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This playbook is for COOs at personal injury law firms who know they need to implement AI but don’t know the exact next steps to make it work across their staff and systems.
TLDR:
- Figure out who is most likely to be your internal champion(s)
- Start with one high-friction use case (chronologies, demands, depo prep) and prove ROI of AI on this use case
- Document everything & build internal playbooks around prompts and use cases
1. Identify & enable your power users
Most of the time, firms will have early adopters poking at tools, testing ideas, trying new things, and quietly saving hours. They’re not always the most senior and they’re not always loud. But they’re the fastest way to lead AI adoption from within the firm.
The key is these users don’t treat AI as “tech.” They use it to finish work. And they figure out quickly what’s useful and what’s fluff.
What separates these individuals is that they tie AI to real work and naturally figure out how to finish tasks faster. You’ll need them in order to scale.
Find them and watch what they’re doing. Then turn it into playbooks others can follow.
2. Use AI to attract top talent
Top performers want to work where the work is interesting and the systems aren’t stuck in 2012.
When a firm rolls out AI in a thoughtful, integrated way, it sends a signal: “we invest in infrastructure, we move fast, and we give our people tools that help them win.”
In a market where firms are competing for the same high-performers, your tech stack says a lot about your culture. Old workflows repel new talent. A modern stack attracts operators who want to do their best work.
Here’s how to make that signal clear from the jump:
☐ Mention AI in job descriptions (e.g. “AI-powered workflows for med chronos and demand prep”)
☐ Let strong candidates shadow a live AI task before they accept
☐ Use onboarding to connect AI with outcomes, not just shortcuts
☐ Encourage new hires to create and share prompts early (it reveals who’s thinking like a process owner)
3. Build a firm-specific AI prompt library
If you don't know what to ask AI, it isn't very helpful. That’s where most rollouts die - people open the tool, stare at the input box, and bail.
The fix is not another cheat sheet. It’s a living prompt library based on real work. This turns AI from a blank canvas into a playbook people can run immediately. And it grows more valuable the more it gets used.
See how your team can now pull vetted prompts directly inside Supio's prompt library →
4. Bake AI into your employee onboarding documentation
Your new hires will be the ones who see AI not as a tool, but as infrastructure that’s simply part of how the job gets done.
The sooner new hires build confidence using AI on real tasks, the faster they ramp and the fewer bad habits they inherit.
This section is for new staff hires at personal injury law firms (especially paralegals, case managers, and litigation support) who need to quickly understand how your firm uses AI.
Onboarding Checklist Template for PI Firm Staff Using AI
(Copy/paste this into your own onboarding docs)
Week 1: Build muscle memory fast
☐ Assign 1 live task: e.g. “Use the prompt library to generate a medical chronology from an open file”
☐ Provide them the exact prompt and link to the output format
☐ Pair them with a superuser for QA and light edit coaching
☐ Add AI orientation to your onboarding doc (e.g. “This is how we summarize medical records now”)
Pro tip: Start with high-leverage prompts like:
- “Summarize injuries and treatment timeline from these records”
- “Extract billing codes and cost totals by provider”
- “Draft a basic demand from this file using attached exhibits”
Week 2–4: Expand use cases, deepen skill
☐ Assign a second task from a different area: e.g. demand letter prep or depo notes
☐ Have them rerun the prompt with slight variations—teach them to iterate
☐ Schedule a 15-minute prompt workshop to improve/edit their outputs
☐ Ask them to contribute 1 new tested prompt to the firm library
Optional: Boost team learning
☐ Run a before/after comparison on any output they generated
☐ Have them present 1 AI-assisted task at a team meeting (what they ran, what it produced, what changed)
Final Thoughts
AI helps good operators run tighter ships.
Start with one job that eats time. Use AI to solve it. If it works, keep going.
And don’t overcomplicate the tooling. Platforms like Supio already have guardrails built into how the system operates so you’re not building all of this from scratch.
