Legal services

An AI search assistant for the firm's know-how

A firm could build an internal AI assistant that answers technical questions using only its own precedents, articles, and training notes.

Mid-sized firm A couple of months to value

The challenge

Years of internal know-how is locked in shared drives, intranets, and people's heads. Junior lawyers often re-invent answers that already exist.

The approach

1Index the firm's approved precedents, briefing notes, and internal articles.
2Build a chat interface that always cites its sources.
3Restrict access to authenticated firm users.
4Review unanswered questions monthly to spot know-how gaps.

Potential outcome

Faster answers to common technical questions.
Better leverage of existing know-how.
A clearer view of where know-how needs investment.

Tools used

Private LLM with retrieval Know-how repository Single sign-on

How a sensible pilot could look

The fastest way to test a use case like this is a tightly scoped 30-day pilot rather than an open-ended rollout. The shape we recommend in almost every UK SMB is the same: one workflow, one owner, one success metric, one decision date. The point is to learn quickly and cheaply, not to transform the business in month one.

In week one, map the current workflow end to end and time it. This baseline is non-negotiable - without it, you can't tell whether the AI made things better, worse, or about the same. In week two, set up the tool and train two or three people deeply rather than rolling it out widely. In week three, run the new workflow alongside the old one and capture friction in writing. In week four, review the data, decide go or no-go, and write up what you learned.

Even a no-go is a successful pilot if you understand why. The worst outcome is a 'maybe' that drags on for another month and quietly absorbs the budget.

What to watch out for

Picking too broad a workflow. Narrow it until it almost feels too small - you can always widen later.
Skipping the baseline. If you don't know what 'before' looked like, you'll argue about whether 'after' is better.
Removing the human review too early. Almost every successful AI rollout in an SMB keeps a person on the final decision for far longer than the vendor suggests.
Letting the success metric become a feeling. 'The team likes it' is not a metric. Time saved, error rate, response time, conversion - pick something measurable.
Pasting client or customer data into a public tool. Use the approved one, or don't paste it at all.

Questions worth asking before you start

Who owns this? Not a steering group - one named person whose job it is to make this work, with the authority to change the workflow rather than just observe it.
What does success look like in numbers? Pick one metric, write it down on day one, and don't change it mid-pilot.
What data is the AI allowed to see? Be explicit about what's in scope, what's out of scope, and where outputs are stored. Document it before the pilot starts, not after.
What happens at day 30? Diary the go / no-go meeting now. Invite the people who can actually decide, not just the people who'll be in the room anyway.

Free assessment

Not sure if this is the right use case for you?

Take our 3-minute AI Opportunities assessment and get a tailored shortlist of the highest-impact use cases for your legal services business - based on how you actually work today.

Start the assessment About 3 minutes - no email required

More Legal services use cases