Built for solo practitioners and small firm attorneys who spend hours on demand letters, client updates, contracts, and deposition summaries. Turn case notes into complete documents in 15 minutes.
You finish a client intake or case review. AI generates a draft demand letter, contract, or client update — structured, formatted, and ready for your review and edits. What used to take 2-3 hours now takes 15 minutes of refinement.
Dictate the facts, damages, and legal theory. AI generates a structured demand letter with proper formatting, legal citations framework, and damages calculation — ready for your review and customization.
"Rear-end collision 3/15, client stopped at red light, defendant texting, police cited defendant, client ER visit, whiplash, 3 weeks PT, $8,400 medical, $2,500 lost wages, no prior injuries, clear liability"
"[Header, case caption] | FACTS: On March 15, 2026, your insured struck our client while texting and driving... | DAMAGES: Medical $8,400, Lost wages $2,500, Pain & suffering... | DEMAND: $45,000 to settle..."
AI drafts regular client communications explaining case status, next steps, and timeline — in plain language clients understand, maintaining trust without hours of writing.
"Hi John — Quick update on your case. Discovery responses filed last week. Deposition scheduled 4/15. Settlement conference set for May. No action needed from you. I'll update you after depo. Questions? Call anytime."
Provide deal terms and parties. AI generates first-draft agreements — employment contracts, NDAs, service agreements — with standard clauses and party-specific customizations.
"EMPLOYMENT AGREEMENT | Parties: [Company] and [Employee] | Term: At-will | Compensation: $X base + bonus | Restrictive covenants: 12-month non-solicit, no non-compete (TX) | Standard clauses: IP assignment, confidentiality..."
Upload deposition transcript. AI extracts key admissions, credibility issues, and contradictions — organized for trial prep and motion drafting.
"ADMISSIONS: Defendant admitted texting, saw brake lights, no attempt to brake | CREDIBILITY: Inconsistent with police report on speed | CONTRADICTIONS: Prior statement denied texting | USE: Motion for summary judgment on liability"
Your website has a chatbot that qualifies prospects, gathers case details, and schedules consultations — only sending you vetted leads with pre-filled intake forms. Document templates auto-populate from client data. Deadline tracking monitors your docket.
Website visitors answer questions about their case type, urgency, and location. AI qualifies them (practice area fit, conflict check clear, your jurisdiction) and books consultations directly on your calendar.
Bot: "What type of legal matter?" → "Car accident" → "When did it happen?" → "Last month" → "In Texas?" → "Yes" → QUALIFIED → Books consultation → You get summary with incident details
Client data auto-populates template documents — retainers, engagement letters, standard discovery — reducing copy-paste errors and setup time.
Intake completed → AI generates: Retainer agreement (client data filled) | Engagement letter | Initial correspondence | Discovery checklist | Calendar deadlines
AI monitors case deadlines (discovery, motions, statutes of limitations) and alerts you 30, 14, and 7 days out — with suggested next actions.
"⚠️ 14 days: Discovery deadline in Smith v. Jones. Status: 2 of 5 interrogatories complete. Suggested: Draft remaining this week. Template attached."
Upload received discovery. AI generates draft responses based on case facts and standard objections — ready for your review and customization.
"INTERROGATORY 1: State all facts... | RESPONSE: [Client name] was traveling northbound on I-35, stopped for traffic, was struck from behind by defendant... | OBJECTION: Overbroad as to 'all facts' — limited to relevant facts..."
You handle everything — intake, drafting, court, billing. You need to generate documents faster without sacrificing quality or ethics compliance.
You manage a high caseload with billable hour requirements. You need to turn around drafts quickly while maintaining partner standards.
You handle document review, discovery, and project work. Volume and speed matter. You need tools that help you produce more without errors.
The core curriculum is AI 101 (document automation) and AI 201 (building tools). The legal track applies it to your actual case documents and workflows. Bring your laptop and notes from a recent case.
AI can draft demand letters, client updates, deposition summaries, and contract first drafts. The course teaches you to verify and refine AI output.
The course covers private AI workflows using local LLMs where no data leaves your machine.
Both. Litigators use AI for demand letters, discovery summaries, and case chronologies. Transactional lawyers use it for contract drafting, due diligence reports, and client memoranda.
Yes. You'll learn to use AI for contract analysis, redline summaries, and due diligence document review — always with human verification.
Claude for drafting and analysis, ChatGPT for research summaries, local LLMs for privileged content, and Copilot for Office document workflows.
If you need an AI workforce built for your business — not just a Saturday workshop — our consulting team designs, deploys, and runs custom AI agents tailored to your workflows. Same start: a one-hour diagnostic call.