One Workflow, Done Right

Pick the workflow that hurts most. We fix that one first.

A focused implementation project for small firms that want one AI-assisted workflow built, trained, documented, and used.

Not ten ideas. Not a pile of prompts. Not a meeting about innovation. One workflow that saves time and makes the firm easier to run.

15 minutes. I will tell you whether there is a fit. No deck.

Best For

Some firms already know the problem.

The intake process is sloppy. The drafting process is slow. Client updates are inconsistent. Status emails eat the day. Marketing never gets done. The team keeps recreating the same work from scratch. Not sure which workflow? Start with the AI Workflow Assessment.

This engagement is for that firm.

We pick one workflow. We build it properly. We train the people who will use it. Then you get the documentation to keep it alive after I leave.

One workflow. Done right. The title is not trying to be mysterious.

Examples

Workflows we can build.

Intake workflow

Turn calls, forms, emails, and notes into cleaner intake summaries, issue lists, conflict-check handoffs, scheduling notes, and next-step messages. The Small Firm Workflow Playbook lists the 20 workflows small firms start with.

Client status updates

Create a repeatable process for drafting plain-English updates before clients start wondering whether anyone remembers they exist.

Drafting workflow

Build prompt sets and review steps for routine letters, demand drafts, client explanations, internal memos, and first-pass documents.

File summary workflow

Create a process for summarizing long email threads, pleadings, discovery, transcripts, client documents, or prior correspondence.

Marketing workflow

Turn firm knowledge into blog posts, newsletters, LinkedIn posts, FAQs, and web copy that sounds like the firm.

Internal SOP workflow

Create checklists, task sequences, templates, and handoff instructions for recurring firm processes.

What Happens

We build the workflow where the work already lives.

We begin with a scoping call to pick the workflow. Then I build the process using your existing software stack wherever possible.

I create the prompt structure, process steps, review points, handoffs, and written instructions. Then I train your team so the workflow does not live only in my head, which would be convenient for me and useless for you.

  • Scoping call to select the workflow
  • Workflow buildout using your existing tools
  • Prompt library for the selected workflow
  • Written SOPs and usage notes
  • One live team training session
  • Guardrails for lawyer review, confidentiality, and quality control
  • Two weeks of email follow-up to clean up rough spots

Common Outcomes

At the end, the firm has something usable.

  • One documented AI-assisted workflow
  • A trained team
  • Prompts and process steps people can reuse
  • Clear lawyer-review points
  • Less dependence on improvisation
  • A practical win that can become the model for the next workflow

Investment

$1,995

Use this when the firm is ready to put one thing into production.

This is the right fit when the pain is obvious and the firm wants action, not another strategy conversation wearing a blazer.

15 minutes. I will tell you whether there is a fit. No deck.