AI workflows for private-practice law firms.

Firms of lawyers that advise and represent clients, from solo practices to partnerships with several offices.

Who does this work

  • Managing partner
  • Firm administrator
  • Practice manager

20 workflow templates ready to adapt, and 55 workflows identified.

Updated

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Examples of the workflows identified
  1. Assemble the pack for a set hearing
  2. Build a sourced chronology for a dispute or matter
  3. Check a filing package before the attorney signs
  4. Check a new intake is complete and hand it on
  5. Check citations in a draft against their sources

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Evidence and discovery

Build a sourced chronology for a dispute or matterA working chronology kept current as case documents arrive, merging duplicates and marking approximate dates. Prepares work for a lawyer. Not legal advice.Workflow templateCheck the privilege log metadataSpecific to withholding privileged documents in litigation discovery. Prepares work for a lawyer. Not legal advice.Workflow templateIndex a received document productionWorks from opposing-party productions identified by Bates numbers. Prepares work for a lawyer. Not legal advice.Workflow templateTrack discovery responses and promised supplementsSpecific to civil litigation discovery requests and meet-and-confer commitments. Prepares work for a lawyer. Not legal advice.Workflow template
Check a discovery response package's service paperworkSpecific to serving discovery responses under court procedural rules.Illustrative · not built yet

Research and authorities

Check citations in a draft against their sourcesChecks legal citations by pinpoint and quotation and records whether each authority's treatment has been checked. Prepares work for a lawyer. Not legal advice.Workflow templateCompare legal authorities on a defined questionCompares cases, statutes or rules as authorities for a legal argument. Prepares work for a lawyer. Not legal advice.Workflow templatePlan the research for a legal questionLegal research across statutes, rules and case law for a defined jurisdiction. Prepares work for a lawyer. Not legal advice.Workflow template

Intake and engagement

Run a conflict check on a new inquirySearches the firm's client and matter records for conflicts of interest before an engagement is accepted. Prepares work for a lawyer. Not legal advice.Workflow templateStructure a new client intakeProspective legal clients, where facts must be kept apart from the caller's assumptions before a lawyer reviews. Prepares work for a lawyer. Not legal advice.Workflow template
Hand a won deal to the delivery teamOpens a legal matter with client, matter description, responsible lawyer, approved scope and billing instructions.Illustrative · not built yet

Billing and matter economics

Review time entries before they are billedLaw firm prebills are checked against matter rates, task codes and narrative standards.Workflow template
Plan the costs of the next phase of a contingency matterThe firm funds the case costs itself and is only paid on outcome, so commitments drive firm cash.Illustrative · not built yet
Prepare overdue invoice follow-upsReminders go to clients through the responsible lawyer and respect the engagement terms.Illustrative · not built yet
Review the margin on a client engagementA legal matter budget is tracked by litigation or transaction phase against client-approved amounts.Illustrative · not built yet

People and HR

Hand over an account or piece of work to a new ownerLeave or staffing changes require covering lawyers for active matters, with deadlines and access needs. Prepares work for a lawyer. Not legal advice.Workflow template
Answer a question from the approved source documentsCovers firm policies for lawyers and staff, including benefits questions.Illustrative · not built yet
Draft a performance review from the evidenceReviews for lawyers and staff draw on matter work examples and partner feedback.Illustrative · not built yet
Plan a new employee's onboardingLawyers, paralegals and legal assistants practise on invented matters under supervising lawyers.Illustrative · not built yet
Run the employee offboarding checklistResponsibilities include client matters to reassign and payroll notifications for lawyers and staff.Illustrative · not built yet

Client development and referrals

Turn a meeting into a follow-upA law-firm partner following up with a referral source, using only approved materials and nothing said in confidence.Workflow template
Adapt an approved piece into other formatsSource is a lawyer's seminar or article; changes in emphasis or missing legal context are flagged.Illustrative · not built yet
Find deals that have stopped movingProspective engagements and inquiries rather than deals, with unowned next steps and follow-up promises.Illustrative · not built yet
Plan the response to an RFP or bidA panel or pitch request answered with approved matter experience, proposed team and fee assumptions.Illustrative · not built yet

Knowledge and records

Review closed matter files for a records decisionApplies to closed client matter files, where legal holds and client authorizations govern disposal. Prepares work for a lawyer. Not legal advice.Workflow template
Close out a project with its remaining obligationsCloses a legal matter, including recorded outcome, final billing status and closing documents.Illustrative · not built yet
Review a knowledge library for stale, duplicate and unowned entriesThe library is the firm's approved collection of legal forms and precedents.Illustrative · not built yet
Run the lessons-learned reviewDraws lessons from a closed legal matter, linking observations to events and costs.Illustrative · not built yet
Write a procedure from how the work is doneCaptures how a legal assistant handles notices, filing preparation and matter administration.Illustrative · not built yet

