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.
n8n Versioning & Releases: Keeping Workflows Controllable
A simple release process for n8n: Make changes traceable, enable rollbacks, and avoid silent quick-fixing.
Audit Your Lead Intake: Find Bottlenecks in 30 Minutes
A quick self-check for law firms: Where are you losing inquiries, time, and quality? With concrete checklist.
Content Approval in 10 Minutes: Review Flow for Law Firms (incl. Checklist)
An approval process that scales: guardrails, QA checklist, and a 10-minute review flow - so content automation doesn't become risky.
No-Go Claims in Law Firm Content: Safe Alternatives (Without Going Soft)
A no-go list for law firm content: typical risky claims and phrasings - plus safe alternatives that are still clear.
Use Case Scoring for AI Automation in Law Firms (Impact x Risk x Data)
A scoring model to properly prioritize automation use cases in law firms - including matrix, example evaluation, and stop rules.
30/60/90 Day Plan: How a Law Firm Gets 1 Workflow Properly Into Production
A realistic 30/60/90 day plan: from goal/KPI through prototype and stabilization to scaling - without tool chaos.
Handoffs in Professional Services: Status Model + Owner (Copy/Paste)
A status model for delivery teams: clear handoffs, owners, next steps - so projects don't disappear in chats and tools.
Reporting Automation Without KPI Sprawl: Definition, Data Sources, Rhythm
How reporting actually helps: few KPIs, clear definitions, clean data sources, and a rhythm - instead of dashboards without impact.
Status Model in Law Firm Intake: 2 Variants + SLAs (Copy/Paste)
Two practical status models for law firm intake - including owner/SLA logic, follow-up triggers, and copy/paste table.
Routing Rules vs. AI Screening in Intake: Decision Guide (Without Tool Chaos)
When a rule set is enough and when AI in intake really makes sense - with decision matrix, risks, and minimal starter setup.