How the Assessment Works and Why It Matters for Law Firms
This assessment is designed specifically for the legal sector, where AI adoption must balance innovation with confidentiality, privilege, supervision, and professional responsibility.
Rather than focusing on technology alone, the assessment evaluates AI readiness across four core pillars. Each pillar represents a critical foundation that must be in place before AI tools such as Microsoft Copilot can be deployed safely and defensibly within a law firm.
AI readiness is systemic.
Strength in one area cannot compensate for weakness in another. Even firms with modern technology can expose significant risk if governance, people readiness, or adoption controls are missing.
Business, Strategy & People Readiness
Assesses whether leadership alignment, strategic intent, and staff readiness exist to support responsible AI use. In legal environments, this ensures AI is used consistently, supervised appropriately, and aligned with professional standards and partner accountability.
M365 Technical & Infrastructure Readiness
Evaluates whether your Microsoft 365 environment is capable of supporting AI reliably and predictably. AI tools rely entirely on the quality and configuration of the underlying platform without this foundation, outputs become unreliable and adoption quickly stalls.
Data, Security & Governance Readiness
Examines how well client data, matter information, and sensitive documents are protected and governed. For law firms, this is a critical risk pillar. AI systems surface information based on access and permissions, making strong governance essential to maintaining confidentiality, legal privilege, and regulatory compliance.
Adoption & Operating Model Readiness
Assesses whether your firm has the operating model, training, supervision, and support structures needed to embed AI into daily legal work. Without a clear adoption framework, AI use becomes inconsistent, difficult to supervise, and hard to defend if challenged.