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 you 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 …