Eight workflows for the work that fills a law firm's week.

Intake memo and conflict list

Any firm that takes new matters by phone, email or web form

You give it

Call notes, the prospective client's email, your web intake form or a call transcript

You get

Your intake memo in your own headings, a complete conflict-check list, and what is still missing before the first call back

It flags

Two versions of a date, look-alike names, anything the caller never said

The attorney calls back already knowing the matter, and the conflict check never misses a name.

Client status letter

Any practice where clients wait weeks between developments

You give it

Your file notes, activity log or the email thread since the last letter

You get

A letter in your firm's voice: what happened, what comes next and when, and anything the client needs to do

It flags

Dates that don't match, another client's details in the notes, promises you wouldn't make

Failing to keep clients informed is among the most common bar complaints. A regular update becomes a quick review instead of a letter written from scratch.

Verification pass

Anyone sending a memo, letter or brief that cites cases, records or numbers

You give it

The draft and the documents it relies on

You get

A table of every citation, quote, date, name and amount, each marked as matching its source or not

It flags

A citation that isn't in your sources, a misquote, a wrong date or amount, a misspelled name

Courts have sanctioned lawyers for briefs with citations that don't exist. This checks AI-drafted and human-drafted work alike.

Billing narratives

Hourly practices, and defense firms billing under insurer guidelines

You give it

A timer export, shorthand time notes or your calendar

You get

One clean entry per task, in your billing rules: increment, minimum, no banned phrases, task codes kept

It flags

Entries with no time, two durations for one task, personal appointments, an instruction slipped into a note

Vague or block-billed entries get written down or rejected. Clean narratives keep the time you worked.

Engagement letter first draft

Every new matter, especially when scope or fees vary

You give it

The intake notes, your fee instructions and your engagement template

You get

A first draft in your template, with the scope, exclusions and fee terms filled in, marked for attorney review

It flags

A missing retainer or rate, two different rates quoted, a vague effective date

Scope and fees in writing at the start prevent the disputes that come at the end.

Meeting notes to action items

Client meetings, case conferences and calls

You give it

Your notes, a call transcript or an emailed recap

You get

A table of who does what by when, and the time entry for the meeting

It flags

A task with no owner, a due date given two ways, "by Friday" with no date

Nothing agreed in a meeting falls through, and the time spent in it is actually billed.

Redline explained

Contracts, leases, settlement and severance agreements

You give it

The original and the revised text, or the redline, and the other side's cover email

You get

Each change explained in plain English: what changed and what it means for your client

It flags

A substantive change the cover email calls a typo, a party name quietly changed, a deadline made vague

Clients understand what they are signing, and changes the other side underplays don't slip through.

AI policy questions

Firms with a written AI policy, such as one from our Policy Package

You give it

A staff member's question

You get

The answer from your own policy, citing the section

It flags

Questions the policy doesn't cover, sections that don't exist

Staff follow the policy because the answer is a question away, and gaps in the policy show up early.

Free with the AI Policy Package, installed at the staff briefing. It doesn't use one of a Rollout's workflows.