FOR LAW FIRM MARKETING AND BD DEPARTMENTS
Most AI training for law firms is a lecture about what AI might do someday. Ours is a working session built around what your team does every day: pitches, proposals, content, competitive intelligence, client development. Guy Alvarez, a former lawyer with more than 20 years in legal marketing, runs every session personally and uses these exact workflows to deliver client work daily.
Department Workshops and Bootcamps
Two hours to a full day, in person or virtual. Teams work in breakout groups to surface their own use cases, score them with our VERDICT framework, and leave with a ranked backlog of quick wins and bigger opportunities.
Retreat and Leadership Sessions
Keynote-plus-workshop formats built for department retreats and leadership offsites, customized to your firm's AI tools and policies.
Role-Specific Training
Focused sessions for the teams that need depth: business development, communications, creative services, marketing operations, competitive intelligence.
Follow-On Support
Consulting hours, use-case implementation, and our certification course for team members who want to go deeper.
Firms we've trained include Reed Smith, Womble Bond Dickinson, Blake Cassels & Graydon, Akerman, Withers, and Blank Rome. Several have come back for additional sessions across offices and teams; Withers has run the program in three regions.
"I thought the session was enormously helpful."
Chief Marketing & Business Development Officer — Ashley Horne, Womble Bond Dickinson
"It was very well received and an excellent start on our department AI transformation journey."
Chief Marketing & Business Development Officer — Gillian Ward, Reed Smith
"Everyone felt like they really came away with learning how to do better prompting. I know I did!"
Director of Digital Marketing — Dianne Bluestein, Blank Rome LLP
"Adding my thanks to you for the terrific presentation. As you could see by the team's reaction, the interest was enthusiastic and high."
Head of US Marketing & Business Development — Betsy Donovan, Withers
"The firms that build real AI fluency into their marketing and BD functions are going to have a material advantage over the ones that don't. That gap is opening now. This program gives you the tools to be on the right side of it."
Marketing and Business Development Manager — Chris Sillman, Withers
AI Training for Law Firms
Find the work that needs changing
Through interviews and process reviews with your marketing and BD teams, we map how the high-volume work gets done today: pitches and RFPs, client alerts, and rankings submissions. Each one gets scored with VERDICT, our framework for deciding what to build first. You get a ranked list: the tasks you can change in a week and the ones that need IT and a quarter. We document the current-state process and requirements for each one, so nothing depends on what one person remembers.
Build the skills and workflows on the tools you already have
We translate the top use cases into clear functional requirements, then evaluate what your existing technology can support: the approved AI platforms, the CRM, the experience database. We work with you to build draft workflows or skills (the prompts, templates, and sign-off steps) that your team can run on real pitches and client alerts before anyone commits budget. Where IT needs to be involved, we prepare the documentation their review asks for and coordinate the hand-off, so implementation keeps moving.
Get the whole team using the same workflows
AI workflows stall when the people who draft pitches and alerts are asked to change how they produce them. We deliver demonstrations and hands-on workshops, write the standard operating procedures, and support your team through rollout with training, communications, and ongoing check-ins. The goal is one documented way the whole department drafts these materials with AI, so the quality of a pitch or an alert does not depend on which person wrote the prompt.
Who advisory fits
Advisory fits departments that are past experimenting and short of a standard: a few people using AI well, everyone using it differently, and no documented workflows the whole team can run. It also fits the CMO who has been asked to speak for marketing and BD on the firm's AI committee and wants a written plan to present there.
How engagements are structured
Engagements are scoped to the department, from a focused assessment over a few weeks to ongoing fractional advisory alongside your team. Every engagement produces documentation the department keeps: the ranked list of use cases, written procedures for each workflow, and a roadmap leadership can read on one page.