All case studies BigLaw · Discovery

A BigLaw partner got a Digital Chief of Staff inside a Microsoft-locked firm

A BigLaw partner Digital Chief of Staff scoping for a 1,000-lawyer Australian firm where AI on client data is restricted to a short approved list.

Industry
BigLaw
Engagement
Discovery
Timeline
Discovery in progress
Outcomes
Hours saved

The problem

A BigLaw partner at a 1,000-lawyer firm with 150 partners was managing 100-200 emails per day. AI was restricted on client data — only firm-approved tools (sandboxed enterprise GPT, Legora, Co Counsel) were allowed. Personal-account AI was viable for non-client workflows. The firm was pushing AI down to junior-grad workflows (100 grads per year).

What we built

  • Discovery and scoping call mapping the regulatory and IT constraints
  • Digital Chief of Staff variant designed for Microsoft-locked, IT-restricted environments
  • Power Automate-leaning architecture matching firm IT requirements
  • Personal-account Lindy strategy for non-client workflows only

Stack

Microsoft CopilotPower AutomateLegoraCo CounselLindy (non-client only)

Outcome

Active scoping conversation.

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