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.
AI Morning Digest for Lawyers: Start the Day With a Clear List
You Start Every Day Without a Clear List Implementing an AI morning digest for lawyers changes how you start your workday. Instead of opening Gmail to dozens of unread messages staring back at you, you start with a structured plan. When you do it the old way, you scan the subjects manually: a client asking…
Solo Attorney Admin Load: It’s Not a Time Management Problem
Morning Brief — 2-Minute Read The Reality of Solo Attorney Admin Tasks: It's 7 PM and You Billed 2.5 Hours You finished every client matter that needed attention today. You returned calls, handled two new leads, chased a signature, sent three invoices, updated your calendar twice. It's 7 PM. You billed 2.5 hours. That's not…
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…
New Hampshire 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.…
Dormant Client Follow Up: A Solo Attorney Playbook in 4 Steps
You're Not Losing Clients Because of Bad Work You're Not Losing Clients Because of Bad Work Implementing a consistent dormant client follow up strategy is critical, because you aren't losing clients over bad work—you're losing them because no system is tracking who needs a check-in. A client hires you. You do the work. The matter…
The Operator's Edge
One email a week. Specific workflows, real numbers, the compliance angle on every tool we cover.