Everything, filed.
71 pieces across four shelves and six operating streams. Filter by shelf, stream, area, or priority.
First touch to signed engagement — marketing, intake, proposals.
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.
Intake qualification script→
The four-question script reception or paralegal can run in 90 seconds. Field-tested.
How legal work flows through the firm — matters, workflow, handoffs.
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 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.
Earned, billed, collected, kept.
Hiring, growing, and keeping the people who do the work.
Tools, technology, compliance, and cyber.