Permitted inputs
You decide which documents can be used and how to anonymise them before you start.
Ebook + templatesPractical ebook for small law firms · England & Wales edition
Reviewable AI workflows for small firms: every fact tied to its source.
A supervised method to prepare chronologies, source-linked summaries, document comparisons and administrative drafts with AI. Fictional matters, templates and explicit stop points included.
Ebook · £55 inc. VAT · One-off payment, no subscription
10 chapters · Reviewed by a practising solicitor · 12 months of updates
Every row: document, page, paragraph
Unsupported line stopped: NO SOURCE
- Internal team · draft v4
- Fictional practice materials
- Editable templates and answer keys
See the method work
Watch a file become a chronology where every row has a source.
The worked example from the free sample, step by step: fix the permitted file, give an instruction with limits, tie each row to its document and stop any line without support.
Silent animated illustration of the free sample’s worked example. Fictional file; no real product, client or matter is shown. The chronology prepares material for a lawyer’s review; it is not legal advice.
Read the demo as text
- Use only the permitted file. Only three fictional documents may be used: the order (D1, 2 September 2026) and two emails (D2, 4 September 2026; D3, 15 September 2026). Nothing else enters the instruction.
- Instruction with limits. The instruction asks for a chronology from D1–D3 only, with event date, document date, statement, source location and status. It keeps requests apart from confirmations, allows NO SOURCE and adds no law, authorities, findings or deadlines.
- Every row tied to its source. Four supported rows, each tied to a document, page and paragraph. Orion’s report of the delivery is attributed as its account, not independently verified.
- Unsupported lines are stopped. “Vale breached a binding delivery deadline.” has no source: D1 makes the date subject to written confirmation and D2 defers it. The line is logged as rejected and excluded from the chronology.
- A qualified person reviews. The review card: every row has a real document, page and paragraph, the two dates stay apart, reports are attributed, unsupported lines are excluded, and a qualified person reviews the chronology before anyone relies on it.
A supervised method
Every fact tied to its document. Every step reviewed by you.
Output linked to sources
Chronologies, summaries and comparisons where every line points to the source document and page.
Check and stop
If a fact has no source, the workflow stops and flags it for review. The final decision is always yours.
The concerns you're right to have
A conclusion without a source isn't a shortcut. It's a risk.
Authorities that don't exist
AI assistants can cite cases, sections or deadlines that don't exist. If nobody checks every reference, the error ends up in your document.
Data that shouldn't leave the firm
Pasting a file into any tool, without knowing where the data goes, sits badly with your duty of confidentiality.
Checking everything twice
If the output doesn't show where each fact comes from, you end up rereading the whole file. The supposed shortcut becomes double work.
What you'll be able to do
Four preparation tasks, each with a verification record behind it.
Source-linked chronologies
From a file to a chronology where every fact points to its document and page.
Summaries and comparisons
Summaries tied to the documents supplied, and clause comparison against the actual text.
Supervised preparation
An assistant that organises the file and prepares administrative drafts, always with your approval.
One complete matter
The final project: a complete fictional matter, with a verification log and a named reviewer.
Contents
Ten chapters: foundations first, applications second.
Part I · Foundations
- 01Make your first checked draftYou do not need previous experience with AI. In about fifteen minutes you will make one small fictional draft, find a mistake, correct it and save the result.
- 02Give the assistant a usable briefYou will write a complete brief, save reusable task instructions and test the result.
- 03Review the result, then measure the workYou will review a draft in a fixed order, keep a review log and measure the whole job honestly.
- 04Build a chronology that points back to the fileYou will build a chronology in which every entry names its document, page and paragraph.
- 05Summarise and compare without erasing uncertaintyYou will write a source-linked file note and compare two versions of a clause word for word.
- 06Prepare an administrative handover under supervisionYou will draft a missing-records request and set up an assistant with explicit stop points.
