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INDUSTRY SPECIFIC AI USE

Legal & Professional Services

Practical AI use cases that support legal precision and efficiency.

Common Challenges

Manual triage of client intake and high-volume administrative load

Difficulty locating prior work or precedent across document libraries

Risk of GenAI tools being used without appropriate oversight

Time pressure to deliver insights faster without compromising compliance

USE CASE ONE

Use Case: Intake Triage & Knowledge Retrieval

Challenge: Teams spend hours sorting new client matters and re-hunting documents.

AI Solution: Use GenAI to assist with classification, key fact extraction, and precedent lookup.

Benefit: Speeds up workflows, supports staff, increases consistency without replacing legal judgment.

Risk: If not governed, AI may misclassify or suggest irrelevant precedents, risking confidentiality.

USE CASE TWO

Use Case: Summarizing Briefs & Case Law

Challenge: Lawyers face long review times for case law and filings.

AI Solution: AI auto-summarizes briefs, flags key arguments and relevant precedents.

Benefit: Reduces prep time—more time strategizing, less time scanning.

Risk: AI may miss nuance or hallucinate citations—final review is essential.

Suggested Starting Points

Foundations of AI Readiness Workshop
AI Policy Workshop
Team Literacy & Role Design
AI Readiness Deep Dive
Data Readiness Assessment

"Legal AI use can drive meaningful efficiency—but only if paired with governance. Precision, context, and client confidentiality must always remain human-led. Our framework helps firms adopt AI with intention."

NEXT STEPS

You’re Ready. Let’s Build the Foundation Together

These are not generic trainings—they’re guided working sessions. Each is designed to help your organization progress toward responsible AI adoption. Start with one, or stack multiple to create meaningful change.

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The Smart Dolphins team provides engaging and interesting Microsoft product training. Their expertise enables them to structure clear and concise sessions suitable for users of all levels. Participants gain valuable insight into using both familiar and new features to boost productivity and streamline work processes. The accompanying handouts and workbooks offer essential reference and practice resources, and my skill levels have improved significantly as a result of attending these sessions. I highly recommend their training!

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