Templates

Templates you can copy and use

5 working documents for a firm adopting AI. Read them here, copy them or download them. Nothing is gated, and none of it is legal advice.

Templates

5 documents, free to use

How to use them

Start with the policy

If your team is already using AI and nobody has agreed the rules, begin with the AI use policy. The 2 assessments support it: one for each tool you approve, and one for each thing you use a tool for.

The worksheet and the roadmap are for deciding what to build. Fill in a worksheet for each candidate process, then put them in order on the roadmap.

Your brief · 1 of 3

What brings you here?

See what we’d build first at a firm like yours.

Want it filled in with you?

A working session covers the same ground with your own processes and tools in front of us.