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.
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.
Avoid Tool Collection: 9 Rules for Workflow Systems in Law Firms
Nine rules that protect you from tool chaos: Ownership, status model, releases, data checks - so automation runs as a system.
Owner & Change Process: Governance for Automation (Law Firm)
A minimal governance setup: Owner, backup, change process, and release rules - so workflows don't fall apart in daily operations.
Documentation as a System: Templates That Delivery Teams Actually Use
Documentation that gets used: three templates (runbook, process, handoff) and a simple routine - instead of notes in chat.
Conflict Check/New Retainer: Minimal Process That Doesn't Block Intake
A minimal process for conflict check in intake: when to check, what data is enough, and how to build the flow so nothing blocks.