Cenário da Simulação
The AI Selection Committee at Harrison & Cole LLP — a 60-attorney firm with practices in litígio, corporate law, and propriedade intelectual — has completed its evaluation of three AI fornecedors and must now present a unified recommendation to the full partnership. Each committee member has conducted their own assessment and reached their own conclusion. The conclusions do not align. The committee must negotiate, compromise, and produce a single recommendation before the partnership meeting tomorrow morning.
Partes Interessadas e Papéis
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Diane Reeves — Diretora de Tecnologia
Perfil
Former legal tech fornecedor executive. Deep technical expertise. Two years at the firm, still building credibility. Evaluates tools primarily on architecture, scalability, integration capability, and long-term technology strategy.
Objetivos
- Advocate for CounselMind based on its superior nativo de IA architecture and long-term scalability
- Garantir que os critérios de avaliação técnica recebam peso adequado no processo de decisão
- Posicionar o papel de Diretora de Tecnologia como voz autorizada em decisões de tecnologia
Restrições
CounselMind is $60,000 over budget at full implementação. Diane must find a way to justify the overrun or accept the reduced-scope deployment. She knows that her background at a DocuLex AI competitor creates a perception issue.
Informação Exclusiva
Diane conducted a confidential architecture review and discovered that DocuLex AI's 'baseado em IA' research module is actually a wrapper around a third-party API — the fornecedor does not control the underlying model. If that third-party relationship ends, the research capability disappears. She has not shared this finding with the committee.
Marcus Webb — Litígio Grupo de Prática Leader
Perfil
Twenty-year veteran litigante. Highest-revenue partner. Politically powerful. Believes the firm's AI investment should serve the grupo de prática that generates the most revenue.
Objetivos
- Secure the selection of PrecisionLegal, which directly serves his grupo de prática's needs
- Prevent the firm from investing in a tool that provides no litígio capability
- Ensure that the litígio group's contribution to firm revenue is recognized in the technology allocation
Restrições
Advocating for PrecisionLegal is openly self-interested. Marcus needs to frame his argument in terms of firm-wide benefit, not grupo de prática politics.
Informação Exclusiva
Marcus received a call yesterday from the firm's second-largest client — a litígio client — who mentioned they are considering bringing e-produção de provas interno using PrecisionLegal. If the firm also uses PrecisionLegal, it would create seamless data exchange with the client. Marcus has not verified this or shared it with the committee.
Priya Sharma — Diretora Financeira
Perfil
Eight years as the firm's finance director. Conservative budget manager. Deeply skeptical of fornecedor ROI projections. Evaluates every technology decision through custo total de propriedade and measurable return.
Objetivos
- Manter o custo total do primeiro ano dentro de US$200.000 — o orçamento aprovado, sem exceções
- Exigir critérios de sucesso mensuráveis e uma estrutura contratual que proteja o escritório
- Ensure that the recommendation includes a realistic custo total de propriedade, not just the license fee
Restrições
Priya's analysis shows that all three fornecedors will likely exceed $200,000 in true first-year costs when training, implementação, and productivity loss are included. She needs to decide whether to present this reality and risk having the entire initiative delayed, or work within the fiction of the license-fee-only budget.
Informação Exclusiva
Priya has modeled the custo total de propriedade for each fornecedor: DocuLex AI at $245,000, PrecisionLegal at $195,000, and CounselMind at $320,000 (full) or $260,000 (reduced scope). Only PrecisionLegal comes in under $200,000 in true first-year costs — but it serves only 40% of the firm. She has not shared these numbers with the full committee.
Oliver Grant — Proteção de Dados Officer
Perfil
Recently appointed DPO with a privacy law background. GDPR and CCPA certified. His approval is required before any tool processing client data can be deployed. Evaluates everything through proteção de dados conformidade.
Objetivos
- Ensure the selected fornecedor meets all proteção de dados requirements, including client-specific residência de dados provisions
- Establish that proteção de dados conformidade is a threshold requirement, not a factor to be weighed against other considerations
- Complete a Proteção de Dados Impact Assessment before any tool is deployed
Restrições
Oliver has identified residência de dados concerns with DocuLex AI's European sub-processors that may violate three client carta de engajamentos. He is less certain about whether CounselMind's local option fully resolves these concerns — the fornecedor's documentation is ambiguous on certain processing flows.
Informação Exclusiva
Oliver received an anonymous tip from a former DocuLex AI employee that the fornecedor experienced a minor data incident six months ago involving temporary exposure of client metadata. The incident was not publicly disclosed. Oliver cannot verify this information but considers the source credible.
Aisha Johnson — Associado Sênior Representative
Perfil
Seven-year associate in the corporate grupo de prática. Selected by the associate committee to represent the perspectives of the attorneys who will actually use the tool daily. Technically proficient and frustrated by the firm's slow technology adoption.
