Practical, text-first guides for leaders building reliable operations.
Legal automation
We built a law firm intake benchmark and ran 11 Massachusetts family-law firms through their own intake, posing as real clients. The best scored 90, the worst 17, and almost none were clean the whole way. What separates them, step by step.
Legal automation
Every way to connect Claude Code to Clio has a security problem. Zapier sends your data through their servers. Unofficial MCP servers can steal your credentials. I built an open-source CLI that connects directly, redacts client PII by default, and lets you verify every line of code before you run it.
Legal automation
Law firms running on Excel or Google Sheets are rebuilding software by hand. Use practice management software and legal case management tools instead, so you can scale, automate, and give AI a real foundation.
Workflow automation
Learn the 5-layer workflow automation framework used by professional services to scale operations. From spreadsheets to AI-powered dashboards: practical business process automation strategies for firms with 5-30 employees.
