Start with work somebody already does.

The best first AI workflow is usually not the most spectacular one. It is repeated often, consumes valuable time, depends on information the business already owns and has a clear human standard against which the output can be judged.

Prepare

Annual review preparation
Client briefing
Matter preparation
Meeting preparation
Renewal preparation

Reconstruct

Client history
Matter chronology
Prior advice
Decision history
Related entities

Compare

New matter against precedent
Current period against previous period
Document against policy
Case against rules
Position against mandate

Draft

First-pass reports
Internal recommendations
Working papers
Review packs
Client material requiring human approval

Monitor

Missing evidence
Deadlines
Changes
Exceptions
Inconsistent records
New information requiring review

Controlled action

Progressive capability

Once a workflow is measured and trusted, controlled actions can be introduced behind explicit permissions and approval.

Each action is named in advance and permissioned individually. This is not general write access to your systems.

Create a draft task
Prepare a record update
Queue an action for approval
Trigger an internal workflow

Which of these does your firm do every week?

Find the first workflow