Guides for managing partners
How to prepare intake and discovery drafts while keeping client confidentiality and lawyer review in place.
- Can lawyers use AI on client files? What ABA Opinion 512 and Texas Opinion 705 requireLawyers can use AI on client files when they meet the duties that Opinion 512 and Texas Opinion 705 spell out. Here is what each one requires and which controls a firm can show its clients.
- AI medical records summaries for personal injury cases: what to automate and what to checkRecords and bills are where a personal injury case manager loses the week. Here is how to split chronology and demand work between an agent and your team, and how to test the output before you rely on it.
- How to draft discovery responses faster without waiving objections (Texas and federal)Discovery responses are generally due 30 days after service, with real penalties for a missed deadline. Here is how an agent can get a first draft ready early while the attorney keeps every call the signature certifies.
- Law firm intake automation: replies drafted for same-day review, with the conflict check run firstA prospect who hears nothing by the end of the day may call the next firm. Here is how to have a reply and a conflict search ready for review the same day, with a lawyer on every legal decision.