Finance and accounting

Explain budget-versus-actual variancesVariances are split by practice group into revenue, lawyer and staff costs and operating costs.Illustrative · not built yet
Prepare and track the month-end close checklistA law firm close includes trust account reconciliation and work-in-progress cutoff.Illustrative · not built yet
Prepare payroll and review exceptionsFirm payroll includes leave differences and staff roster changes, kept apart from partner draws.Illustrative · not built yet
Prepare the rolling cash forecastFirm operating cash is planned apart from client trust money, around partner draws and payroll.Illustrative · not built yet
Prepare the supplier payment runLaw firm payables include client-billable disbursements that must be coded to matters.Illustrative · not built yet
Reconcile cash accounts to the ledgerThe operating account is reconciled separately from client trust accounts.Illustrative · not built yet

Firm leadership and planning

Align team goals with company prioritiesPractice group plans are mapped to firm-wide priorities set by the partnership.Illustrative · not built yet
Check a proposal against earlier decisionsEarlier decisions are partnership resolutions and the proposal comes from the managing partner.Illustrative · not built yet
Plan team capacity against upcoming workUpcoming matters are compared with lawyers' abilities and supervision, with options to hire, contract, reassign or defer.Illustrative · not built yet

Recruiting and hiring

Define a new role in a hiring briefAlso outlines the interview plan and work sample for a lawyer or staff search.Illustrative · not built yet
Prepare the interview panel debriefPartners and staff interviewers discuss a lawyer or staff candidate.Illustrative · not built yet
Report hiring pipeline status and blockersFocuses on one lawyer or staff search, with missing interviewer feedback and scheduling dependencies.Illustrative · not built yet

Matter management and client service

Draft the progress update for the clientA client letter on where a legal matter stands, separating developments from approved next steps and instructions needed.Illustrative · not built yet
Prepare a court-order deadline noticeDocketing work in a litigation practice, using the firm's notice format and its date rules.Illustrative · not built yet
Run the weekly open-matter checkA practice group's open legal matters, reviewed by the partner.Illustrative · not built yet

Technology and office operations

Check the records returned when a supplier or system is retiredThe supplier holds client matter documents, so retention instructions follow the firm's professional obligations.Illustrative · not built yet
Prepare a drill or tabletop exerciseThe rehearsal covers critical client work through an outage of a system, office or key supplier, with named deputies.Illustrative · not built yet
Review a proposed tool's data flowsThe data at stake is client matter information and the question is whether an apparently local tool sends it out.Illustrative · not built yet
Review user access against current rolesAccess is to matter groups in the matter system, including inherited permissions after a lawyer changes teams.Illustrative · not built yet

Other workflows

Assemble the pack for a set hearingWritten for a litigation practice, where the arguing attorney names the witnesses, topics and orders, and the firm's own pre-hearing checklist sets the items. Prepares work for a lawyer. Not legal advice.Workflow templateCheck a filing package before the attorney signsWritten for a litigation practice, where each judge's requirements live on a checklist the paralegals keep and the responsible attorney signs. Prepares work for a lawyer. Not legal advice.Workflow templateCheck a new intake is complete and hand it onA new legal inquiry must reach conflict review with the parties named before anything else happens.Workflow templateKeep the outgoing work sign-off logItems need a responsible attorney's sign-off before they leave the firm.Workflow templatePrepare the client billing summary for a legal matterCorporate clients impose outside counsel billing guidelines and task-code formats.Workflow templateSummarize a deposition transcript by topicWritten for a litigation practice, where the handling attorney names the topics and uses the summary for the next deposition, a motion or trial. Prepares work for a lawyer. Not legal advice.Workflow templateSummarize a matter's budget and statusStatus is built from the time export and the agreed matter budget by phase.Workflow template