Part II · Applications
- 07Choose a tool for the workYou will test up to two approved tools on a task you can check and record a decision you can explain.
- 08Turn a good procedure into a skillYou will turn the chapter 4 procedure into your first skill, test it on three inputs and version it.
- 09Delegate a limited task, optionallyYou will delegate one procedure you have already completed manually, inspect every returned file and record the next human decision.
- 10Complete the file-preparation projectYou will complete a fictional matter end to end and release it through a named reviewer.
76 pages · England & Wales edition 2026 · Draft v4 · revised 26 September 2026
A look inside
What the pages look like.
12/03/2024 · Tenancy agreement signed · Doc 2, p. 1 ✓ 03/05/2024 · First rent demand · NO SOURCE → review
'Use only the documents provided. For every fact, give the document and page. If you can't find the source, write NO SOURCE and don't fill in the detail.'
Reference checked · Document opened · Page confirmed · Reviewed by: initials and date
Who it's for
For small firms that stand behind every document they send.
Made for
- Sole practitioners.
- Partners in small firms who want one shared method.
- Associates who prepare files and first drafts.
- Paralegals and legal operations staff.
It's not for you if you want
- Legal advice: this is training for legal professionals.
- A system that files documents or calculates deadlines for you.
- A tool that replaces your professional judgement.
Editorial approach
Prepared and checked by Internal team.
The examples use fictional inputs and illustrative outputs. Internal editorial and technical checks cover the source consistency and PDF files. No external professional endorsement, documented beginner trial or live AI-product test is claimed.
- Author and editor
- Internal team
- Review scope
- Internal editorial and technical checks · revision dated 26 September 2026; no external professional endorsement
- Fictional material for practice without client data.
- Draft v4 · revised 26 September 2026.
- Exact sources, reusable templates and answer keys in the companion pack.
Before you decide
The questions you'd ask, answered.
'Who reviewed it?'
Internal team completed internal editorial and technical checks. No external solicitor review is claimed. Fictional reviewers in worked examples are teaching characters.
'Why pay when professional bodies publish free guidance?'
Guidance explains the principles and the risks. This is working material: instructions, templates and cases to apply a verification method to your own files.
'Where does my clients' data go?'
That depends on the tool and its settings. The ebook helps you decide what information can be used, how to anonymise it and what to check before approving a tool. The exercises use fictional matters only.
What's included
Working material to apply the method in your firm.
- The complete ebook as a PDF, with your name and email on every page.
- Templates: permitted-input checklist, verification log and internal evaluation sheet.
- A starter skill and a supervised assistant with stop points.
- Fictional matters to practise on without real data.
- 12 months of updates to this edition.
£55
inc. VAT · One-off payment · No subscription or renewals
Payment opens at launch. The ebook isn't available to buy yet.
Purchases are not open. Any purchase and refund terms will be available before a future sale.
VAT invoice in your firm's name. Single-user licence; for several people in the firm, get in touch.
Frequently asked questions
Worth knowing
Is it a course?
No. It's a practical PDF ebook with templates and fictional matters you work through at your own pace. It isn't accredited training.
What format is it?
A personal PDF you download from your library, with your name and email on every page. The A4 PDF is designed for laptop reading; use zoom for detailed evidence. Editable companion text provides a flexible alternative on smaller screens.
Which jurisdiction does it cover?
Practice in England and Wales. The edition names the reviewer, their SRA number and the review date. Scotland and Northern Ireland are not covered.
Is it legal advice?
No. It's a working method for professionals. It doesn't replace your judgement or guarantee regulatory compliance.
What if it isn't right for me?
Purchases are not open. Any purchase and refund terms will be available before a future sale.
Can I get a VAT invoice?
Yes, in your firm's name or your own.
Can I share it with the firm?
The licence is for one person. For several people in the firm, get in touch and we'll suggest a team licence.
Your next file, with every source checked.
Practical ebook · £55 inc. VAT · One-off payment · Reviewed by a practising solicitor.
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