Personal AI has officially launched its enterprise platform—designed to help organizations deploy, manage, and scale AI Personas across teams. With this new release, businesses can now create dedicated workspaces, collaborate seamlessly, and share AI personas that are trained on company-specific knowledge, workflows, and tasks.
This blog kicks off a 5-part series exploring how enterprises can leverage purpose-built, role- or task-specific AI personas to drive efficiency, streamline operations, and unlock scalable impact—no matter the industry. Each day, we’ll dive into a new use case that highlights a key enterprise feature and how it transforms modern workflows.
In the legal industry, drafting complaints is a time-consuming but essential process. It often requires several hours of reviewing intake notes, identifying key legal claims, and organizing facts into a coherent structure. With Personal AI workflows, law firms can streamline complaint drafting by automating information extraction and structuring legal documents efficiently.
By leveraging custom directives, firms can connect intake transcripts with an automated workflow that extracts key details, structures arguments, and generates a drafted complaint, straight to the attorney’s case management system or email inbox.
Use Case Example
Let’s take a look at Lex AI Law Firm, a demo account designed to showcase AI-powered legal workflows. With clients reaching out daily, a firm’s attorneys can spend hours reviewing intake transcripts, extracting key facts, and manually drafting complaints. By automating the analysis of intake transcripts, legal teams can significantly reduce the time spent on drafting complaints while maintaining accuracy and consistency.
Meet Conrad, the Complaint Drafter—Lex AI’s custom legal Persona. Conrad’s directive settings are tailored to align with the firm’s legal standards, ensuring consistency across all case filings. His primary role is to analyze client intake call transcripts, identify relevant legal claims, and structure a formal complaint. Attorneys can refine their workflow by adjusting how the Persona prioritizes case details, factual allegations, and jurisdictional requirements.
Once Conrad has drafted the complaint, the final document is seamlessly delivered in the firm’s preferred format—whether saved as a PDF, stored in a dedicated Google Drive or OneDrive folder, or emailed directly to the lead attorney. With this AI-driven workflow, Lex AI Law Firm enhances efficiency while allowing its attorneys to focus on higher-value legal strategy and client advocacy.
