Free template

AI roadmap template

An AI roadmap for a service firm is a ranked list: the processes worth moving, in order of payback, with what each needs first and who owns it. It also names what you are leaving alone, and why. One page is enough. Each line should pay back before the next one starts.

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AI roadmapFilled in as an exampleSection 1Section 2Section 3

Before you start

How to use it

AI roadmap

Each line has an owner, and pays back before the next one begins.

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Firm: [name] · Owner: [name] · Date: [date]

Where we are

Today [what people use, and what is already built]. The rules are [agreed / not yet agreed].

The lines, in order

Roadmap
ProcessHours a yearNeeds firstOwner
[First process][hours][Nothing / a clean record / a policy][name]
[Second process][hours][The first one running][name]
[Third process][hours][What it depends on][name]

Not yet

  • [Process]: [why not, and what would change that].
  • [Process]: [why not].

How we decide the next line

We review this every [month]. A line starts when the one before it is running and has returned its hours.

Yours to fill in

Reviewed October 10, 2026 · not legal advice

Questions we get asked

Ask us something else
How far ahead should a roadmap look?

Name the first 3 lines properly and hold the rest loosely. The order changes once the first one is running.

What goes on the “not yet” list?

Anything that wouldn’t pay back, isn’t reliable enough yet, or depends on something you haven’t fixed.

Who should own it?

Someone in leadership, because the order is a business decision.

Ask us something else

Goes with this

Your brief · 1 of 3

What brings you here?

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

Start with one process.

A working session on how your firm actually runs. You leave knowing the first process worth fixing.

Book with usStart your brief