Simplicity IT Professional Service | Workshop

Private AI for Law Firms: 1-Day Workshop

Law-firm technology and risk leaders: define a confidential pilot before changing systems or sending client information to a model.

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What this workshop gives you

  • A shortlist of candidate use cases.
  • A client-information boundary and data-flow diagram.
  • A decision log covering access, logging and incident handling.
  • A pilot outline with success measures.

Scope and boundaries

One remote day with the firm's technology and risk leads. We discuss use cases, client-information boundaries, current AI policy gaps, local model data flow and pilot success measures.

The workshop produces a use-case shortlist, boundary diagram, decision log and pilot outline. The firm owns legal and professional-responsibility decisions.

  • No legal advice or bar-rule attestation is included.
  • No production installation is included.
  • Hardware, Microsoft licenses and Azure consumption are separate.
  • Any implementation needs a separate scope and approval.

Your approval before production changes

The firm's named technology and risk owners review the decision log and decide whether to request a separate pilot. The workshop makes no production changes.

How the engagement runs

  1. Set the use cases

    Identify users, matter information and current AI usage.

  2. Map the boundary

    Discuss local model data flow and Microsoft 365 connections.

  3. Review controls

    Examine Microsoft Entra access, logging and incident-handling questions.

  4. Decide the pilot path

    Review the outline and identify what a separately scoped pilot must prove.

Evidence to decision flow

Scope

Customer-approved boundary and named owners.

Delivery

Discuss local model data flow and Microsoft 365 connections.

Evidence

Agreed deliverables and validation records.

Decision

The customer owner reviews acceptance and next steps.

Microsoft technologies in scope

  • Microsoft 365
  • Microsoft Entra

Discuss workshop scope

This service is a saved Marketplace Contact Me draft, not a checkout. Discuss scope, terms and a customer-specific offer before any purchase. Microsoft licenses and Azure consumption are separate.

Bring the technology and risk leads, a candidate use case and the information classes in scope.

Discuss a scoped offer