A solo or small firm is a law practice and a small business stacked on top of each other, and the same lawyer runs both. Between billable hours there is a new-client email to write, a process to explain to a confused client for the fourth time this month, a long contract to read before a call, a set of meeting notes to turn into a memo, a bio to refresh, and an overdue invoice to chase. The legal judgment is yours and only yours. The writing around it is what backs up and eats your evenings.
An AI agent fits the administrative and drafting layer of a practice well because it is repetitive and built on facts you already have: your practice areas, your fee structure, your jurisdiction, your tone. The agent can read an uploaded document and summarize it, search the live web for background, do exact math on a fee or a payment plan, and remember your firm details so you are not re-typing them. The line that governs everything below: this agent drafts and summarizes only. It is not legal advice, it does not practice law, and an attorney reviews and is responsible for every word before it leaves the firm. A summary is a reading aid, never a substitute for reading the document yourself.
Two more rules protect the practice. First, do not upload privileged or confidential client material to any outside tool unless your firm's policy and your client's engagement terms allow it. When in doubt, redact, use placeholders like [Client name] and [Counterparty], or work from a hypothetical. Second, verify every legal proposition and every citation against primary sources before you rely on it. Models can state a rule confidently and cite a case that does not say what they claim, or does not exist. Set your firm facts in Memory once, keep client confidences out, and the prompts below turn hours of drafting into minutes of review that you, the attorney, sign off on.
Capabilities this leans on
Do this first with firm-level facts only. Do not store client confidences or anything privileged.
Remember these facts about my firm for drafting and summarizing only: I am a solo attorney practicing estate planning and small-business formation in Denver, Colorado. My tone with clients is plain, warm, and reassuring, and I avoid legalese unless a term of art is necessary. My flat fee for a basic will package is $1,200 and my hourly rate is $325. Standing rules for everything you produce: you draft and summarize only, you are not giving legal advice, an attorney reviews everything before it goes out, you never assume facts I did not give you, you use placeholders like [Client name] instead of real client details, and you flag any legal citation or rule as something I must verify against primary sources.
Turn a quick brief into a warm, clear first email, with placeholders for the real details.
Draft a new-client intake email for a prospective estate-planning client who filled out my contact form. Warm and plain, under 180 words: thank them, explain my basic will package is a $1,200 flat fee, list the three documents I'd need from them to start, and offer two consultation time placeholders [Time 1] and [Time 2]. Use [Client first name]. Add a clear line that this email is general information and not legal advice, and that we form an attorney-client relationship only through a signed engagement letter.
Now draft a short follow-up email for a prospect who had a consultation but has not signed the engagement letter, under 120 words, no pressure.
Save the intake email as a Skill called 'Estate-planning intake email' so I can reuse it.
What you get: A ready-to-edit intake and follow-up email in your voice, with the no-advice and no-relationship language built in.
Give a confused client a clear map of what happens next, that you approve first.
Write a plain-language explainer of the general steps in setting up a basic estate plan: what a will does, what a power of attorney does, and roughly what to expect from first meeting to signing. Under 300 words, reassuring, at about an 8th-grade reading level. Make clear this is general educational information, not legal advice, and that specifics depend on each person's situation and state law, which I will confirm.
Turn that into a short FAQ of the five questions clients most often ask about wills, with plain answers and a note to confirm details with me.
What you get: A clear client-facing explainer you can hand out, reviewed by you, with the advice line drawn cleanly.
Upload a document you are allowed to share and get a reading aid, never a verdict.
I am uploading a commercial lease that I am authorized to review. Summarize it in plain language: parties using [Landlord] and [Tenant], term, rent and escalation, renewal options, who pays which expenses, default and termination provisions, and any assignment or sublease restrictions. List the clauses a tenant would most want negotiated. Note clearly that this is a summary to aid my own review, not legal advice, and flag anything ambiguous for me to read in full.
Pull every defined term and every dollar figure into a table with the section number where each appears, so I can check them against the document.
List the questions I should ask the client before advising on this lease.
What you get: A fast structural read of a long document that points you to what to read closely, with the legal call left to you.
Hand it your rough notes; get an organized internal memo to refine.
Here are my rough notes from a client meeting. Organize them into an internal memo with sections: parties using placeholders, key facts as the client stated them, the client's goals, open questions, and next steps with owners and dates. Do not add facts I did not write down, and label anything uncertain as 'to confirm.' This is an internal draft I will review.
From the same notes, draft a short follow-up email to the client confirming what we agreed and the next steps, under 150 words, for my review before it goes out.
What you get: An organized memo and a client follow-up built only from your notes, ready for your edit.
Refresh the public-facing copy that brings clients in, without overclaiming.
Write a 150-word attorney bio for me for our website: solo estate-planning and small-business attorney in Denver, plain and approachable tone, focused on helping families and small-business owners. Use [Years] for years of experience and [Bar admissions] as placeholders. Avoid any superlative or guarantee that could read as a prohibited claim, and keep it factual.
Draft three short blog post outlines on common estate-planning questions for Colorado families, each clearly framed as general education, not legal advice. For any statute or rule the posts would cite, flag it as something I must verify before publishing.
Write a one-paragraph practice-area description for the estate-planning page, warm and clear, under 90 words.
What you get: Website-ready bio and content copy in your voice, with claims kept conservative and citations flagged for verification.
Draft the billing reminders and a payment-plan option, with exact math.
Draft a three-step invoice follow-up for an outstanding balance: a friendly reminder at 15 days past due, a firmer note at 30 days, and a final notice at 45 days that mentions next steps per our engagement letter. Keep each professional and under 110 words, using [Client name], [Invoice number], and [Amount].
A client owes $2,600 and asked to pay over time. Build a 4-month equal payment plan, show the math, round to clean amounts, and draft a short email proposing it for my approval.
Save the follow-up sequence as a Skill called 'Invoice follow-up.'
What you get: A polite, escalating billing sequence and a clean payment-plan offer, with the arithmetic done and ready for your sign-off.
Connect Telegram or Slack so you can ask for a quick draft from court or a client site.
(From Telegram) Draft a two-line text to a client letting them know I am running 15 minutes late to our 2pm call, warm and brief. Use [Client first name].
(From Telegram) Quick fee math: a $325 hourly rate, 4.5 hours of work, plus a $40 filing fee. What is the total to put on the invoice?
What you get: A drafting and math assistant in your pocket, so a quick client message or fee total does not wait until you are back at your desk.
Bookkeeping & finance
Categorize transactions, run margin and runway math, chase invoices, and close the month.
Executive assistants
Inbox triage, travel research, meeting briefs, and exec-voice comms without the busywork.
Local service businesses
Quotes, reviews, follow-up, and Google posts without sitting at a desk.
Open the Agent, paste any prompt above, and change the details to fit your business.