Wilson Levy · AI-BD Readiness Snapshot

A five-minute snapshot of how ready your firm is to apply AI to live BD and marketing work.

Most firms do not need more generic AI training. They need a practical way to see whether AI is beginning to help with the work that actually grows revenue: partner conversations, pitches, proposals, client messaging and BD workflows. The AI-BD Readiness Snapshot is a short, confidential assessment for law firm partners, BD leaders and marketing teams who want a clearer view of where they are now — and what to prioritise next.

Take the AI-BD Readiness Snapshot See the result bands

Around five minutes to complete. Your score and stage appear immediately.

Why this matters now

Clients, panels and internal decisions are already being shaped by AI.

Clients are asking sharper questions about how firms use AI in their work. Panel processes are beginning to test not just legal capability, but commercial judgement on technology. Internally, partners and BD teams are under pressure to move faster without compromising quality. Firms that can answer credibly and use AI to support real commercial work — rather than simply talking about it — are already at an advantage.

Client conversations

A clear, defensible point of view on where AI sits in your practice — and how it affects the work clients receive.

Pitches and pursuits

Submissions, panel pitches and follow-up messaging now need to move at a pace most traditional BD processes were not designed for.

Internal decisions

Leadership teams are making choices about tools, policy and investment. Those decisions are stronger when they rest on a clear view of current practice.

What this snapshot helps you see

A clear read on where AI is — and is not yet — helping your commercial work.

The snapshot is designed to move beyond general maturity scoring. It focuses on the specific areas where AI can begin to support BD and marketing in law firms: partner confidence, pitch efficiency, content workflows and commercial judgement. Your score shows whether you are still in early awareness, uneven experimentation or the point at which structured workflows and firmer priorities will create the most value.

Where confidence sits today

How ready partners and BD teams feel to use AI themselves — and to answer client questions about it.

Where workflows are slowing you down

Where pitches, proposals and client content still rely on avoidable rounds of review or a single overloaded person.

Where commercial judgement is needed

Where the firm needs a clearer view of where AI directly supports fee growth — and where it does not belong.

The assessment

A short, practical snapshot — not a survey for its own sake.

Choose the statement in each question that best fits your current reality. The score is shown immediately at the end, together with a short interpretation of your stage and a suggested next move. The aim is not to label firms, but to give partners and BD leaders a clearer starting point for a serious conversation about AI in commercial work.

1. When a client mentions AI in a meeting, how does your team typically respond?
2. How many rounds of partner review does a typical pitch go through before it is client-ready?
3. If a partner wanted to reuse existing content across three formats, how long would that usually take?
4. Has your firm identified specific BD or marketing tasks where AI should not be used?
5. How confident are individual partners in using AI tools themselves?
6. When you have invested in AI tools or training, how clear was the link to fee growth?
7. How does your firm currently decide where to prioritise AI investment in BD and marketing?
8. How prepared do your partners feel to answer sharp client questions about AI use in your firm?
9. If you removed one overloaded person from BD content production tomorrow, what would happen?
10. How would you describe your firm's current AI maturity in BD and marketing?
What your result will help you decide

A clearer view of what to do next — and what not to do yet.

The snapshot does not prescribe a single route. It is designed to help firms decide whether the most useful move is clarity, experimentation, workflow design or refinement. The result will not tell you which tool to buy. It will help you see where AI belongs in your commercial work, and where investing further would be premature.

Clarify the real issue

Is the main challenge awareness, uneven use, weak workflows or the need for stronger commercial judgement on AI?

Identify practical priorities

Which parts of BD and marketing — pitches, pursuits, content and client messaging — are most likely to benefit from focused attention?

Choose a sensible starting point

Whether the firm would gain most from a working session, a team workshop or more structured support.

A sensible place to begin

A short, confidential starting point for firms exploring AI in BD and marketing.

The AI-BD Readiness Snapshot is designed for firms that want a clearer picture before committing time or budget to larger initiatives. It respects the realities of law firm practice: limited partner time, the need for defensible positions and the pressure to show commercial impact. If you would like to discuss what your score means in more detail, that conversation can happen privately and on your terms.

Take the AI-BD Readiness Snapshot Discuss your result

For a confidential conversation about what your score suggests for your firm, get in touch via hello@wilsonlevy.net.