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AI Workflow Playbook: Legal Edition

Kit files are in English.

Use AI tools and prompts for legal intake, research, contracts and billing.

Yearly: every kit included. Monthly: one new kit per billing cycle.

AI Workflow Playbook: Legal Edition: An excerpt from the included kit files.View full-size sample
An excerpt from the included kit files.
Access, downloads and refund policy

Yearly: every available kit and bundle, unlimited downloads.

Monthly: one new standalone kit per billing cycle, no bundles. Re-downloads are free and do not use a new claim.

Monthly subscriptions started before February 28, 2026 keep all-access, including bundles and unlimited downloads.

Monthly access currently allows three downloads per kit. Need another? Contact joozio@hey.com.

Download access while subscribed. Keep the files you download.

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How it works

Interactive AI toolkit for lawyers. 6 built-in tools for intake, research, contracts, and billing. Paste your data, get results. Plus AI workspace guides and automation recipes.

Based on real AI deployment data: 94% capability vs 33% actual adoption. This closes the gap.

Latest update: 2026-09-09

September 9, 2026: Tool comparison table rebuilt for September 2026, replacing Claude 3, GPT-4 and Gemini 1.5 era entries with the current models and context limits.

What you get

+6 interactive tools: paste your data, click Build & Copy, paste into any AI. Done
+Client Intake Organizer: messy notes in, structured intake document out
+Case Summary Builder: facts, parties, dates into comprehensive case summary
+Contract Reviewer: paste clauses, select review focus, get clause-by-clause analysis
+Client Email Drafter: select email type, add context, get professional draft
+Legal Research Assistant: legal question + jurisdiction into research framework
+Billing Narrative Generator: rough time entries into billable narratives
+AI Workspace guides: set up Claude Projects, Custom GPTs, Google Gems for daily legal work
+Zapier automation recipes: automate client intake, deadline tracking, document routing
+ROI calculator: see exactly how much time and money you save
+100% local and private: runs in your browser, no data sent anywhere, your information stays on your computer

Package includes

  • START-HERE.html: interactive toolkit with 6 built-in tools (open in browser)
  • PLAYBOOK.html: 10-chapter deep-dive guide for when you want the full theory
  • Level 1: Interactive tools that combine your data with optimized prompts
  • Level 2: Step-by-step AI workspace setup (Claude Projects, Custom GPTs, Gems)
  • Level 3: Zapier automation recipes with walkthrough instructions
  • 5-day implementation plan from first tool use to full automation
  • Built-in ROI calculator and security quick-reference

FAQ

Do I need any technical skills?

No. You open one HTML file in your browser. You paste your data into form fields. You click a button. You paste the result into ChatGPT, Claude, or Gemini. That is the entire workflow.

How is this different from a prompt template pack?

Prompt templates make you do the prompt engineering. This toolkit does it for you. You paste your real data into form fields, and the tool assembles the optimized prompt with your data already included. You never see or think about the prompt itself.

What about bar association guidelines on AI?

Covered. The toolkit includes a security quick-reference and the deep-dive PLAYBOOK.html covers ABA guidance on AI use, client confidentiality, and disclosure requirements.

Is this for big law firms?

Designed for solo practitioners and small firms (1-10 attorneys). The tools work at any scale, but the implementation plan and automation recipes are optimized for small teams.

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