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An online professional reference on the use of generative artificial intelligence in legal practice.

Module 06

The AI Lawyer

Personal workflow and tool stacks.

This module helps lawyers understand how they can adapt their workflow into an AI-first workflow which is faster, more efficient, and just as accurate as how they worked before AI.

The AI-First Mindset

Most lawyers who use AI treat it as an add-on. They do their work the traditional way and occasionally check whether AI can help with a particular task. This is backward.

Working AI-first means starting every task by asking: Can AI accelerate any part of this? Similar to how you open Westlaw before researching a legal issue or Word before drafting a document, you open an AI tool before starting any substantial task and ask what it can contribute. Oftentimes, it replaces the old tools completely.

Then you can shift from doing everything yourself to orchestrating a process in which AI handles the raw production, and you handle everything that requires professional judgment.

Rethinking Your Daily Workflow

Consider a typical day in practice. Every task on your calendar is a candidate for AI assistance.

Without AI

Read every message. Draft replies one at a time. Context-switch between matters.

AI-First Approach

AI summarizes long threads. Drafts replies you review and send. Flags urgent items.

The individual time savings compound. If AI saves thirty minutes on each of six tasks per day, that is three hours reclaimed. Over a week, fifteen hours. Over a month, an additional full week of capacity.

Building Your AI Stack

Your AI stack is the combination of tools you use regularly and the workflows you have built around them. It should be tailored to your practice area and the tasks you do most often. One benefit of AI is its flexibility. You could start with a regular AI tool like Claude and use it for all parts of your work.

The AI Lawyer Stack

Click any block to see its role and relationships.

Core

Primary assistant

This is the load-bearing block. It routes work, drafts quickly, and hands off to specialist tools when the task gets narrow.

Depends on

Speed multiplier

Supports

Research tool, Document analyzer, Quick lookup

What it handles

Most daily tasks — drafting, brainstorming, email, summarization

Example tools

ChatGPT, Claude, or Gemini

The specific tools matter less than the habit of reaching for them. The advantage comes from consistent use across many tasks.

Speed Multipliers

Voice Input

Typing is a bottleneck. Most lawyers think faster than they type, and legal reasoning often flows better when spoken than when written. Voice dictation tools like Wispr Flow allow you to speak naturally and produce formatted text that feeds directly into AI prompts, document drafts, or emails. One benefit of AI is that it can interpret everything you say and return an excellent output.

Voice input is particularly effective for the prompting workflow from Module 4. Instead of typing a detailed prompt, speak it. Describe the task, the context, and the format you want.

Ready

Transcribed prompt

Click the microphone to start dictating...

Projects and Custom Instructions

Most AI platforms allow you to set persistent instructions that apply to every conversation. Use these to establish your default context: your practice area, your jurisdiction, your preferred citation format, your verification requirements. Instead of repeating this context in every prompt, you set it once and it applies automatically.

ClaudeProject
3 files3 rules

Workspace

Acme Wage-and-Hour Class Action

Matter files, prior drafts, and default instructions stay attached to later drafting work.

Pinned context

complaint-answer-bundle

214 pages • 8.4 MB

PDF

motion-to-dismiss-bank

12 drafts • shared folder

DOCX

client-facts-damages

3 sheets • working file

XLSX

Standing instructions

Use formal litigation prose with short topic sentences.

Do not cite facts that are not in the project files.

Default to Ninth Circuit and Northern District of California authority unless told otherwise.

Chat handoff

Task

Draft a first-pass opposition outline to Acme's motion to compel arbitration using only the case record in this project.

Start draftSent from saved workspace context.
You
AI

Context in scope

Working inside Acme Wage-and-Hour Class Action. 3 pinned files and 3 standing instructions stay attached to this request.

ClaudeProject3 files3 rules

Saved files and standing rules stay attached to later work.

Projects or workspaces let you group related conversations and documents. A single matter can have its own project with relevant filings, research, and drafts all accessible to the AI.

The Skills That Matter Now

The core of lawyering—judgment, strategy, client counseling, negotiation—remains essential and arguably becomes more valuable as AI handles the production work that used to consume most of a lawyer’s day.

What changes is the ratio of time spent on production versus judgment.

Increasing
Decreasing

Prompt clarity

Framing questions that produce useful AI output

Database searching speed

Manual query iteration

Critical evaluation

Assessing AI output for accuracy and completeness

Search syntax memorization

Boolean operators and filters

Verification efficiency

Checking AI work quickly and systematically

Blank-page drafting

First-draft production from scratch

Judgment calibration

Knowing when AI helps vs traditional methods

Query refinement tolerance

Repetitive search iteration

Synthesis

Combining AI material with your own analysis

Manual doc review

Reading documents at scale

None of the skills in the right column become irrelevant. Instead, the existing skills become the foundation for the new ones.

A lawyer who understands Boolean search logic will write better AI prompts than one who does not.

A lawyer who can draft from scratch will produce better revisions of AI output than one who cannot.

From Tools to Habits

The goal is to make AI use natural.

Start with one task you do frequently. Build a workflow for it using the principles from Modules 3 and 4. Use it consistently for two weeks. Then add a second task. Then a third. Build gradually until AI is woven into your daily practice.

Those who try to overhaul their entire practice at once may get overwhelmed and revert to their old workflow, then complain that AI doesn’t work. But those who start with one task and expand methodically tend to stick with it because each new workflow proves its value before the next one starts.

By the time you have integrated AI into five or six daily tasks, the cumulative time savings are substantial, and the habit is self-reinforcing.

What This Means for Practice

The main change in the AI lawyer is how time is allocated—less time on production, more time on the work that only you can do.