed to turn that conversation into a practical next step. For $499, we work through two Zoom calls and a firm-specific written report covering where AI or automation may help, what would be involved, and which opportunities deserve attention first.

Start with the work your team already does

The first call is about your practice and your existing process. What repeats every week? Where does someone wait for information? Which details get re-entered? What have you already tried?

A useful example might be preparing a newsletter from approved public sources. Another might be turning an internal request into a consistent checklist. A third might be improving how a prospective client's callback request reaches the right person.

We distinguish the administrative steps from decisions that require a lawyer's judgment. We also look at the software you already pay for. A feature you already own may solve the problem without another subscription or a custom build.

For tools used in client work, that evaluation also includes professional responsibilities. The ABA's Formal Opinion 512 discusses competence, confidentiality, and review when lawyers use generative AI. Your firm's applicable rules and the particular tool still need consideration.

You can prepare by bringing a list of tools, three recurring frustrations, and a description of one typical workflow. We can begin with public information, fictional examples, and process descriptions. There is no need to send a folder of client files just to explain how work moves through the office.

Build a shortlist with reasons behind it

The report is meant to help you choose. An opportunity should explain the task, the proposed improvement, the people involved, the information required, and the remaining questions.

For example, a content workflow might involve collecting source links, producing an outline, drafting from approved material, and routing the result to a reviewer. The report would separate the parts a tool could assist with from the checks your team still needs to perform.

For a phone assistant, the questions are different: which calls should it handle, which answers are approved, where should callback requests go, and what happens when someone needs a person? For a custom dashboard, we would first identify the source systems and who should see each module.

The same evaluation can also conclude that an idea should wait. A task performed occasionally may not justify an integration that needs ongoing maintenance. A poorly defined process may benefit more from a clearer checklist than from AI.

Treat potential savings as something to measure

An assessment can identify where time or subscription costs might be reduced. It cannot establish those savings before the workflow has been tested.

For a promising pilot, we can define a baseline: how long the task currently takes, how often it happens, how much review it needs, and what the existing tools cost. After a trial, compare the same measures, including correction time and ongoing fees.

That produces a more useful decision than a headline about how many hours AI might save. A workflow that creates more checking than it removes may need a different approach.

Use the second call to decide what happens next

On the second Zoom call, we walk through the report, discuss tradeoffs, and decide which opportunity is worth pursuing first. You can ask about setup, ownership, training, access, and the effort involved in maintaining the result.

The assessment fee covers the two calls and the report. Software subscriptions, custom development, and implementation are separately scoped if you choose to proceed. You are buying a clearer plan, not an open-ended commitment to a larger project.

If you want ongoing help evaluating changes in AI, the separate AI Concierge service is $299 per month, with a monthly report and Zoom call. Updates and additional hands-on services are agreed around the firm's needs.

Leave with a practical decision

A good first project should have a clear owner, a defined task, a way to check the result, and a point at which you decide whether to continue. It does not have to transform the whole firm to be useful.

Explore the AI Assessment and AI Concierge services, or tell me where your team is getting stuck. We can start there.