For managing partners, COLPs, practice managers and COOs
A firm-wide AI programme your COLP can put in front of the SRA.
Built for firms of 20 to 300 fee earners without a Head of Legal AI. Practical sessions on the tools your people already use, built on how they actually use them.
Every fee earner gets an assessed seat. Your compliance officer gets a survey report, a needs analysis, a completion record and a written recommendation. In the recommended package your firm also gets golden rules and champions who carry it on after we leave.
The problem, in your words
Your fee earners are already using AI. Mostly in tools nobody approved.
The SRA's compliance tips, updated on 9 February 2026, expect the COLP to be responsible for regulatory compliance when new technology is introduced. The warning notice of 17 August 2026 says that supervisors remain accountable for work carried out through others, that the people you manage must be competent to carry out their role, and that any authority put before a court must be genuine, relevant and verifiable.
Your PII insurer will ask what controls you have. “We did a webinar” is not a control. A policy on its own is not a programme, trained champions and a record that would answer a regulator.
Staff are pasting client details into free AI tools because nobody has said what is allowed. That is a supervision failure before it is a technology one. The sources, quoted and dated →
The Lextrapolate framework
Four cohorts. Five outcomes. Every session tagged.
Four cohorts, because a partner, an associate, a paralegal and a finance manager need different things. Five learning outcomes, taken from the Law Society's own guidance on building an AI skill set. Every session tagged to the SRA Statement of Solicitor Competence.
| Cohort | Who | Length | What it covers | SRA Competence |
|---|---|---|---|---|
| 1. Awareness | All staff and business services | Two hours, or the online course | What AI is; the warning notice; confidentiality; what not to do; the firm's golden rules | A |
| 2. Practice | Fee earners, by practice group | Half day, hands-on, up to 18 | Research, drafting, review and chronologies on fictional matters in your practice area; verification discipline | A, B |
| 3. Systems | Knowledge, IT, risk and data protection | Half day | Tool governance, data residency and retention, vendor due diligence, DPIA, the approved-tool list | B, D |
| 4. Leadership | Partners, board, COLP and COFA | Half day, two sittings | Risk appetite, supervision, client care wording, PII disclosure, the firm's defensible position | A, C |
Fee earners leave able to delegate, describe, discern, spot problems and exercise diligence against their professional obligations. We assess against those five.
Competence letters follow the SRA Statement of Solicitor Competence: A Ethics, professionalism and judgment; B Technical legal practice; C Working with other people; D Managing themselves and their own work. Mapped by us; the SRA does not accredit training.
How a programme runs
Four stages. A written deliverable at each.
Weeks 1 to 2
Survey
Anonymous and segmented by role and practice area.
You get: A findings report to the board.
Weeks 2 to 3
Discovery
Half-day workshops with practice groups, business services and risk.
You get: A learning needs analysis and practice register.
Weeks 4 to 8
Cohorts
Partners, practice groups, other fee earners, business services. Hands-on, on fictional matters in your practice areas.
You get: Materials, a prompt and skill library, an attendance record.
Weeks 6 to 18
Champions
In the recommended package: twelve to fifteen people, chosen from the first cohorts, trained to carry it on.
You get: A recommendations report to the COLP in every package; a 90-day review in the recommended package.
Three packages
Programmes from £34,000.
Fixed fees, ex VAT, quoted against your firm's shape: practice groups and offices, not headcount. Every package includes the survey, the partner sessions and a written report to the COLP.
Managed adoption
Everything in the capability programme, plus the governance layer and six months of support.
- Drafted AI usage policy and verification protocol
- Online course licensed to all staff, with completion reporting to the COLP
- Six months of champion clinics
- Reviews at day 90 and day 180
- Three months of standing AI counsel
Capability programme
The firm-wide programme. Every fee earner gets an assessed seat.
- Staff survey and a findings report to the board
- Four discovery workshops; a learning needs analysis and practice register
- Partner sessions; practice-group half days; sessions for other fee earners and business services
- Twelve AI Champions trained for a full day, with three clinics over 90 days
- Golden rules one-pager, co-drafted with your COLP
- Written recommendations to the COLP and a 90-day review
For a firm of about 300 people: around 245 assessed places over 24 person-days, 9.5 of them on site.
Foundation
The essentials for a firm that wants to start smaller.
- Short-form survey
- Two discovery workshops
- One partner session and four clustered practice sessions
- One session for other fee earners
- Close-out note
No champions. Available from £34,000.
Not sure which?
Start with the AI compliance and strategy diagnostic. £5,000.
Four weeks: a data-flow map, an SRA-perimeter risk assessment, prioritised use cases and a sequenced plan you can act on with us or without us. Credited in full against any package.
A common objection
Why the training that came with your software is not this.
Vendor training teaches the product. It does not teach the duty, it is not independent, and it does not reach the tools your people actually use, which are the unapproved ones. The same is true of the training your knowledge or IT consultancy resells.
The vendors now advertise that their tool checks the citation. The regulator's position is that you do, regardless of the tool. We train the second thing.
Track record
What this has looked like so far.
Around 750 lawyers trained. Multi-stage training and compliance programmes for large legal businesses, run across several sessions with policy and governance work alongside; the policies were adopted, and individuals came back afterwards for one-to-one Elite Training.
Chris knows the firm side from the inside: four years as a partner in a solicitors' firm, supervising a conveyancing team across several offices, handling PII renewal and the information security policy, and building the case-delivery automation the team then ran on. About Chris →
Two ways to start.
Take the readiness scorecard for an honest picture in two minutes, or book a 20-minute call and we will tell you which package fits and what it would cost.
Prices ex VAT. Travel and accommodation at cost by prior agreement. No live client data is used in any exercise.