First-pass review of an NDA against your playbook
Compare an incoming NDA to your standard positions and list the clauses that need a lawyer's attention.
The 90-day plan Stage 2 of 5
Stage 2 · weeks 2–3
Prioritise
Pick three workflows worth fixing, not thirty, and agree the rules.
The question this stage answers: “Where should we start?”
This stage, in four moves
- 1Score every workflow people mentioned
- 2Commit to three, each with a baseline
- 3Publish a one-page usage policy
- 4Check the tools you have against the work
The outcome
Three workflows with owners and baselines, a one-page usage policy people can follow, and a clear choice of tools.
Read
Free playbooksPlaybook
Picking your first three workflows
How to turn a pile of "we could use AI for that" into three workflows you can actually deliver and measure.
8 min read
Free
Playbook
Writing a one-page AI usage policy
A policy people read, remember and follow, written in a week with the people who'd otherwise block it.
8 min read
Free
Playbook
Copilot vs ChatGPT vs Gemini: a rollout checklist
The questions to ask, the checks to run and a comparison template to fill in, whichever tool you end up with.
9 min read
Free
Use
All tools →Present
Training decks for this stage →Go deeper: the Role Book
For MembersThe scripts, templates and lessons behind this stage. Members get every section; you can read the free previews now.
See what Members getRole Book · Interview templates
Workflow deep-dive interview
A 45-minute walk-through of one workflow with the people who do it, to map every step, find where AI genuinely helps, take an honest baseline and design the guide before you run a session.
9 min read
Members
Role Book · Skill lessons
Writing a one-page AI usage policy
How to write a short AI usage policy people actually read and follow: what it must cover, a one-page template, how to work with security and legal, how to test it with staff, and how to keep it current.
8 min read
Members
Use cases to hand out
Operations, LegalWrite a standard operating procedure from a screen recording transcript
Record someone doing the process while talking it through, then turn the transcript into a numbered SOP.
Draft a supplier comparison from three quotes
Line up three quotes on the same criteria, with gaps and questions to go back to suppliers with.
Explain a contract clause in plain English
Help a non-lawyer colleague understand what a clause means for them, before they ask legal.
Draft a privacy notice section for a new data use
A first draft of the new section of a privacy notice, in plain language, for legal review.
Turn an incident timeline into a blameless post-incident review
Structure a messy incident timeline into a review focused on causes and fixes, not blame.