Field notes
from law-firm integration.
News, tips, and lessons on AI automation, n8n workflows, and process design — from 20 firms we've analysed. No marketing fluff, no sponsored content.
All dispatches.
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.
Intake Routing in Law Firms: Status Model, Follow-ups, KPIs
A practical model to prevent inquiries from disappearing in the inbox: status, owner, follow-ups, and metrics.
Follow-up Playbook for Intake: 24h/48h/5 Days (incl. Templates)
A pragmatic follow-up system for law firms: 3 timepoints, text templates, stop rules, and KPIs - so inquiries don't get lost.
n8n vs Zapier for Law Firms: Which One Saves More?
Don't decide by features, but by operations, control, and data flows. A comparison for law firms - without pricing traps and without tool religion.
n8n Monitoring & Alerts: What You Really Need (Law Firm Setup)
A pragmatic monitoring set for n8n in operations: which alerts matter, which metrics help - and how to define a runbook minimum.
n8n Operations: 10-Point Check Before Go-Live
A workflow is only as good as its operations. This checklist ensures that n8n processes run stable: owner, monitoring, error paths, documentation.