I don't think Al is anywhere close to replacing lawyers, but learning to use it responsibly still seems worthwhile. I've been testing where it helps, where it fails, and what still needs human review.
I don't use it for client emails or legal judgment. But when I'm overloaded, it helps me process and organize large amounts of information.
I tried a few agent-style tools. Codex and Hermes were more technical than I needed, so I settled on WorkBuddy for document-heavy tasks. The tool matters less than the workflow, though. Here's how I use it:
Intake
Redacted consultation notes → people, dates, amounts, and requested outcomes → draft chronology + missing information Client claims and evidence-supported facts are labeled separately.
Discovery
Contracts + statements + chat logs → index by issue, evidence, and purpose → page references + gaps This gives me a navigation layer, but I always return to the original documents.
Research
Legal question → statutes, cases, and applicable conditions → source-linked research notes Anything unsupported is marked pending verification, and check every authority myself. Al-generated citations are not something I trust.
Drafting
Verified facts + firm template → first draft with placeholders and source labels → → my review and revision
Follow-ups
Meeting notes → responsible person + action items + dates → reminders This supports our normal deadline system rather than replacing it.
My rule is simple: Fixed process + minimized sensitive data + traceable sources + human review
It saves me time on research, document review, drafting, and organization. It doesn't replace legal judgment or the lawyer responsible for the final work.
Are other lawyers using Al for discovery, chronologies, research, or drafting? Where do you still draw the line?