Gilbert + Tobin是澳大利亚领先的企业律师事务所之一,以在资本市场、并购、争议解决和技术领域的卓越工作而闻名。该事务所的业务依赖于专业知识、审慎判断以及对敏感信息的安全处理。
当生成式AI开始重塑知识型工作时,Gilbert + Tobin看到了一个机会——不是改变其提供法律咨询的方式,而是提升支撑这些咨询的运营工作标准。该事务所致力于为每个运营团队提供更精准的研究、起草和分析工具,同时保持客户所期望的治理和专业问责制。
ChatGPT Enterprise首先引入运营团队,在受控环境中测试实际用例。此后,采用范围扩展到市场营销、业务拓展、招聘、财务、技术、业务转型以及部分法律业务领域。在整个过程中,重点始终放在事务所的运营方式上,而非取代其法律服务核心的专业判断。
借助Codex,该事务所更进一步,从AI辅助个人完成离散任务,发展到AI在更大规模工作流程中完成既定步骤。
将领导层支持转化为全所范围的采用
可见的领导力帮助AI采用在整个事务所中变得相关且具有正当性。首席执行官Sam Nickless通过自身工作实例向员工介绍ChatGPT。他的信息——“AI不是作弊”——将其定位为员工可以运用判断力的另一种工具,而非不当的捷径。其他高级领导也成为活跃用户,并与团队分享实例。
Gilbert + Tobin将领导层支持与针对特定角色的赋能相结合。业务转型团队没有依赖通用培训,而是加入各个团队会议,演示针对市场营销、财务、招聘、运营及其他职能量身定制的工作流程。内部视频、展示、挑战赛和用例故事帮助员工在ChatGPT获得新功能时保持同步。
该事务所没有强制设定使用目标,而是专注于向员工展示这项技术的能力,同时让员工对结果负责。截至2026年6月,87%的已启用席位处于活跃状态,是Gilbert + Tobin通常在其他工具上所见采用率的两倍以上。活跃用户包括技术部门以外的合伙人和员工。
“AI不是作弊。它为我们的人员提供了另一种运用判断力、改善事务所运营的方式。在一个建立在信任和问责制基础上的行业中,这始于强有力的治理。OpenAI提供了企业级的基座,使我们能够满怀信心地向前推进。”
——Sam Nickless,Gilbert + Tobin首席执行官
通过治理和澳大利亚数据驻留建立信任
Gilbert + Tobin处理机密客户和商业信息,包括受不同客户要求约束的信息。其AI部署得到了关于批准任务、员工可输入内容以及输出应如何审查的明确指导支持。该事务所还评估了合同保护、基于角色的访问控制、数据处理要求和管理控制。
迁移到具有澳大利亚数据驻留的OpenAI环境,使Gilbert + Tobin在满足内部要求和客户期望的同时,更有信心扩大访问范围。
“OpenAI从企业视角出发构建平台,并建立了像我们这样的组织所需的控制措施,使我们能够自信地运营。”
——Mitch Owens,Gilbert + Tobin首席信息官
改善全所的日常工作
ChatGPT目前支持多个业务职能。它将一项招聘研究和数据提取任务从约四小时缩短至约20分钟。另一个独立的参考文献处理工作流程为每位候选人节省约25分钟,支持着处理高招聘量的团队。
市场营销和业务拓展团队使用ChatGPT综合以往的提案材料,并为新机会定制响应。该事务所每年制作400至500份提案,ChatGPT帮助团队更快地准备内容,同时提高质量并使其与事务所的写作标准保持一致。团队还使用深度研究来支持行业报告以及行业、客户和业务拓展战略。
财务团队将ChatGPT用于电子表格和数据分析工作。技术团队将其应用于文档、脚本、培训材料和内部指南。使用ChatGPT的律师将其用于工作的运营层面,而法律特定工作流程则通过经批准的平台(如AI驱动的Harvey平台)获得支持。在所有这些用例中,人员仍然负责限定任务范围、检查输出、运用专业判断并批准最终工作成果。
一个独特的ChatGPT用例是自定义GPT,帮助高管在占用CEO时间之前对想法进行压力测试。该GPT基于Nickless写作、优先事项、专业背景、反馈和业务背景的经批准示例构建,充当CEO的“数字孪生”,但不会代他做决策或代他发言。
“我们不必直接去找CEO,而是可以先通过他的自定义GPT测试想法。这帮助我们压力测试想法、完善思路,并了解其可能如何与他的优先事项保持一致。”
——Daniel Quinn,Gilbert + Tobin首席营销官
借助Codex从辅助走向执行
Codex帮助Gilbert + Tobin在人工审查下完成定义明确的多步骤运营工作。例如,它准备了涵盖300个实体的审计报告,在整个工作流程中避免了整整一天的手工工作。Codex还检查并重命名了1,100个待上传至另一系统的文件,取代了以往需要数天的工作。
这些示例展示了该事务所如何将Codex应用于那些不规则、难以通过传统可重复流程实现自动化合理化的任务。业务转型团队还使用Codex将需求和现有规格转化为可运行的Python应用程序。
“Codex可以将AI从助手转变为执行者。它执行运营工作流程中的步骤,而我们的人员仍然负责审查和批准结果。”
——Aviva Leitch,Gilbert + Tobin业务转型负责人
Gilbert + Tobin使用Codex帮助构建了一个AI驱动的工作流程,用于特定的利益冲突、反洗钱、政治公众人物和了解你的客户(KYC)检查。它完成研究和处理步骤,然后生成报告供人工审查和签署。此前需要长达八小时的特定检查现在可以在几分钟内完成。
在技术职能部门内,一名DevOps团队成员利用Codex为公司AWS环境构建了一个监控“瞭望塔”。它整合了运营信号,支持诊断和修复操作,并将需要人工关注的问题升级处理。
未来展望
Gilbert + Tobin计划在建立更广泛使用所需控制措施的同时,扩展ChatGPT Work和Codex的访问权限。该公司的长期愿景是构建一个互联互通的工作环境——员工可以借助ChatGPT访问经批准的组织上下文、执行运营任务并交付成品输出,无需在系统间手动切换。
