🧭 Playbook

Days 1–30

• Take the AI readiness check for legalScore your team across the ten domains to see where to start.Open →
• Publish interim AI rules for the legal teamApproved tools, a data-to-tool matrix, no consumer tools for confidential or privileged work, and the verification standard.
• Find out what AI is already in useAsk the legal team and the CIO which AI tools are used today, under which terms, and with what data.
• Agree when legal must be consulted on company AIWith the CEO, CIO and AI lead: new AI vendors with sensitive data, AI in products, decisions about people and public AI claims.

Days 31–60

• Choose two pilot use casesScore candidates for value, effort and risk, triage them and set a baseline KPI for each.Open →
• Set your AI contract positionsPreferred, fallback and walk-away for data use, training, output IP, indemnity, security and liability.Open →
• Run hands-on AI training for the legal teamApproved tools on real, non-sensitive tasks, plus a verification exercise and the privilege rules.
• Write the privileged-matter AI protocolCounsel direction, approved tools only, labelling and access limited to the matter team.

Days 61–90

• Launch the pilots and measure monthlyRun both pilots with named reviewers; report KPIs against the baseline.Open →
• Add an AI section to outside counsel guidelinesDisclosure, confidentiality, verification, court rules and billing for AI-assisted work.
• Stand up the AI regulation radarName an owner, list the laws in scope and connect it to the AI inventory.Open →
• Send a one-page AI report to the CEOWhat legal has deployed, what it saved, the risks managed and the plan for the next quarter.