Practical Knowledge for Law Firms

Why fewer fields mean more conversions – and which 5 required fields should be in every law firm intake form.

A scoring model to properly prioritize automation use cases in law firms – including matrix, example evaluation, and stop rules.

A realistic 30/60/90 day plan: from goal/KPI through prototype and stabilization to scaling – without tool chaos.

A status model for delivery teams: clear handoffs, owners, next steps – so projects don't disappear in chats and tools.

How reporting actually helps: few KPIs, clear definitions, clean data sources, and a rhythm – instead of dashboards without impact.

Two practical status models for law firm intake – including owner/SLA logic, follow-up triggers, and copy/paste table.

When a rule set is enough and when AI in intake really makes sense – with decision matrix, risks, and minimal starter setup.

How n8n workflows stay stable: sensible retries, dead-letter logic, and idempotency – so no duplicate actions occur.

A minimum standard for secrets/keys and backups in n8n operations – including restore test, so go-live doesn't become risky.

A topic system for law firms: 12 topic families that are reusable – including rotation plan and format matrix.