The Attorney & Legal AI Workflow Studio - Stackwise

AI can draft your intake memo, summarize a 300-page deposition and outline a motion in minutes. It can also invent a case, expose a client's secrets or put a sanctions order on your record. Courts have now issued more than 1,000 decisions involving AI-fabricated content.

The Attorney & Legal AI Workflow Studio

Gives solo attorneys, paralegals and small firms both halves: 208 prompts built for real legal work, and a simple system that keeps your AI use inside the ethics rules.

THE SYSTEM INSIDE

✔ B.R.I.E.F. (Background, Request, Inputs, Edges, Format): prompts that sound like your practice

✔ The Traffic-Light Data Rule: every prompt is tagged Green, Yellow or Red, so you know what can go into which tool before you type

✔ The C.I.T.E. Check (Confirm, Inspect, Trace, Edit): four checks for every citation, with a built-in citation checklist

WHAT YOU CAN DO WITH IT

✔ Copy 208 prompts across 16 workflows, personalized with your firm name, state and practice area in one click

✔ Draft intake memos, demand letters, discovery requests, deposition outlines, client updates and more in minutes

✔ Decide whether client information belongs in a given tool, using a rule built on ABA Formal Opinion 512 and Model Rule 1.6

✔ Paste a draft and get a checklist of the citations it recognizes, to verify before you file

✔ Adopt a firm AI use policy, engagement-letter AI clauses and a client consent letter (attorney review drafts)

✔ Vet AI vendors with a 12-point scorecard and track consent, court AI rules, training and time saved

WHAT'S INCLUDED (5 files + bonus EPUB)

📘 68-page Guide (PDF): Quick-Start, the rules on one page, ABA Formal Opinion 512 decoded, state guidance and California SB 574, the Traffic-Light Data Rule, vetting tools, B.R.I.E.F., hallucinations and sanctions, the C.I.T.E. check, court disclosure, billing and fees, client consent, firm policy, a 30-day rollout plan and the full printable prompt library

🖥 Legal AI Workflow Studio (HTML): opens in any browser, works offline. Prompt library with one click copy, B.R.I.E.F. builder, Safe-Use traffic light, C.I.T.E. citation checklist and Time Saved calculator

📊 14-tab Firm AI Workbook (Excel + Google Sheets): Dashboard, AI Use Log with automatic red flags, Tool Vetting scorecard, Citation Log, Consent Tracker, Court AI Rules, Time & Value, Time Audit, Rollout Plan, Training Log and the searchable Prompt Library. Live formulas throughout.

✍ 12 Fillable Worksheets (PDF): readiness check, policy decisions, tool vetting, data map, prompt planner, C.I.T.E. filing checklist, client consent, court rules, fees, time audit, rollout and training

📄 8 Templates (Word): firm AI use policy, engagement-letter AI clauses, client informed-consent letter, vendor questionnaire, staff acknowledgment, court AI disclosure and certification, citation verification memo and a client FAQ

📱 Bonus: The Guide as an EPUB eBook for your phone

THE 16 WORKFLOWS

Intake & New Matters · Research Assist · Summaries & Chronologies · Contract Review · Contract Drafting · Pleadings & Motions · Discovery · Depositions & Witnesses · Trial & Hearings · Demand & Settlement · Client Communication · Estate, Family & Personal · Business & Real Estate · Billing & Practice Management · Marketing & Business Development · Verification & Quality Control

WHO IT'S FOR

US solo attorneys, small and mid-size law firms, paralegals and legal assistants, and firm managers who want to use ChatGPT, Claude, Copilot, Gemini or legal-specific AI tools safely. Works with any AI tool.

GOOD TO KNOW

• Instant digital download. Works with Microsoft Excel, Google Sheets, LibreOffice, Word, Google Docs and any modern browser.

• Rules and facts checked October 2026, including ABA Formal Opinion 512, state bar guidance and California SB 574 (effective January 1, 2027).

• Educational material for legal professionals, not legal advice. Templates are attorney-review drafts. Your jurisdiction's rules control.

• License: for use within the purchaser's firm.

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