Practical Knowledge for Law Firms

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.

How n8n workflows stay stable: sensible retries, dead-letter logic, and idempotency – so no duplicate actions occur.

A minimum standard for secrets/keys and backups in n8n operations – including restore test, so go-live doesn't become risky.

A topic system for law firms: 12 topic families that are reusable – including rotation plan and format matrix.

Pragmatic guardrails for law firms: when labeling makes sense, what approval/QA looks like, and which no-go claims to avoid.

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.