Name the workflow before the technology
Start by choosing recurring work where delay, rework, repeated drafting, knowledge search, or compliance evidence creates visible cost.
Check the adoption conditions
Before implementation, confirm there is an owner, representative sample data, staff time for testing, and a way to tell whether the work is worthwhile.
Decide the first sensible step
Some firms need training, some need consulting, some need workshops, and some are ready for a workflow sprint. The right first step depends on readiness, risk, and where value is most visible.
Practical takeaways
- Use AI around an operational pain, not a vague trend.
- Confirm ownership, data readiness, and measurement early.
- Choose training, consulting, workshops, or sprint work based on readiness.