Regional Law Firm
Capturing 30 years of legal expertise before a senior partner retired
The Problem
Their founding partner was retiring. Thirty years of employment law expertise—case strategies, precedent interpretations, negotiation playbooks—lived entirely in his head.
Associates spent hours researching questions he could answer in minutes. When he left, that institutional knowledge would walk out the door with him.
The Knowledge Insurance Crisis:
- •30 years of case law interpretations, undocumented
- •Associates averaging 8+ hours/week on research the partner could shortcut
- •No succession plan for institutional knowledge
- •Client relationships built on his expertise, at risk
The business risk: Losing their competitive advantage in employment law the day he walked out.
The Fix
We conducted 40 hours of structured interviews with the retiring partner, capturing his decision frameworks, case strategies, and precedent interpretations. Combined with their existing case files and legal research, we built a system that thinks like their best attorney.
Knowledge Captured:
- •2,000+ case files and outcomes
- •Partner interview transcripts and decision trees
- •Precedent database with interpretive notes
- •Negotiation strategies and settlement patterns
- •Opposing counsel profiles and tendencies
What We Built:
- 1
Case Strategy Assistant
Query precedents, get strategic recommendations with citations
- 2
Research Accelerator
Find relevant cases and partner insights in seconds, not hours
- 3
Audit Trail
Every answer traced to source documents for compliance
The Stack
Legal-Grade Security:
Attorney-client privilege maintained. All data encrypted at rest and in transit. No training on client data. Complete audit trail for every query and response.
The Results
Concrete Impact:
- •Partner retired with confidence—his legacy continues through the system
- •Associates now bill 6+ additional hours/week (previously spent on research)
- •New associates productive in weeks, not months
- •Every recommendation traceable for malpractice defense
- •Firm retained key clients who valued the partner's expertise
The Investment
Including interviews
Interviews to launch
From billable hour gains
"We didn't just preserve knowledge—we made it accessible in ways even [the partner] couldn't. He calls it 'a better version of my brain.'"
— Managing Partner
What They Own Now
Full Ownership:
Next Phase: Capturing More Partners
They're now systematically interviewing other senior attorneys:
- •Corporate law practice expertise
- •Real estate transaction patterns
- •Client relationship insights
What happens when your expert walks out the door?
Capture their knowledge before it's too late.
Book a Discovery Call