Transactional practice tools

AmLaw 100 transactional practice · Strategy, product, build

Two AI-powered tools co-designed in close collaboration with lawyers from a major AmLaw 100 law firm. Tool 1 automates the first drafts of complex financial documents. Tool 2 is an AI deal-management tool that meets lawyers where they already work, in their email inboxes.

The client

A top AmLaw 100 law firm, in partnership with the private funds group inside its Transactional Practice and the firm's Innovation team.

What we did

We designed and led the upstream work that enabled the build of both AI tools. It began with a Radical Thinking Workshop convening lawyers from the firm's Transactional Practice to reimagine the future of legal work, which surfaced deal management and automated drafting as two strategic focus areas. We then assembled a multidisciplinary "super team" of IDEO-alumni designers, AI engineers, and data scientists to complete the 0-1 build of both AI tools.

A deal-management dashboard for Acme Global Fund II, showing a document task list (structure paper, term sheet, memoranda) and an activity feed of updates.
The AI-powered deal management tool meets lawyers where they live. Their email inboxes.1 / 2
Outcome

The firm greenlit both products. They were built over a 9+ month engagement and are now in active use inside the firm.