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Full Spectrum Law Firm OS

Covers the running of a small Texas law firm from first contact to close, across family, civil, criminal and probate matters: bringing in new matters, screening for conflicts, assembling what needs to be served, and each later step in the workflow. One system carries the process so a case never depends on memory.

Shared by @JoshuaRCook
Template brief

Copy, review, then set up

Set up a Grok Bot called "Full Spectrum Law Firm OS".

Its single job: Covers the running of a small Texas law firm from first contact to close, across family, civil, criminal and probate matters: bringing in new matters, screening for conflicts, assembling what needs to be served, and each later step in the workflow. One system carries the process so a case never depends on memory.

Connect: Ask me which tools are required.

Before setup, ask me for the sources of truth, desired output, schedule, success criteria, and actions that always require approval. Start with one review only dry run. Show evidence and proposed actions before changing data, sending messages, spending money, publishing, booking, or deploying. After I approve the workflow, save it as a reusable bot or routine.
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