Practice Operations: AI workflows

Prepare an Intake Review Packet

Turn questionnaire answers into a party list, missing-information questions and a draft matter setup record.

Edit Legal Writing without Changing Its Meaning

Compare a clearer draft with the original, preserving qualifications, defined terms and the strength of each statement.

Draft Time Entries

Turn recorded work into draft billing narratives without inventing time, matter assignments or billable status.

Billing Code Suggestions

Match approved time narratives to the client’s supplied code list and show uncertain assignments for review.

Review Gaps in Time Records

Compare activity records with a time log to identify questions about omissions, duplicates or mismatched matters.

Check a Deadline Calculation

Prepare a traceable calculation from supplied trigger evidence, current rules and orders before a responsible reviewer confirms the date.

Prioritize Matter Tasks

Prepare a proposed work order from verified deadlines, dependencies and the team’s stated priorities.

Draft a Client Update

Draft a concise update from approved matter facts and separate completed work, proposals and decisions needed from the client.

Plan Document Organization

Prepare a naming and filing proposal that preserves originals, provenance and uncertain classifications.

Prepare a Draft Invoice

Assemble an itemized draft from approved entries, rates and expenses while leaving missing tax or payment instructions unresolved.

Prepare a Matter Handover

Summarize a defined period of matter activity with source references, open questions and confirmed next actions.

Design a Legal Review Workflow

Specify a process before choosing automation tools.

Prepare Matter Status Reports

Summarize a matter register without inventing progress.

Prepare Client Matter Updates

Draft an update for a defined client audience.

Ask Questions about a Document

Answer a defined question with its source passage.

Review Documents in a Table

Extract defined fields into a table for checking.

Prepare Edits for a Word Document

Draft a change list to apply and inspect in Word.

Prepare a Legal Translation Draft

Translate meaning while keeping unresolved terms visible.

Prepare a Negotiation Issue List

Track proposed changes and documented decisions.

Overview

Document Analysis

Projects

Playbooks