Free DownloadChecklistUpdated 2026-10-08
AI Opportunity Checklist & Workbook
Choose one useful AI pilot for your law firm: map recurring tasks, check existing tools, and plan how to review the result.
Start with the work your team already does. These two free, printable PDFs help you identify recurring tasks, check features in software you already own, and choose one small experiment. The two-page checklist is a quick first pass; the six-page workbook gives you more space to compare opportunities and plan a pilot.
Want help turning that starting point into a firm-specific plan? The $499 AI Assessment includes two Zoom calls and a written report. Implementation and custom development are scoped separately.
What You'll Learn
- List three recurring tasks and estimate the current effort
- Check existing software before adding a subscription
- Compare tasks without an invented readiness score
- Name a pilot owner, reviewer, and approved inputs
- Measure the full task, including review and corrections
Table of Contents
- 1Your starting point
- 2Repeated-task inventory
- 3Current tools and features
- 4Opportunity comparison
- 5One small pilot
- 6Your next step
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