AI for your role

AI for Legal Assistants

Spend less time on paperwork and more time supporting your attorneys.

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The shift

How AI is changing the Legal Assistant role

AI now handles many routine legal support tasks like summarizing long depositions, drafting standard correspondence, and pulling key dates from contracts. It can review discovery documents for relevant terms and prepare first drafts of pleadings or memos. This frees Legal Assistants to focus on case strategy support, client communication, and accuracy checks.

What AI can take off your plate

  • Summarizing long depositions, transcripts, and email threads
  • Drafting routine correspondence and standard form documents
  • Extracting dates and deadlines from contracts and orders
  • Organizing and tagging discovery documents by keyword
  • Building tables of authorities and proofreading citations

What stays distinctly human

  • Verifying every fact, date, and citation against the source record
  • Maintaining client confidentiality and judgment on what to share
  • Communicating with clients, courts, and opposing counsel directly
  • Knowing local court rules, clerk preferences, and filing nuances
  • Flagging issues that need an attorney's legal judgment
Tools

Five AI tools for Legal Assistants

Microsoft Copilot
A Legal Assistant uses it inside Word and Outlook to draft client emails, format pleadings, and summarize long email threads about a case.
Try it →
ChatGPT
Use it to draft cover letters, summarize statutes in plain language, and create checklists for filing requirements in different courts.
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Spellbook
A Legal Assistant uses this Word add-in to review and redline contract clauses and flag missing or unusual terms before an attorney reviews them.
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Clearbrief
Use it to check that statements in a brief match the cited evidence and to build linked exhibits and tables of authorities.
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CoCounsel (by Thomson Reuters)
A Legal Assistant uses it to summarize deposition transcripts, organize document review, and prepare timelines from case files.
Prompts

Five prompts to try today

Paste these into Claude or ChatGPT and replace the bracketed parts with your own details.

1. Summarize a deposition
Summarize this deposition transcript for an attorney. List key admissions, dates, names, and any contradictions. Note page and line numbers for each point. Transcript: [paste transcript]
2. Draft a client status letter
Draft a professional status update letter to a client named [client name] about their [case type] matter. Include recent developments: [list developments] and next steps: [list next steps]. Keep the tone clear and reassuring.
3. Build a filing checklist
Create a step-by-step filing checklist for a [document type] in [court name and jurisdiction]. Include formatting rules, required copies, deadlines, and filing fees if known.
4. Extract key dates from a contract
Read this contract and list all dates, deadlines, renewal terms, and notice periods in a table with the relevant clause number. Contract: [paste contract text]
5. Plain-language explanation
Explain this statute or rule in plain language for a client who is not a lawyer. Keep it under 200 words and note any deadlines or actions they must take. Text: [paste statute or rule]
The playbook

Every AI play for Legal Assistants

Your full AI playbook for your role — updated every week. Tap any card for a step-by-step walkthrough and examples.

✦  New AI plays are added every week — and go straight to subscribers in their morning brief. Skip the scrolling and get yours delivered free. Get my free brief →
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A day in your inbox

This is the kind of brief a Legal Assistant gets, every weekday morning.
Monday morning
✦ Personalized for: Legal Assistant
Legal PlaybookFirst-pass NDA review
Screen an NDA in five minutes

Most inbound NDAs are routine. A few hide bad terms. You still read all of them line by line. Let the model do the first pass so you only spend real time on the ones that need it.

Claude  FREE  reads long documents and flags risk against your standard positions

The old way
You open the PDF, read all eight pages, and mark up clauses from memory. Twenty minutes per NDA, and the tenth one gets less attention than the first.
The AI way
You get a one-page flag sheet: term length, mutual vs one-way, governing law, carve-outs, and anything off-market. You read the flags, then read only the clauses that need a human.
You are reviewing a mutual NDA on behalf of [YOUR COMPANY], the receiving party. Here is our standard position: term of 3 years, mutual obligations, [YOUR STATE] governing law, standard confidentiality carve-outs (public information, independently developed, already known). Review the NDA below. List every clause that deviates from our standard position. For each, quote the language, say why it matters, and suggest redline wording. Flag anything unusual or one-sided. Do not summarize the whole document. NDA text: [PASTE NDA]

Why it works: Do not paste an NDA that is itself marked highly confidential into a free consumer tool, and confirm your firm's policy on document tools first. Every flag is a starting point, not a decision. A lawyer signs off before you send redlines back.

Your role, all in one place
  
Tools, prompts & tricks
Your full library, one tap away.
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Your playbook
Every entry, building each week.
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How AI is changing your role
Where your work is heading.
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