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Story · "AI is hype — and a data risk for a firm like ours"

The firm that got burned by a chatbot — then got AI right.

Illustrative composite drawn from patterns we see repeatedly across professional-services firms. Details changed; the sequence of events is the point.

The burn

A mid-size advisory firm did what half its competitors were doing in the year of the AI gold rush: rolled out a general-purpose chatbot to "boost productivity". No workflow analysis, no governance, no definition of what good looked like. Six weeks in, a manager pasted half a client file into it to summarise. Eight weeks in, a partner caught a confidently invented case citation in a draft that was two reviews away from a client.

The rollout was quietly killed. And the partners drew the natural conclusion: AI is hype, and it's a data risk for a firm like ours. They weren't wrong about what happened. They were wrong about what caused it.

The chatbot didn't fail because AI doesn't work. It failed because nothing about it was a workflow — no scope, no guardrails, no owner, no measure.

What changed

Eighteen months later the same firm came back at it — differently. Instead of a tool for everyone, one governed workflow for one bottleneck: first-draft engagement letters, a task eating six-plus senior hours a week. The workflow ran on the firm's own precedents, inside its own environment — no client data leaving the firm. Every draft landed in front of the responsible senior as a draft, never as an answer. The rule was written down: the AI proposes, the professional disposes.

The measure was one number — hours recovered at the seniors' billing rates. Within a month the workflow was live and the number was on a page a managing partner could defend. The same partners who banned the chatbot signed off the expansion to the second workflow.

The point

"AI is hype" and "AI works" are both true — they just describe different objects. An ungoverned tool dropped on a firm is hype, and the burn is deserved. A scoped, governed, measured workflow with partner judgement in the loop is just process engineering — the kind firms have always done, with a faster engine. The difference between the two isn't the model. It's the assurance around it.

Been burned before? Good — you'll ask better questions.

Bring your scepticism. We'll bring the governance model and put a defensible number on your biggest bottleneck first.

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