This is exactly what you receive.

After a five-pillar review, six departmental interviews and a workflow audit, the firm scored 64/100 on AI readiness — Medium-High. Foundations are sound: data is structured, leadership is engaged, and tooling spend is already aligned with workflow needs. The constraint is execution capacity, not appetite.

The five highest-leverage opportunities cluster in document drafting, client communications and reporting workflows — areas where senior fee-earners currently spend 30–40% of their week on low-judgement tasks. We expect the recommended 90-day plan to recover meaningful capacity in the first quarter, with a clear pathway to a self-funding programme by month six.

• Sales

  Strong CRM hygiene. Proposal drafting is the #1 time sink — averaging 7 hours per rep, per week.

• Operations

  Process documentation 60% complete. Three manual handoffs identified as immediate automation candidates.

• Finance

  Coding is consistent and audit-ready. Month-end commentary is the bottleneck — 1.5 days per cycle.

• Marketing

  Brand voice is documented but not enforced. Content production is reactive rather than planned.

• Client services

  High NPS, slow response times. First-touch reply averages 9 working hours.

• People & HR

  Onboarding is high-touch but inconsistent — different experience per joiner.

Ranked by recovered capacity per pound invested. Each is fully scoped in the appendix with vendor shortlist, integration notes and rollout owner.

1. 1

   Proposal drafting from CRM data

   ~6 hrs / wk recovered per rep

2. 2

   Auto-drafted month-end commentary

   ~0.5 day saved per close

3. 3

   Client email triage and reply drafts

   ~60% faster first response

4. 4

   Brand-voice content assistant

   ~35% faster marketing output

5. 5

   Onboarding playbook automation

   ~4 hrs saved per new client

Identified during the audit. Each has a recommended mitigation and named owner in the full report.

1. 1.Personal data flowing into AI tools without a Data Processing Agreement in place.
2. 2.No human-review trail recorded on AI-assisted client communications.
3. 3.Inconsistent prompting patterns across teams — leading to variable output quality.
4. 4.Vendor concentration risk on a single proprietary AI platform.
5. 5.No designated owner for AI governance, policy or incident response.

Sequenced for momentum: low-risk wins first, governance in parallel, scale in the final phase.

1. 1Review this report with your leadership team within 7 days.
2. 2Confirm an AI governance owner and verify DPA status with your chosen vendor.
3. 3Kick off Pilot #1 (proposal drafting) — we provide implementation support if useful.
4. 4Schedule the 30-day check-in to review pilot outcomes and unlock Phase 2.