Field notes
from running workflows.
What breaks in self-built AI workflows, how we stabilise and run them, and what we measure. No marketing fluff, no sponsored content.
All dispatches.
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.
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.