AI Literacy for legal marketing and business development professionals

Most heads of legal marketing and business development already know the headline:

AI is no longer optional. What’s less clear is what to do next.

Teams are experimenting, some people are quietly using AI every day,  others are avoiding it altogether. Guidance is patchy, confidence varies wildly, and leadership often feels caught between “we need a strategy” and “we don’t yet know enough to define one.”

That’s where I come in. I work with legal marketing and BD leaders who want to move from uncertainty to direction, without rushing into tools, platforms, or ill advised initiatives that create more risk than value.

Across firms of all sizes, the pattern is consistent:

• You know AI matters, but the pace of change is relentless
• Your team is already using AI in some form, but not consistently or confidently
• There is no shared view of what “good” looks like
• You’re wary of getting this wrong culturally, reputationally, or operationally
• You suspect your firm is earlier in its AI journey than leadership rhetoric suggests

How I help: practical, structured advice and support

My work sits at the intersection of strategy, capability-building, and day-to-day reality. I am not a technology vendor, and I do not sell platforms.

Instead, I help you:

• Make sense of where AI genuinely fits in marketing and BD
• Build shared understanding and confidence across teams
• Identify where AI adds value and where it does not
• Create momentum without creating overwhelm

Most firms engage with me in stages, starting with education or exploration and progressing towards clearer strategic direction.

Clear ways to get started (and progress)

1. Strategic Advisory and Ongoing Support 

 

I work directly with senior marketing, BD and firm leadership  who need to:

* Shape a proportionate AI roadmap for marketing and BD

* Clarify roles, responsibilities, and expectations

* Support internal champions

* Sense-check governance, risk and capability decisions

* Translate AI potential into commercially sensible priorities

This work is advisory, pragmatic, and grounded in how law firms actually operate.

Typical outcome:
Leadership alignment, clearer decision-making, and forward momentum.

 

2. AI Essentials for Legal Marketing & BD

 

These sessions are designed for leaders who want their teams to understand AI properly, not just “have a go”. They provide a shared foundation without the noise.

They provide:

• A clear, non-technical explanation of how AI is being used in legal marketing and BD today
• Real examples relevant to content, research, proposals, pitches and internal workflows
• A practical mindset shift: what to use AI for, what not to use it for, and why
• An open forum for questions, concerns and scepticism

This is often the first step for firms that want to reduce anxiety, level-set knowledge, and stop unhelpful experimentation.

Typical outcome:
Your team has a shared language, greater confidence, and a more realistic understanding of what AI can (and cannot) do for them.

3. AI Discovery Workshops & Thinking Labs

 

Once teams understand the basics, the next challenge is direction.

Discovery workshops are structured, facilitated sessions that help you:

* Understand how your team is actually using AI today

* Map where time, effort and friction currently sit in BD and marketing workflows

* Identify realistic opportunities for AI to support quality, consistency, and efficiency

* Surface risks, capability gaps and governance questions early

These are not technical build sessions. They are “thinking labs”  designed to help you decide what matters, what is worth piloting, and what should wait.

Typical outcome:
A clear set of priorities and next steps, grounded in your firm’s reality rather than external hype.

4. Capability Building and Team Training

 

For teams ready to go deeper, and introduce AI into your teams workflows.  I offer practical training focused on:

* Getting better results from AI without losing voice, judgement. or standards

* Using AI as a thinking assistant, not just a drafting tool

* Applying AI to research, planning, content, proposals and internal communications

* Understanding how tools like ChatGPT, Copilot, projects and custom set-ups can support team workflows

This is skills-led training for non-technical professionals who need AI to fit around busy roles.

Typical outcome:
A more confident, capable team that uses AI consistently and appropriately

How most firms work with me

There is no single “right” entry point. Most firms follow a progression:

1. Build understanding = AI Essentials
2. Create clarity = Discovery Workshops / Thinking Labs
3. Develop capability = Team training
4. Set direction = Leadership advisory support

You do not need to have all the answers upfront. You do need a safe, structured way to find them.

“Vikki delivered a fantastic AI workshop for my team – we learned so much and now looking forward to her helping us putting action in the future.” Marketing Director, leading London IP firm, 2025

 

Next Steps

If you are responsible for a marketing or BD team and feel the pressure to “do something” about AI but want to do it properly then  a short discovery conversation is usually the best place to start.