AI for marketing and BD

AI for law firm marketing and business development

Firm Forward's AI work focuses on marketing and business development for law firms.

Firm Forward is a legal marketing and business development consultancy that has worked with law firms since 2014, in English, Spanish, and Portuguese. Its AI work covers two services: the AI Readiness Assessment, which ends in a written recommendation to build, buy, fix the process, defer, or stop for each process it covers, and custom AI agents, each built for one recurring marketing or BD job and tested against cases the firm approves.

Every agent works from sources your firm has approved, and a named person at your firm reviews and approves every output.

Book a call about your AI decision Compare the two services

Two defined routes

Two ways to work with us

AI Readiness Assessment

For a decision the firm cannot make yet. The Focused Assessment answers one decision about one process, such as whether to approve a tool purchase or rescue a stalled pilot. The Full Assessment ranks the opportunities across marketing and BD for leadership that wants to know where to start.

Both examine how the work gets done, which sources support it, who owns it, and what controls are in place. The written decision may be to build an agent, buy a tool, fix the process, defer, or stop, and it may route work to an existing Firm Forward marketing or BD service.

Read about the AI Readiness Assessment

Custom AI agents

For one recurring job the firm has already chosen. We build one agent for that job, from sources the firm approves, and test it against written cases that a named person at the firm approves before testing starts.

A good first agent job is recurring, source-defined, bounded, reviewable, and testable.

Read about custom AI agents

Where to start

The assessment is not a required first step. If your firm has already chosen one recurring marketing or BD job, and the job has an owner, examples of past output, and source material the firm can share with us, we can discuss starting with paid scoping.

If the question is still which job, which tool, or whether to continue a pilot, start with the assessment.

Defined jobs

Examples of jobs we can build an agent for

Each example is a defined job. We build the agent for one firm, from the sources that firm approves, and set its job, exclusions, review step, and acceptance standard for each build.

For your lawyers

A one-page brief before a client or prospect meeting, an article drafted in the partner's voice from a short interview, LinkedIn post drafts from an approved alert or article, and website or directory bio updates after a matter or role change.

For your marketing and BD team

Matter records from closing notes a person supplies, directory submission sections, RFP requirements with a source map and a list of gaps, conference follow-up drafts and CRM-ready entries a person records, and approved content adapted among English, Spanish, and Portuguese.

See each example in detail

Boundaries

Five limits on every agent we build

No legal analysis or advice.
No conflicts decisions.
No invented experience.
No autonomous publication or sending.
A named person reviews and approves every output.

How an agent is built, tested, and handed over

Who leads the work

Every engagement has senior oversight from Lys or Fer. At the outset, we identify who is responsible for strategy, day-to-day delivery, and final review.

We apply AI to our own work before we recommend it to a client. Firm Forward participates in the Claude Partner Network at its Registered entry level.

See the relationship and its limits

What decision is your firm facing?

Tell us the job, the purchase, or the stalled pilot in front of you. On the first call, we will tell you which route fits, including whether the firm should wait.

Book a call about your AI decision

Prefer to write? Send us a note. We reply within two business days.

You will speak with Lys or Fer on the first call. From there, we will tell you who will lead the work, who will handle day-to-day delivery, and who will review it.