
bright idea memo template visualization
…for inspiration…
AI-Forward Legal Research (Punch Two)
We recently chatted with Clio's Damien Riehl (Solutions Champion) and Joe Kaczrowski (Manager of Legal Content). This talk follows our presentation, Old Fashioned Research in the Age of AI. Damien walks us through …
Adobe Spaces for Newsletters
We put together an Adobe Space for a promotional email this month but what we really love about the tool is how we might use it for client newsletters, especially for those who …
Demand Letter Generator
We used three main resources to create a demand letter for an employment discrimination matter: We used the Claude Skill Creator to build our employment law demand letter skill. We spent approximately 8 …
50 State Survey Visualization Options
We like tools like Tableau and Looker for visualizing multi-jurisdictional surveys but AI tools are making it easy to generate visualizations that serve as more than mere eye candy. The serve as useful, …
Heppner and Warner Side-by-Side
Recently, Judge Jed S. Rakoff of the Southern District of New York addressed what he called a "question of first impression" regarding AI logs. In United States v. Heppner, the court held that …
AI “Her” Legislation
In October, California enacted SB 243 (effective Jan 1). This law mandates certain disclosures for companion AI chatbots (e.g., 2013's Her) . Other states are following suit. Generally, this chatbot regulation includes psychological …
Industry Newsletter
This month, we applied a number of search techniques to draft and deploy an industry-specific, legal newsletter. The work took us about an hour but the bulk of the work was drafting effective …
Prompt Variables
This proof of concept video demonstrates a nice blend of conventional document automation and generative AI. A prompt variable is just a placeholder within your document template for text that's generated by AI. …
Doc Auto Glossary
We tend to toss around terms like 'forms' and 'templates' as if they were interchangeable. In fact, these documents serve unique purposes. Here’s a short glossary of how we use these common terms …
MLM Non Engagement Guide
This quick workflow generates a customizable declination letter. We used Minnesota Lawyer Mutual's (MLM) No Engagement Guide and included their notes. We built this on the Empire Builder on our way down to …
Hallucination Viz
We put together a quick visualization of Hallucination Cases using Damien Charlotin's data. I maintain that citing to hallucinated cases is first, a violation of the duty of tech competence, though maybe not …
Automating Handwritten Notes
I still take handwritten notes. I make lists. I like to cross items off my list. Good for me, less good for my team who has a stake in what’s on my list. …
Survey: Formatting Rules
Among benchmarking concerns, librarian smackdowns, and fines for hallucinations, I fear I sometimes fail to take advantage of 'good enough' solutions. I share this internal tool to demonstrate why perfect doesn't have to …
Research Memo: Hallucinated Cases
Issue: Numerous legal pros have been eager to point out that citing to hallucinated case law is NOT technical incompetence. It’s a failure to read the cases. So, we have a violation of other …
Vibe Check Viz
It's possible to register a client's trademark even where there are numerous other, similar marks. The mark might 'create a unique commercial impression' for purposes of trademark law. Trademark law protects the public …
Clio Draft Pleading Starter
Pleading starters are a good way to get started in document automation. These templates simply generate the caption and signature block, allowing you to jump right into the substantive portion of your document. …
Power of Attorney Workflow
This Minnesota short-form power of attorney template demonstrates some of the basic features of a standard workflow; repeating items, linkable content, multi-select, and other features. Photo by Florian Klauer on Unsplash
Research Memo: Closing the Justice Gap with Non-Lawyer Support
Can non-lawyer participation help close the justice gap? Introduction: Legal tech vendors often talk (earnestly, I believe) about building efficiency into the practice of law, enabling firms to set lower, flat rate prices …
Research Memo: Ethical Pricing on Automations
My document automation tool saves me loads of time. Can I still charge my regular flat fee? But is it ethical? This question is sure to follow any presentation relating to the value …
