Managed Advisory

AI programs require continuous decision-making. New vendors emerge. Existing products change. Attorneys identify new use cases. Leadership asks new questions. Governance evolves. Adoption fluctuates. Managed Advisory gives legal organizations ongoing access to Crestpoint expertise without requiring a new project every time an issue arises.

Support for Teams Already Doing the Work

Managed Advisory is especially useful for organizations that already have internal technology, KM, innovation, or leadership resources.

Crestpoint can provide additional perspective and capacity around an existing program rather than replacing the people already responsible for it.

Potential support may include:

AI program advisory
Technology decisions
Vendor portfolio reviews
Use-case review
Workflow pipeline support
Governance
Adoption
Executive reporting
Market developments
Strategic planning

How It Works

An Outside Perspective Can Be Valuable

Internal teams know the organization better than anyone.

An external advisor can complement that knowledge with:

Broader market visibility
Independent technology perspective
Additional bandwidth
Specialized Legal AI expertise
Experience across different approaches
A neutral voice for difficult prioritization decisions

The combination can help internal teams move faster and make better-informed decisions.

Managed, Not Generic

Managed Advisory should not become a standing series of meetings without clear purpose.

The engagement should be built around defined areas of support and the decisions the organization expects to make over time.

That can range from targeted monthly advisory to broader program support.

Managed Advisory

Support for Teams Already Doing the Work

An Outside Perspective Can Be Valuable

Managed, Not Generic

Need an Experienced AI Partner Alongside Your Internal Team?