§ The library
Everything, filed.
71 pieces across four shelves and six operating streams. Filter by shelf, stream, area, or priority.
§ Client Acquisition
First touch to signed engagement — marketing, intake, proposals.
3 items · 1 area
Decision
Who should own client intake?→
Reception, paralegal, lawyer, or practice manager — the right answer at different firm sizes.
Members
Decision
Online form vs phone-first intakeSign up to read →
When web-first capture wins, when it loses clients, and how to do both.
Members
Decision
When to decline a matterSign up to read →
The traits of the matters small firms most regret taking — and how to say no cleanly.
Members
§ The Work
How legal work flows through the firm — matters, workflow, handoffs.
2 items · 2 areas
§ Firm Finance
Earned, billed, collected, kept.
2 items · 1 area
§ Team & People
Hiring, growing, and keeping the people who do the work.
3 items · 2 areas
Hiring decisions
§ Firm Systems & Risk
Tools, technology, compliance, and cyber.
2 items · 1 area