Playbooks

Workflows you can actually use.

Answer a few questions and get a practical plan: recommended tools, prompts, skill templates, a checklist, and risk notes.

Client Intake + Matter Triage
A lightweight intake workflow: clarify facts, risks, and next steps with a clean summary you can share internally.
Contract Review Quickstart
A practical workflow for reviewing vendor contracts quickly without missing the usual red flags.
Privacy + Compliance Audit
A workflow for mapping obligations, identifying gaps, and producing defensible remediation notes.
Legal Research → Brief Workflow
A research workflow optimized for speed: build a plan, extract authorities, and produce a cite-checkable draft.
eDiscovery + Document Review
A workflow for fast triage, prioritization, and defensible review notes.
Litigation Support + Trial Prep
A workflow for building a clean case file: issues, evidence map, witness prep, and trial outline.
IP + Patent Drafting
A workflow for prior-art review, claim drafting support, and internal review notes.
Employment Policies + Handbook Updates
A workflow for drafting and updating employment policies with a change log and review checklist.
Firm Ops + Automation
A workflow for reducing busywork: intake, routing, document assembly, and repeatable internal playbooks.
General Legal AI Starter
A safe default playbook: pick a small stack, keep an audit trail, and ship usable drafts quickly.