How work gets done.
A 15 to 20 minute questionnaire about how your firm works today. Your answers become a short report you send to The AI Shift. Nothing is submitted from this page.
Most advice about AI at work starts with a tool. This starts with the work.
I've spent my career in and around law firms, as an attorney, a mediator, and in-house counsel. The firms that come out ahead aren't the ones with the biggest budgets. They're the ones that know how their own work actually gets done, and then make deliberate choices about what to hand to a machine and what to keep for a person.
That's what this is for. The repetitive parts, the re-typing and the hunting and the waiting: that's the floor, and it should be automated. The judgment, the client relationships, the work only you can do: that's the ceiling, and the point is to make more room for it.
Nobody knows your work better than you do. So I'm asking, not guessing. The more specifically you describe what you actually do, the better the recommendations your firm gets, and the more they'll fit the way you work.
We're interested in how work really happens, not how it's supposed to happen. There are no wrong answers and this is not an evaluation of anyone's performance.
Specific beats general. "I re-key intake details from email into the case management system" tells us more than "admin work."
You don't need to be an expert in technology or AI. "I don't know" and "someone else would know" are useful answers. Give your best estimate for your own work; for technical or policy details, say who would know.
Your draft saves on this device as you go. At the end you'll get a report to copy into an email.
Tell us about your work
A specific example helps. It doesn't have to involve technology.
One recurring process worth making easier.
We want to understand a meaningful part of your work from beginning to end. Choose something that fits at least one of these:
- Takes a noticeable amount of your time
- Involves several steps, tools or people
- Means repeating work or re-entering information
- Involves delays, confusion or correcting mistakes
- Would improve client service, accuracy or turnaround if done differently
It should be something you handle regularly enough to describe, even if not every week. You don't need to know how to improve it; we first want to know how it works today. A process is more useful than a single action:
| Too broad | More useful |
|---|---|
| Answering emails | Preparing and sending weekly matter status updates |
| Doing research | Researching a question and preparing a memo for attorney review |
| Managing cases | Opening a new matter: conflicts, engagement letter, deadlines, assignments |
| Drafting documents | Preparing an agreement from a template through final approval |
| Doing billing | Preparing monthly invoices and resolving discrepancies |
Start with what triggers it and end with what happens when you're finished. Include the main steps, the tools you use, and whether someone else has to review or approve. About 3 to 6 steps is plenty. Don't worry if you don't know what happens before or after your part. Describe what you do and where the work goes next.
Example: "I receive a request by email, look up the matter in our case management system, pull documents from the shared drive, prepare the draft, send it to an attorney for review, make revisions, and send it out."
Your hands-on time only. An estimate is fine.
Everyday things count: Outlook, Word, Excel, shared folders, the case management or document management system, a court portal, paper, any AI features. You don't need the official product name.
If the process works well, say that too. Strengths matter as much as problems.
A role is enough. You don't need to look anything up.
How things actually work
A deadline that lives in two calendars; client details typed into email and then into the system; a spreadsheet that duplicates something the software should track.
Any kind of tool, not just AI. Was it the tool, the setup, the training, or that the old way was still required?
What you actually use.
Case or practice management, document management, email, accounting, e-signature, research. Names if you know them; descriptions if you don't.
A report it could run, a template feature, an automation, an AI feature that's there but switched off. Guesses are welcome.
This includes standalone tools like ChatGPT or Claude and AI features built into software you already use (Copilot in Word, Gemini in Gmail, AI summaries in a research tool). You may have used one without it being called AI. "Not sure" is a fine answer.
Personal accounts count. This is the inventory, not a gotcha.
Good and disappointing both count. What you gave it, what you asked for, what you did with the result.
Kinds of information only. Don't describe any specific matter.
Many tools added AI features without announcing them. A role is enough: office manager, the attorney who set it up, the IT provider.
What you've been told, and what would help
You don't need to go find a policy. Not knowing is a useful answer.
Opportunities, and anything else.
It might involve technology. It might be a process, communication, training, or simply having information when you need it.
What's missing, and who might know: managing partner, office manager, IT provider, software administrator.
A worry, a shortcut, a tool everyone quietly uses, something that works well and shouldn't be touched.
Optional. It just lets Lindsey follow up with you directly.
Your report
Read it through before you send it. You can edit it right here.
info@maketheaishift.comHow Work Gets Done questionnaire"Open in my email app" works on most computers but not everywhere. If nothing happens, copy the report and paste it into a new message yourself.