Estate planning lawyers manage some of the most detail-oriented legal work in the industry. From drafting wills and trusts to organizing client information, summarizing matters, and preparing correspondence, even routine tasks can consume substantial time.
That’s why many firms are beginning to integrate AI-powered workflow tools like Archie within Smokeball.
Archie’s Prompt Library gives estate planning lawyers a centralized system for accessing, organizing, and reusing AI prompts directly inside their matters. Instead of manually repeating instructions or rebuilding workflows from scratch, firms can launch prebuilt prompts or customize their own internal processes for faster, more consistent results.
Smokeball also includes out-of-the-box prompts designed for estate planning matters, like preparing wills, trusts, POAs, alongside more general legal workflows such as summarization, memo formatting, detailed matter summaries, and information extraction.
For example, estate planning lawyers can use Archie prompts to:
- Generate matter summaries
- Draft client communications
- Convert notes into structured memos
- Review uploaded documents
- Summarize estate planning questionnaires
- Organize matter details for internal review
- Standardize drafting instructions across the firm
Because prompts can be associated with specific matter types, firms can ensure the right workflows appear automatically within estate planning matters. If you need a quick summary before a client meeting, to catch a new hire up on their files, or generate a rough draft of correspondence for you to revise, Smokeball’s Archie can help you spend less time flipping through papers and more time advising your clients on their wishes and directives.
For firms looking to modernize operations while maintaining strong client service, AI-powered tools like Smokeball Archie offer a practical path forward.
To learn more about Archie’s Prompt Library, check out this in-depth video tutorial and step by step instructions that will help you and your firm get started!