Beyond Software: A Proven Framework for Adoption + Success
More than a platform—we deliver a repeatable enablement model that gets your firm from pilot to value in weeks, not months.
The Sapphire Implementation Framework
Our framework blends OGSM for focus and ADKAR for change adoption. In four weeks we implement Sapphire Legal AI, connect your data, and enable your team—then we operate alongside you for the next three months to lock in outcomes.
Crawl (Discovery)
Days 1–3
Foundation and alignment.
Objectives
Align goals, define value, map current workflows.
Key Activities
- Intake & interviews: current tools, bottlenecks, risks.
- Data & integrations: Clio, monday.com, DMS, email.
- Use‑case prioritization: quick wins vs. high impact.
- Compliance baseline: SOC 2 / GDPR / CCPA alignment.
Deliverables
- Current-state map
- Risk & dependency list
- Draft success scorecard
Design
Days 4–7
Target workflow and success metrics.
Objectives
Define target workflows & governance.
Key Activities
- Process maps: document → review → filing.
- AI roles: drafting, summarization, extraction.
- Governance: roles, RBAC, data retention.
- KPIs: time saved, error rate, cycle time.
Deliverables
- Solution design
- Integration spec
- Change plan
- Security baseline
Build
Weeks 2–3
Working environment configured.
Objectives
Configure, connect, and automate.
Key Activities
- Private AI workspace: tenant + access setup.
- Connect systems: Clio/monday.com/Drive.
- Playbooks & templates: matter/case types.
- Security controls: encryption, audit logs.
Deliverables
- Connected environment
- Automations & templates
- Audit & logging
Validate
Week 3
Prove value, tighten controls.
Objectives
Prove reliability and safety.
Key Activities
- UAT scripts: real docs & real matters.
- Quality checks: redlines, citations, sources.
- Change requests: iterate prompts/flows.
- Compliance checkpoint: evidence, settings, logs.
Deliverables
- UAT results
- Guardrail config
- Go-live readiness
Launch
Week 4
Go‑live and handover.
Objectives
Ship and enable.
Key Activities
- Go‑live plan: comms, training, support.
- Champion enablement: power‑user cohort.
- Runbook: playbooks, rollback, SLAs.
- Handover: admins, audit, reporting.
Deliverables
- Live environment
- Playbooks
- Adoption plan
- Week-5 review
From Launch to Ongoing Success
Every firm starts with a structured Launch Pack to configure, train, and go live. Many then continue with Managed Ops for ongoing support, compliance monitoring, and content upkeep.
Launch Pack (required for new deployments)
Fixed $12,000 • 4 weeks
- Discovery & risk workshop
- Guardrails & policy setup
- Connector configuration
- 5 priority workflows
- Admin training & pilot enablement
- Go‑live support
Maps to Crawl → Design → Build → Validate → Launch.
Managed Ops (optional add‑on)
Subscriptions from $2,000/mo
- Content & playbook upkeep (templates, prompts, tuning)
- Intake & triage desk (human‑in‑loop, routing, SLAs)
- Data & evaluation ops (red‑team prompts, drift watch)
- Ongoing admin & compliance support
Extends the Framework beyond launch.
Ongoing Optimization
Continuous improvement is built into our partnership. We don't just implement—we evolve with you.
After launch, we don't disappear. Sapphire evolves with your practice and keeps adoption on track.
Quarterly Workflow Audits
Regular assessment and optimization of your automated workflows to ensure peak performance and efficiency.
New Feature Rollout
Seamless integration of new Sapphire Legal AI capabilities as they become available.
Data Quality Improvements
Continuous enhancement of data accuracy, completeness, and consistency across your systems.
Compliance Mapping
Ongoing alignment with SOC 2, HIPAA, ISO 27001, GDPR/CCPA requirements and best practices.
Fractional CTO Opportunities
As your practice scales, new opportunities emerge. If you want strategic support beyond the product, Sapphire offers optional Fractional CTO services in areas such as:
Strategic Roadmap
Long-term technology planning aligned with your firm's growth objectives and market demands.
Vendor Evaluations
Objective assessment of technology partners and solutions to ensure optimal fit and ROI.
Security Governance
Comprehensive security strategy and compliance framework to protect your data and systems.
Data Platform Strategy
Architecture decisions for data integration, analytics, and platform scalability.
Technology Leadership Without the Overhead
Our fractional CTO services give you access to enterprise-level technology strategy and governance without the full-time commitment. We become an extension of your leadership team, providing the expertise you need when you need it.
Optional. Month‑to‑month. No long contracts.
We Meet You Where Your Data Lives
API-First Integration
We integrate via API/webhooks with your existing systems, ensuring seamless data flow and minimal disruption.
Custom Connectors
Don't use Clio or monday.com? We'll build custom integrations for your specific tech stack.
Frequently Asked Questions
Get answers to common questions about our implementation framework and ongoing support.
Ready to see your workflows run themselves?
Join the firms already experiencing the power of Software + Enablement. Let's transform your practice together.
Implementation starts in as little as 2 weeks • 4-week delivery • 3-month BPO & training included
"This framework made adoption seamless and measurable in weeks."— Managing Partner, Mid‑Sized Estate Practice
Trusted by forward‑thinking firms
See how the Framework maps to our pricing — Launch Pack for onboarding, Managed Ops for ongoing support.