The library
Everything, filed.
71 pieces across four shelves and six operating streams. Filter by shelf, stream, area, or priority.
Firm Systems & Risk
Tools, technology, compliance, and cyber.
11 items · 4 areas
Technology stack
Playbook
Auditing your current firm stack→
What's in use, what it costs, who actually uses it, and what to cut first.
Published
Decision
When spreadsheets stop workingSign up to read →
The specific signals that say you've outgrown your sheet — and what to move first.
Member
Playbook
Picking software without getting soldSign up to read →
A sober evaluation process for practice management, accounts, and document tools.
Member
Playbook
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.
Member
Decision
Best-of-breed vs all-in-one practice systemSign up to read →
Where bundled wins, where bundled quietly costs more than point tools.
Member
Template
Software POC scorecardSign up to read →
One-page framework for calling a POC won or lost.
Member
Template
Stack audit + renewal trackerSign up to read →
Tool, owner, cost, renewal, seats used vs seats bought.
Member
Benchmark
Tech spend per fee earnerSign up to read →
What small firms actually spend on software per fee earner per year.
Member
AI tooling & adoption