Step 1: Spin & Strategize
5 minutesSpin your three decks to generate your Client Profile.
Example
A Mid-Market Personal Injury firm struggling with manual document bottlenecks.
TEAM NAME:
GENERATE A PROMPT
Current prompt
Start by spinning a deck to generate your prompt.
Step 2: The Solution Blueprint
15 minutesBased on your draw, craft a written response that addresses the following three pillars.
Pillar 1: Identify core legal workflows to improve
- Identify end-to-end workflows the law firm would follow for that practice area.
- What legal terms would you use to show familiarity with their practice area?
Pillar 2: Map the end-to-end solution using Clio’s products
- What multi-product features and workflows would you recommend?
Pillar 3: Deliver the pitch on measurable impact and value
- Write a 3–4 sentence "value pitch" tailored to this practice area.
- Avoid listing features. Focus on how day-to-day work changes.
- Identify one measurable outcome the CS team can track to prove ROI.
Example Output
To prevent associate burnout, this firm should deploy Grow AI's website chat to capture asset values pre-consultation, allowing the firm to classify matters that qualify for Small Estate Affidavits or Summary Administration to bypass formal probate. Leadership can also ask Manage AI to compare utilization rates over time, using the data to validate that reducing administrative intake tasks directly increases billable capacity. This data-driven approach operationalizes the firm's knowledge of statutory thresholds into a scalable workflow, potentially saving 1-2 hours of manual data collection per client.
Step 3: Peer Review & Submit
5 minutesSubmit your responses via the workshop portal. Review a peer draft and provide feedback on:
- Clarity: Is the AI solution easy to understand?
- Relevance: Does it actually solve the given practice & business challenges for that firm?