AI Playbook for Law Firms
Automate client intake, document collection, meeting follow-ups, and proposals — so attorneys can focus on billable work.
What's Inside
Every hour your attorneys or paralegals spend on intake forms, follow-up emails, and CRM updates is an hour not billed to a client. For a firm billing at $250-500/hour, administrative inefficiency is one of the most expensive problems you have — and one of the most fixable. This playbook walks you through 6 AI workflows built specifically for law firm operations: automated client intake that qualifies and routes leads in minutes, document collection sequences that chase down missing paperwork without staff involvement, AI-powered meeting notes that update your case management system automatically, proposal and engagement letter drafting that cuts turnaround from days to hours, and follow-up sequences that keep prospects warm until they're ready to retain. Each workflow includes the exact prompts, templates, tool configurations, and compliance considerations relevant to legal practice. Built for solo practitioners through 20-attorney firms — no developer required.
What You Get
- 82-page implementation guide
- 6 complete workflow configurations
- Client intake form templates and qualification logic
- AI prompts for legal document drafting
- Meeting-to-CRM automation setup guide
- Follow-up sequence templates (SMS + email)
- Compliance checklist for AI in legal operations
- Tool recommendation matrix for law firms