The strategy focuses on leveraging artificial intelligence (AI) to transform legal services by improving quality, speed, and efficiency. It has a clear objective of transitioning AI from being a mere tool to a core capability within three years. For instance, the integration of AI into legal research could include using specialized AI tools to quickly access and analyze vast legal databases, saving lawyers hours or even days in manual research time.
To achieve these goals, the strategy includes diverse action items such as automating document review processes. For example, AI can quickly scan and identify important clauses in legal documents, significantly recovering time typically spent on tedious manual reviews. Additionally, enhancing client interaction using AI tools like chatbots can streamline initial consultations, offering real-time responses and increasing client satisfaction.
The strategies
⛳️ Strategy 1: Integrate AI into legal research
- Assess current legal research processes to identify areas for AI enhancement
- Research and select AI tools specialised in legal research
- Conduct pilot projects using AI tools in specific legal cases
- Train legal staff on effective AI tool usage for research
- Establish metrics to measure improvements in research efficiency
- Analyse feedback from pilot projects to refine AI integration
- Develop protocols for AI-driven legal research
- Integrate AI research findings into ongoing legal cases
- Regularly review AI systems for updates and legal accuracy
- Publish case studies on improvements due to AI-enhanced research
⛳️ Strategy 2: Automate document review and due diligence
- Identify repetitive document review processes suitable for AI automation
- Select AI solutions that specialise in document review
- Run a small-scale document review automation project
- Train staff on using AI for document and due diligence processes
- Implement a feedback loop for AI document review projects
- Measure time saved and errors reduced by AI document review
- Scale successful AI document review models firm-wide
- Ensure AI compliance with legal privacy and confidentiality standards
- Monitor ongoing AI effectiveness in document review
- Report on AI impact in document handling and accuracy improvements
⛳️ Strategy 3: Enhance client interaction through AI
- Evaluate client interaction points for potential AI integration
- Develop AI-driven chatbots for initial client consultations
- Integrate AI systems with client management tools
- Offer clients options for AI-enhanced service delivery
- Train client-facing staff on AI interaction tools
- Collect client feedback on AI-driven interaction improvements
- Use AI analytics to personalise client service offerings
- Regularly update AI to ensure it aligns with client needs
- Analyse client retention and satisfaction related to AI services
- Advertise AI enhancements as part of competitive service offerings
Bringing accountability to your strategy
It's one thing to have a plan, it's another to stick to it. We hope that the examples above will help you get started with your own strategy, but we also know that it's easy to get lost in the day-to-day effort.
That's why we built Tability: to help you track your progress, keep your team aligned, and make sure you're always moving in the right direction.

Give it a try and see how it can help you bring accountability to your strategy.
