Define one workflow
Record the trigger, finish line, roles, waiting points, failure modes and named person who can change the process.
Describe the work, freeze the five current measures and name the evidence and approval conditions before changing the process or selecting technology.
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What the workbook does
Volume, lawyer time spent, turnaround, corrections and write-offs describe the current workflow without assuming that software is the answer.
Record the trigger, finish line, roles, waiting points, failure modes and named person who can change the process.
Use a normal month or the next twenty items. Label estimates and retain the source beside every figure.
Check supervision, data handling and sign-off, then compare fixing the process, buying, piloting or leaving it alone.
Optional email course
The seven-day Legal AI Operating Essentials course explains automation boundaries, confidentiality, extraction, verification, processors, capacity and controlled deployment.
Opening or downloading the kit does not subscribe you. You join by email.
Read the full curriculumWhen the baseline is ready
Use the baseline to decide between four routes: fix the process, buy a tool, run a small supervised pilot or leave it alone. The numbers are yours to act on with anyone.
Margo Legal works on one defined workflow at a time and keeps every source and assumption visible.
Read how we work