AI consulting and training for Florida law firms with fewer than 25 lawyers
Make AI useful in the work your firm does every week.
I’m Greg Yates, a former Big Law partner. I help small firms improve intake, drafting, client updates, and other recurring work. We start with the software you own, build in lawyer review, and train the people who will use the process.
Already have a specific problem? Book a 15-minute introductory call.
Small firms do not need AI theater. They need fewer dropped balls.
Choose your next step
Start with the question you have now.
I’m exploring
Get a practical answer before deciding what your firm needs.
I need a plan
See what an assessment covers, what you receive, and what it costs.
I know the broken workflow
See how a fixed-scope project tests one improvement with your team.
The problem
You do not need an AI strategy. You need a better Tuesday.
Drafting still eats hours. Intake still arrives in five places. Clients still call because the update did not go out. Your best staff member still holds half the process in her head. Another software subscription will not fix that by itself.
Work gets recreated
The retyped letter. The rebuilt chronology. The intake question someone already answered. Rework is expensive because it looks normal.
Handoffs fail quietly
A lead waits. A task has no owner. The right document is in the wrong inbox. The problem appears later, when it costs more.
AI use outruns the rules
Lawyers and staff experiment before the firm agrees on approved accounts, client information, review, or responsibility.
Where the work starts
Pick a task the firm already does every week.
Intake and follow-up
Turn calls, forms, emails, and notes into cleaner summaries, conflict-check handoffs, and prompt next actions.
Drafting and revision
Build repeatable first-draft and review processes for letters, client updates, demands, memoranda, and recurring documents.
Summaries and chronologies
Organize email chains, pleadings, discovery, transcripts, and client documents without treating generated output as verified fact.
Client communication
Prepare useful status updates, next-step explanations, meeting follow-ups, and routine correspondence.
Internal operations
Create checklists, templates, task sequences, review points, and handoff instructions people can repeat.
Lexis+ with Protégé and Create+
Connect Vaults, prompts, skills, drafting, and training to recurring legal work while keeping lawyer review visible.
The fix order
The cheapest reliable fix wins.
We start with the work that leaks time or creates risk. Then we use the smallest change that the team will actually keep using.
Fix the process first.
A checklist, template, naming rule, or clearer handoff may solve the problem.
Use a feature the firm already owns.
Microsoft 365, Google Workspace, Lexis, Westlaw, Clio, and other existing systems often contain unused capability.
Configure the current tools.
Build the prompt, template, permissions, review step, and written instructions around the real workflow.
Buy something new only when the gap is clear.
A new tool needs a defined job, an owner, a review process, and an exit plan.
Ways to start
Fixed scope. Clear output. No software sales.
AI Workflow Assessment
$995 one time
You know AI matters, but you do not know where to begin.
- Current tools, recurring work, and risk points reviewed
- Opportunities ranked by value, effort, and adoption risk
- Written roadmap and partner readout
Private Workshop
$1,495 90 minutes
The firm needs a shared starting point and practical examples.
- Private, firm-focused session
- Live examples tied to work the team recognizes
- Full credit toward a retainer signed within 30 days
One Workflow, Done Right
$1,995 fixed project
You already know which workflow wastes the most time.
- Current process mapped before anything is built
- One working, tested improvement
- Review gates, instructions, and team training
Need a different level of help?
Half-Day Workshop: $2,500 plus travel. Monthly AI Workflow Partner: $4,995 per month, three-month minimum, available after an initial engagement. Workflow Support: $995 per month, month to month, as a lighter post-retainer follow-on.
Who you are hiring
A former Big Law equity partner who understands small-firm constraints.
I practiced law for decades before building Actionable AI. I understand partner skepticism, staff capacity, billing pressure, deadlines, client expectations, and the difference between a demo and a working process.
Independent advice
I sell no software and take no vendor commission. If a better checklist solves the problem, that is the recommendation.
Built for adoption
The people who run the workflow help shape it. The output includes ownership, training, review, and a way to tell whether it worked.
Waves & Gates
Adoption comes in waves. Safety comes from gates.
Each wave improves one piece of recurring work. Each gate names the person who checks a defined thing before output reaches a client, a court, or the public. The process is documented so the firm’s knowledge compounds instead of disappearing into individual inboxes.
Florida’s rules make the review duty concrete. Florida Bar Opinion 24-1 addresses competence, confidentiality, supervision, fees, accuracy, and advertising. Since June 15, 2026, Florida Rule 2.515(d)(2) also requires a signer of a court filing to represent that the legal authorities identified exist and are accurately cited.
Not ready to talk?
Start with the free Florida AI Starter Playbook.
Eight practical resources for managing partners. Pick one repetitive, reviewable workflow, test it with low-risk information, and measure whether it helps.
You will receive the playbook and occasional practical emails from Actionable AI. Unsubscribe anytime.
Straight answers
What skeptical partners ask first.
Will we need new software?
Usually not. We begin with the firm’s current systems and recommend something new only when a defined gap justifies it.
What about confidentiality?
The firm approves the exact tools, accounts, information, and uses. Each workflow includes minimum-necessary data rules, access controls, and a named review step.
What happens when the AI is wrong?
The workflow assumes it can be wrong. Important facts, quotations, calculations, and legal authorities return to an authoritative source before anyone relies on them.
What results should we expect?
No invented percentages. We define the problem before the work begins, then measure the firm’s own time, errors, rework, cycle time, or missed follow-up after the pilot.
Where should we start?
Bring one recurring task that wastes time, creates inconsistent work, or depends too heavily on one person. We will decide whether the answer is a checklist, a current software feature, light configuration, or something else.
A sensible next step
Bring me the workflow your team complains about every week.
The introductory call takes 15 minutes. We will identify the problem, the current tools, and the smallest useful next move.
15 minutes. I will tell you whether there is a fit. No deck.