Technology and AI Assessment
Your lawyers are already using AI, with or without a policy. Your systems can do more than anyone uses them for. And the admin still eats hours that nobody pays for.
In two to four weeks, a former litigation lawyer and a thirty-year technologist look at how your firm really runs. You get an honest score, a clear picture of where AI is used and what it needs to be safe, and a plan that says what to fix first.
Fee earners use ChatGPT, Copilot and whatever came with the practice management system. The question is not whether, but where, with what client data, and who checks the output. Regulators, the SRA included, expect partners to be able to answer that.
Opening matters, identity and AML checks, chasing documents, preparing bills. None of it is chargeable, and most of it runs the way it did ten years ago. Often the systems you already pay for could take a good share of it.
If AI makes the work faster, clients will ask why the bill looks the same. Firms that have thought it through first will set the terms of that conversation.
What you run, how it fits together, where your data lives, and what you pay for but don't use.
From first enquiry to closed file. What's manual, what's done twice, and where work waits.
Precedents, templates and know-how. Whether a fee earner can pick up a file cold, or whether the knowledge lives in someone's head.
Who uses which tools, with what client data, and how that measures up against the SRA or your own regulator. Mapped to ISO 42001, the international standard for managing AI.
Skills, appetite for change, and who leads on technology.
How clients instruct you, get updates, sign documents and pay.
It starts with a free half-day review, where we agree what the Assessment covers and fix the price. The length depends on the size of the firm.
A structured questionnaire across the six areas, completed with the partners.
Confidential, anonymised interviews with people at every level, 45 to 60 minutes each. We hear what actually happens, not what's supposed to.
Each area is scored against the market average and the best firms of a similar size and practice.
Priority opportunities, sequenced into a phased plan and presented to the partners.
The report stands on its own. Take it to another provider, hire someone in-house, or do nothing for six months. It's yours either way.
Case study
The firm was profitable and the team was capable. But the principal was the decision point for every new matter, volumes lived in memory rather than data, and everyone had their own templates, reminders and ways of sharing documents. The principal wanted a firm that could be valued as a business rather than one that depended on him, with a credible route to exit.
Technology wasn't the problem. Discipline, governance and structure around the existing tools were. So the roadmap gets more from the systems the firm already owns before recommending anything new.
Twelve priorities over three phases and 18 months. In the first 90 days: switch on unused case management features, standardise templates and naming, put a simple AI use policy in place, and close unsafe document sharing. Then a client portal for updates, website enquiries straight into the case management system, call recording and transcription, and reporting on caseload and cycle time. Later, AI search and summarisation, and an operating model ready for succession.
Projected over 24 months
“What I got from Khiliad was clarity, a coherent picture of the firm and a clear sense of what to tackle first, which is genuinely hard to do from the inside.”
We have no software to sell, so the roadmap starts with the systems you already pay for. The work that follows is usually one of three kinds:
Features in your case management and document systems that nobody uses.
Matter opening, document assembly, reminders, client updates, and enquiries that go straight into your system.
Approved tools, a policy people can follow, training, and the checking and sign-off steps your regulator expects.
If you want us to do the work, we scope it for £3,000 to £4,000 and deliver it at a fixed price. If the roadmap shows your case management system is the real problem, we'll tell you. That's a different conversation.
See how we replace case management systemsSee how we take the admin off your fee earnersThe legal and the technical sides sit at the same table.
We don't own a software product. The recommendation can be to use what you have, buy something off the shelf, or do nothing yet.
Telling a successful firm it scored 2.8 out of 5 isn't comfortable. Flattery would waste your money.
Most technology companies approach legal as an opportunity. We approach it as a profession one of us came from, and an industry the other has spent thirty years building technology for.
CEO and Co-Founder
Former litigation lawyer with nearly two decades in legal practice across private practice, in-house healthcare and regulation, and the Government Legal Department, complemented by an MBA. Naz leads our work with partners and brings the legal and regulatory perspective to every engagement.
CTO and Co-Founder
Thirty years in enterprise technology, including McKinsey and IBM, with roles from developer to CTO. Jimmy leads our technical work and brings the delivery discipline. He'll tell you what's realistic before you commit to anything, and make sure it's delivered.
Two to four weeks, depending on the size of the firm.
£2,000 to £4,000, fixed before we start.
The review is half a day with your partners. It shows where the potential probably is, and we tell you honestly what we couldn't see in that time. The Assessment hears from people at every level of the firm, in confidence, over two to four weeks. It finds what's hard to see from the partners' room, scores each area, and gives you a roadmap in the order to do things. Think of the review as the viewing, and the Assessment as the full survey before you buy.
Only when half a day can't give you a clear answer. That's usually when there are several problems and no obvious first one, when the problem is how people work rather than the system, when the answer depends on people we haven't heard from, or when a big decision needs evidence in writing. If there's one clear thing to fix, we'll suggest scoping that instead.
A questionnaire for the partners, one interview of 45 to 60 minutes for each person we speak to, and a debrief at the end.
No. The report and roadmap are yours to use however you like.
Yes, or against your own regulator if you practise outside England and Wales. It's one of the six areas.
Yes. Interviews are confidential and anonymised, and nothing in the report shows who said what.
Yes. The six areas are the same. The difference is that policy has to sit alongside the wider business, and tools have to fit the company's systems and procurement rules.
Yes. We work with firms in the UK, Ireland and across Europe, and check the rules that apply where you practise.
A free business and technology review is where we start: half a day with your partners, then a written note within three working days. We'll tell you whether an Assessment makes sense for your firm, and if it doesn't yet, we'll say so.
Or email info@khiliad-legal.co.uk, or .
Fixed price. Plain English. No software to sell.
