Clients expect sharper insight and faster responses than they did even a few years ago. Competitors are changing how they prepare and present. For managing partners, practice heads and senior lawyers, the question is no longer whether AI matters, it is how to apply it without undermining judgement or credibility.
I work with law firm leaders to strengthen how they win and retain work, with AI applied deliberately and within clearly defined boundaries.
Engagements typically take one of three forms, depending on where your team is starting from.
Leadership and Practice Group Sessions
Focused working sessions that examine where AI can improve preparation, consistency and follow-through across the group, and what guardrails are needed to protect standards and confidentiality.
Individual Partner Advisory
For senior lawyers working on personal positioning, thought leadership and BD strategy, with AI used carefully to sharpen articulation and maintain visibility without compromising voice or authority.
Firm-Wide AI Strategy
Broader advisory work, often in collaboration with Edge International, examining how AI affects competitive positioning, pricing and leverage models as part of a wider conversation about sustainable growth.
What I See in Practice
Partners are experimenting individually but there is no shared standard across the group
Preparation for pitches and client meetings is still more instinct-driven than it needs to be
Junior lawyers are using AI in ways that seniors haven't agreed or sanctioned
Thought leadership and visibility are inconsistent, some partners active, most not
AI is being treated as a technology question when it is really a business development question
Firms are moving fast on tools and slowly on governance
The opportunity is not efficiency. It is better preparation, stronger positioning and more consistent follow-through.
How I Help
AI for Smarter Client Strategy
I work with leadership teams and practice groups to apply AI in ways that strengthen client strategy and business development.
This is not AI training for lawyers. It is advisory work grounded in 25 years of legal BD, focused on where AI can sharpen the thinking that wins work.
A Typical Progression
01
Alignment — understanding where AI adds value and where it does not
02
Application — embedding it into BD workflows and pitch preparation
03
Governance — ensuring standards, confidentiality and oversight are in place
What Clients Say
“In one workshop, we worked on improving preparation for strategic client meetings by integrating structured AI-assisted research with partner insight. The result was not simply faster preparation, but more focused conversations and clearer follow-up actions across the team.”