The Challenge
A commodity legal services firm managing clients through a lengthy, regulated legal process recognized AI's potential to automate repetitive workflows — but when the CEO initiated adoption, the firm lacked the technical capabilities, product management functions, and organizational mindset required to even begin. The team resisted disruption to established workflows, and the effort stalled, leaving the firm unable to realize any efficiency or margin gains from its AI investment.
What They Built
Ten-X Talent conducted a three-phase capability assessment — future-state visioning, capability audit, and gap-closing roadmap — identifying the complete absence of product management as the root blocker, then led a search that placed a Head of Product Development from the tech industry to catalyze change.
Robert Hatta began by clarifying the firm's future-state vision for AI: what the practice would look like with automation in place, and what business outcomes mattered most. In phase two, he audited the current team's capabilities and organizational structure, mapping roles against the functions required to execute an AI initiative. The central finding was stark: the firm had no product management function at all. Without someone to translate AI use cases into actionable build cycles, connect technical and business stakeholders, and run test-and-iterate processes, no AI initiative could gain traction regardless of which tools were selected. In phase three, Robert presented a gap-closing roadmap to leadership. Rather than recommending software, he introduced the leadership team to product practitioners from the technology industry — broadening their frame of reference before the search began. He then led an executive search that placed a new Head of Product Development with experience building engineering and product teams at leading tech companies. That hire became the catalyst for both structural and cultural change, enabling the firm to restart its AI adoption effort with the organizational foundation it had previously lacked.
CEOs of SMB professional services firms — law, staffing, medical billing — who have tried to push AI adoption through existing teams and hit a wall; leaders who suspect the problem is people and structure, not technology choice.