All case studies Plaintiff Law · Digital Chief of Staff

A solo attorney got her time back without losing her voice

A 3-week build replaced reactive two-sentence email replies with full briefings, voice-faithful drafts, and supervised follow-up tracking.

Industry
Plaintiff Law
Engagement
Digital Chief of Staff
Timeline
3-week deployment
Outcomes
Hours saved

The problem

A plaintiff attorney was losing hours to operational coordination. Her old AI assistant produced drafts that did not sound like her, her daily brief was just a meeting list with no context, follow-ups from meeting transcripts went into the ether, and there was no supervision loop on delegated work.

What we built

  • Weekly Overview and Week-in-Review with upcoming meetings, attendee bios, prior conversations, and long-term strategy prompts
  • 20-minute Pre-Meeting Intel briefings with attendee research
  • Meeting follow-up drafts in her actual voice (never auto-sent)
  • Contact enrichment agent across her ~900-contact CRM, prioritized by relationship group
  • Event-triggered research (a major speaking event with 33 influencers became an auto-built influencer binder)
  • Case-linked action items pulled from meeting transcripts

Stack

LindyGranolaAirtableGmailSlack

Outcome

Live. Voice fidelity preserved. Daily and weekly briefings replaced ad-hoc context-gathering.

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