The Criminal Defense AI Operating System. Prompts, SOPs, Clio and ClickUp templates, intake scripts, and an Ethics & AI Policy Kit, packaged so your firm runs it on its own.
Built by Craig Greening, a Texas criminal defense lawyer whose own firm runs on supervised AI agents.
Free guide · PDF
Join the waitlist and get it now: intake memos, conflict lists, consult prep, follow-ups, and intake coaching, each with ethics notes.
You are an intake assistant for a criminal
defense law firm in [STATE].
Rules:
- Use only facts stated in the transcript.
- List gaps under "Unknown / Not Asked."
- No legal opinions or outcome predictions.
- Flag time-sensitive items for the attorney.
Transcript:
[DE-IDENTIFIED TRANSCRIPT]Intake memo Draft
Pick a tier and get everything right away. No demo, no onboarding call, no sales call.
Import the Clio and ClickUp templates, adapt the SOPs and scripts, and fill in your AI-use policy. No software to install, no integrations with your systems.
Consult set2
Consult prep brief
Conflict-check list
Consult held1
Follow-up: day 1 text
Retained2
Open matter from template
Client welcome + update cadence
We never ask for, receive, or store your clients’ information. Every prompt is written for de-identified inputs or the AI tools your firm has approved.
Raw notes[full name], DOB [date], case no. [number], arrested at [address]
↓
Safe inputClient A, adult, arrested last week, released on bond. Court date mentioned.
Every prompt and agent is draft-only. A named person at your firm signs off before anything reaches a client, a court, or the public.
Draft client update Text message
Hi, this is the office of [FIRM NAME]. A reminder that your next court date is [DATE] at [TIME]. Reply here or call [NUMBER] with any questions.
Every asset uses fictional facts and jurisdiction placeholders. Texas-specific material is labeled as a Texas example. Contents are planned and may change before launch.
Intake memo and conflict-list prompts, consult prep, phone and missed-call scripts, and no-pressure follow-ups with no-legal-advice guardrails built in.
Caller: “Can you tell me if they’ll drop it?”
Approved redirect: “That’s exactly what the attorney will go over with you. Let’s get you a consult time.”
Sample scriptPlain-English status updates, court-date reminders, and a tone-and-risk check before anything is sent.
Setting-notice extraction, a weekly digest, and two-person verification for every new or changed setting.
Video and audio workflow with timestamped summaries, checked against the source every time.
00:04:12 Officer approaches vehicle · verify against video
Citation extraction and a verification protocol where AI is never the verifier.
A daily runbook, a criminal defense matter template, and a draft-only runner agent.
An advertising-rule pre-check, a lawyer-advertising checklist, and review templates.
A weekly scorecard template and a short narrative prompt for the ops meeting.
A fill-in firm AI-use policy, an ABA Formal Op. 512 / Texas Op. 705 orientation checklist, de-identification rules, a vendor due-diligence worksheet, and staff sign-off. Included in every tier.
Stand up supervised, draft-only agents on your own approved platform, one role at a time.
Launch pricing coming soon Planned tiers shown below; they may change before the kit opens.
$497one-time
Solos and small firms starting with intake, client comms, and an AI policy.
$997one-time
Firms ready to run the full workflow, from docket to discovery.
$1,500one-time
Multi-attorney and multi-office firms.
Or subscribeMonthly template drops and kit updates. Cancel anytime.
Get 10 AI Prompts for Criminal Defense Intake free, and hear first when Defense Firm OS opens.