Artikel zu: Process

A practical minimal form for law firms: 7 fields that enable routing, follow-ups, and KPIs – without deterring clients.

5 typical reasons (and countermeasures) why automation in law firms doesn't run stable in practice – with concrete checks for owner, status, and operations.

A practical model to prevent inquiries from disappearing in the inbox: status, owner, follow-ups, and metrics.

A pragmatic follow-up system for law firms: 3 timepoints, text templates, stop rules, and KPIs – so inquiries don't get lost.

A scoring model to properly prioritize automation use cases in law firms – including matrix, example evaluation, and stop rules.

A realistic 30/60/90 day plan: from goal/KPI through prototype and stabilization to scaling – without tool chaos.

A status model for delivery teams: clear handoffs, owners, next steps – so projects don't disappear in chats and tools.

How reporting actually helps: few KPIs, clear definitions, clean data sources, and a rhythm – instead of dashboards without impact.

Two practical status models for law firm intake – including owner/SLA logic, follow-up triggers, and copy/paste table.

When a rule set is enough and when AI in intake really makes sense – with decision matrix, risks, and minimal starter setup.

Nine rules that protect you from tool chaos: Ownership, status model, releases, data checks – so automation runs as a system.

A minimal governance setup: Owner, backup, change process, and release rules – so workflows don't fall apart in daily operations.

Documentation that gets used: three templates (runbook, process, handoff) and a simple routine – instead of notes in chat.

A minimal process for conflict check in intake: when to check, what data is enough, and how to build the flow so nothing blocks.

A lean role model (owner, backup, escalation) so workflows in law firms don't fail due to "nobody is responsible" – including RACI to copy.

5 KPIs that actually drive decisions (instead of KPI sprawl) – including measurement plan, target value logic, and "stop" rules for law firm workflows.

Pragmatic rules for intake data: Validation at the source, duplicate logic, and edge cases that otherwise destroy routing/follow-ups – including rule set to copy.