Workflows
Claude Workflows for Lawyers
Step-by-step playbooks for the multi-step jobs you actually do every day — built for plain Claude, no enterprise tools required. Each one chains prompts from our library into a complete, repeatable workflow.
Get new workflows weekly →Reuse a Deposition's Questions for a New Witness
Turn a deposition you've already taken into a tailored question outline for the next witness, instead of starting from a blank page.
View workflow →Turn Hearing or Call Notes Into a Client Update Email
Convert your scribbled post-hearing notes into a clear, plain-English status email the client understands.
View workflow →Compare Two Contract Drafts and Draft Your Response
When opposing counsel sends back a redline, surface what changed with the text quoted, assess the risk, and draft your response in one sitting.
View workflow →Medical Records to Chronology and Demand Letter
Turn a stack of medical records into a sourced chronology, an itemized specials summary, and a demand letter draft, all in one Claude conversation.
View workflow →Draft a Response to a USCIS RFE
Turn a USCIS Request for Evidence into a structured response by having Claude identify every issue, map your client's evidence, flag the gaps, and draft a cover argument you then verify.
View workflow →Build a Parenting Plan From Client Intake
Convert client intake details into a draft parenting plan covering legal decision-making, parenting time, holiday allocation, and communication protocols, then tailor it to your state and summarize it for the client.
View workflow →Analyze Financial Disclosures for Inconsistencies
Turn an opposing party's financial disclosure and supporting records into an organized summary, a prioritized inconsistency list, and draft discovery requests and deposition questions.
View workflow →Triage an Incoming Contract Against Your Standard Positions
Give Claude your standard contract positions, paste an incoming agreement, and get a severity-ranked list of every deviation with quoted text, risks, proposed fixes, and a plain-English note for the business client.
View workflow →Turn a New Client Intake Into a Matter Summary + Engagement Letter
Paste your raw intake notes into Claude and get back a structured matter summary, a conflicts list, and a draft engagement letter (or non-engagement letter) you can review, finalize, and send.
View workflow →Turn a Dense Legal Document Into a Plain-English Client Explainer
Paste a dense legal document into Claude and get a topic-organized, plain-English explainer, with decision points and questions for the client included, that you review before sending.
View workflow →Review a Commercial Lease with Claude (and Brief the Client)
Paste a commercial lease into Claude, get a lease abstract and a clause-by-clause risk review with severity-rated flags, generate redline-ready language for the key issues, and produce a plain-English client summary, all in one conversation.
View workflow →Run Legal Research and Verify Every Citation
Use Claude to spot issues, structure research, and synthesize the authority you provide, then verify every citation against a primary source and a citator before anything reaches a brief.
View workflow →Summarize a Brief, Transcript, or Long Document for Yourself
Turn a long brief, transcript, regulation, or contract into a structured, source-cited working summary you can verify and use.
View workflow →Build a Case Chronology From a Document Set
Turn a mixed set of documents into a dated, source-cited case chronology that surfaces conflicts, gaps, and the events most material to your legal issues.
View workflow →Extract Every Deadline From a Contract or Court Order
Have Claude extract every fixed date, recurring obligation, and triggered deadline from a legal document into a verifiable list you can docket.
View workflow →Set Up a Reusable Claude Project for Your Practice
Build a reusable Claude Project loaded with your practice's voice, templates, and default rules so every matter starts pre-configured instead of from a blank chat, and package repeated tasks as Skills.
View workflow →Self-Audit Your Claude Use Against the Ethics Rules and Draft an AI-Use Policy
Inventory how you and your team actually use Claude, map each use to the core ethics rules and the text of ABA Formal Opinion 512, rank the gaps, and draft a firm AI-use policy and client disclosure language.
View workflow →Assemble an Immigration Petition Package: Evidence Checklist, Exhibit Index and Cover Letter
Map the client's evidence to the requirements you paste from current USCIS instructions, then build the exhibit index, declaration drafts and cover letter from that map.
View workflow →Build a Motion or Opposition Brief From the Record
Go from pleadings, declarations, transcripts and exhibits to a pin-cited record map, an argument outline that anticipates the other side, and draft brief sections with authority placeholders that are filled only after verification.
View workflow →Prepare a Conflict Check and Open the Matter From Intake
Turn intake forms and emails into a complete, source-quoted list of names to screen, a conflict-search request, a sorted review of the hits, and a matter-opening checklist.
View workflow →Run Contract Due Diligence Across a Set of Agreements
Turn a stack of target-company agreements into a quoted, per-contract issue table, a ranked red-flag list, a consent tracker and a first-draft disclosure schedule.
View workflow →Run a Matter Folder in Claude Cowork: Inventory, Chronology and a Weekly Digest
Give Claude Cowork access to a single matter folder and have it write an index of every file, a pin-cited chronology and a deadline table into that folder, then set up a weekly task that reports what changed.
View workflow →Review Criminal Discovery: Timeline, Inconsistencies and Suppression Leads
Turn police reports, body-camera and interview transcripts, lab reports and warrant materials into a cited timeline, a side-by-side inconsistency list, a set of suppression leads to research and a list of discovery the prosecution has not produced.
View workflow →Summarize a Deposition Transcript: Page-Line Digest, Admissions and Impeachment List
Turn a certified transcript into a page-line digest, a topical summary keyed to your claim elements, a quoted admissions and impeachment list, and an errata review you can check line by line.
View workflow →Draft a Workplace Policy and Rollout FAQ (In-House or Outside Counsel)
Go from stakeholder input and existing policies to a plain-language workplace policy with every location-dependent provision flagged, plus an employee FAQ and manager talking points that match the policy text.
View workflow →Draft Written Discovery Responses and Objections From the Requests and Client Documents
Turn a served set of interrogatories, document requests and requests for admission into a request-specific objection matrix, source-mapped draft responses and a plain-English verification checklist for the client.
View workflow →Review an Existing Estate Plan and Send the Client an Update Letter
Inventory a client's existing will, trust and beneficiary designations, find where assets and fiduciaries no longer line up with the plan, and send a plain-English update letter.
View workflow →Package a Repeat Legal Task as a Claude Skill (Build, Test, Share)
Write your playbook down once as a Claude Skill, test it against past matters with known good outputs, and share it so every summary or review follows the same standard.
View workflow →Build a Real Estate Closing Checklist From the Purchase Agreement and Title Commitment
Pull every contingency, deadline and deliverable from the purchase agreement, every requirement and exception from the title commitment, and combine them into one closing checklist with owners and dates.
View workflow →Turn Rough Time Notes Into Clean Billing Narratives
Paste a week of rough time notes and the client's billing guidelines, and get back flagged problem entries, clean task-based narratives with the time unchanged, and a short invoice cover note.
View workflow →Organize a Trademark Knockout Search and Respond to a Cease-and-Desist Letter
Turn your own trademark search exports into a quoted knockout table and draft clearance memo, then break down an incoming cease-and-desist letter and draft a response for the option you choose.
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