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Plan a firm rollout

A practical route for introducing Mike AI to a legal team without moving private client documents.

Admin7 min

Steps

  1. 1

    Start with one workflow: matter readiness, missing-evidence control, review queue or output pack preparation.

  2. 2

    Open the workspace dashboard and show role queues, blockers, reviewer status and export lock state.

  3. 3

    Open the assurance and security guides before any data question; explain that private client document text stays in firm-owned storage unless separately approved.

  4. 4

    Show pricing as an active-user workspace model so the buyer understands the cost is based on useful capacity rather than every invited colleague.

  5. 5

    Choose the first recurring workflow: residential conveyancing, commercial property, private client, debt recovery or another high-volume process.

  6. 6

    Agree the rollout owner, selected folder structure and first-week success measure with IT and the practice team.

Checks

The buyer can repeat the one-line value: move the matter, show evidence and protect the firm.

Private client document text remains in the firm-owned storage boundary.

The next action names a workflow owner, IT/admin contact and first-week success measure.