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BigLaw · Discovery
A BigLaw partner cut through 200 daily emails using AI tools the firm actually allows
A 1,000-lawyer Australian firm restricted AI on client data to a short approved list. We mapped what was allowed, found where the real time went, and designed a Digital Chief of Staff that works inside those limits.
The problem
A BigLaw partner at a 1,000-lawyer firm was handling 100 to 200 emails a day. AI was restricted on client data. Only a short list of firm-approved tools was allowed for client work. Personal AI accounts were fine for everything else. The challenge was finding real productivity gains without breaking firm policy.
What we built
- A full constraint map done first: which AI tools touch client data, which are personal-account safe, and where the time actually goes. Most law firm AI projects fail because they skip this step.
- A Digital Chief of Staff designed for Microsoft-locked environments. Copilot and Power Automate handle client-adjacent work. Personal Lindy handles everything else. No firm policy gets broken.
- A Power Automate and Copilot workflow that reads the partner's inbox inside Microsoft's approved surface, drafts triage, and routes actions within the firm's compliance rules.
- A personal Lindy strategy for non-client work like CLE planning, business development, and internal admin. A surprising share of a partner's week is non-client. AI can take a third of it off without ever touching a privileged document.