AI Use Cases

100+ AI Workflows Built From Real Legal Matters

A sample of 20 legal-focused workflows you can test today. Each prompt follows the RTDF framework (Role, Task, Details, Format) for reliable results. These come from actual firm implementations, not hypothetical demos.

100+

Use cases developed

6

Practice areas covered

2,500+

Attorneys trained on these workflows

Browse by practice area

Each workflow includes the task, time savings, and a copy-paste ready prompt. Click any prompt to copy it, then customize for your specific matter.

Litigation

Deposition Summaries

Turn a 200-page transcript into a 5-page summary with key admissions. Saves 3-4 hours per deposition.

Copy-Paste Prompt

"Act as a senior litigation associate. Summarize the attached deposition transcript. Focus on admissions related to [TOPIC]. Format as a bulleted list with page:line citations."

Litigation

Discovery Objection Generator

Generate standard objections to interrogatories based on your jurisdiction's rules. Cuts objection drafting time by 70%.

Copy-Paste Prompt

"I am providing a list of interrogatories. Generate standard objections for numbers 1-5 based on [JURISDICTION] rules of civil procedure. Focus on overbreadth and privilege."

Litigation

Chronology of Facts

Build a timeline of key events from document dumps and emails. Processes 500+ documents in minutes instead of days.

Copy-Paste Prompt

"Review the provided emails and create a chronological timeline of events. Columns: Date, Time, Sender, Recipient, Key Content, Significance. Highlight any gaps in the timeline."

Litigation

Demand Letter Draft

Draft demand letters incorporating specific facts and damages. Reduces first-draft time from 2 hours to 15 minutes.

Copy-Paste Prompt

"Draft a demand letter for [TYPE OF CLAIM]. Key facts: [FACT 1], [FACT 2]. Damages: $[AMOUNT]. Tone: Firm and authoritative, citing [RELEVANT STATUTE]."

Litigation

Witness Prep Outline

Create comprehensive witness prep outlines for depositions. Saves 2-3 hours per witness.

Copy-Paste Prompt

"Create a prep outline for a witness in a [TYPE OF CASE]. Include: General Rules of Deposition, Key Themes to Emphasize, and 'Traps' to Avoid based on the opposing counsel's style."

Litigation

Case Law Research Memo

Draft preliminary research memos on specific legal issues. Cuts research time from 12 hours to 3 hours.

Copy-Paste Prompt

"Write a legal research memo on [LEGAL ISSUE] in [JURISDICTION]. Cite the top 3 most relevant cases from the last 5 years. Structure it as: Issue, Rule, Analysis, Conclusion."

Family Law

Financial Disclosure Analysis

Extract and organize financial data from tax returns and bank statements. Saves 6-8 hours per case.

Copy-Paste Prompt

"Review the attached tax returns and bank statements. Extract: Total Income, Assets by Category, Liabilities, Red Flags for Hidden Income. Format as a table with year-over-year comparison."

Family Law

Child Custody Schedule

Draft detailed parenting time schedules based on client preferences. Reduces drafting time by 80%.

Copy-Paste Prompt

"Create a parenting time schedule for [AGE] children. Client prefers [PREFERENCE]. Include: Regular Schedule, Holiday Schedule, Summer Break, Transportation Responsibilities. Format as a calendar."

Family Law

Property Division Worksheet

Organize marital assets and liabilities for settlement negotiations. Processes 50+ assets in minutes.

Copy-Paste Prompt

"Create a property division worksheet from the attached disclosure. Categorize: Separate Property, Community Property, Disputed Items. Include columns for Date Acquired, Current Value, and Proposed Division."

Family Law

Support Calculation Summary

Summarize support calculation results in plain English for client meetings. Saves 1-2 hours per case.

Copy-Paste Prompt

"Explain the attached DissoMaster calculation in plain English for a client meeting. Include: Monthly Support Amount, Key Factors, What Happens If Income Changes. Avoid legal jargon."

Transactional

Contract Redlining

Identify risky clauses against your firm's playbook. Reviews 20-page agreements in 5 minutes.

Copy-Paste Prompt

"Review the attached NDA against our standard playbook. Flag any clauses that are 'High Risk' or 'Non-Standard'. Propose redline edits for each flagged clause to bring it into compliance."

Transactional

M&A Due Diligence Checklist

Generate customized due diligence request lists by industry. Saves 4-6 hours per transaction.

