For intake teams
Lead Docket
Prioritize serious leads, prepare the human closer, and recover stalled inquiries.
- Hot-lead triage rule
- Attorney-ready brief
- Follow-up sequence
Free · live · hands-on
AI workshops for PI teams.
Choose the software your team uses. Work through a sanitized PI example. Leave with a reusable playbook.
60 minutesNo client files10 firms maximumCertificate included, not CLE
For case managers
Filevine
Build chronologies, find treatment gaps, and create the next records-chasing action.
- Medical chronology
- Treatment-gap list
- Records chase plan
For litigation paralegals
CASEpeer
Turn a sanitized litigation file into source-linked work an attorney can review.
- Discovery matrix
- Deposition digest
- Deadline checks
For PI paralegals
SmartAdvocate
Turn case data and documents into verified work queues and attorney-ready reviews.
- Case review brief
- Document exception list
- WorkPlan escalation map
For PI operations leaders
Litify
Design governed Salesforce-based workflows across intake, matters, documents, and reporting.
- Agent action map
- Human approval matrix
- Exception dashboard spec
For firm owners
Want to build your own internal tool?
The AI Builder Program teaches PI owners to build internal tools with Claude Code, Codex, or a similar coding agent.
These are independent Possible Minds working sessions, not official vendor training. Exercises use sanitized materials and do not involve legal advice, case acceptance, final deadline authority, or CLE credit.