# Lawyer Practice Optimization Diagnostic An AI-powered diagnostic tool that helps litigation attorneys identify opportunities to save 5-10+ hours per week through automation and workflow optimization. ## Features - **AI-Guided Assessment**: Moonshot AI (Kimi model) provides intelligent guidance for each diagnostic question - **20 Targeted Questions**: Comprehensive diagnostic covering intake, documents, case management, billing, and administration - **Multi-Choice Format**: Easy-to-answer questions with 4 options (including custom input) - **Personalized Analysis**: AI-generated reports tailored to litigation practices with minimal tech use - **Time Savings Calculator**: Quantified estimates of hours saved per week - **Prioritized Recommendations**: Clear action roadmap ranked by impact and ease of implementation - **Downloadable Report**: PDF-style report for offline review and sharing ## Architecture ``` lawyer_practice_optimizer/ � app.py # Flask web application � moonshot_client.py # Moonshot AI API integration � diagnostic_questions.py # Question library (20 questions) � email_sender.py # Email delivery system � analyzer.py # Response analysis and scoring � requirements.txt # Python dependencies � .env.template # Environment configuration template � templates/ # HTML templates � � base.html # Master template � � index.html # Landing page � � question.html # Question page � � complete.html # Completion page � � report.html # Report display � � 404.html # Not found error � � 500.html # Server error � README.md # This file ``` ## Quick Start ### 1. Prerequisites - Python 3.9 or higher - Moonshot AI API key (get from https://platform.moonshot.cn) - SMTP email credentials (for sending invitations) ### 2. Installation ```bash # Clone or download the project cd lawyer_practice_optimizer # Create virtual environment (recommended) python -m venv venv source venv/bin/activate # On Windows: venv\Scripts\activate # Install dependencies pip install -r requirements.txt # Configure environment cp .env.template .env # Edit .env and add your: # - MOONSHOT_API_KEY # - SMTP credentials # - FLASK_SECRET_KEY # Use a secure text editor to fill in your .env file ``` ### 3. Configuration Edit `.env` file with your settings: ```bash # Required: Moonshot AI API MOONSHOT_API_KEY=your_api_key_here # Required: Flask secret key # Generate with: python -c "import secrets; print(secrets.token_hex(32))" FLASK_SECRET_KEY=your_secret_key_here # Required: Email SMTP settings # For Gmail, use an App Password if you have 2FA enabled SMTP_HOST=smtp.gmail.com SMTP_PORT=587 [email protected] SMTP_PASSWORD=your_app_password [email protected] # Optional: Base URL (for production) BASE_URL=http://localhost:5000 # Change to your domain ``` ### 4. Run the Application ```bash # Run the Flask app python app.py # Or with environment variables: FLASK_ENV=development python app.py # Server will start at http://localhost:5000 ``` ### 5. Test the Diagnostic 1. Open browser to http://localhost:5000 2. Enter your name and start the assessment 3. Answer the 20 diagnostic questions 4. Receive your personalized report ### 6. Email Integration To email the diagnostic to your lawyer: ```python from email_sender import send_diagnostic_to_lawyer # Send invitation success = send_diagnostic_to_lawyer( lawyer_name="John Smith", lawyer_email="[email protected]", sender_name="Your Name" ) if success: print("Email sent successfully!") else: print("Failed to send email.") ``` ## Using the Diagnostic ### For the Lawyer (Recipient) 1. **Receive Email**: Gets an email with a secure, one-time link 2. **Click Link**: Opens the diagnostic in their browser 3. **Complete Assessment**: 20 questions with AI guidance 4. **Get Report**: Personalized optimization report ### For the Consultant/Sender 1. **Send Invitation**: Use the email function or manual link generation 2. **Track Progress**: Monitor completion (sessions stored in memory) 3. **Review Results**: Discuss report with lawyer 4. **Implement Recommendations**: Help execute the action plan ## Question Categories The diagnostic covers 6 key areas: 1. **Client Intake & Management** (4 questions) - Inquiry handling, conflict checking, communication tracking 2. **Document Drafting & Templates** (4 questions) - Motion drafting, clause libraries, formatting, document assembly 3. **Case & Deadline Management** (4 questions) - Court deadline tracking, scheduling, task management 4. **Billing & Time Tracking** (3 questions) - Time capture, invoicing, billable hour recovery 5. **Administrative Tasks** (3 questions) - Admin time, delegation, after-hours work 6. **Pain Points & Bottlenecks** (4 questions) - Biggest frustrations, deadline misses, automation priorities ## Report Output The final