AI capability

Building a Champion AI Team

Julia1 September 20269 min read
Shared methodPartnerAssociateParalegalPractice managerReceptionBookkeeperGraduateAssistant

A team of champions

Executive summary

When each person in a firm learns AI on their own, the firm ends up with a team of AI champions. This piece looks at how a firm turns that into a champion AI team: what the research says about individual and firm-wide use, where the good work tends to get lost, and five ways to start working with AI together.

Sport has a saying: a champion team will beat a team of champions.

People across all industries are experimenting with AI at the moment. In your teams, you may find many of them are teaching themselves around client deadlines and out of hours.

Most firms are currently, albeit not deliberately, building a team of champions. Each person is getting better at AI separately, and 40 people doing that may not add up to a firm that is better at AI.

In Clio's 2026 Legal Insights Report, 98% of the Australian legal professionals surveyed use AI, and 39% have embedded it widely into how their firm works. That difference shows up as time, energy and decisions for your team.

So how does a firm take a room full of AI champions and build a champion AI team?

1Getting comfortable with AI

What we tend to see first is people swapping something they already do for an AI version of it.

  • A web searchA question to ChatGPT
  • Checking the grammar on a letterClaude checks the grammar
  • Typing the first version of a file noteA drafting tool produces it

AI can give a better answer than the old tool did, hence, why people are using it (even if some of those jobs were already being done well enough). Word has checked spelling and grammar for decades, Excel has done the calculations, and firms have paid for good research tools for years.

The same Clio report found 59% of respondents are relying on generic tools with no understanding of their matters. If replacing an older tool is where the use stops, each person ends up working separately, burning credits on the largest model in the plan to polish an email.

You might have Copilot write up the notes from a recorded meeting and pull out a list of actions. There are no minutes to type up, and the team signs off on one record.

Then what happens after the meeting? What we're seeing is that the actions are often handled the way they were before.

Each person takes theirs, or one person chases all of them, and the list sits in an inbox.

2Where the good work goes

You may have someone in your firm who has worked out something useful. It might be a way of drafting a certain kind of letter that comes back nearly right every time, or a method for pulling the key dates out of a long document. It took weeks of trial and error to get there.

Ask where that method is written down. It could well be in one person's chat history. Firms have kept precedent banks and template folders for years, and a shared place for prompts is the same idea applied to AI.

So another team may end up solving the same problem again, and when the person who worked it out leaves, the method can go with them.

3Many versions of the same job

Client onboarding might be done one way by one person and another way by the next. The same goes for file notes, status updates and first drafts of advice.

People now have tools that can produce a complete, confident draft of almost anything, and each person may direct them a little differently. A different model, or a different account, can give a different answer to the same question.

"Write a short status update to the client on the lease review."

Drafted by an associate using a free account

Hi Sarah! Just a quick update, we've made great progress on the lease review and we're nearly there. There are a few small things to iron out but honestly nothing to worry about. Will be in touch soon!

No check recorded

So the firm's work can go out in several voices. Firms have spent years on brand guidelines for the logo, the letterhead and the firm name. Marketers will remember the Bureau of Meteorology's 2022 rebrand, when it asked media outlets to stop saying BOM and call it the Bureau. According to the ABC, it cost more than $220,000. The same kind of rules can help with how AI writes on the firm's behalf.

One person drafts an email with AI. The person receiving it summarises it with AI and replies with AI, and two people have put their names to a conversation between two machines. For advice, a file note or a set of figures going to a client, where is the human check?

SenderName on the email
AI draftsThe email
AI summarisesFor the recipient
AI repliesOn their behalf
RecipientName on the reply

 

Where is the human check?

4What is in use

Personal licences, free accounts, a tool one person found and liked, a browser extension, a feature that arrived inside software the firm already pays for. These tend to arrive the way shadow AI does, quietly and with good intentions.

Across 31 countries, Microsoft's 2024 Work Trend Index found 78% of AI users bring their own AI tools to work, rising to 80% at small and medium-sized companies, and 52% are reluctant to admit using it for their most important tasks. Clio's report found 11% of firms have no formal AI policy in place. Where a firm hasn't said what is approved, people tend to pick something and get on with the work.

Ask across the firm:

Which tools are in use?
Which ones hold client information?
Which ones is the firm paying for more than once?
Which do a job the firm's existing licences already cover?

One instinct is to lock everything down, which is how firms handle shadow IT. With AI, the tool is a website, and the person using it may well be a partner. A firm can only make decisions about the tools it knows about, so the first step is finding out what is there.

5Busier in our own lanes

People are trying hard with AI. They have been told it is enormous and that they should be using it, so they are. That can mean more drafts and more reviewing, without necessarily changing how the firm works as a whole.

MIT's research, reported by Fortune, found about 95% of enterprise generative AI pilots were delivering little or no measurable impact on profit and loss. Clio's report also found 41% of legal professionals invest in technology purely to save time, and 24% invest in it to grow their business.

Chartered Accountants Australia and New Zealand (CA ANZ), reporting Ipsos research via Chartered Accountants Worldwide, found 92% of chartered accountants want AI training and 30% have received any. Microsoft found 39% of people using AI at work have had AI training from their company. Where training hasn't arrived, people tend to teach themselves.

