Practical Knowledge for Law Firms

Pragmatic guardrails for law firms: when labeling makes sense, what approval/QA looks like, and which no-go claims to avoid.

Nine rules that protect you from tool chaos: Ownership, status model, releases, data checks – so automation runs as a system.

A minimal governance setup: Owner, backup, change process, and release rules – so workflows don't fall apart in daily operations.

Documentation that gets used: three templates (runbook, process, handoff) and a simple routine – instead of notes in chat.

A minimal process for conflict check in intake: when to check, what data is enough, and how to build the flow so nothing blocks.

A lean role model (owner, backup, escalation) so workflows in law firms don't fail due to "nobody is responsible" – including RACI to copy.

5 KPIs that actually drive decisions (instead of KPI sprawl) – including measurement plan, target value logic, and "stop" rules for law firm workflows.

Pragmatic rules for intake data: Validation at the source, duplicate logic, and edge cases that otherwise destroy routing/follow-ups – including rule set to copy.

The 1-page operations manual per n8n workflow: Owner, dependencies, error paths, fallback, rollback – so operations don't become a black box.

Security checklist for webhooks/integrations: Scopes, signatures, PII, logging, retention, audit – pragmatic and without legal advice.