Everything, filed.
77 pieces across four shelves and nine hats. Filter by shelf, hat, topic, or priority.
Understanding how the firm makes, loses, and leaks money.
Performance, behaviour, wellbeing, development, supervision, and exits.
The behaviours the firm repeatedly permits and therefore teaches others to copy.
Workflows, handoffs, waiting points, process consistency, and operating design.
Matter audit sheetSign up to read →
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.
The behavioural and process change surrounding technology, not merely procurement.
Where the next client comes from — marketing, referrals, enquiries, and proposals.
Client intake formSign up to read →
Ready-to-use web form and spreadsheet — captures the fields that actually matter.
Enquiry trackerSign up to read →
One row per enquiry, every channel, every outcome. Source, status, owner, response time, conversion outcome.
Intake qualification scriptSign up to read →
The four-question script reception or paralegal can run in 90 seconds. Field-tested.