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The AI Document Workflow Audit

Pilot Offer — $997

A focused, one-time engagement to identify exactly where your firm can reduce drafting and research time, improve document consistency, and begin using AI in a way that supports attorney judgment rather than bypassing it.

What’s Included

  1. 01

    Pre-Session Intake

    A short questionnaire to map your practice areas, current workflow, and biggest time drains.

  2. 02

    60-Minute Workflow Audit Session

    A structured conversation that walks through your drafting, research, and document review processes step by step.

  3. 03

    Tool Fit Assessment

    An honest evaluation of which AI tools are appropriate for your specific workflow — and which ones to avoid.

  4. 04

    Custom Prompting Starter Kit

    Three to five ready-to-use prompts built around your actual document types and practice areas.

  5. 05

    Written Action Plan

    A clear, prioritized summary of your highest-value AI entry points, delivered within 48 hours of your session.

The Tangible Outcome

A written plan specific to your firm identifying which workflows to target first, which tools to use, and a realistic estimate of time saved per week. Most attorneys identify 3 to 5 hours of recoverable time weekly within their existing workload.

Ready to See Where Your Firm Is Losing Time?

Reply to this email to book a 15-minute chat. No pitch. Just a focused conversation.

Pilot offer limited to 5 firms this quarter.