Billing reconciliation: catching scope creep before you write it off
How every invoice gets checked against the engagement letter and the rate card before it goes out, which firms need it, what it costs and what the first week involves.
Notes on tech that works.
Writing on automation, AI agents, and what technology can do for a business. Subscribe via RSS so you never miss one.
Partner reports without the Friday scramble
How firm reporting gets compiled from the systems where the numbers already live, who needs it, what it costs and what the first week involves.
The firm knowledge base: stop answering the same question every week
How a knowledge base answers questions from your firm’s own procedures and precedents with the source beside every answer, who needs one, what it costs and what the first week involves.
The matter nobody has touched in three weeks
How pipeline tracking with staleness alerts surfaces the matters that have gone quiet, which firms need it, what it costs and what the first week involves.
Client intake that runs itself: what an intake agent does for a professional services firm
How an AI intake agent answers new enquiries, collects the facts, checks for conflicts and opens the matter, plus who needs one, what it costs and how the first week goes.
Drafting engagement letters from a form: how AI drafting works inside a firm's own templates
How a drafting system turns a short form or intake data into a first draft in the firm's own templates, who it suits, what it costs and what the first week involves.
The AI audit: four questions for every process in your firm
What a fixed-price AI audit covers for a law, accounting or advisory firm, whether your office needs one, what it costs, and what the first week involves.