Playbook
General Legal AI Starter
A safe default playbook: pick a small stack, keep an audit trail, and ship usable drafts quickly.
ContractsReviewSensitivity: mediumBudget: Free or paidPlatform: any
Recommendation
Based on your answers, we’d start with: Contract Review Quickstart
Your current page is a template. The recommendation below is the closest match for your matter type and workflow stage.
Recommended Stack
Start with 3–5 tools. Add more only if you can maintain the workflow.
Clio
Clio is a widely used legal practice-management platform (matters, documents, time, billing, trust accounting, client portal) with AI-first features for billing, scheduling, and client updates. Not personal-injury-specific but used across firm types. Published pricing starts at $49 per user/month (Starter), with Core and Signature tiers and a free trial.
Verifiedpaid
- Commonly used in the "General Legal AI Starter" workflow.
Cocounsel
CoCounsel is Thomson Reuters' professional-grade legal AI assistant (built on Casetext), covering legal research, document review, drafting, and deposition preparation, grounded in Westlaw content. Sold to firms and legal departments; pricing is quote-based and enterprise, typically bundled with Westlaw. Retrieval-grounded, though outputs still require attorney verification.
Verifiedpaid
- Commonly used in the "General Legal AI Starter" workflow.
Docjuris
DocJuris is a legal AI workflow platform for contract review, negotiation, legal intake, research, and matter management, aimed at in-house legal and procurement teams. Quote-based, sales-led.
Verifiedpaid
- Commonly used in the "General Legal AI Starter" workflow.
Eve
EveOS is an AI operating system for plaintiff and personal injury law firms, covering intake, medical review, drafting, case management, legal research, and client communications in one platform. Eve reports 1,200+ firms on the platform. Pricing is per-seat and quote-based (sales-led).
Verifiedpaid
- Commonly used in the "General Legal AI Starter" workflow.
Evenup
EvenUp is a personal-injury-only platform centered on demand packages, expanded to Pre-Litigation as a Service (PLAAS): intake, treatment, demands, and negotiation, plus litigation drafting for discovery and trial. Per-case pricing, quote-based. Demands are AI-generated, so a human reviews the draft and its citations before it is sent.
Verifiedpaid
- Commonly used in the "General Legal AI Starter" workflow.
Everlaw
Everlaw is cloud-native ediscovery software for litigation and investigations, with AI for surfacing facts with direct citations (Deep Dive), review coding suggestions, and a StoryBuilder writing assistant. Proven on document sets of 10M+. Quote-based. Retrieval-grounded with citations.
Verifiedpaid
- Commonly used in the "General Legal AI Starter" workflow.
Filevine
Filevine is a legal case-management platform (intake, matter and document management, deadlines, billing) with AI layered on through LOIS (Legal Operating Intelligence System): firm-wide AI agents, AI drafting, and medical-chronology tools, built on 40M+ matters. Popular with personal injury and plaintiff firms. A free trial is available; full pricing is quote-based.
Verifiedpaid
- Commonly used in the "General Legal AI Starter" workflow.
Genie AI
Genie AI is an AI legal assistant for contracts and documents, used by 200,000+ businesses to review, draft, and negotiate agreements against a playbook. Offers a free tier plus paid plans; enterprise is quote-based.
Verifiedfreemium
- Commonly used in the "General Legal AI Starter" workflow.
Checklist
- [ ] Define goal and constraints (jurisdiction, deadlines, scope)
- [ ] Draft a first pass, then force source-check and revision
- [ ] Log decisions: what was used, when, and what changed
- [ ] Escalate to human review for high-risk sections
Risk Notes
- AI helps draft and organize, but it does not replace legal review.
- For high sensitivity matters, use approved tools only.
Prompts
Plain-English Rewrite
Rewrite a legal paragraph for clarity while preserving meaning and adding a short summary.
Issue Spotting Checklist
Generate an issue-spotting checklist for a workflow/matter type to reduce misses.
Intake Summary (Structured)
Turn messy intake notes into a structured, reviewable summary.
Skill templates
Source Check (Template)
A repeatable template for verifying legal citations and claims.
Advisory
Want a vendor-agnostic plan for your team?
We can help turn this playbook into a defensible workflow with governance, rollout, and change management.
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