Workflow templates

Hearing preparation packBefore a set hearing, the arguing attorney has one draft pack: the hearing as the notice states it, the docket history, each order's directives quoted, each witness's prior statements with page cites, exhibit and checklist status as the firm records them, and an open-items list. The attorney decides every argument. Prepares work for a lawyer. Not legal advice.Workflow templateCase chronology from the matter documentsFrom the document set the handling attorney approved, the paralegal or associate prepares a draft chronology for that attorney: each event with its source and Bates number or page, document dates kept apart from event dates, conflicting accounts side by side, and the gaps. What matters is left to the attorney. Prepares work for a lawyer. Not legal advice.Workflow templateFiling package checkBefore a filing goes to the attorney for signature, the paralegal gets every item on the firm’s own checklist for that court and judge marked pass or open: caption against the docket, length and format, certificates, exhibits, signature blocks and service. The attorney decides and signs. Prepares work for a lawyer. Not legal advice.Workflow templateInquiry handoffEvery new inquiry reaches the firm’s conflict review and the responsible attorney as one complete packet on the day it arrives, with each missing item named and someone assigned to supply it.Workflow templateCitation and quotation checkBefore a draft is filed or relied on, the associate or paralegal has one worksheet: every citation, quotation and record cite counted, then set against the sources supplied, and every good-law check left for the lawyer. No result calls anything confirmed; each says only what was compared. Prepares work for a lawyer. Not legal advice.Workflow templatePrivilege log entry checkBefore a draft privilege log goes to review counsel, the paralegal gets an entry-by-entry check against counsel’s approved format and role map, and a list of logged documents’ attachments with no entry. It checks metadata only: review counsel makes every privilege call and writes or approves every description. Prepares work for a lawyer. Not legal advice.Workflow templateAuthority comparison tableFrom the opinions, statutes and regulations counsel selected, and only those, the researching lawyer gets one side-by-side table: each authority's court, date, stated issue, operative words, posture and separate opinions, quoted with pinpoints, and a list of every quotation to check. The lawyer decides what applies. Prepares work for a lawyer. Not legal advice.Workflow templateMatter coverage plan for absencesWhen leave or a staffing change takes someone away from active matters, the practice manager gets a draft coverage plan: a proposed cover for each matter, the attorney-confirmed dates in the absence, the access each cover needs and every handoff that is blocked. The practice lead and responsible attorneys decide. Prepares work for a lawyer. Not legal advice.Workflow templateDocument production index and summariesFrom a production review counsel has cleared, the paralegal prepares a draft for that counsel: an index of every document by Bates range, a short summary of each, every statement cited to its Bates page, missing documents and differing passages listed, and anything matching counsel's screen list held by number only. Prepares work for a lawyer. Not legal advice.Workflow templateOutgoing work sign-off logEvery item that needs a responsible attorney's sign-off before it leaves the firm sits in one log, in the order it has to go out: waiting, approved or returned, with the attorney's own note. Anything close to its date with no decision is flagged first. The log tracks status and never touches the legal substance.Workflow templateResearch plan for counselBefore an associate or paralegal starts on a partner's research question, they hold a one-to-two-page plan: the question split into sub-questions, the stated facts against each, the firm's own notes to read first, where to search and with what terms, and the gaps. Leads, not authorities: nothing is named from memory. Prepares work for a lawyer. Not legal advice.Workflow templateClient billing summaryBefore an invoice goes out, the billing coordinator has a summary the client can read: fees by timekeeper, task and phase, expenses and write-downs, tied to the pre-bill. Every entry that breaks the client's billing guidelines reaches the responsible attorney as a decision, with the amount at stake.Workflow templateClosed-file retention reviewWhen closed matter files are ready for records review, the records officer has a draft list for supervising counsel in four groups: files whose period has run under the firm's own schedule, files under a hold, client originals not yet returned, and files that cannot be assessed. Nothing is destroyed or moved. Prepares work for a lawyer. Not legal advice.Workflow templatePrebill exception reviewBefore the billing attorney opens a prebill, the billing coordinator has every awkward entry marked: rates that differ from the firm's rate table, possible duplicates, entries outside the client's billing guidelines, unclear narratives and expenses without support, each sent to the person who acts next.Workflow templateConflict search recordBefore the responsible attorney decides on a new matter, the conflicts clerk has a draft search record: every name searched with its aliases and related entities, every possible match with its source matter and why it matched, the names still to search, and the limits of the search. It clears nothing. Prepares work for a lawyer. Not legal advice.Workflow templateConsultation fact recordAfter a first consultation, the intake attorney gets a draft fact record: each statement marked by how the client knows it, each date by how exactly it was given, the outcome the client wants set apart, every document mentioned but not supplied, and questions to choose from. It names no legal issue. Prepares work for a lawyer. Not legal advice.Workflow templateDeposition transcript summaryBefore the next deposition, a motion or trial, the attorney has a draft page-line summary of the transcript, arranged by the topics they named: every point cited, every exhibit and objection logged, and every place the testimony differs flagged without a label. The attorney decides what it means. Prepares work for a lawyer. Not legal advice.Workflow templateMatter budget and status summaryThe responsible partner sees one matter whole: scope, phases against their dates, the budget against fees to date and the projected total, a red, amber or green status with the rule behind it, risks and next actions with owners. Built from the time export and the matter plan, never a view on the merits.Workflow templateDiscovery requests and commitments registerThrough discovery, the litigation paralegal keeps one register for the handling attorney: each request and its response in the exact words served, the Bates ranges produced against it, every supplement promised in correspondence with its date as written, and the promises now overdue. The attorney decides what it means. Prepares work for a lawyer. Not legal advice.Workflow templateReferral source follow-upThe day after a partner meets someone who sends the firm work, they have a follow-up draft and a list of every promise made at the table, by both sides. The draft uses only approved materials and nothing said in confidence; the partner checks it, chooses the next step and sends it.Workflow template

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