AI is being used inside your law firm.

AI adoption does not always begin with a formal initiative.

In many firms, AI use begins through ordinary work: drafting, summarizing, research, review, internal administration, or software tools that now include AI features as part of the platform.

The question is no longer simply whether AI is present. The question is whether firm leadership has defined the boundaries and the required human oversight.

The AI Reality Check helps firm leadership understand the professional issues raised by AI use, identify where clear limits may be needed, and clarify where human review, supervision, and accountability should remain in control.

For managing partners who want clearer AI boundaries

This review is designed for managing partners and firm leaders who know AI is becoming part of legal work, but have not yet defined the firm’s position with enough clarity.

It is especially useful for firms that have discussed AI informally, have no clear AI use policy, or are unsure whether existing policies address public AI tools, embedded AI features, legal-specific AI products, confidentiality, supervision, billing, or client-related work.

The best fit is a law firm with enough people and operational complexity that informal expectations are no longer enough.

This is not designed for firms that already have a mature AI governance structure. It is also not a prompt-training session for lawyers who simply want to learn better ChatGPT techniques.

Has firm leadership made a deliberate decision about AI use?

The core issue is not whether AI is good or bad.

The issue is whether leadership has made clear decisions about how AI should be used, what uses are appropriate, what uses require human review, and what uses should be limited or prohibited for client work.

Many firms have general technology policies, confidentiality rules, or professional responsibility expectations. But those policies may not clearly answer the practical AI questions attorneys and staff now face:

What information may be entered into an AI system?

Which AI-assisted outputs must be independently verified?

When is AI use appropriate for client-related work?

Who is responsible for supervising AI-assisted work?

What uses should be off-limits unless leadership approves them?

The AI Reality Check begins with those practical questions.

The process

• Step 1: Fit Conversation.  A 30-minute conversation to answer questions, understand your firm's situation, and confirm whether the Reality Check would be useful.
• Step 2: Intake.  A short questionnaire to identify what is known, unclear, or undecided about current AI use, policy, training, supervision, human review, and leadership visibility.
• Step 3: Review Session.  A focused leadership conversation about current AI posture, professional boundaries, appropriate limits, human oversight, and practical next decisions.
• Step 4: Findings Report.  A written AI Reality Check Report presented in a live review conversation, so findings can be explained in context and questions can be answered.

The process is designed to give leadership clarity without launching a large internal project, buying software, or committing to implementation.

Your report includes

You receive a written AI Reality Check Report built for firm leadership, not technical staff. It is designed to be read quickly by a managing partner and used as a practical decision document.

The report addresses six practical areas:

• AI Posture Overview.  Where the firm appears to stand today.
• Current AI Use Snapshot.  What AI use is known, likely, or unclear based on the intake questions and leadership conversation.
• Boundaries and Limits.  Where AI use may be appropriate, where human review is required, and where use should be limited or prohibited.
• Policy and Governance Gap Assessment.  What is missing, unclear, or inconsistent in the firm's current approach
• Immediate Leadership Action Items.  The two to four issues leadership should address first
• 90-Day Adoption Path.  A practical sequence of next steps for the firm to consider

This is not a comprehensive audit. It is a focused diagnostic that helps leadership understand the current posture, define clearer boundaries, and decide what deserves attention next.

What is not included

The AI Reality Check does not include staff training, software implementation, prompt engineering, technical support, or a list of AI tools to buy.

It is not a vendor pitch. I am independent of AI software vendors, platforms, and promotional relationships.

It is also not an investigation. The purpose is not to embarrass staff, expose individual mistakes, or assign blame.

The purpose is leadership clarity: helping the firm understand whether current AI use, policy, human review, supervision, and professional guardrails are aligned.

Why Rex

I spent 30 years as a litigation attorney, including four years as managing partner of a mid-size law firm. I later built and ran my own virtual office and solo practice for 15 years.

I have already lived through one major shift in how law practice operates. I recognize another one when I see it.

After retiring from practice, I went deep into AI, automation, software systems, and the practical realities of using these tools in professional work. My own work with AI has been practical, not theoretical. I have built AI-supported workflows, research processes, and decision-support systems for my own business.

The Reality Check is not delivered from the perspective of a software vendor or generic AI consultant. It is grounded in law firm leadership, professional responsibility, confidentiality, supervision, firm operations, and the difference between an idea that sounds impressive and an approach a managing partner can actually govern.

Founding round: four complimentary reports

I am offering the AI Reality Check at no charge for the first four selected law firms.

The purpose is to refine the diagnostic process, dashboard, and report format so that future clients receive the most focused and useful leadership-level guidance possible.

There is no obligation to continue after the report review.

Some firms may decide the findings are enough for now. Others may want help developing an AI use policy, professional guardrails, leadership training, or a broader responsible adoption plan.

Either way, the Reality Check is designed to stand on its own.

The next step

AI is being used inside your firm.  Working together you will have visibility into how it is being used and whether sufficient limits and human review are in place. 

It starts with a focused conversation, a short intake, and a written leadership report that helps the managing partner see what is true and decide what should be clarified next.