Program

Data & KM Foundation

Make your own work findable, so AI has something good to work with.

The problem

Retrieval only works on material that is organized, current and permissioned correctly. In most firms the precedent bank is a folder, matter metadata is inconsistent, and ethical walls exist in a system nobody has tested against search.

The evidence

  • 48%

    of corporate legal teams say the right tools aren't in place.

    Thomson Reuters Legal Department Operations Report, 2026

  • 2×

    legal technology budgets are on course to double by 2028.

    Gartner, May 2026

What you get

  • Assessment of the document and knowledge estate, with the gaps named
  • Metadata and taxonomy standard the firm will actually maintain
  • Permission and ethical-wall model, tested against retrieval
  • Curated precedent and know-how sets for the practices in scope
  • Search and retrieval that fee earners use, measured on whether they do

How it works

  1. PHASE 1

    Evidence

    Inventory the estate across the document system, email and shared drives. Find out where people actually look first.

  2. PHASE 2

    Baseline

    Measure retrieval quality today on real questions, and test the wall model against it.

  3. PHASE 3

    Design and ship

    Set the standard, curate the priority collections, and put retrieval in front of the practices that asked for it.

  4. PHASE 4

    Prove

    Re-run the retrieval measure, report the change, and hand over the standard with an owner.

Every engagement leaves an instrument behind. Here it is: A retrieval quality measure you can re-run after every change.

What it costs

Scoped range

4–6 months

Scoped on the document estate, the number of systems in scope and the quality of matter metadata. Expect the metadata to be the long pole.

What it does not include

This is not a document system migration, and we do not re-file twenty years of matters. We fix the collections that carry the value and give you the standard for the rest.

What it typically leads to

  • Program

    AI Adoption & Enablement

    Get AI into the work your fee earners actually do, with evidence for clients.

    Read more →
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Start here

Start with one sprint

Two to three weeks, one approver, a deliverable you keep. Tell us the problem and we'll come back within one business day with a scope, a date and a fee.

Scope a sprint →