AI Readiness

How AI-ready is your firm?

Ten questions. Five categories. Under ten minutes. Score yourself honestly, add context where it’s useful, and we’ll respond with a personalised, human-written assessment within 24 hours.

This is a practical starting point for understanding where your firm stands and where the clearest opportunities sit.

Overall Score0 / 100

Infrastructure, Data & Analytics

How well organised and accessible is your matter data and institutional knowledge?

Scattered across emails, file shares, and separate systems. Finding anything means tracking down the person who did the workCentralised, searchable, and fee earners can find precedents, matter history, and know-how without asking

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What systems hold your matter files, precedents, and client records - CMS, DMS, shared drives? Can a fee earner pick up a file cold, or does knowledge live with individuals?

How confident are you in your firm’s IT infrastructure, data security, and regulatory compliance?

Systems in place and day-to-day IT covered, but no formal review of how it all fits, whether there is duplication, or where the compliance gaps are.Clear architecture, routine backups, tested security measures, and up-to-date data compliance

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Where is your client data hosted? Do you have a disaster recovery plan? Have you reviewed your Cyber Essentials or ISO 27001 status? When did someone last audit your security posture with SRA obligations in mind?

Process Digitalisation & Automation

How much of your repetitive legal and administrative work is automated?

Most tasks are done manually, often duplicated across multiple systems, document assembly means editing old files, billing is time-consuming adminRoutine tasks like document generation, billing reminders, conflict checks, and onboarding run with minimal intervention

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What takes up fee earner time that shouldn’t? Think document assembly, matter opening, billing preparation, AML checks, court deadline tracking. What feels like it should be automated but isn’t?

How well do your practice management, document, and client systems work together?

Separate tools with manual data re-entry between them, the CMS, DMS, and email don’t talk to each otherSystems are integrated - matter data, time recording, documents, and communications flow without manual transfer

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List the main platforms your team uses day-to-day - CMS, DMS, email, accounts, CRM. Do they share data automatically, or does someone re-enter information? Where do things fall through the gaps?

Innovation & Digital Culture

How important is technology to the way your firm operates and is managed?

“We’re a law firm, not a tech company” - technology is an afterthought, change is slow and reluctantActive investment, clear budget, partners drive digital initiatives and hold the firm accountable

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Who makes technology decisions at your firm? Is there a dedicated budget, or does it compete with everything else? What’s the partnership attitude to trying new approaches: cautious, resistant, or genuinely open?

How well does your team’s digital capability match what you need to operate and grow?

Heavy reliance on external IT support for basics; fee earners resist new tools; no internal tech championTeam adapts well to new tools, there is an internal champion, and a clear view of what to build vs buy vs outsource

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Do you have anyone internally who leads on technology? Can the team adapt when tools or processes change? Where are the biggest skill gaps: fee earners, support staff, or leadership?

Client & Market Digital Experience

How seamless is your client’s digital experience from instruction to completion?

Everything by phone, email, and post; clients chase us for updates; signing is manual, reporting is ad hocClients can instruct digitally, track matter progress, sign electronically, and receive structured updates

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Walk through what it’s like to be your client. How do they instruct you, get updates, approve documents, and pay? What do clients ask for that you can’t currently deliver? What’s your experience with client portals?

How effectively do your digital channels generate and convert new instructions?

Website is a brochure and almost all new work comes through referrals and existing relationshipsDigital channels actively generate qualified enquiries, and we can track what converts and why

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Where do new instructions actually come from? Does your website generate direct enquiries? Do you know which practice areas get found online? Do you track conversion rates or know your cost per instruction?

AI Governance, Readiness & Workforce

How clear are your firm’s rules and boundaries around AI use in legal practice?

No policy - fee earners may be using AI tools with client data, and nobody is sure what’s permittedClear acceptable use policy, understood risks around confidentiality and accuracy, sensible guardrails in place

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Are fee earners using ChatGPT, Copilot, or other AI tools in their work? Do you have a policy on what client data can go into these tools? Has anyone considered the SRA guidance on AI? Are there concerns about what’s happening without oversight?

How well does your team understand what AI can realistically do in legal practice?

Mix of hype, fear, and confusion - some think it will replace lawyers, others dismiss it entirelyRealistic understanding of where AI helps (research, drafting, document review), and a clear view of its limits and risks

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Have fee earners had any training on AI tools? Do people understand the difference between AI that drafts a useful starting point and AI that fabricates case citations? Is there genuine curiosity, anxiety, or indifference in the firm?

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