AI Readiness assessment
Know Exactly Where Your Firm Stands with AI
Most law firms think they're ready for AI. Many aren't. Missing licences, ungoverned data, unlabelled documents, and teams with no AI experience will undermine any AI programme before it starts. Nexian's AI Readiness Assessment covers both dimensions — the technical state of your Microsoft 365 environment, and the AI readiness of your people — so you know exactly what needs to change before you commit to anything.
What The Technical Assessment Covers
Licensing Audit
Microsoft 365 Business Premium verification — required for Copilot. Identifies licensing gaps across the firm, including per-user Copilot licence allocation.
Microsoft Purview Configuration
Whether Purview is active and correctly configured for your firm's data governance requirements — the foundation for audit logging and Copilot compliance.
Sensitivity Labels & Data Classification
Whether documents and data are labelled to a standard that allows Copilot to respect confidentiality boundaries. Commonly the biggest gap in SME law firms.
Role-based Access Controls (RBAC)
Whether permissions are structured so that Copilot can only surface data a fee earner is authorised to see — critical for client confidentiality compliance.
DLP Policies & External Sharing Governance
Data loss prevention policies and external sharing settings — ensuring AI tools cannot inadvertently surface or externalise confidential client data.
Security Posture & Copilot Readiness Score
An overall security posture assessment with a scored Copilot readiness rating — giving a clear, comparable benchmark across departments or practice areas.
Assessment two
Skills Readiness
Technology readiness alone isn't enough. If fee earners don't understand what AI can do, don't trust the outputs, or don't know how to prompt effectively, the tools will go unused. The skills assessment identifies exactly where your people are — and what they need to get to productive AI use.
We assess across four groups: fee earners, support staff, management, and senior leadership — because the AI skills gap looks different at each level of the firm.
Professional Support plan for actionstep
What's included
Workflow Development
Our service analysts and consultants provide guidance to your staff on how to use the core functions of the Actionstep system.
Document Coding
Ensuring the workflows that have been developed by Nexian or others operate effectively.
Tech Skills Assessment
Our legal cashier experts can support your team in any tasks undertaken within the Actionstep system.
Legal Process Analysis
Our service analysts help resolve issues with the core functions of your Actionstep system.
Report Development
Our analysts can help you resolve any problems with your suite of Actionstep reports.
Precedent Maintenance
Our analysts and advisors can provide advice on the capabilities of the Actionstep system and the tools that integrate into it.
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deliverables
Technical Readiness Report
A scored audit of your Microsoft 365 environment against the requirements for safe AI deployment — with specific remediation steps for every gap identified.
- Scored M365 Copilot readiness rating
- Purview, RBAC, DLP, and licensing gaps are itemised
- Sensitivity labelling assessment and recommendations
- Security posture review
- Remediation steps with effort estimates
- Written for IT directors, DPOs, and risk committees
deliverables
AI Skills Assessment Report
A structured assessment of AI readiness across your people — by role group — with a skills gap analysis and a recommended training and adoption pathway.
- Skills profile by group — fee earners, support staff, leadership
- Prompting, output review, and AI awareness scores
- Priority skills gaps identified and ranked
- Recommended training pathway per group
- Change management and adoption considerations
- Written for managing partners and practice directors
Planning AI deployment
You're about to invest in AI tools and want to know the ground is solid before you do.
The assessment ensures you're not deploying Copilot or another AI tool into an environment that isn't ready for it — saving cost, rework, and compliance risk.
Already Deployed, Not Seeing Results?
Copilot is live, but adoption is low, and fee earners aren't using it consistently.
Often a skills and confidence issue, not a technology one. The skills assessment identifies exactly where confidence is low and what's getting in the way of adoption.
Governance & Compliance Focus
Your COLP or managing partner needs to understand the firm's AI risk before committing.
The technical report is written for DPOs and risk committees. It gives your compliance team the evidence base they need to make an informed governance decision.
Planning AI deployment
You're about to invest in AI tools and want to know the ground is solid before you do.
The assessment ensures you're not deploying Copilot or another AI tool into an environment that isn't ready for it — saving cost, rework, and compliance risk.
Already Deployed, Not Seeing Results?
Copilot is live, but adoption is low, and fee earners aren't using it consistently.
Often a skills and confidence issue, not a technology one. The skills assessment identifies exactly where confidence is low and what's getting in the way of adoption.
Governance & Compliance Focus
Your COLP or managing partner needs to understand the firm's AI risk before committing.
The technical report is written for DPOs and risk committees. It gives your compliance team the evidence base they need to make an informed governance decision.