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Guides

Knowledge & Guides on AI Automation, n8n, and Business Processes

Practical guides for professional services firms and enterprise teams: clear use cases, sensible starting points, and a focus on operations over buzzwords.

Topic Hubs

Organized by topic: starter guide + related articles + downloads.

Law FirmOperationsKPI

AI Automation (Law Firms)

Use case selection, starter model, operations, metrics.

IntakeRoutingSLA

Lead Intake & Routing

Status model, follow-ups, routing logic, KPIs.

n8nOperationsMonitoring

n8n Operations & Workflows

Go-live, monitoring/alerts, versioning, error handling.

ContentApprovalQA

Content Automation

Approval/QA, guardrails, topic rotation, publishing.

ServicesScaling

Professional Services

Handoffs, status, reporting – for high-velocity teams.

Guides for Professional Services

For larger firms, clean handoffs, clear status, and reliable routines matter. These guides cover typical starting points.

Law FirmProcesses

AI Automation for Professional Services: Use Cases, Approach, Decision Guide

An overview for larger firms: Where automation reliably reduces workload, how to start sensibly, and what mistakes to avoid.

IntakeRouting

Lead Intake Automation: Faster Response, Clean Routing

From inbox to process: structure, prioritization, routing, and follow-ups - so good opportunities don't slip through.

n8nWorkflows

n8n Workflows: Setup, Operations, Typical Use Cases

How n8n works as the backbone for integrations and automation - including operations, ownership, and maintainability.

ContentApproval

Content Automation: Predictable Publishing, Clean Approval

A practical process from topic planning to publishing - with guardrails, approval, and QA, without chaos.

Guides for Service Teams

For professional services teams looking to scale: less manual work, fewer media breaks, more transparency.

ServicesScaling

Automation for Professional Services: AI & n8n Workflows That Scale

For larger teams with high volume: typical use cases, outcomes, and a sensible start without unnecessary tool complexity.

Initial Consultation

Share your team size, goals, and key systems - we'll respond with a concrete next step.