Advanta is currently undergoing final system calibration ahead of launch. Selected infrastructure and experiences may still be in active refinement.

advanta

Advisory / Engagement Models

How we work
with you.

Four structured engagements for legal teams at different stages of AI adoption. Each is designed for institutional accountability, measurable outcomes, and the kind of rigour your clients expect from you.

Compare all models

100%

Vendor independent

GDPR

Data governance expertise

SRA

Regulatory familiarity

EU AI Act

Horizon scanning

Engagement Models

Choose your engagement.

Each model is designed to meet your organisation where it is — with clear scope, fixed pricing, and defined deliverables. No retainer traps, no scope creep, no surprises.

01 / DIAGNOSTIC

Executive Diagnostic

Know your real position before you move.

A structured assessment of your legal team's AI readiness across five dimensions: governance, technology, data, people, and process. Delivered in two weeks. Produces a scored maturity report and a prioritised roadmap your leadership team can act on immediately.

$2,500fixed fee

One-time engagement

Duration: 2 weeks

What you receive

  • AI maturity scorecard (five-dimension framework)
  • Gap analysis against regulatory exposure
  • Vendor landscape mapping for your use cases
  • Prioritised 90-day action roadmap
  • Executive briefing deck (board-ready)

Ideal for

Legal teams at the start of their AI journey, or those who have started but lack a clear baseline.

02 / RETAINER

Strategic Retainer

An advisor in your corner, every month.

Ongoing monthly advisory for general counsel, legal operations leaders, and managing partners navigating AI adoption. We work alongside your team — not just above it — providing strategic challenge, vendor scrutiny, and governance oversight that compounds over time.

From $6,000/ month

Per month, 3-month minimum

Duration: Ongoing

What you receive

  • Two monthly strategy sessions (2hr each)
  • Vendor evaluation and due diligence support
  • Governance policy and framework review
  • Priority access to Advanta research and intelligence
  • Async Slack/email access between sessions

Ideal for

Organisations actively implementing AI tools who need sustained expert oversight without hiring a full-time role.

03 / PROGRAMME

Programme Design

From strategy to operating model — built to last.

A comprehensive engagement that takes your organisation from intent to implementation-ready. We design your legal AI programme end-to-end: strategy, governance framework, technology selection, change management architecture, and success metrics — then hand over a programme office that your team can run.

From $18,000fixed fee

Fixed-fee engagement

Duration: 6–10 weeks

What you receive

  • Legal AI strategy document (3-year horizon)
  • Governance and policy framework (regulator-ready)
  • Technology selection scorecard and shortlist
  • Change management and adoption playbook
  • KPIs, metrics framework, and reporting templates
  • Programme office handover and team training

Ideal for

Law firms and in-house teams committing to a serious AI programme and needing it designed properly from day one.

04 / ENTERPRISE

Enterprise Partnership

Strategic advisory at institutional scale.

A bespoke, multi-year partnership for large law firms and enterprise legal teams that require embedded advisory capacity — not just periodic engagement. Custom research programmes, board-level governance support, and a dedicated advisor who understands your organisation as well as you do.

Custom

Contact us to discuss scope

Duration: Multi-year

What you receive

  • Dedicated senior advisor allocation
  • Custom research and benchmarking programmes
  • Board and leadership team advisory sessions
  • Regulatory engagement and horizon scanning
  • White-label knowledge products for your clients
  • Annual legal AI maturity benchmarking

Ideal for

Global law firms, Magic Circle practices, and enterprise legal functions requiring an advisory partner at full scale.

Compare Models

Side by side.

Not sure which model fits your situation? Use this to narrow it down — then speak with us.

