All workflows·Workflow — Legal

Legal Research Briefing Workflow

Turn a legal question or scenario into a structured research brief — with plain-English context your client can actually understand.

Setup time

15 min

One-time

Time saved

~4 hrs

/matter

Tools

Claude AI

Free tier works

Difficulty

Intermediate

No code

Cost · AIM Pro

R299

approx. €16

Once-off to unlock

What this workflow does

This workflow takes a legal question, scenario, or client situation and produces a structured research brief: the key legal questions to investigate, the relevant areas of law, a plain-English explanation of the landscape for a non-lawyer client, and a structured summary ready to hand to a lawyer or junior for deeper research. It compresses the scoping phase of legal research from hours to minutes — and changes who can do it. A Fast Track option (Prompt 0) combines the brief and client summary into a single run for time-pressured users.

Who it's for

  • Legal professionals who want a fast, structured first-pass before deeper research
  • Paralegals and junior lawyers building research briefs for senior review
  • Founders and operators who need to understand the legal landscape before engaging a lawyer
  • Consultants advising clients on situations with legal dimensions they need to understand quickly

Input

Legal question or client scenario

Plain language description

20–30 min

Output

Structured legal research brief

Questions · landscape · client summary

What you'll need

Claude AI (preferred)Your case notes or client briefGoogle Docs or Word

What good looks like

Legal brief — Employment matter

3 key questions · 2 areas of law

Research priorities

Brief ready

20 min

Example output

  • A clear statement of the legal question in precise, researchable terms
  • The relevant areas of law identified — so research starts in the right place
  • A plain-English explanation of the legal landscape for a non-lawyer client
  • A structured list of specific questions for a lawyer or junior to research
  • A note on jurisdiction, timing of events, and any time-sensitive considerations