A one-on-one AI Workflow Audit for attorneys and technical professionals who want to automate their biggest time sinks — with a plan built around how they actually work.
You know AI can save you time. You've tried ChatGPT a few times, maybe even Claude. But you're still doing most of your work the old way because you don't have a clear system for where AI fits into your specific workflow.
Generic AI courses and prompt packs don't work because your practice is not generic. You need someone who understands your actual work — the intake calls, the document drafts, the proposals, the follow-ups — and can show you exactly where AI slots in.
A recorded, one-on-one session where I audit your current workflow and build you a custom AI implementation plan.
We walk through your actual daily and weekly tasks and identify the 3–5 biggest time sinks that AI can address.
I show you exactly how to use AI for each task — with your real work, not hypothetical examples.
You walk away with ready-to-use prompts written specifically for your workflow and practice area.
A prioritized, step-by-step plan so you know exactly what to do first, second, and third.
Full session recording — yours to keep and revisit anytime
Written Action Plan — custom prompts, tool recommendations, and step-by-step instructions
1 week of email support — for implementation questions after the session
Estate planning attorneys and small firm practitioners looking to streamline:
Solutions engineers, technical consultants, and SaaS professionals looking to automate:
This audit is delivered by a practicing Maryland estate planning attorney and Principal Solutions Engineer at a leading enterprise SaaS platform — someone who uses AI workflows in both legal and technical practice every single day.
I'm not repackaging tutorials from the internet. These are workflows I built for my own practice — across two demanding careers — because I don't have time not to use them.
Click the button below to secure your spot and complete payment.
You'll receive a short intake form so we can hit the ground running.
We meet on a recorded screen-share and build your custom plan live.
Recording + written action plan delivered within 48 hours.
Start with our free guide: 5 AI Workflows That Save Professionals 5+ Hours/Week. Practical workflows with ready-to-use prompts you can implement today.