Free Legal Ops Workflow Fit Call

For litigation-support teams that want to know whether one workflow is ready for AI-assisted implementation.

This is a focused first conversation for records retrieval, deposition, settlement, claims, MSP, and legal-services operators dealing with intake, status chase, document review, and exception queues.

Best fit if the work still moves through inboxes, portals, PDFs, spreadsheets, and human judgment, and you need a safer way to use AI without removing review.

You will talk directly with Jason Campbell. No handoff to a generic sales team.

Records and claims workflows 15-20 minutes $15k sprint if there is fit

What We Cover

What happens during the fit call

Workflow Drag Review

We review where intake, records chase, deposition scheduling, claims exceptions, or client-status work is creating repeated manual drag.

System and Data Boundary Review

We look at the current stack, what each system owns, and where sensitive documents, PHI/PII, approvals, and review requirements need guardrails.

Human-Reviewed AI Fit Review

We identify where AI can assist with classification, extraction, summarization, drafting, or status visibility while humans keep judgment and approval.

Paid Sprint Direction

You leave knowing whether the next step should be the $15,000 Legal Ops Workflow Sprint or whether the workflow is not ready for custom implementation.

Good Fit

Who this call is for and who it is not for

Good Fit If

  • You have a high-context internal workflow that is too custom for off-the-shelf automation
  • You need tailored AI use cases, not generic prompts or bolt-on sequences
  • Your process depends on approvals, exceptions, documents, or specialized judgment
  • You are open to paid strategy before implementation begins

Not The Best Fit If

  • You only need a simple lead-gen or template-based automation
  • You want abstract AI brainstorming with no defined internal use case
  • You are not ready to invest in paid strategy or boutique implementation
  • You need a full custom software platform before clarifying the first workflow to improve

Common Starting Workflows

Examples of the workflows we often review first

Internal Research, Review, and Decision Prep

Support teams that need to absorb information, classify it, summarize it, and move it toward a real human decision.

Approvals, Documents, and Exception Handling

Reduce manual chasing across document-heavy reviews, nonstandard cases, approvals, and internal control points.

Operational Intelligence and Visibility

Bring scattered operational data into a more useful view so leadership can see status, aging work, and next-best actions.

Tailored Internal AI Use Cases

Strong fit for businesses that need AI-forward systems shaped around how their internal operations actually work, not around a generic template.

How It Works

A simple path from workflow friction to a practical next step

  1. 1. Book

    Choose a time and bring one workflow that is creating drag, delays, rework, or manual overhead.

  2. 2. Review

    We walk through your current process, systems, handoffs, and the places where the workflow keeps getting stuck.

  3. 3. Prioritize

    We narrow in on the implementation opportunity most likely to create immediate business value.

  4. 4. Decide

    You leave with a clearer next step whether you want to implement right away or phase it in later.

Direct Call

You talk directly with Jason Campbell, the person who scopes and implements the work.

Practical First Step

The audit is meant to isolate one high-value workflow, not push a broad transformation project.

Current Stack Friendly

Most recommendations are built around the systems you already use today.

Paid Strategy First

If there is a fit, the next step is a paid strategic audit or architecture sprint before any build work begins.

Before You Book

Want a little more context first?

How We Work

See what it is actually like to work with Campbell from first call through implementation.

Open how we work

Data Handling

Review the plain-English guardrails around access, sensitive workflows, and practical AI use.

Open data handling

Who This Is For

Use the fit guide to see whether this is the right kind of engagement for your business.

Open the fit guide

Pricing Snapshot

Legal-ops pricing for the next step after the fit call

The fit call is free. If there is a fit, the next step is the paid Legal Ops Workflow Sprint. Implementation is fixed-fee because the value is in tailoring AI and automation to one real legal-services workflow.

Entry Point

Fit Call

Free

Short call to test whether a boutique custom approach is really needed.

Paid Strategy

Legal Ops Workflow Sprint

$15,000

7-business-day paid sprint for one records, deposition, claims, settlement, or MSP workflow.

Buildout

Workflow Buildout - Wave 1

$55k-$85k

4-6 week implementation of the first production workflow.

Ongoing

Managed Workflow Optimization

$12.5k-$25k/mo

Monitoring, tuning, new automations, reporting, and monthly workflow review.

Expansion

Multi-Workflow Program

$85k+

Best for companies whose workflow logic is too bespoke for standard automation.

Program

Multi-Workflow AI Program

$45,000+

Best for several connected internal use cases, multiple teams, and deeper orchestration.

Ongoing optimization and oversight plans start at $4,000/month.

That covers monitoring, governance support, prompt and model tuning, workflow updates, and iterative improvements after launch.

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