Field notes
from running workflows.
What breaks in self-built AI workflows, how we stabilise and run them, and what we measure. No marketing fluff, no sponsored content.
All dispatches.
AI Automation for UK Solicitors: SRA Compliance and Practical Implementation
How UK law firms can implement AI automation while meeting SRA regulatory requirements. A practical guide covering UK GDPR, professional conduct rules, and real workflow examples.
Why Most Law Firm Automations Fail
The 5 most common reasons automation projects in law firms don't work - and how to avoid these mistakes.
Lead Intake Automation for UK Solicitors: From Enquiry to Instruction
Transform how your UK law firm handles client enquiries. Automated intake, intelligent routing, and follow-up workflows designed for solicitors.
Project Kickoff Automation: Folders, Checklists, Access in 5 Minutes
A clean kickoff saves hours. Automated folder structures, checklists, and access - so projects start without manual busywork.
Client Onboarding for Service Providers: From Proposal to Productive Start
Good onboarding reduces questions and accelerates project start. A systematic process for service providers - from signature to first deliverable.
Automating Time Tracking: Less Tracking, Better Data
Time tracking is tedious - but necessary. Automated tracking reduces effort and improves data quality. Here's how it works.
Systematizing Project Closure: Lessons Learned, Archiving, Follow-up
The last deliverable is out - now what? A clean project closure secures knowledge, cleans up, and lays the foundation for follow-up business.
Proposal Automation: From Inquiry to Proposal in 30 Minutes
Writing proposals takes time - especially when each one starts from zero. Automated templates and data transfer significantly speed up the process.
When is Content Automation Worth It for Law Firms?
A clear decision guide: When content automation makes sense - and when you should first get processes, approvals, and topic focus right.
Lead Intake Form: 7 Fields That Really Help (Law Firm)
A practical minimal form for law firms: 7 fields that enable routing, follow-ups, and KPIs - without deterring clients.