Major AmLaw 100 law firm2025 - 2026

AI-Enabled Lawyer Tools.

Two AI-powered tools co-designed in close collaboration with the lawyers from a finance practice group at a major AmLaw 100 law firm. Tool 1 automates the first drafts of complex financial documents. Tool 2 is an AI deal-management tool that meets lawyers where they already work, in their email inboxes.

The Client

A top AmLaw 100 law firm, in partnership with practice group, IT, and innovation leadership at the firm.

What I Did

I designed and led the upstream work that enabled the build of both AI tools. The project began with a Radical Thinking Workshop that I created which convened lawyers from across the practice group to reimagine the future of legal work inside their practice group. The outcome of the workshop surfaced deal management and automated drafting as the two strategic focus areas.

Next I led the design team that conducted extensive research with partners, associates, paralegals, IT, and finance team members. The unique top-down and bottom-up view of that we were able to obtain led to 11 potential AI-enabled products to build.

With these design directions in mind, I assembled a multidisciplinary "super team" composed of IDEO-alumni designers, AI engineers, data scientists, and a handful of the most tech-savvy associates in the practice group. I handed the build off to a specialist team and the firm's internal IT once the 0-to-1 was complete.

A deal-management dashboard for Acme Global Fund II, showing a document task list (structure paper, term sheet, memoranda) and an activity feed of updates.
The AI-powered deal management tool meets lawyers where they live. Their email in-boxes.FIG. 01
The drafting tool: a table of 31 funds with an extraction panel configuring how a "Fund Size" monetary value is pulled from fund documents.
An AI powered tool that creates the first draft of financial documents.FIG. 02
Outcome

The firm greenlit both products. They were built over a 9+ month engagement and are now in active use inside the firm.

The title slide for the FSG Radical Thinking Workshop, set in orange display type over a moody grey cityscape.
The project started with an innovation workshop that pushed lawyers to think radically about the future of their profession.FIG. 03
A slide listing eleven candidate ideas in two columns, Deal Management and Drafting, that came out of the design research phase.
Our original design research phase identified 11 potential product directions, which were narrowed to the two AI tools we built during strategy sessions with the client.FIG. 04