55 specs · free to copy

AI bots for plaintiff firms.

Copy a spec, connect it to the systems your firm already runs, and it configures itself. Written for intake, mass tort campaigns, local search, AI visibility, records, and the operations nobody owns. Every one keeps a human in the approval path.

55Specs, free
to copy
13Categories
across the firm
39Carry an ethics
note
100%Keep a human
in the loop
Before anything else

Nothing good comes out before the data is right.

Every spec here assumes your case management system can answer the question you are asking. Most cannot yet — the field exists but it is forty percent blank, or the same incident date lives in three custom fields across two project types and nobody knows which one is maintained. That cleanup takes longer than building the spec that runs on top of it. Start by finding out where you actually stand.

Start here

By what your firm is
8–40 people, one or two offices, volume auto and premises

The PI intake shop

Your money leaks at first contact and at the follow-up nobody owns. But check your data supports the measurement before you trust any of it.

  1. PB-033Spec Readiness Check
  2. PB-008Case Management Field Map
  3. PB-013Export Cleanup Pipeline
  4. PB-034Speed-to-Lead Watchdog
  5. PB-049Intake Call Scorer
  6. PB-009Case Status Client Update
Running paid campaigns across one or more torts

The mass tort advertiser

Blended averages hide which tort is working and which vendor is selling you fall-out. Start with per-tort economics and what each lead source actually resolves.

  1. PB-019Lead Vendor Scorecard
  2. PB-039Vendor Fall-Out Analysis
  3. PB-025Per-Tort CPL Monitor
  4. PB-054Tort Qualification Drift Detector
  5. PB-007Campaign Compliance Pre-Screen
  6. PB-026Plaintiff Fact Sheet Chase
Retainers out the door for SEO, AEO, GBP, or ad management

The firm paying agencies

You are the client, and almost nobody audits the retainer. Start by establishing what you own and whether the numbers reconcile.

  1. PB-021Marketing Asset Ownership Audit
  2. PB-005Agency Reporting Reconciliation
  3. PB-032SEO Retainer Deliverable Check
  4. PB-015GBP Management Audit
  5. PB-004Agency Contract Terms Map
Three or more locations competing in separate markets

The multi-office firm

Ranking at the office address tells you nothing about the suburbs where the cases are. Start with what the map pack and the AI assistants actually say about you.

  1. PB-014GBP Category Auditor
  2. PB-017Landing Page Architecture Check
  3. PB-053Map Pack Position Tracker
  4. PB-002AI Answer Visibility Audit
  5. PB-006Brand Conquesting Watch
Carrying cases past filing, with real discovery and demand volume

The litigation-heavy firm

The work product bottleneck is assembly, not judgment. Start with the specs that locate and cite, and leave every determination with an attorney.

  1. PB-023Medical Records Chase
  2. PB-022Medical Chronology Builder
  3. PB-012Demand Package Assembler
  4. PB-045Discovery Deadline Brief
  5. PB-035Stale File Sweeper

Browse by system

32 systems
FFilevine 31GDGoogle Drive 12LLitify 11SSlack 11GSGoogle Sheets 10DDropbox 8LDLead Docket 8CCasePeer 7GBGoogle Business Profile 7WSWeb Search 6BBox 5GGmail 5MAMeta Ads Manager 5QQuickBooks 5GSGoogle Search Console 4TTwilio 4CCallRail 3DDataForSEO 3GAGoogle Ads 3AAhrefs 2GCGoogle Calendar 2GDGoogle Docs 2LLinkedIn 2OOutlook 2RRelativity 2SSmartAdvocate 2GAGoogle Analytics 4 1GSGoogle Search 1PPACER 1RRingCentral 1SScreenshotOne 1XXero 1

Browse by function

13 categories
3 specs

Data Plumbing

Field maps, export cleanup, and readiness checks. The work that has to happen before any…

5 specs

Intake & Lead Response

Speed-to-lead, qualification, and follow-up on signed and unsigned leads.

5 specs

Mass Tort Campaigns

Campaign pacing, creative testing, qualification criteria, and per-tort economics.

