Field Notes
Operations, automation, and compliance. Written from the field.
Notes from working with solo and small firm attorneys. Specific workflows, real numbers, and the compliance angle on every tool we cover.
ABA Opinion 512 Solo Attorney Compliance: Essential AI Rules
You've Been Using AI Without a Compliance Framework. That's a Problem. You opened ChatGPT to draft a demand letter. Pasted in the client's name, the opposing party, a summary of the dispute. Solid first draft in 90 seconds. You didn't read the terms of service. You didn't check whether your input trains the model. Your…
Solo Attorneys & AI: 2026 Guide
You Know AI Is Changing Legal Practice. You're Not Sure How to Use It Without Getting Burned. You tried ChatGPT on a research memo six months ago. It was fast. You used it again. Then a colleague mentioned liability risks and you pulled back. Now you use it occasionally, carefully, with no clear rule for…
ABA Opinion 512: Compliance Guide for Solo Attorneys
This ABA Opinion 512: Compliance Guide for Solo Attorneys addresses a stark reality: The rules exist, the workflows don't, and the liability is yours either way. And when there’s no workflow, compliance fails exactly when it’s tested — under pressure, in a filing, or in a dispute. ABA Formal Opinion 512 arrived in July 2024.…
The Operator's Edge
One email a week. Specific workflows, real numbers, the compliance angle on every tool we cover.