Actionable AI
For Small Law Firms

Your firm already has the tools. Nobody built the workflows.

20 step-by-step AI workflows (intake to billing) running on Microsoft 365 or Google Workspace. No new software. No technical staff. No theory.

Free PDF. No email required.

Download the 20-Workflow Playbook (PDF)

Florida Bar Ethics Op. 24-1 compliant No new software required Flat-fee consulting, no ongoing retainer required Former Big Law partner

The real problem

This isn’t about AI strategy. It’s about stopping the part of your day where humans retype, chase, summarize, sort, and babysit work that software should already do. If you are not sure which of the 20 to try first, take the 2-minute self-check.

Here’s what’s actually happening at small law firms right now:

  • Leads arrive by phone, email, web form, and voicemail. Nobody owns the first 15 minutes. That’s where revenue goes to die.
  • Conflicts get checked by memory and prayer, not a process.
  • Court deadlines live in a spreadsheet someone last updated in April, two inboxes, and the managing partner’s head.
  • Discovery responses are where time entries go to breed.
  • Billing narratives read like hostage notes. Clients notice.
  • Client updates require a 20-minute phone call to explain what should be one paragraph.

None of this requires new software. You own everything you need. What’s missing is a workflow that tells each tool what to do, and where a human stays in the loop.

20 workflows. Every part of your practice.

Each one follows the same structure: the problem it solves, the software you already have, the step-by-step process, where AI handles the factory work, and where a human owns the judgment call. Intake gets its own deeper guide: the Client Intake Workflow Playbook.

Part 1  ·  6 Workflows

Intake & Client Onboarding

Lead capture, conflict checks, consultation prep, engagement letters, matter opening, client welcome.

Part 2  ·  5 Workflows

Documents, Email & Matter Management

Document collection, email-to-matter filing, meeting notes to tasks, matter chronologies, client updates.

Part 3  ·  4 Workflows

Drafting & Litigation

Demand letters, discovery requests, discovery responses, contract review triage.

Part 4  ·  3 Workflows

Practice-Area Workflows

Estate planning intake, family law financial disclosure, personal injury medical records.

Part 5  ·  2 Workflows

Calendar & Billing

Court deadline tracking and monthly billing narrative cleanup.

What “Already Installed” Means

These workflows run on Microsoft 365 or Google Workspace, Outlook or Gmail, Teams or Meet, SharePoint or Drive, Word or Docs, Excel or Sheets, and whatever practice-management software you’re already paying for. Not demo software. The real stack your firm uses every day.

Who this is for

Small law firms where the decision-maker is also doing the work, and doesn’t have time for an IT project.

If any of these are true, this playbook is for you:

  • You’ve heard about AI but aren’t sure which risks are real and which are hype
  • Your intake process relies on someone remembering to do the right thing
  • You’re worried about confidentiality and what happens to client information
  • You’ve tried a tool before and it didn’t stick because there was no workflow around it
  • You want a real number: time saved, cost, implementation effort, not a ballpark

If you run a large firm, work with specialized legal tech vendors exclusively, or want someone to manage AI implementations full-time on a retainer, this isn’t the right fit. No hard feelings.

About Greg Yates

Former Big Law corporate partner. Not selling software. Not selling subscriptions. Not here to tell you that AI changes everything.

I work with small law firms exclusively: managing partners who are non-technical, pressed for time, and skeptical of consultants who’ve never practiced law. That’s the client I built this for.

My clients leave with specific workflows, real implementation timelines, and numbers they can stand behind. Not a 40-slide deck and a monthly retainer.

The goal is simple: you read my findings and say, “You nailed it. When can you start?”

Works with small law firms only
Former Big Law corporate partner, New York City
Flat-fee consulting: no ongoing retainer required, no upsells
Based in Daytona Beach, FL: focused on Florida law firms with fewer than 25 lawyers
Focused on implementable results, not strategy decks
A note on Florida Bar Ethics Opinion 24-1 (January 2024). The opinion cleared generative AI for practice, but the underlying duties haven’t changed. Every workflow in this playbook includes a human checkpoint where the law requires judgment. Confidentiality (Rule 4-1.6), competence, billing, and advertising are addressed workflow by workflow. If you practice outside Florida, the principles apply: the specific citations will differ.

Primary Sources

For broader AI ethics and risk controls, pair the Florida opinion with ABA Formal Opinion 512, the NIST AI Risk Management Framework, and the OWASP Top 10 for LLM Applications.

Get the playbook. Free.

If intake is the workflow that hurts most, start with the AI-Powered Client Intake Guide.

20 step-by-step AI workflows for small law firms. Built on software you already own. Start with the workflow that hurts most.

Download the playbook (free PDF)