9 specs

Agency & Vendor Oversight

What you are paying agencies and lead vendors, and what you are actually getting. Report…

3 specs

Local SEO & Google Business Profile

Profile discipline, category strategy, review velocity, and map pack position.

3 specs

AI Visibility & AEO

Whether ChatGPT, Claude, Gemini, and AI Overviews recommend your firm.

5 specs

Case & Docket Operations

Deadlines, statutes, case status, and the work that slips between paralegals.

8 specs

Litigation Work Product

Demand packages, document review, discovery, and deposition prep — assembled and cited, …

3 specs

Medical Records & Liens

Record chasing, chronologies, billing summaries, and lien negotiation prep.

3 specs

Marketing & Content

Content that ranks and converts, in the firm's own voice.

2 specs

Referrals & Co-Counsel

Referral tracking, fee agreements, and co-counsel relationship maintenance.

3 specs

Reviews & Reputation

Review generation, response drafting, and brand defense.

3 specs

Firm Operations & Finance

Trust accounting hygiene, spend, vendors, and the admin nobody owns.

Every spec

55 entries
55 specs
PB-001

AEO Vendor Effectiveness Check

Tests whether your AI visibility vendor is actually moving citations, or whether the market moved without them.

WSWeb SearchGSGoogle Sheets
Agency & Vendor Oversight
PB-002

AI Answer Visibility Audit

Finds out whether ChatGPT, Claude, Gemini, and AI Overviews name your firm — and who they name instead.

WSWeb SearchGSGoogle Sheets
AI Visibility & AEO
PB-003

After-Hours Lead Triage

Handles the nights-and-weekends leads that currently sit until Monday.

LDLead DocketTTwilioSSlack
Intake & Lead Response
PB-004

Agency Contract Terms Map

Pulls the notice periods, renewal dates, ownership clauses, and exit terms out of every marketing agreement you have signed.

GDGoogle DriveDDropboxBBox
Agency & Vendor Oversight
PB-005

Agency Reporting Reconciliation

Reconciles what your agency reports against what your case management system actually recorded.

FFilevineLDLead DocketMAMeta Ads ManagerGAGoogle Ads+1
Agency & Vendor Oversight
PB-006

Brand Conquesting Watch

Tells you when another firm starts bidding on your firm name.

WSWeb SearchSScreenshotOneSSlack
Reviews & Reputation
PB-007

Campaign Compliance Pre-Screen

Pre-screens ad copy against the advertising rules in every state you run in.

GDGoogle DriveMAMeta Ads Manager
Mass Tort Campaigns
PB-008

Case Management Field Map

Inventories what your system actually stores — real API names, fill rates, and the three places the same value lives.

FFilevineLLitifyCCasePeerSSmartAdvocate
Data Plumbing
PB-009

Case Status Client Update

Sends every client a real update on a cadence, so they stop calling to ask.

FFilevineCCasePeerTTwilio
Case & Docket Operations
PB-010

Creative Fatigue Forecaster

Predicts which mass tort ad creative is about to die and what to queue behind it.

MAMeta Ads ManagerGSGoogle Sheets
Mass Tort Campaigns
PB-011

Demand Letter First Draft

Turns a verified chronology into a narrative first draft the attorney then argues from.

GDGoogle DriveDDropboxFFilevine
Litigation Work Product
PB-012

Demand Package Assembler

Assembles the specials, records, and wage loss into a demand package draft with a citation on every figure.

FFilevineLLitifyGDGoogle DriveDDropbox
Litigation Work Product
PB-013

Export Cleanup Pipeline

Turns a raw export into a validated dataset, with every row it could not clean listed rather than silently dropped.

FFilevineLLitifyGSGoogle SheetsGDGoogle Drive
Data Plumbing
PB-014

GBP Category Auditor

Audits your Google Business Profile primary category against the firms actually winning your map pack.

GBGoogle Business ProfileGSGoogle Search
Local SEO & Google Business Profile
PB-015

GBP Management Audit

Tells you whether whoever manages your Google Business Profile is actually doing anything measurable.

GBGoogle Business ProfileGSGoogle Sheets
Agency & Vendor Oversight
PB-016

Internal Settlement Comparables

Builds comparables from your own closed files, not from public verdict reports.

