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.
Content Approval in 10 Minutes: Review Flow for Law Firms (incl. Checklist)
An approval process that scales: guardrails, QA checklist, and a 10-minute review flow - so content automation doesn't become risky.
No-Go Claims in Law Firm Content: Safe Alternatives (Without Going Soft)
A no-go list for law firm content: typical risky claims and phrasings - plus safe alternatives that are still clear.
Use Case Scoring for AI Automation in Law Firms (Impact x Risk x Data)
A scoring model to properly prioritize automation use cases in law firms - including matrix, example evaluation, and stop rules.
30/60/90 Day Plan: How a Law Firm Gets 1 Workflow Properly Into Production
A realistic 30/60/90 day plan: from goal/KPI through prototype and stabilization to scaling - without tool chaos.
Handoffs in Professional Services: Status Model + Owner (Copy/Paste)
A status model for delivery teams: clear handoffs, owners, next steps - so projects don't disappear in chats and tools.
Reporting Automation Without KPI Sprawl: Definition, Data Sources, Rhythm
How reporting actually helps: few KPIs, clear definitions, clean data sources, and a rhythm - instead of dashboards without impact.
Status Model in Law Firm Intake: 2 Variants + SLAs (Copy/Paste)
Two practical status models for law firm intake - including owner/SLA logic, follow-up triggers, and copy/paste table.
Routing Rules vs. AI Screening in Intake: Decision Guide (Without Tool Chaos)
When a rule set is enough and when AI in intake really makes sense - with decision matrix, risks, and minimal starter setup.
Topic Rotation for Law Firms: 12 Topic Families (System Instead of Idea List)
A topic system for law firms: 12 topic families that are reusable - including rotation plan and format matrix.
AI Content Labeling & Guardrails (AI Act): Pragmatic for Law Firms
Pragmatic guardrails for law firms: when labeling makes sense, what approval/QA looks like, and which no-go claims to avoid.