BOOK TOOLS
The tools from The Automated Law Firm.
Every chapter points at a decision you have to make. These are the one-page thinking tools that make those decisions faster. Each has its own page and QR code in the book.
Thinking tools, not compliance guarantees. Confirm the current rules in your jurisdiction with your own counsel before relying on any of them.
CHAPTER 2
Track A/B Classifier
The one-page version of the test. Run any process through it and know which track it is on in about a minute.
CHAPTER 4
10-Process Classification Map
Your firm’s ten core processes on one sheet, each one classified. The anchor exercise the rest of the book builds on.
CHAPTERS 5 TO 8
ABA 512 Compliance Checklist
The five duties turned into a checklist you run the day you turn a tool on, not the day someone asks about it.
CHAPTER 3
Single Source of Truth Starter Guide
Where matter data should live, and what breaks when it lives in four places at once.
CHAPTER 7
Billable Hour Leak Finder
Where the hours go missing between the work and the bill, and what each leak is costing you annually.
CHAPTER 9
Impact vs. Ethics Risk Worksheet
Plot any candidate automation against what it saves and what it exposes. Decide in the open rather than by drift.
CHAPTER 3
The Safest 10 to Automate
Ten processes that sit squarely on Track A. Start here if you want the hours back without the exposure.
CHAPTER 6
Client Journey Map
Every touchpoint from first contact to matter close, and which of them a client actually feels.
CHAPTER 6
Intake Funnel Guide
The safest automation in the firm, built end to end. Intake and conflict checks with no generative step in the loop.
Work through them with us
Each Academy course is built around one of these tools, and you finish with it filled in for your own firm.