San Francisco, Sept. 8, 2025 – Plat4orm, a strategic communications and marketing agency serving legal and technology sectors, has partnered with Lumen Advisory Group to publish the first issue of its AI Playbook Series: From Hours to Outcomes: The Legal Tech Executive Playbook for Value Creation in the AI Era.
The playbook provides a practical framework for legal technology providers to shift from experimentation to measurable business outcomes, positioning themselves as trusted partners to corporate legal departments.
“Over the past year, many of our clients have been asking tough questions about generative AI and its use in legal services,” said Valerie Chan, founder and CEO of Plat4orm. “We developed this playbook to help answer questions like ‘What does having AI mean for the services we provide,’ and ‘How do we make sure AI adoption builds trust, not risk?’. We are proud to provide a strategic foundation that legal tech providers can use immediately.”
Key Insights for AI in Legal Tech
A recent MIT study, highlighted by Fortune, found that 95% of generative AI pilots fail to deliver measurable business impact—and the legal industry is no exception. Corporate legal departments are investing heavily in AI, yet most remain stuck in pilot mode, resulting in wasted spending, frustrated clients, and mounting pressure on vendors and outside counsel to prove value.
The new playbook offers key insights for addressing these market challenges, including:
- AI is reclaiming time, but not always value: Lawyers are gaining an average of 5.3 hours per week, but without strategy, this time goes to waste.1
- General counsel demand results beyond pilots: 58% of legal departments expect AI to reduce reliance on outside counsel, yet most remain in pilot mode.2
- The market is splitting along adoption lines: 28% of firms are accelerating AI adoption and changing their business model, while laggards’ risk being relegated to commodity work.3
“I’ve had the privilege of interviewing dozens of industry experts from law firms, technology providers and corporate legal departments about the use of AI in legal practices today,” said Stacie Morris, author of the playbook, CEO of Lumen Advisory Group, and former leader of enterprise SaaS and AI-driven transformation at Alteryx, Cornerstone OnDemand, and New Relic. “What is clear is that while the legal industry has been one of the first adopters of AI and traditional machine learning in areas like e-discovery, the demand for increased AI capability is cautiously growing and changing how legal services are delivered.”
Download the Whitepaper
The new playbook, From Hours to Outcomes: The Legal Tech Executive Playbook for Value Creation in the AI Era, is now available for download at https://plat4orm.com/resources/ai-playbook-series/
Media Interviews Available
For media inquiries or to arrange an interview with Stacie Morris or Valerie Chan about the trends uncovered in the new playbook, contact saoirse@plat4orm.com. Morris and Chan can expand on the following:
- Why most legal AI projects stall before reaching scale
- What general counsel really want from technology providers
- How legal tech vendors are repositioning themselves for measurable business change
About Plat4orm PR
Plat4orm PR is a strategic communications and advisory firm specializing in legal technology, cybersecurity, and regulated industries. With deep expertise in market positioning, media relations, and go-to-market strategy, Plat4orm partners with innovators to translate complex technologies into compelling narratives that drive adoption, trust, and long-term value. The firm’s team brings decades of experience supporting companies across all stages of growth, from early-stage disruptors to global market leaders. Learn more at www.plat4orm.com.
About Lumen Advisory Group
Lumen Advisory Group is a consultancy focused on enterprise SaaS, AI-driven transformation, and go-to-market strategy. Led by seasoned executive Stacie Morris, Lumen works with high-growth technology companies to turn complex transformation initiatives into measurable business outcomes. With expertise spanning data-driven decision-making, organizational change, and product innovation, Lumen equips clients to scale effectively, accelerate adoption, and unlock long-term value. Learn more at www.lumenadvisorygroup.com.
- ¹ Clio, Legal Trends Report (2024)
- 2 ACC & Everlaw, “Gen AI and Future Corporate Legal Work” survey (2024)
- 3 Thomson Reuters Institute, 2025 Generative AI in Professional Services Report (2025)
