Guides for law firms weighing up AI.

Practical guides on AI readiness, choosing a legal AI tool and what human review should involve.

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Original Margo Legal material. Operational guidance, not legal advice or a product recommendation.

Guide

Playbooks a tool can follow

How to write positions a review tool can apply and a lawyer can check.

Read the playbook guide

Explainer

What is the legal services AI Growth Lab?

The government's advisory AI Growth Lab starts with legal services. This page sets out which regulators take part and when the LSB expects the lab to launch.

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Explainer

What do the SRA's 2024/25 annual reports say about AI?

The Solicitors Regulation Authority's annual reports for 2024/25 discuss AI mainly in two places: its work with firms that use AI, and its own supervision. This page sets out what the reports say, in the SRA's own terms.

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Explainer

What is the Information Commission's call for evidence on agentic AI?

The Information Commission (still known as the ICO) is gathering evidence on the data protection risks of agentic AI until 20 November 2026. This page sets out what the call covers, in the regulator's own words.

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Checklist

Questions to ask a legal AI vendor: a checklist for UK law firms

A vendor-neutral checklist for law firms in England and Wales on what to ask a legal AI vendor about data, supervision, security, cost, training and exit.

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Explainer

Can law firms charge clients for time AI saved?

The Law Society's AI practice note says firms on time-based fees should bill only time actually and properly spent, not time AI saved.

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Explainer

What do consumers expect from AI legal tools?

The Legal Services Board names five protections consumers expect from AI legal tools, and found almost no standards made for consumer-facing ones.

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Guide 09

The one-page AI policy for a law firm: a working template

A copy-ready one-page AI use policy for law firms in England and Wales, mapped clause by clause to the SRA's August 2026 warning notice.

Read the policy template

Guide 01

The law-firm AI readiness maturity model

Five evidence-based stages, from informal experimentation to a managed operation, with the next practical move at each stage.

Read the maturity model

Guide 02

How to evaluate a legal AI tool

A six-step evaluation method that starts with a frozen task, representative inputs and an agreed failure condition.

Read the evaluation guide

Guide 03

Rules, extraction and reasoning are different jobs

A practical way to choose the least variable method for each step and make the human review path explicit.

Read the workflow architecture guide

Guide 04

What human review means for legal AI

A review standard with a named reviewer, source checks, budgeted time, corrections and a visible failure route.

Read the human review guide

Guide 05

Seven data and security questions for a legal AI vendor

A written first pass across data types, locations, access, model improvement, retention, controls and failure.

Read the vendor questions

Guide 06

The SRA's AI warning notice: what small firms in England and Wales need to do

On 17 August 2026 the SRA published a warning notice, Misuse of AI. It does not ban AI. It says solicitors stay accountable for every output, and names two risks: false information and client confidentiality.

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Guide 07

How to build a contract review playbook that AI can actually follow

Most contract playbooks fail the moment AI gets involved. How law firms and in-house legal teams in the UK and US can write playbooks that AI tools can follow - and lawyers can trust.

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Guide 10

What a legal AI readiness audit should actually cover

The seven things a proper legal AI readiness audit must examine for a small law firm - from shadow AI and data flows to supervision and vendor safeguards - plus the red flags when buying one.

Read the audit guide

Guide 11

The real cost of AI for a small law firm, worked out properly

A five-part model for costing AI honestly in a 2-20 fee-earner firm - licences, setup time, verification, risk work and exit - with a fully worked illustrative example.

Read the cost guide

Guide 12

The minimum viable AI governance set for a small law firm

Margo Legal's recommended six-document AI governance set for a 2-20 fee-earner firm - usage policy, tool register, data-flow map, verification standard, vendor terms review and incident route - and what each should contain.

Read the governance guide

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