Two ways M41 works with legal teams

Case Study

Custom AI Training for a Fortune 500 Energy Legal Team

~55 attendees · Half-day split-track · Custom Texas leases & deeds built for the team · lawyer / non-lawyer tracks

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What legal teams come to us for

M41 builds AI training and adoption work specifically for in-house legal departments. We work with the people who actually run a corporate legal practice day-to-day — General Counsel and their deputies, Heads of Legal Operations, contract attorneys, paralegals, and the operations staff who keep matters moving.

Most engagements start in one of these five areas, and often grow to cover several:

Basic AI training

Most legal teams haven't had a thorough hands-on training. We bring everyone to a working baseline — what AI can and can't do, the safe ways to use it, and the difference between asking ChatGPT a question and actually building AI into the work.

Help with the daily work

Playbook development, contract redlining, evaluating redlines from outside counsel, summarizing long documents, pulling key dates and obligations out of contracts. The actual work your lawyers do. We build the prompts and workflows around their real matters — not generic templates.

Knowledge and processes that fit your existing workflows

Setting up AI so it slots into the systems your team already uses, not new ones to learn. How your institutional knowledge gets pulled in. How a workflow gets documented so the practice survives turnover and rollout to other sub-teams.

Evaluating your legal AI tech stack

Your Office 365 stack (Word, Excel, Outlook, SharePoint, Teams), specialized legal-AI tools (Legora, Harvey, CoCounsel), and general-purpose models (Claude, ChatGPT, Copilot) — what you already have, what AI is already inside it, what's worth adding, and what you can skip. Inside Claude specifically: which features your team should actually be using (Projects, Artifacts, custom workspaces) and which are noise.

Catching up to competitors — or getting ahead of them

Some teams come to us because peers are already adopting AI and they're falling behind. Others come because their peers haven't started yet, and they see the opening to move first. Either way, the question is the same: how fast can we move without breaking things?

Ready to bring AI into your legal team for real?

Book a 30-minute scoping call. We'll talk through your team, your matters, and what would actually move the needle.