FeatureDiagnosticRetainerProgrammeEnterprise
Duration2 weeksOngoing6–10 weeksMulti-year
Investment$2,500From $6,000/moFrom $18,000Custom
Strategy sessions1 debrief2× / monthWeeklyOn demand
Governance frameworkAssessment onlyReview & adviseFull designEmbedded
Vendor evaluationLandscape mapOngoing supportFull selectionContinuous
Board-ready outputsYesQuarterlyYesYes
Research accessSnapshotFull libraryFull libraryCustom + exclusive
Async supportYesYesDedicated

Qualification

Who we work with.

Advanta works with legal leaders who are making consequential decisions about AI — not organisations at the awareness stage. Our engagements are intensive, and we calibrate them carefully.

If any of the following describes you or your organisation, you are likely a good fit for an initial conversation.

You lead legal operations or governance

Our clients are General Counsel, Heads of Legal Ops, Managing Partners, and senior in-house counsel. We work at leadership level — not below it.

You are making a real decision, not a research project

Our engagements are designed for organisations with genuine intent to act. If you are building a business case internally, a Diagnostic is the right starting point.

You want expertise, not a vendor recommendation

We are not affiliated with any legal technology vendor. Our advice is independent, evidence-based, and structured around your outcomes — not a platform's commercial interests.

You operate in a regulated environment

Our frameworks are designed for law firms and legal teams working under SRA, FCA, ICO, and equivalent regulatory regimes. Compliance is not an afterthought.

Outcomes

What good looks like.

We measure our success by the outcomes our clients achieve — not by the hours we log or the decks we produce.

< 3 months

From Diagnostic to first AI tool in production

94%

Of retainer clients renew after the initial 3-month term

$0

Vendor affiliation — our advice is always independent

2–5×

ROI on legal AI programmes with proper governance design

Board-ready governance frameworks

Every engagement produces outputs that can be presented directly to your board, risk committee, or regulator without modification.

Implementation that actually happens

We design programmes that your team can execute — not advisory documents that sit in a shared drive. Adoption is a design requirement, not an afterthought.

Accountability at every stage

We define success metrics at the start of every engagement. You always know exactly what you are getting and how we will know if it worked.

Common Questions

Before you enquire.

How is this different from a technology vendor's advisory service?

We are entirely vendor-neutral. We do not earn referral fees, commissions, or any form of commercial consideration from technology providers. Our advice is structured around your outcomes, your risk profile, and your regulatory obligations — not what a vendor needs to sell.

We have already started implementing AI tools. Is a Diagnostic still relevant?

Yes — often more so. Organisations that have deployed tools without a governance framework frequently discover gaps in data handling, accountability structures, and regulatory positioning. A Diagnostic provides an independent audit of where you actually are, not where you think you are.

What does the retainer actually look like month to month?

Two structured strategy sessions per month — typically 90 minutes each. We review your current initiatives, challenge assumptions, evaluate vendor proposals, review policy drafts, and provide written summaries of agreed positions. Between sessions, you have async access via email or Slack for time-sensitive questions.

Can we start with a Diagnostic and then move to a retainer?

Yes, and this is the most common path. The Diagnostic gives you the baseline; the retainer gives you the ongoing support to act on it. Diagnostic clients receive a 10% discount on their first three months of retainer.

What size of organisation do you typically work with?

Our Diagnostic and Retainer engagements are accessible to teams of any size — including boutique practices and mid-market in-house teams. Programme Design and Enterprise Partnership are typically suited to firms with 50+ fee-earners or legal departments with multi-jurisdiction operations.

Start the Conversation

Advisory inquiry.

Tell us about your situation. We respond to every enquiry within one business day with either a proposal or a clear explanation of why we are not the right fit.

One business day response, always
No obligation — we will tell you if we cannot help
Introductory call scoped to 30 minutes
NDA available on request

Prefer a different route?

Not ready to enquire? Read about our full advisory practice or explore our research and intelligence to understand how we think.

Include any relevant context about your team size, tools in use, or governance goals.

Not sure where to start?

A Diagnostic is always the right first step.

$2,500 · 2 weeks · No ongoing commitment required.

View full advisory practice