Gilbert + Tobin is one of Australia’s leading corporate law firms, recognised for its work across capital markets, mergers and acquisitions, disputes, and technology. The firm’s practice depends on specialist knowledge, careful judgment, and the secure handling of sensitive information.
When generative AI began reshaping knowledge work, Gilbert + Tobin saw an opportunity—not to change how it delivers legal advice, but to raise the standard of the operational work that supports it. The firm set out to give every operations team sharper tools for research, drafting, and analysis, while preserving the governance and professional accountability its clients expect.
ChatGPT Enterprise was introduced first to operations teams, where practical use cases could be tested in a controlled environment. From there, adoption expanded into marketing, business development, recruitment, finance, technology, business transformation, and parts of the legal practice. Throughout, the focus has remained on how the firm operates, not on displacing the professional judgment at the heart of its legal services.
With Codex, the firm is moving further still, from AI that assists individuals with discrete tasks to AI that completes defined steps across larger workflows.
Turning leadership support into firm-wide adoption
Visible leadership helped make AI adoption relevant and legitimate across the firm. CEO Sam Nickless introduced ChatGPT to employees through examples from his own work. His message, “AI is not cheating,” positioned it as another tool employees could use to apply their judgment, rather than an inappropriate shortcut. Other senior leaders became active users and shared examples with their teams.
Gilbert + Tobin paired that leadership support with role-specific enablement. Instead of relying on generic training, the business transformation team joined individual team meetings to demonstrate workflows tailored to marketing, finance, recruitment, operations, and other functions. Internal videos, showcases, challenges, and use-case stories helped employees keep pace as ChatGPT gained new capabilities.
The firm did not mandate usage targets. It focused on showing employees what the technology could do while keeping people accountable for the result. As of June 2026, 87% of enabled seats were active, more than twice the adoption rate Gilbert + Tobin typically sees for other tools. Active users included partners and employees outside the technology function.
