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Epona

7 checks before scaling AI across legal work

AI can only be as effective as the environment behind it. This practical guide helps legal, IT and compliance teams identify the hidden risks that can undermine secure AI adoption, from permissions and confidentiality to governance and data quality. Discover seven practical checks to assess your AI readiness and gain a clear framework for evaluating whether your document environment is prepared to support AI safely and at scale.

This 15 pages guide also includes a practical DMS, Compliance & AI Checklist that can be used during evaluations, governance workshops and internal readiness reviews.

What you'll learn

  • Review permissions and eliminate oversharing risks
  • Ensure confidentiality follows documents across Microsoft 365
  • Understand data residency, control and AI processing boundaries
  • Improve auditability, traceability and compliance readiness
  • Strengthen metadata quality for more reliable AI results
  • Establish governance for AI prompts and agents
  • Evaluate whether your DMS supports secure, lawyer-friendly workflows