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.
Use cases developed
Practice areas covered
Attorneys trained on these workflows
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.
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."
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."
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."
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]."
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."
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."
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."
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."
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."
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."
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."
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."
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'."
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."
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."
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."
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."
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."
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."
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."
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."
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]."
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
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.
All 100+ workflows across legal and firm operations, plus the frameworks and checklists from our CLE workshops.
Download the Legal AI PlaybookWant to see these workflows on your documents? Book a 20-minute call →