Free Resources
Templates and tools for solo and small firm attorneys.
Checklists, frameworks, and automation templates we actually use with clients. Download what fits — or take the free Practice Operations Assessment first to see what to build first.
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Practice Operations Assessment.
Answer 3 quick questions for an instant result, then 5 more if you want to go deeper. It shows you which workflows are consuming the most of your time.
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All resources
AI-Assisted Drafting Prompt Library
Twelve battle-tested prompts for drafting routine correspondence, engagement letters, and demand letters — with compliance guardrails built in.
Morning Case Digest Configuration Guide
Step-by-step guide to building an automated 7am case digest — new inquiries, pending follow-ups, deadlines in the next 48 hours.
Dormant Client Surfacing Framework
A practice-area-specific framework for finding revenue hiding in your 400-client backlog — visa windows, annual reviews, citizenship deadlines.
Client Intake Automation Template
n8n workflow that handles intake screening, conflict check, and follow-up email sequencing end-to-end.
ABA Opinion 512 Compliance Checklist
Plain-language checklist for complying with the ABA's first formal ethics opinion on AI use in legal practice.
Solo and Small Firm Operations Toolkit
The operations starter pack — timesheet templates, intake form, follow-up sequence, morning-case digest config.
Legal Tech Vendor Evaluation Checklist
A 22-point checklist to audit any legal tech vendor before signing — pricing transparency, ABA 512 posture, data residency, exit plan.
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