The library

Everything, filed.

71 pieces across four shelves and six operating streams. Filter by shelf, stream, area, or priority.

The Work

How legal work flows through the firm — matters, workflow, handoffs.

18 items · 4 areas
Matter management
Playbook

Get matter visibility in 30 daysSign up to read →

From 'I don't know where the work is' to a live view of every open matter, owner, and status.

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Playbook

Running a weekly matter reviewSign up to read →

The half-hour meeting that catches dropped matters and renegotiates priorities.

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Playbook

Building a simple matter management systemSign up to read →

Without buying software. Status, owner, milestones, and a working review cadence.

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Decision

Do you need matter management software?

A buy-vs-build decision framework for firms weighing dedicated software against a sharper process.

Published
Template

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.

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Benchmark

Matter duration benchmarksSign up to read →

Median and upper quartile for common matter types — and the three places duration usually leaks.

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Playbook

Matter closure disciplineSign up to read →

How to make sure closed matters actually close — fees collected, files archived, CRM updated.

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Template

Matter status taxonomySign up to read →

The six statuses you actually need. No more, no less.

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Template

Matter closure checklistSign up to read →

What to do before a matter leaves the active pipeline.

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Benchmark

Active matters per fee earnerSign up to read →

Healthy workload vs. overflow, by seniority and practice area.

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