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.
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.
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.