Copy-Paste Prompt

"Create a due diligence request list for the acquisition of a [INDUSTRY] company. Include specific requests for IP, Data Privacy, and Employment matters relevant to this sector."

Transactional

Closing Checklist

Build comprehensive closing checklists for real estate and M&A deals. Cuts checklist creation time by 90%.

Copy-Paste Prompt

"Create a closing checklist for a commercial real estate purchase. Categories: Loan Documents, Title/Survey, Entity Documents, Third Party Approvals. Include a column for 'Status'."

Transactional

Lease Abstract

Extract critical dates and terms from commercial leases. Processes 50-page leases in 2 minutes.

Copy-Paste Prompt

"Create a lease abstract for the attached commercial lease. Extract: Commencement Date, Expiration Date, Base Rent Schedule, Renewal Options, and Holdover Penalties. Format as a table."

Employment

Employee Handbook Updates

Update handbook sections to reflect new state labor laws. Reduces update time from 4 hours to 30 minutes.

Copy-Paste Prompt

"Update the 'Leave of Absence' section of this handbook to comply with the new [STATE] law regarding [SPECIFIC LEAVE TYPE]. Highlight changes in bold."

Employment

Termination Checklist

Generate termination checklists to minimize liability risk. Ensures nothing falls through the cracks.

Copy-Paste Prompt

"Create a termination checklist for a [POSITION] in [STATE]. Include: Final Pay Calculation, Benefits Continuation, Return of Property, Release Agreement Considerations, Documentation Requirements."

Employment

Investigation Interview Outline

Create structured interview outlines for workplace investigations. Saves 2-3 hours per investigation.

Copy-Paste Prompt

"Create an interview outline for investigating a claim of [TYPE OF CLAIM]. Include: Opening Statement, Key Topics to Cover, Follow-Up Questions, Closing Statement. Ensure questions are legally compliant."

Personal Injury

Medical Records Summary

Summarize 500+ pages of medical records by injury and treatment. Saves 8-10 hours per case.

Copy-Paste Prompt

"Summarize the attached medical records. Organize by: Chief Complaints, Diagnoses, Treatment Timeline, Ongoing Care Needs, Work Restrictions. Highlight any gaps in treatment."

Personal Injury

Demand Package Summary

Draft comprehensive demand package summaries with damages breakdown. Reduces package prep time by 60%.

Copy-Paste Prompt

"Create a demand package summary for a [TYPE OF INJURY] case. Include: Accident Description, Liability Summary, Medical Treatment Summary, Lost Wages Calculation, Pain and Suffering Narrative. Format for insurance adjuster review."

General Practice

Client Intake Email

Draft professional welcome emails requesting onboarding documents. Saves 20 minutes per new client.

Copy-Paste Prompt

"Draft a welcome email to a new client for a [PRACTICE AREA] matter. Tone should be professional but warm. Request the following documents: [LIST DOCUMENTS]. Explain why we need them clearly."

General Practice

Meeting Minutes

Convert meeting transcripts into action items and decisions. Processes 60-minute meetings in 2 minutes.

Copy-Paste Prompt

"Summarize this meeting transcript. Section 1: Key Decisions Made. Section 2: Action Items (Owner, Deadline). Section 3: Topics Tabled for Next Meeting."

General Practice

Billing Narrative Cleanup

Rewrite time entries into client-friendly billing narratives. Improves collection rates and saves 30 minutes per invoice.

Copy-Paste Prompt

"Rewrite these time entries to be more professional and value-focused. Remove passive voice. Ensure they justify the time spent. Input: [PASTE ENTRIES]."

General Practice

Conflict Check Memo

Draft conflict waiver letters for dual-representation scenarios. Ensures ethics compliance and saves 45 minutes per conflict.

Copy-Paste Prompt

"Draft a conflict waiver letter for representing both [PARTY A] and [PARTY B] in [TRANSACTION]. Explain the potential conflict clearly and the risks of dual representation."

How These Were Developed

These workflows come from real firms, not conference room whiteboards

Every use case on this page was developed with practicing attorneys, tested on actual client matters, and refined through training sessions with 2,500+ lawyers across California. We didn't brainstorm what AI could theoretically do - we documented what it's already doing in firms that moved past the pilot phase.

Tested in Practice

Developed with attorneys working on real matters, not hypothetical examples from vendor demos.

Refined Through Training

Improved based on feedback from 50+ law firms and bar association CLE programs.

Copy-Paste Ready

Written following the RTDF framework (Role, Task, Details, Format) for consistent results.

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