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A legal practice can use structured drafting for enquiries, meeting notes, document organisation and invoice reminders. The work begins with information the practice supplies and ends with a draft for practitioner review. Administrative completeness matters without allowing the pack to infer legal conclusions from the file.
Start with the Meeting and Call Notes Summariser. The supplied workflow takes the following inputs and prepares the listed draft outputs for your review.
Illustrative prompt only: this is a suggested way to brief the assistant, not a customer case study or a tested result.
Organise these meeting notes into the client's stated instructions, documents mentioned, actions assigned and unresolved questions. Preserve the supplied dates and flag ambiguities. Do not add legal analysis, citations or deadlines.
Manually written fictional example. This is not an executed pack result or a customer case study.
Fictional notes: At a practice meeting, the practitioner asked the office assistant to request a missing engagement form. The client will provide a document bundle. No due dates were agreed, and the notes contain no legal analysis.
DRAFT MEETING SUMMARY
Recorded actions: office assistant to request the engagement form; client to provide the document bundle. Due dates: not supplied.
Open question: who will confirm receipt of the bundle? Practitioner review is required before correspondence is used. This summary records the stated administrative actions without adding legal conclusions, authorities or deadlines.
Each assistant has a defined task. Open a name to see the information it uses and the outputs described in the pack.
Turns a raw client enquiry — phone note, email, web form or SMS — into a structured, triaged record with the missing questions listed. Use when a new enquiry arrives or a pile of enquiries needs sorting.
Inputs: Raw enquiry text (pasted call note, email, web form, SMS); your business profile for service area and services.
Outputs: Structured enquiry record; Triage rating with reasons; List of missing details to ask; Draft reply requesting those details.
Drafts a priced quote or estimate from rates the business supplies, showing every assumption and exclusion. Use when a client needs a written price. Never produces a binding quote.
Inputs: Scope of work; The business's rate card from your business profile; Site or matter specifics.
Outputs: Draft quote with line items, assumptions, exclusions, validity; List of rate gaps blocking an accurate price.
Writes follow-up messages for quotes that have gone quiet, completed matters, review requests and reactivation of past clients.
Inputs: Who is being followed up and why; What was previously quoted or done; How long since last contact.
Outputs: Follow-up message drafts per channel; Suggested timing; Optional short follow-up sequence.
Prepares a sensible matter schedule, drafts booking confirmations and reminders, and flags clashes. Proposes only — it cannot see or change a real calendar.
Inputs: List of matters with locations, durations, priorities; Working hours and constraints; Existing commitments.
Outputs: Proposed run sheet; Clash and travel warnings; Confirmation and reminder message drafts.
Turns rough site notes, photos descriptions, voice-note transcripts and timesheets into a clean matter record, client-facing summary and handover note.
Inputs: Raw notes, transcripts, timesheet entries, parts used; your business profile.
Outputs: Structured matter record; Plain-English client summary; Follow-up actions; Invoice-ready line list.
Produces clean, consistent business documents — letters, service agreements in plain language, checklists, handover notes, SOPs and forms — from the business's own content.
Inputs: The content or rough draft; Document type and audience; Business details from your business profile.
Outputs: Formatted document in markdown; Consistent structure and headings; List of placeholders still to fill.
Turns meeting notes, call notes and transcripts into a summary with decisions, actions, owners and dates, plus a follow-up email draft.
Inputs: Notes or transcript; Who attended; Context.
Outputs: Structured summary; Decisions list; Action table with owners and dates; Follow-up email draft; Ambiguities.
Writes Google Business Profile content, service-and-suburb pages, review replies and local directory copy so the legal practice is found by nearby clients.
Inputs: Service area suburbs; Services offered; Existing site and GBP content; Reviews needing replies.
Outputs: GBP profile copy and posts; Service-and-suburb page drafts; Review reply drafts; NAP consistency checklist.
Drafts a staged series of overdue-invoice reminders that stay polite and professional while escalating, and summarises what is outstanding.
Inputs: Outstanding invoice list with amounts, dates, days overdue; Payment terms; Contact history.
Outputs: Staged reminder drafts; Aged summary; Suggested escalation path; Payment plan wording.
Produces a weekly or monthly operating summary from the numbers the business supplies — matters done, quotes won and lost, revenue, outstanding work — with observations and questions.
Inputs: Period figures supplied by the business; Prior period for comparison; Notable events.
Outputs: Operating summary; Trend observations with stated confidence; Questions the numbers raise; Suggested actions.
The pack does not give legal advice, determine deadlines, cite authorities or replace practitioner review.
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