Transforming Legal Service Delivery

Client: Global AmLaw 200 Law Firm

Project Type: Strategic Team Design and Operational Consulting for AI & LLM Product Development

Challenge:

A leading global law firm sought to create an internal product development team focused on building applications leveraging large language models (LLMs) and artificial intelligence (AI). Despite their legal expertise, the firm lacked deep operational experience in running B2B SaaS ventures, critical to successfully developing and scaling AI-driven legal tools. Their goal was to establish a small, agile team that operated like a homegrown B2B SaaS startup within the firm.

Solution:

We collaborated closely with the firm's leadship team to:

• Design a product development team structure modeled on successful B2B SaaS companies.
   
• Identify and recommend key operational tools and workflows used in SaaS product management, engineering, and customer feedback loops.
   
• Establish best practices for agile development, continuous integration, and product-market fit validation tailored to legal AI applications.
   
• Build a roadmap for evolving the internal team culture and processes to mirror those of a lean, innovative SaaS startup — empowering the firm to move quickly and deliver impactful AI solutions.
   

Results:

The law firm gained a clear blueprint to build and operate an internal AI product team with a SaaS mindset. By adopting the recommended team structure and tools, they positioned themselves to accelerate the development of AI-powered legal software and better meet client needs in an increasingly tech-driven legal landscape.

Client: Private Equity Firm Supporting a Software Vendor

Project Type: Strategic Consulting for Cloud Migration Preparation

Challenge:

A private equity firm retained us to assist one of their portfolio vendors in transitioning their customer base from a legacy desktop application to a modern, cloud-based solution. The vendor needed expert guidance to anticipate potential challenges during this migration and to develop a proactive plan to prepare both internal teams and customers for a seamless transition.

Solution:

We provided strategic advice on:

• Identifying common migration challenges, including safe and reliable customer data handling, user adoption, and integration issues.
   
• Creating an organized framework to manage migration workflows and stakeholder communication.
   
• Developing client-facing materials to prepare end users ahead of the migration, reducing friction and support demands.
   
• Establishing checkpoints and risk mitigation strategies to handle unexpected issues promptly.
   

Results:

The vendor gained a comprehensive roadmap to navigate the migration with confidence. By preparing their internal teams and clients proactively, they minimized disruptions and positioned the cloud solution for successful adoption, setting the stage for improved scalability and customer satisfaction.

Client:  Early-stage Legal Tech Startup

Project Type:  Customer Research and Focus Group Facilitation 

Challenge:

 A legal tech startup was struggling to get meaningful feedback from busy attorneys on their product ideas. Despite the potential value of attorney insights, their efforts to connect and engage customers for early validation were limited by the demanding schedules of legal professionals. 

Solution:

Leveraging our deep network of legal professionals, we:

• Quickly assembled a diverse focus group of 30 attorneys from law firms of varying sizes
   
• Developed targeted discussion questions to surface honest, actionable feedback
   
• Facilitated the focus group session, ensuring productive and focused dialogue
   

Results:

The startup gained clear, firsthand insight into attorney perceptions and priorities regarding their product concepts. This enabled the client to refine their ideas with confidence and accelerate their path to market fit. 

Client: A legal tech vendor exploring LLM capabilities within its R&D function

Project Type:  LLM Experimentation Framework Initiative 

Challenge:

The vendor’s R&D team was experimenting with various generative AI use cases, but lacked a consistent framework for defining, testing, and evaluating those ideas. The team needed to move faster while ensuring their experiments generated actionable insights.

Solution:

We brought structure to their experimentation process by:

• Helping define clear test cases for evaluating LLM-enabled features
   
• Drafting product requirements and related documentation
   
• Acting as a liaison between product and engineering teams
   
• Establishing testing criteria, evaluation metrics, and result review frameworks
   

Results:

The R&D team became more organized and efficient, with faster iteration cycles, more transparent communication between teams, and the ability to make better product decisions based on structured, repeatable tests.

Client:  A legal tech vendor seeking clarity on real-world legal workflows and where innovation could drive the most impact 

Project Type: Opportunity & Customer Journey Map 

Challenge:

The client wanted to deepen their understanding of how attorneys actually work, and where existing tools fall short, to identify areas of opportunity for product development. 

Solution:
 

We acted as both attorneys and product strategists, bringing together:

• Deep knowledge of litigation and transactional legal workflows
   
• Market awareness of existing tools and emerging technologies
   
• Competitive intelligence to map where others are investing
   
• Strategic analysis to identify untapped areas with high potential
   

Results:

The client understood their end users better, the workflow gaps that matter most, and where they could differentiate. Our insights shaped their roadmap and helped prioritize high-value LLM-enabled features that competitors hadn’t yet touched.

Client:   Small Fintech B2B Company 

Project Type:  High-Level Operations Review and Strategy 

Challenge:

A growing fintech company sought an external perspective to assess its operations from a broad, strategic vantage point. They needed expert guidance to streamline processes and design a practical operational framework to support scalable growth. 

Solution:
 

We conducted a comprehensive review of their existing workflows and organizational structure, then:

• Identified operational bottlenecks and inefficiencies
   
• Recommended scalable processes and team structures aligned with their growth goals
   
• Provided a clear roadmap for operational improvements, focusing on agility and efficiency
   
• Strategic analysis to identify untapped areas with high potential
   

Results:

The client received a strategic blueprint for building robust operations that support their business objectives. Our recommendations equipped them to improve coordination, increase productivity, and better position themselves for future expansion.