report includes: - **Optimization Grade**: A-F rating with overall percentage score - **Category Breakdown**: Scores for each practice area - **Time Savings Analysis**: Estimated hours saved per week - **Quick Wins**: Easy-to-implement changes (this week) - **Short-term Improvements**: 30-60 day implementation - **Long-term Projects**: 90+ day strategic changes - **Specific Action Steps**: Detailed implementation guidance - **Cost Estimates**: Budget ranges for each recommendation ## Technical Details ### Scoring System - **4-point scale**: Each question scored 1 (inefficient) to 4 (optimized) - **Category scores**: Average of questions in each category - **Overall grade**: Calculated from total possible points - **Time savings**: Algorithm estimates based on response patterns ### AI Integration The Moonshot AI client: - Provides contextual guidance for each question - Analyzes response patterns for optimization opportunities - Generates personalized recommendations - Creates narrative reports with specific action steps ### Security Features - **Secure tokens**: One-time use diagnostic links - **Link expiration**: Links expire after 7 days (configurable) - **Session management**: 24-hour session lifetime - **No data retention**: Responses stored in memory only (by default) ## Customization ### Adding Questions Edit `diagnostic_questions.py`: ```python DiagnosticQuestion( id="your_question_id", category="category_name", question_text="Your question here", options=[ QuestionOption("id_a", "Option A text", 1), QuestionOption("id_b", "Option B text", 2), QuestionOption("id_c", "Option C text", 3), QuestionOption("id_d", "", 4, custom_input=True) # Custom input option ] ) ``` ### Modifying AI Prompts Edit prompts in `moonshot_client.py`: - `_build_guidance_system_prompt()`: Question guidance - `_build_analysis_system_prompt()`: Response analysis - `_build_report_system_prompt()`: Final report generation ### Styling Changes Modify CSS in `templates/base.html` or add custom CSS in `static/css/` ## Deployment ### Production Checklist - [ ] Set `FLASK_ENV=production` - [ ] Use a production WSGI server (Gunicorn, uWSGI) - [ ] Set strong `FLASK_SECRET_KEY` - [ ] Configure production SMTP credentials - [ ] Set `BASE_URL` to your domain - [ ] Use a proper database (PostgreSQL, MySQL) for session storage - [ ] Enable HTTPS with SSL certificate - [ ] Set up log rotation and monitoring - [ ] Configure firewall and security groups ### Docker Deployment ```dockerfile FROM python:3.9-slim WORKDIR /app COPY requirements.txt . RUN pip install -r requirements.txt COPY . . EXPOSE 5000 CMD ["python", "app.py"] ``` ### Environment Variables for Production ```bash # Production .env FLASK_ENV=production FLASK_SECRET_KEY=your_very_long_secure_random_key_here MOONSHOT_API_KEY=your_production_api_key BASE_URL=https://yourdomain.com [email protected] SMTP_PASSWORD=secure_password [email protected] FROM_NAME="Practice Optimization Diagnostic" ``` ## Troubleshooting ### Moonshot API Issues **Problem**: "API key not found" error **Solution**: Ensure MOONSHOT_API_KEY is set in .env file **Problem**: API calls are slow **Solution**: Consider using Kimi-8k model for faster responses ### Email Delivery Problems **Problem**: "Failed to send email" **Solution**: - Verify SMTP credentials in .env - For Gmail: Use App Password (not regular password) - Check firewall settings for port 587 - Review error logs for specific SMTP errors ### Application Errors **Problem**: "Session not found" when accessing questions **Solution**: Ensure cookies are enabled in browser **Problem**: Template errors **Solution**: Check that all template files are in the templates/ directory ### Link Expiration **Problem**: "Invalid or expired link" error **Solution**: Links expire after 7 days. Generate a new invitation. ## License This project is created for professional consultation purposes. ## Support For technical issues: 1. Check the troubleshooting section above 2. Review application logs 3. Verify all environment variables are set correctly 4. Test with development settings first ## Roadmap Future enhancements: - [ ] Database storage (PostgreSQL) - [ ] User authentication - [ ] Multiple practice area support - [ ] Report PDF generation - [ ] Email reminder system - [ ] Dashboard for tracking multiple lawyers - [ ] Integration with practice management APIs - [ ] Mobile app version ## Contributing This is a specialized tool for legal practice consultation. Customization is encouraged to match specific workflows and client needs. --- **Note**: This tool uses AI analysis to provide recommendations. Always review AI-generated suggestions with professional judgment and consider the unique needs of each practice before implementation.