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.
Client Onboarding for Service Providers: From Proposal to Productive Start
Good onboarding reduces questions and accelerates project start. A systematic process for service providers - from signature to first deliverable.
Lead Intake Form for Law Firms: The 5 Essential Fields
Why fewer fields mean more conversions - and which 5 required fields no law firm intake form should miss.
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.
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.