Table of Contents
- Practice-Area Matching Playbooks
- How to use these playbooks
- Personal Injury (PI)
- Criminal Defense
- Family Law
- Employment (Plaintiff)
- Immigration
- Business & Commercial Litigation
- Estate Planning & Probate
- Real Estate & Landlord–Tenant
- Intellectual Property & Startups
- Cross-cutting tools (use these in any playbook)
- Putting it together (a 20-minute decision loop)
- How ReferU.AI fits
- Next Steps

Practice-Area Matching Playbooks

How to use these playbooks
- Pick the closest practice area(s) below.
- Skim the three core signals: what to verify in the record, what to ask in the consult, and what fee pattern usually fits.
- Open the deep dive (bold text = internal link) for step-by-step checklists and questions.
- Bring a one-page brief (goals, deadlines, budget gate) and five decisive documents; see The Documents and Facts That Help an Attorney Assess Your Case Fast.
Personal Injury (PI)
- Recent jury/bench trials or trial-ready pretrial compliance in similar injury profiles.
- Daubert/Frye and in-limine wins on causation and damages experts.
- Settlement movement after leverage moments (MSJ denial against the defense, key evidence admitted).
- “Which evidentiary or dispositive motions most often move value in my profile here?”
- “How do you keep trial leverage while pursuing early resolution?”
Criminal Defense
- Suppression practice (stop/search, Miranda, voluntariness) and bond wins before your judge.
- Pre-hearing briefing; merits results or favorable pleas after key rulings.
- “What’s our bond strategy here?”
- “What issues most often decide outcomes on my charge profile in this court?”
Family Law
- Temporary-order practice (stabilizing exchanges/support quickly).
- Parenting plans adopted by your court; modification/enforcement wins; protective relief.
- “How fast do temporary orders move here?”
- “Which evidence carries best-interest analysis for my facts?”
Employment (Plaintiff)
- MSJ survivals/wins on your claim type; certification/decertification orders (wage & hour).
- Evidentiary discipline (comparators, timing, damages modeling); mediation after leverage rulings.
- “What’s your MSJ track record on this claim in this division?”
- “When do you mediate—pre-MSJ or post-MSJ—and why here?”
Immigration
- Same-benefit approvals with comparable facts (and RFE/NOID turnarounds).
- Courtroom defense: bond grants, merits decisions, BIA/federal results; pre-hearing briefs and exhibit strategy.
- “In this field office/court, what typically moves outcomes for cases like mine?”
- “If we do both petition and defense, what’s the right sequence?”
Business & Commercial Litigation
- TRO/PI practice (speed, bond rulings); Rule 12/56 and Daubert outcomes.
- Proportional discovery/ESI control; settlements tied to leverage rulings.
- “How fast can this court move on an injunction?”
- “Which single motion tends to move numbers here—Rule 12, partial SJ, or Daubert?”
Estate Planning & Probate
- Smooth, timely administrations; creditor claim handling; closing orders.
- Contested matters: injunctions preserving assets; summary judgments on capacity/standing; removal/surcharge outcomes.
- “How do temporary and protective orders work here?”
- “What evidence has moved capacity/undue-influence disputes in this court?”
Real Estate & Landlord–Tenant
- Fast TRO/PI or eviction calendars; bond amounts; title/quiet-title orders; HOA injunctions.
- Settlement or judgment after leverage rulings.
- “What’s the timeline to TRO/PI or possession in this court?”
- “How do you manage bond/cost exposure?”
Intellectual Property & Startups
- Prosecution in your art units; PTAB/TTAB and Markman results; injunctions against infringers.
- Clean diligence: assignment chains, OSS compliance, license schedules with no re-trade at closing.
- “How do you stage filings to meet ship dates without sacrificing scope?”
- “If we enforce, what moves leverage fastest here—TRO/PI, PTAB + district court, or platform remedies?”
- “What would a buyer or lead investor flag in our IP stack today?”
Cross-cutting tools (use these in any playbook)
- Core questions: Questions That Surface Fit, Strategy, and Expectations.
- Consult prep: Getting Ready for Your Consultation (and Making It Count).
- Ethics & conflicts: Conflict Checks, Discipline History, and Ethics: Quiet but Critical Signals.
- Triage red flags: Red Flags and Mixed Signals During the First Meeting.
- Avoid vanity stats: Why “Win Rate” Alone Misleads—And What to Read Instead.
Putting it together (a 20-minute decision loop)
- Pick the two best-fit playbooks for your matter.
- Use their verify-ask-fee blocks to build a short consult script.
- Run two strategy-first meetings (same questions, same packet).
- Choose the lawyer who showed the clearest venue-matched record, phase-gated plan, and fit (capacity + cadence).