Objetivos
- Defender a ferramenta com a melhor experiência do usuário e a curva de aprendizado mais curta
- Garantir que a perspectiva dos associados — como usuários primários — seja ponderada adequadamente
- Pressionar por recursos de treinamento adequados e um cronograma realista para proficiência
Restrições
Como associada, Aisha tem poder político limitado em um comitê dominado por sócios e diretores seniores.
Informação Exclusiva
Aisha organized an informal survey of 15 associates who participated in the fornecedor trials. Results: DocuLex AI — easiest to learn (avg. 4.2/5 usability), CounselMind — most useful for actual work (avg. 4.5/5 task relevance), PrecisionLegal — most powerful but hardest to use (avg. 3.1/5 usability). She has the survey data but has not yet shared the full results.
Regras
Duração
45 minutos
Comunicação
Formato de reunião de comitê — Diane preside. Levantar a mão para falar. Sem conversas privadas durante a deliberação do comitê.
Método de Decisão
Consenso preferido; se o consenso não puder ser alcançado, votação majoritária com cada membro registrando sua posição e justificativa.
Fases
Recomendações Individuais (15 minutos)
Each committee member presents their individual recommendation and rationale in 3 minutes. No interruptions. No rebuttals. Each presentation must include: the recommended fornecedor, the top three reasons, and the biggest risk of their choice. The chair records each position on a visible matrix.
Negociação e Debate (20 minutos)
Open discussion. Members may challenge each other's positions, reveal exclusive information, propose compromises, form coalitions, and explore creative solutions (e.g., phased adoption, multi-fornecedor strategies, renegotiated fornecedor terms). The facilitator may inject a development — such as a message from Victoria Harrison asking for a preliminary indication of the committee's direction.
Decisão e Recomendação (10 minutos)
O comitê deve produzir uma recomendação final. Cada membro faz uma declaração final de uma frase antes da votação.
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- The Budget Bombshell: During Phase 2, the facilitator announces that the sócio-gerente has revised the budget downward to $160,000 due to a revenue shortfall. How does this constraint change the calculus? Does it eliminate any fornecedors or create new coalitions?
- The Fornecedor Counter-Offer: CounselMind's sales director, learning that the committee is leaning away due to budget, sends an email offering a 30% discount for a 3-year commitment — bringing the first-year cost to $182,000. Does this change the analysis? What are the risks of a longer commitment at a lower price?
- The Client Mandate: The firm's largest corporate client sends a letter requiring all assessoria jurídica externa to certify their ferramenta de IAs' tratamento de dados practices within 90 days. Only CounselMind's local option clearly satisfies the certification requirements. How does a client mandate affect a fornecedor selection that was previously an internal decision?
Debriefing
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Qualidade da Decisão
- A recomendação final do comitê é a escolha 'certa'? Existe uma resposta certa?
- Que informação teria mudado a decisão? O comitê estava trabalhando com dados suficientes?
- How did the committee handle the tension between 'best for my grupo de prática' and 'best for the firm'?
- Uma composição diferente do comitê teria produzido um resultado diferente?
Processo e Política
- Como dinâmicas de poder — senioridade, contribuição de receita, prioridade organizacional — moldaram o resultado?
- As revelações de informação exclusiva foram estratégicas ou reativas? Elas ajudaram ou prejudicaram o processo?
- Como o comitê tratou a restrição orçamentária? O limite financeiro serviu ao escritório bem?
Compromisso e Criatividade
- Did the committee explore creative solutions beyond 'pick one fornecedor'? If so, were those solutions realistic?
- Como o grupo tratou a tensão fundamental entre uma ferramenta generalista vs. especializada?
- Que papel os dados de experiência do usuário do representante associado desempenharam na deliberação final?
Aplicação no Mundo Real
- How does your organization currently make technology fornecedor decisions? Does it resemble this committee process, or something different?
- What role should proteção de dados play in AI fornecedor selection — a threshold filter or a weighted factor?
- If you were advising a mid-size firm on ferramenta de IA selection, what is the single most important piece of advice you would give?
- Based on this simulation, what three questions should every escritório de advocacia ask before selecting an AI fornecedor?
Referências e Fontes
Frameworks de Aquisição
- ILTA, "Escritório de Advocacia AI Procurement Melhores Práticas" — evaluation criteria, fornecedor due diligence, and contract negotiation guidance
- ACC, "Model AI Procurement Clauses for Legal Services" — standardized contract provisions for AI fornecedor agreements
- Gartner, "Hype Cycle for Legal and Conformidade Technologies" — fornecedor maturity and market positioning analysis
Security and Conformidade
- NIST AI Gestão de Riscos Framework (AI RMF 1.0) — structured framework for risco de IA identification and mitigation
- ABA, "Opinião Formal 477R and Practical Implications for Ferramenta de IA Selection" — guidance on securing client information in AI contexts
- ISO/IEC 42001:2023 — International standard for AI management systems, applicable to fornecedor evaluation
Pronto para Executar Esta Simulação?
This simulation is designed for guided facilitation as part of Module 2 of the Lawra Learning Program. Request a session with role cards, fornecedor profiles, financial models, and expert debriefing for your team or organization.
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