FFilevineLLitifyCCasePeer
Litigation Work Product
PB-017

Landing Page Architecture Check

Checks whether each location and practice area has its own real page, or is pointing at the homepage.

GSGoogle Search ConsoleDDataForSEO
Local SEO & Google Business Profile
PB-018

Lead Provenance & Duplicate Audit

Finds the same claimant sold to you twice, and the leads whose consent documentation would not survive a look.

LDLead DocketFFilevineGSGoogle Sheets
Agency & Vendor Oversight
PB-019

Lead Vendor Scorecard

Ranks every lead vendor by cost per resolved case, not cost per lead — by tort, by cohort, with the adverse patterns broken out.

FFilevineLLitifyLDLead DocketQQuickBooks+1
Agency & Vendor Oversight
PB-020

MDL Docket Watch

Watches the dockets in your torts and tells you only what is new.

PPACERSSlack
Case & Docket Operations
PB-021

Marketing Asset Ownership Audit

Establishes which of your marketing accounts you actually own, and which your agency would keep if you left tomorrow.

MAMeta Ads ManagerGAGoogle AdsGAGoogle Analytics 4GSGoogle Search Console+2
Agency & Vendor Oversight
PB-022

Medical Chronology Builder

Turns a stack of records into a dated chronology with citations back to the page.

FFilevineDDropboxBBox
Medical Records & Liens
PB-023

Medical Records Chase

Tracks every outstanding records request and chases the providers that have gone quiet.

FFilevineCCasePeerGGmail
Medical Records & Liens
PB-024

Negative Review First Response

Drafts a response to a negative review that does not create a confidentiality problem.

GBGoogle Business ProfileSSlack
Reviews & Reputation
PB-025

Per-Tort CPL Monitor

Reports cost per lead and cost per signed case by tort campaign, never blended.

MAMeta Ads ManagerGAGoogle AdsFFilevineSSlack
Mass Tort Campaigns
PB-026

Plaintiff Fact Sheet Chase

Tracks fact sheet completion across an inventory and chases the missing pieces.

FFilevineLLitifyTTwilio
Mass Tort Campaigns
PB-027

Practice Area Content Engine

Writes practice area and jurisdiction pages in your firm's voice, from your own case history.

GSGoogle Search ConsoleFFilevineGDGoogle Docs
Marketing & Content
PB-028

Privilege Log Prep

Prepares log entries from documents an attorney has already marked privileged.

RRelativityGDGoogle DriveBBox
Litigation Work Product
PB-029

Production Issue Coder

Codes produced documents for responsiveness and issue tags, and never touches privilege.

GDGoogle DriveDDropboxBBoxRRelativity
Litigation Work Product
PB-030

Referral Relationship Keeper

Tracks who sends you cases, what happened to them, and who has gone quiet.

FFilevineGGmailGSGoogle Sheets
Referrals & Co-Counsel
PB-031

Review Request Timing

Asks each client for a review at the one moment they are most likely to leave one.

FFilevineTTwilioGBGoogle Business Profile
Reviews & Reputation
PB-032

SEO Retainer Deliverable Check

Checks what the retainer promised against what actually shipped, and whether the shipped work is live and indexed.

GSGoogle Search ConsoleAAhrefsGDGoogle DriveDDataForSEO
Agency & Vendor Oversight
PB-033

Spec Readiness Check

Before you run any spec in this directory, tells you whether your data supports it — and what to fix first.

FFilevineLLitifyCCasePeerLDLead Docket
Data Plumbing
PB-034

Speed-to-Lead Watchdog

Watches new leads and escalates the moment one sits unworked past your contact-speed threshold.

LDLead DocketFFilevineSSlackCCallRail
Intake & Lead Response
PB-035

Stale File Sweeper

Surfaces the open matters where nothing has happened and nobody has noticed.

FFilevineLLitifySSlack
Case & Docket Operations
PB-036

Statute Window Sentinel

Flags open matters approaching a limitations or repose deadline before it becomes a claim.

FFilevineCCasePeerSSmartAdvocateSSlack
Case & Docket Operations
PB-037

Trust Account Hygiene Check

Flags the trust accounting patterns that turn into bar complaints.