“AI is not cheating. It gives our people another way to apply their judgment and improve how the firm operates. In a profession built on trust and accountability, that starts with strong governance. OpenAI provides the enterprise-grade foundation that allows us to move forward with confidence.”
—Sam Nickless, Chief Executive Officer, Gilbert + Tobin
Building trust through governance and Australian data residency
Gilbert + Tobin handles confidential client and business information, including information subject to different client requirements. Its AI rollout was supported by clear guidance on approved tasks, what employees could enter, and how outputs should be reviewed. The firm also assessed contractual protections, role-based access, data-processing requirements, and administrative controls.
Moving to an OpenAI environment with Australian data residency gave Gilbert + Tobin greater confidence to expand access while meeting internal requirements and client expectations.
“OpenAI approached the platform from an enterprise perspective and built the controls that organisations like ours need to operate with confidence.”
—Mitch Owens, Chief Information Officer, Gilbert + Tobin
Improving everyday work across the firm
ChatGPT now supports several business functions. It reduced a recruitment research and data-extraction task from approximately four hours to about 20 minutes. A separate reference-processing workflow saves an estimated 25 minutes per candidate, supporting a team that manages high recruitment volumes.
Marketing and business development teams use ChatGPT to synthesize previous pitch materials and tailor responses for new opportunities. The firm produces 400 to 500 pitches each year, and ChatGPT helps teams prepare content faster while improving its quality and alignment with the firm’s writing standards. Teams also use deep research to support industry reports and sector, client, and business-development strategies.
Finance teams use ChatGPT for spreadsheet and data-analysis work. Technology teams apply it to documentation, scripts, training materials, and internal guidance. Lawyers who use ChatGPT draw on it for the operational side of their work, while our legal-specific workflows are supported through approved platforms, such as the AI-powered Harvey platform. Across all these use cases, people remain responsible for constraining the task, checking outputs, applying professional judgment, and approving the final work product.
One distinctive ChatGPT use case is a custom GPT that helps executives pressure-test ideas before taking up the CEO’s time. Built from approved examples of Nickless’ writing, priorities, professional background, feedback, and business context, it acts as a ‘digital twin’ of the CEO without making decisions on his behalf or speaking for him.
“Instead of going straight to our CEO, we can test an idea with his custom GPT first. It helps us pressure-test ideas, refine our thinking and understand how it might align with his priorities.”
—Daniel Quinn, Chief Marketing Officer, Gilbert + Tobin
Moving from assistance to execution with Codex
Codex has helped Gilbert + Tobin complete defined, multistep operational work under human review. For instance, it prepared audit reports covering 300 entities, avoiding a full day of manual work across the entire workflow. Codex also checked and renamed 1,100 files for upload into another system, replacing work that would previously have taken days.
These examples show how the firm is applying Codex to tasks that are irregular or difficult to justify automating through conventional, repeatable processes. The business transformation team has also used Codex to turn requirements and an existing specification into a working Python application.
“Codex can take AI from being a helper to being a doer. It carries out the steps in an operational workflow, while our people remain responsible for reviewing and approving the result.”
—Aviva Leitch, Head of Business Transformation, Gilbert + Tobin
Gilbert + Tobin used Codex to help build an AI-enabled workflow for selected conflict, anti-money laundering, politically exposed person, and know-your-customer checks. It completes research and processing steps, then produces a report for human review and sign-off. Selected checks that previously took up to eight hours can now be completed in minutes.
Within the technology function, a DevOps team member used Codex to build a monitoring “watchtower” for the firm’s AWS environment. It consolidates operational signals, supports diagnosis and remediation actions, and escalates issues that require human attention.
What’s next
Gilbert + Tobin intends to extend access to ChatGPT Work and Codex as it puts in place the controls required for broader use. The firm’s longer-term ambition is an interconnected working environment—one where employees can draw on ChatGPT to access approved organisational context, carry out operational tasks, and deliver finished outputs without navigating manually between systems.
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