Field notes
from law-firm integration.
News, tips, and lessons on AI automation, workflow automation, and process design, from 20 firms we've analysed. No marketing fluff, no sponsored content.
All dispatches.
Intake Routing for UK Solicitors: SRA-Compliant Status Model & KPIs
Why Most UK Law Firm Automations Fail (And How to Avoid It)
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.
Lead Intake Form for Law Firms: The 5 Essential Fields
Why fewer fields mean more conversions - and which 5 required fields no law firm intake form should miss.
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.