A fixed-price, written AI audit for solo attorneys. Three workflows built around the tools you already use, each explained step by step on video. No calls, no software to buy, nothing to sign.
Where the hours go
In a solo estate planning practice, most lost time isn't legal thinking. It's the same administrative tasks, done by hand, every week.
Every new client's questionnaire gets read, retyped into your practice software and checked for missing answers before the design meeting.
Each plan needs a plain-English letter explaining what every document does and who serves in which role. Written from scratch, every time.
Personal representatives call two or three times a week during probate. Each call means pulling the file and repeating the same update.
From Miami to Tallahassee
Personal representatives, Letters of Administration, notices to creditors, homestead questions: every workflow speaks your clients' language and your state's process.
What you receive
How it works
15 minutes on your practice, your volume and your tools. Optionally, a 5-minute screen recording.
Before you pay. If we can't find at least 5 hours a week, we tell you so and you pay nothing.
Within 7 business days: your written guide, three workflows and three videos.
One round of questions within 14 days, answered by video within 24 hours.
See before you buy
Prepared for a fictional Florida estate planning firm, so you can see exactly what you would receive: the summary, the data rules, the three workflows with their prompts, the executor roadmap for probate clients and the rollout plan.
The math
Use your own hourly value. This example assumes $300 an hour.
Pricing
If the audit doesn't identify at least 5 hours a week your practice can save, you get a full refund. And because the intake comes before payment, we only take on firms where we're confident we can find them.
Not included, at any level: phone or video calls; subscriptions to AI or automation tools (those stay on your accounts); legal, tax or ethics advice; access to confidential client files (we work from anonymized examples); more than one round of revisions. Anything beyond scope is quoted separately.
Questions
Anything else? Email cedric@codiciladvisory.com and get a short video answer within 24 hours.
You can, and the tools are cheap. The expensive part is knowing which tasks to hand over, exactly how, and without putting client data at risk. The sample audit shows the difference: tested prompts, step-by-step videos and clear data rules.
The 15-minute intake and an optional 5-minute screen recording give us what a call would, and every workflow names your actual tools. You spend about 30 minutes in total, keep everything in writing, and can share the videos with your staff.
Florida Bar Ethics Opinion 24-1 and ABA Formal Opinion 512 apply your confidentiality duties to AI tools. Every workflow states what data may go in and what never does, and recommends informed client consent where confidential information is involved. We never ask for client files.
Fair question: you'd be paying someone you don't know. That's why you fill in the intake before paying, why the sample audit is public, and why there's a full refund if we don't find 5 hours a week. Codicil Advisory is operated from France and works entirely in writing and on video, which is also why it costs less than a local consultant.
Good. The audit builds on what you already pay for and never sells you software. The quickest wins are often inside tools you already have.
No. No workflow drafts legal instruments or gives legal advice: they handle the administrative work around your practice. Every output is reviewed by you before it leaves the firm.
Each workflow takes under 30 minutes to set up by following its video, and the rollout plan introduces one per week. If you'd rather not touch it at all, Audit + Build installs the first workflow for you, and your AI Audit fee counts toward it.
Once we've confirmed from your intake that we can find at least 5 hours a week, you receive a secure card payment link. Work starts when payment is received.
Start today
You only pay once we confirm we can find at least 5 hours a week for your practice.
Get the intake form