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.
Conflict Check Automation for US Law Firms: ABA Rules 1.7, 1.9, and 1.18
How to automate conflict checks while maintaining full ABA compliance. Covers current clients, former clients, and prospective clients under Model Rules.
KPI Reporting for US Law Firms: Metrics That Matter Under ABA Rules
Which KPIs US law firms should track for automation projects while maintaining ABA compliance. Practical metrics framework with ethics guardrails.
Content Automation for US Law Firms: ABA Ethics Rules and Implementation
How US law firms implement content automation while maintaining ABA Model Rules compliance. Practical guidance on AI-generated content and ethics.
Intake Routing for US Law Firms: ABA-Compliant Status Model & KPIs
Why Most US Law Firm Automations Fail (And How to Fix It)
AI Automation for US Law Firms: Ethics and Efficiency
Implementing AI-powered automation in US law firms while navigating ABA Model Rules and state bar requirements.
AI Automation for US Law Firms: Ethics Rules and Practical Implementation
How US law firms can implement AI automation while meeting ABA Model Rules and state bar requirements. Practical guidance covering ethics, confidentiality, 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.
Client Intake Automation for US Law Firms: From Lead to Retainer
Transform how your US law firm handles potential clients. Automated intake, intelligent routing, and follow-up workflows designed for American attorneys.
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.