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AI First Drafts and Your Practice Playbook (Pro)

2 min read

Table of Contents

Pro can write a first draft of a research plan from the client's intake, your notes for the case, and your own practice playbook. It is a draft for you to check - never sent on its own.

What it needs #

An AI provider connected to WordPress under Settings → Connectors. The plugin uses WordPress's own AI service and whichever provider you choose; you pay your provider directly, with no credits to buy. With no provider connected, AI drafting is simply not offered.

Your practice playbook #

Under Your practice playbook in Settings: the repositories and subscriptions you use, how you like plans written, and your strategies - up to 30, each with when to use it, the approach and its typical hours. Save and add the example strategies adds nine examples for Britain and Ireland, marked as examples: they take no part in a draft until you have checked one, made it your own and unticked "Example".

Drafting a plan #

  1. On the Plan & Agreement tab, write Your notes for this plan - your approach, in your own words. They are kept with the engagement.
  2. Choose the people to include. Anyone with no death recorded may be living, and is left out unless you tick them.
  3. Read What is sent. Contact details, the link to their tree, who manages their DNA kit and their uploads are never sent.
  4. Tick that you have checked what will be sent, and press Draft the plan with AI.

Reviewing the draft #

The draft appears beside the plan. Each phase says whether it came from your playbook or not, so you can check the ones that did not. Hours come from your playbook, and the quote is worked out from your hourly rate by the plugin, never by the AI. Questions to ask your client are listed for you, not put into the plan. Put this into the plan copies it in - replacing what is there only if you tick that - and you edit it before sending.

Disclosure #

The AI Disclosure tab records every draft made, failed, put into the plan and sent, and whether you edited it, and gives you a disclosure statement to include in your report. For work that must be done without AI, tick Do not use AI on this engagement there.