QQuickBooksXXero
Firm Operations & Finance
PB-038

Unsigned Lead Revival

Works the pile of leads that were never signed and never formally declined.

FFilevineLLitifyGGmailOOutlook
Intake & Lead Response
PB-039

Vendor Fall-Out Analysis

Traces where cases from each vendor die after signing, what the file says the reason was, and how late you caught it.

FFilevineLLitifyCCasePeerQQuickBooks
Agency & Vendor Oversight
PB-040

Verdict Newsjacking

Watches for verdicts and rulings in your torts and drafts commentary while the news is live.

WSWeb SearchLLinkedInGDGoogle Docs
Marketing & Content
PB-041

Case Cost Drift Monitor

Watches advanced case costs against what the matter is likely worth.

FFilevineQQuickBooks
Firm Operations & Finance
PB-042

Citation Source Gap Finder

Identifies the third-party pages AI assistants cite about your practice area, and whether you are on them.

WSWeb SearchAAhrefs
AI Visibility & AEO
PB-043

Co-Counsel Obligation Tracker

Reads your co-counsel agreements and tracks what each side actually owes.

FFilevineDDropboxGDGoogle Drive
Referrals & Co-Counsel
PB-044

Deposition Prep Packet

Pulls the exhibits, prior statements, and contradictions before a deposition.

FFilevineGDGoogle DriveDDropbox
Litigation Work Product
PB-045

Discovery Deadline Brief

A morning brief of what is due, who owns it, and what is not started.

FFilevineGCGoogle CalendarOOutlook
Case & Docket Operations
PB-046

Discovery Response Assembler

Maps each request to the documents and prior responses that already answer it.

FFilevineGDGoogle DriveBBox
Litigation Work Product
PB-047

Entity Consistency Sweep

Finds every place your firm name, address, and attorney bios disagree with each other online.

WSWeb SearchGBGoogle Business Profile
AI Visibility & AEO
PB-048

Expert Report Record Check

Checks an expert report against the record and lists what is unsupported.

GDGoogle DriveDDropboxFFilevine
Litigation Work Product
PB-049

Intake Call Scorer

Scores recorded intake calls against your own qualification script and coaches the specialist.

CCallRailRRingCentralSSlack
Intake & Lead Response
PB-050

Intake Script Rewriter

Rebuilds your qualification script around the criteria that actually predict a signed case.

FFilevineLDLead Docket
Intake & Lead Response
PB-051

Lien Inventory Tracker

Keeps a live inventory of every lien and payer interest attached to each matter.

FFilevineLLitifyGGmail
Medical Records & Liens
PB-052

LinkedIn Authority Cadence

Drafts partner posts from what the firm actually did this week, in the partner's own voice.

LLinkedInGCGoogle Calendar
Marketing & Content
PB-053

Map Pack Position Tracker

Tracks your three-pack position across a real grid of your service area, not just from the office.

GBGoogle Business ProfileDDataForSEOSSlack
Local SEO & Google Business Profile
PB-054

Tort Qualification Drift Detector

Catches when the leads coming in stop matching the criteria the campaign was built for.

FFilevineLDLead DocketSSlack
Mass Tort Campaigns
PB-055

Vendor Spend Audit

Finds the marketing and service vendors quietly billing you for nothing.

QQuickBooksGGmailGSGoogle Sheets
Firm Operations & Finance
The rule every spec follows

Nothing sends, files, publishes, or reaches a client without a named human approving it first.

An agent that drafts is a tool. An agent that acts on your behalf is unsupervised nonlawyer assistance, and no vendor carries that obligation for you.

That is why every entry names what it must never do without approval, and why 39 of them carry a written note about the confidentiality, advertising, or supervision exposure they touch. Submissions that automate client contact without a gate are rejected.

Every entry also names which of its inputs the firm did not write — opposing productions, fetched pages, inbound messages, record fields somebody else typed — and treats all of it as material to report on rather than instruction to follow. A model cannot tell those apart on its own. The three requirements.

Edit any spec you like — keep that line. How to set one up

Run one your firm built?

Publish the spec here with your name on it, linked back to your firm. Reviewed by hand, free to everyone.

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