AI-driven execution grounded in experience
Legal Builders Playbooks power your go-to-market with customized execution plans, personal guidance, and AI assistants.
Structured
with detailed checklists, KPIs, templates and prompts
Customized
through 1:1 consultation to apply experience to your growth goals
Actionable
through scheduled working sessions to review progress and refine motion
Live
with automation and AI agents to monitor the market and inform action
Each Guided Playbook is available as an annual subscription,
priced based on scope and stage of company.
Meet the Guided Playbooks
This is how we structure the work and what you take away.
The Funding Playbook gives you key resources to design your operational model and attract investment. We help you refine the narrative, maximize your TAM vision, focus on the right metrics, and mitigate shortcomings in your story.
Expert consultations
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Assessment of amount and timing of funding needs
- Development of company narrative
Execution plan
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Operating financial plan customized to your stage and vision
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Fundraising strategy, including target investor profiles
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Pitch deck/summary outline and narrative refinement
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Data room outline and readiness checklist
AI and automation
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Notebook/Project with curated investor lists
Progress meetings
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2x monthly check-ins and realignment
Prospects form opinions about your product well before they ever visit your website. This Playbook offers a compelling and consistent buyer's journey across product directories, review sites, app stores -- anywhere you can control the narrative.
Expert consultations
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1:1 situation analysis and goal review
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Messaging refinement
Execution plan
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Website structure, SEO and messaging checklist
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Review and improvements to messaging
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LinkedIn company and founder pages
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Listings include LinkedIn Product, Legal Tech Hub, LawSites, ILTA, ACC and CLOC directories
AI and automation
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Automated updates and reminders for directory listings and reviews
Progress meetings
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Monthly review of online presence, traffic benchmarks, and messaging shifts
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Cross-directory updates on product or messaging changes
LinkedIn provides essential visibility and access to legal professionals and firm operators. This Playbook provides a complete LinkedIn plan tuned for legal from persona and list development through newsletter publishing.
Expert consultations
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Review of current motions and data
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Strategy session on outreach and content
Execution plan
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Target personas and segments (Sales Navigator)
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Aligned company and team profiles
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Defined cadence and posting calendar with themes
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Messaging scripts for connection request and InMail outreach
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Newsletter implementation plan
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Follower and subscriber monitoring
AI and automation
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Analytics, follower and subscriber harvesting
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Content generator configuration
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Automation tools and GPT-powered outreach sequences
Progress meetings
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Monthly feedback session to review results and tune strategy
The Product Playbook helps you define and validate your product road map, recruit early testers, understand requirements, and build with differentiation. You'll take away a thorough update to you road map and deep insight into competitor positioning, benchmark features, and live monitoring of rival and adjacent products.
Expert consultations
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Monthly feedback session to review results and tune strategy
AI and automation
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Analysis of product signal
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Feature prioritization framework
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Competitive analysis and live product comparison
AI and automation
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Landscape AI Assistant
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Regular Landscape updates
Progress meetings
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Monthly checkpoint and signal review
This Playbook helps you use AI to define a precise list of named contacts and mount a focused campaign across outbound, shows, and hosted events. AI assistants will help you monitor those prospects and identify opportunities for interaction.
Expert consultations
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Strategic review session of account priorities and outreach goals
Execution plan
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Account-based marketing plan with process architecture
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Ideal customer profiles
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Show strategy, including conference targeting and sponsor tactics
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Hosted event strategy (workshops and roundtables)
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Outreach automation plan and draft invite sequences
AI and automation
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AI-generated list building and GPT-powered account research
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AI agents to scout relevant shows
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AI agents to track top prospects
Progress meetings
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Monthly check-in
Legal sales cycles are slow, complex, and full of friction. This Playbook gives you the structure, scripts, and materials to drive the sale from first meeting through procurement, security reviews and customer success. Built for both founders selling their first deals and teams ready to scale.
Expert consultations
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1:1 workshops to define buyer journey and align materials
Execution plan
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Sales process map tailored to legal buyers
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Security review processing plan
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Proposal and pricing templates
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Collateral requirements and themes
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Customer success onboarding plan
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Renewal and expansion playbook
AI and automation
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Security questionnaire Notebook/Project
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Collateral generator
Progress meetings
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Monthly pipeline check and review
Whether you're years away from a deal or already getting inbound interest, this Playbook helps you make the most of the exit. It provides the path to being exit-ready, and starts the conversations now that you can nurture for an ideal outcome for your team, your investors and yourself.
Expert consultations
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Review of founder goals, status of partnering, integration profile, and cap table
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Real-time process and transactional advice
Execution plan
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Partnership and exit-partner landscape
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Cap table and equity planning review
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Preparation for diligence
AI and automation
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Partner Landscape AI Assistant
Progress meetings
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Monthly check-in on exit readiness and market signals
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Real-time transactional advice available
Meet the Tools
A growing set of customizable AI assistants, available a la carte.
Presence Management
Optimize your prospect's journey. Automatically publish and update your product information on 16+ product directories and review sites. Learn more at listeasy.legal.
Landscape
Analyze and understand your market space with a customized, deeply context-engineered AI assistant. Constantly monitor for product, price and other relevant developments.
Meet Jim Brock
Expert guide and curator
Like you, I’m a builder. In my career, I've been a law firm partner, an early-stage VC, an angel investor, a public company senior executive, and founder or operator of six startups, five in legal tech. Now I'm fortunate to support passionate startup and law firm builders in tackling challenges in funding, product, go-to-market, partner development and exits. To do this I have embraced a frontier consulting model grounded in collaborative AI tools. Join me on this quest!
Some of our clients
Testimonials
Jim Brock
Lawdragon Top Leading AI & Legal Tech Advisors 2025
"I have had the privilege of working with Jim Brock as an advisor, and his contributions have been nothing short of remarkable. His expertise has had a significant impact on our success."
Kenny Eliason, Quilia
"Jim has helped our company immeasurably by combining deep experience in legal tech and startups with cutting edge techniques to help us use AI to grow rapidly. "
Jason Beatty, TransferHub
INSIGHT
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