Everything, filed.
71 pieces across four shelves and six operating streams. Filter by shelf, stream, area, or priority.
Direction, partnership, and the numbers that keep the firm on course.
First touch to signed engagement — marketing, intake, proposals.
How to fix client intake in 10 days→
Ten-day rollout from missed enquiries to a reliable intake pipeline, using tools you already own.
Building a single inbox for every new enquiry→
Phone, email, website, referrals — one place, one tracker, one owner.
Qualifying enquiries without wasting partner time→
A 4-question qualification script your reception or paralegal can run in 90 seconds.
Who should own client intake?→
Reception, paralegal, lawyer, or practice manager — the right answer at different firm sizes.
Client intake form→
Ready-to-use web form and spreadsheet — captures the fields that actually matter.
Enquiry tracker→
One row per enquiry, every channel, every outcome. Source, status, owner, response time, conversion outcome.
Enquiry-to-retained conversion rates→
Realistic ranges by practice area. Where conversion usually leaks. Conversion by source.
Running a missed-enquiry auditSign up to read →
How much work are you losing between first contact and engagement? Find out in an afternoon.
Monthly intake and conversion reviewSign up to read →
A 30-minute cadence that turns intake from a black box into a managed pipeline.
Online form vs phone-first intakeSign up to read →
When web-first capture wins, when it loses clients, and how to do both.
Intake qualification script→
The four-question script reception or paralegal can run in 90 seconds. Field-tested.
Enquiry response time benchmarksSign up to read →
How quickly firms that convert well actually respond to new enquiries.
When to decline a matterSign up to read →
The traits of the matters small firms most regret taking — and how to say no cleanly.
How legal work flows through the firm — matters, workflow, handoffs.
Get matter visibility in 30 days→
From 'I don't know where the work is' to a live view of every open matter, owner, and status.
Running a weekly matter review→
The half-hour meeting that catches dropped matters and renegotiates priorities.
Building a simple matter management system→
Without buying software. Status, owner, milestones, and a working review cadence.
Do you need matter management software?→
A buy-vs-build decision framework for firms weighing dedicated software against a sharper process.
Matter audit sheet→
Not a replacement for PM software — a diagnostic. Pull every active matter into one sheet to surface what your tool isn't showing, run the weekly review, or bridge the smallest firms before they buy software.
Matter duration benchmarks→
Median and upper quartile for common matter types — and the three places duration usually leaks.
Matter closure disciplineSign up to read →
How to make sure closed matters actually close — fees collected, files archived, CRM updated.
Matter status taxonomySign up to read →
The six statuses you actually need. No more, no less.
Matter closure checklistSign up to read →
What to do before a matter leaves the active pipeline.
Active matters per fee earnerSign up to read →
Healthy workload vs. overflow, by seniority and practice area.
Killing the three biggest admin drains→
Where fee-earner time really goes — and the sequence to reclaim it that doesn't require new software.
Standardising the five most repeated jobs→
The week-long exercise that turns ad-hoc work into documented, delegable steps.
Improve process or buy software?→
The order matters. Sharpen the process first, then let the tool make it faster.
SOP template→
Eight-section, two-page format. Objective, trigger, steps, owner, handoff, exception, instrumentation.
Admin vs fee-earner timeSign up to read →
How much of a fee-earner's day goes to non-billable admin at small firms.
Earned, billed, collected, kept.
How to reduce billing leakage→
The four places firms quietly lose fees — and what to do about each, in order.
Billing leakage tracker→
Drop in your WIP, unbilled and write-off data — get a monthly leakage view.
Realisation and collection benchmarks→
Three places fees disappear — recorded → billed → collected. Realistic ranges by matter type.
Fixing realisation without fighting clientsSign up to read →
Where realisation really drops and the practical moves that lift it five points.
Raising utilisation in 90 days→
Measure what's real, fix the worst leaks, protect billable time — without asking people to work more.
Utilisation tracker→
Week-by-week utilisation by fee earner, with target vs actual and WIP added.
Utilisation benchmarks→
Annualised billable hours per FE by role, plus the three definitions of utilisation %.
Monthly matter profitability reviewSign up to read →
The 45-minute meeting that kills loss-making matter types before they scale.
Matter profitability sheet→
Per-matter view of fees, costs, write-offs, effective hourly rate, margin. Surfaces under-priced types.
Matter margin by typeSign up to read →
Realistic profit margins by matter type, sector, and fee structure.
Hiring, growing, and keeping the people who do the work.
Getting workload visibility in two weeks→
Stop guessing who's busy. A simple weekly load view that partners and managers actually read.
Headcount ratios at small firms→
Three ratios — leverage, paralegals per FE, support per FE — by practice area and firm size, with the patterns to watch.
Better delegation to paralegals and supportSign up to read →
The work that should move down, the conversations that make it stick.
Billable hours per fee earnerSign up to read →
Median and top-quartile billable hours per fee earner per year, by role.
Making the next-hire decision with evidence→
How to know whether you need another lawyer, a paralegal, or a practice manager — and in what order.
Hire another lawyer or another paralegal?→
The signals that point to each — and the honest break-even calculation.
When to hire a practice managerSign up to read →
Firm size, signals, and what the role should actually do.
Practice manager job descriptionSign up to read →
Scope, outcomes, and the hard-skills list.
Tools, technology, compliance, and cyber.
Auditing your current firm stack→
What's in use, what it costs, who actually uses it, and what to cut first.
When spreadsheets stop working→
The specific signals that say you've outgrown your sheet — and what to move first.
Picking software without getting soldSign up to read →
A sober evaluation process for practice management, accounts, and document tools.
Running a legal software POC in your firmSign up to read →
Scoping, success criteria, and the meeting that ends it one way or the other.
Best-of-breed vs all-in-one practice systemSign up to read →
Where bundled wins, where bundled quietly costs more than point tools.
Software POC scorecardSign up to read →
One-page framework for calling a POC won or lost.
Stack audit + renewal trackerSign up to read →
Tool, owner, cost, renewal, seats used vs seats bought.
Tech spend per fee earnerSign up to read →
What small firms actually spend on software per fee earner per year.