92. The AI-Enabled Attorney
What’s Inside
Technology as a Priority
Schedule Your Spring Retreat
1. Technology as a Priority
When everything is a priority, nothing is a priority.
That's why your firm's growth strategy needs to be grounded in a focused set of shared priorities, typically around 6 Pillars of Growth:
Products & Services
Marketing & Communications
Technology & Infrastructure
People & Culture
Business Development
Finance
A few weeks ago, I shared about my work advising an attorney as he develops and implements his business development plan.
Now, let's dig into Technology as a growth priority – through technology transformation I’m driving at a growing law firm.
The "AI-enabled attorney" may sound fancy.
But really it's about understanding how technology can assist internal business operations and external client delivery.
"AI-enabled" might look like using Generative AI to draft marketing materials, but sometimes it simply looks like automating a manual process.
Define the Baseline
Before jumping to specific technologies, it's important to understand the baseline - aka the current state.
What tools and technologies exist in the firm today?
What business processes are manual/automated?
How are clients being served? What is manual/automated?
Capture Pain Points
Where do bottlenecks exist in business ops and client service?
What business ops needs does tech not address/address poorly?
What client service needs does tech not address/address poorly?
Envision the Future
How might technology relieve one or some of the existing bottlenecks?
How might technology better serve business operations or client service?
What privacy, policy, ethical, security, or other controls are needed?
At the end of the day, technology is not the solution - it is an enabler.
How are you investing in technology to fuel growth?
2. Schedule Your Spring Retreat
Position for 2026 and beyond.
Schedule a call to discuss your team’s spring leadership retreat now.
Here’s a sampling of topics we can cover:
Define/refine Vision, Mission, & Values
Develop 3-year strategy
Create clear 1-year & 90-day plan
Clarify roles & responsibilities
Improve cross-team communication
Streamline processes to save time & money
Make time to work ON, not just IN, your business.
It’s key to driving revenue, engagement, & impact.
Schedule a call for help with your company’s spring leadership retreat.
3. Working Together in 2026
Here are a few ways we can partner this spring -
Leadership Offsite: Define your growth strategy & priorities, clarify your go-to market plan, & improve your team's communication. (Learn More)
Fractional Executive: Embed strategic advisory services within your C-Suite as part of your leadership team. (Learn More)
Strategy with Susan: 45 mins to "pick my brain,” brainstorm go-to-market strategy, & chat about business-related questions. (Schedule)
Big Business to Small Business: Explore 10 Strategies to grow your company and find work you love. (Order Here)
As always, thanks for reading.
To your strategic success,
Susan