Chartered accountants, CA ANZ via Ipsos

Want AI training92%
Have received any30%

People using AI at work, 31 countries, Microsoft

Had AI training from their company39%
98%of Australian legal professionals use AI
39%have embedded it widely into how their firm works
11%of firms have no formal AI policy in place

AI Uplift Program

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The investigation finds out what your people are already doing with AI, what it costs and how long your most common work takes. You keep the findings either way.

6What a champion team looks like

A champion AI team is the whole firm working to a shared method.

The receptionist, the paralegal, the bookkeeper and the partner all know what AI is for in the firm, how it gets used, who checks it, and what good looks like. When one person finds a better way of doing something, it becomes the way the firm does it.

AI capability is skill that belongs to the firm, so it stays when people move on, and a new starter can be shown it in their first week.

Before and after

Tools
A team of AI champions: Each person picks their own tools
A champion AI team: The firm agrees its tools
Methods
A team of AI champions: Methods that work stay in one chat history
A champion AI team: Methods that work are shared across the firm
Common work
A team of AI champions: The same job is done several ways
A champion AI team: Common work follows one method
Checking
A team of AI champions: Checking depends on who is doing the work
A champion AI team: Each checkpoint has a named person
Visibility
A team of AI champions: The firm can't say what is in use
A champion AI team: The firm knows what is in use and what it costs

7Five ways to start

All five start with the people and the meetings a firm already has. They need a decision that AI is something the firm does together.

1

Start with the work

List what the firm does over and over: client onboarding, file notes, status updates, invoice queries, report drafting. Then ask which of those AI could change, starting with the tasks done most often by the most people, such as one done 80 times a month by nine people.

2

Make what people are doing visible

Give it 15 minutes in a meeting the firm already holds, and ask people to show one thing they do with AI. A first session can turn up two things: several people solving the same problem separately, and at least one method good enough to use across the firm straight away.

3

Decide where a person stops and checks

Go through the work from step one and mark the points where a person reads the output before it goes any further: before it reaches a client, before it goes on the file, before anyone relies on it for advice, and before a number goes out in something external.

Then separate two kinds of checking.

Checking for accuracyAre the facts, figures and citations real?
Checking for judgementIs this the right thing to say to this client at this time?

Write down who does each check for each type of work, by name or by role.

4

Take stock of every AI tool in the firm

Paid, free, personal, bundled, and trialled then forgotten. Sort the list into three piles: tools that work well and should become standard, tools that duplicate an existing licence, and tools holding client information somewhere the firm has not approved, which need a decision. Running an AI audit sets out how.

5

Find out where your people are

What we tend to see is that confidence with AI varies widely across a firm, and it doesn't always follow seniority. The quietest person in the office may be one of the most capable. A partner who hasn't tried it yet can set the tone for the rest of the firm without meaning to.

Before deciding what to build, find out what people can already do, what they are uneasy about, and how long the firm's everyday tasks take today. A short anonymous survey, a handful of longer conversations across the firm, and time baselines on three to five common tasks will show where the firm is starting from. They also give you something to measure against in three months.

Make it standard0
Duplicates a licence0
Needs a decision0

A free browser extension that rewrites emails, including ones with client names in them

The AI assistant included in the firm's Microsoft 365 licence, used every day for meeting notes

A free PDF summariser that staff upload client contracts to

A transcription app one team pays for, doing a job the firm's existing licence already covers

The drafting feature in the firm's practice management software, which most of the team already uses

A paid writing assistant two people bought on their own cards, when the firm's licence includes one

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8One question for every use of AI

For any use of AI in the firm, ask:

Does this stop at one person's desk?
If it does

Personal efficiency

That is a good result.

If it could become the way the firm handles that work from now on

It belongs to the firm

And a partner or practice manager needs to say so.

Spotting that kind of use means looking across the whole firm.

In many firms, the curiosity is already there, and the work that would benefit most is work the firm does every week.

9Where we come in

Our investigation finds out what your people are already doing with AI, where the strongest methods sit, and how long your firm's everyday work takes today, so you have a baseline to build from. The findings belong to your firm whether or not we go any further together.

If you would like to know where your firm sits today, reach out to our team. The first conversation works out whether your firm is the right fit for the AI Uplift Program, and whether we are the right people to help you build your champion team.

Getting started

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Frequently asked questions

What is a champion AI team?

A firm where everyone, from reception to the partners, works to a shared method for AI: which tools to use, what goes into them, who checks the output and what good looks like.

What are AI champions?

People who have taught themselves to use AI well, often in their own time. They are an asset, and a natural starting point for a firm.

What is AI capability?

The skill and method that belongs to the firm as a whole. It stays when people leave, and it can be shown to a new starter in their first week.

How widely do Australian law firms use AI?

Clio's 2026 Legal Insights Report found 98% of Australian legal professionals use AI and 39% have embedded it widely into how their firm works.

Where should a firm start?

With the work it does over and over. List that work, ask people to show what they already do with AI, decide where a person checks the output, take stock of the tools in use, and measure how long common tasks take today.

Julia

About the author

Julia works with professional services firms on how AI actually gets used across the firm, from what people are already doing with it through to the position the firm takes on it.

This article is general information about how firms use AI. It is not legal, financial or professional advice.

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