Process Guides
Early Foundational Automations
A comprehensive guide for early-stage companies and growing businesses. Learn the essential automation fundamentals to remove guesswork and establish clear operational processes from day one.
Process Guides
Legal Operations Automation Handbook
A practical guide to legal workflow automation—learn how law firms can streamline operations, boost efficiency, and reduce errors with smart, systemized processes.
Checklists
Automation Readiness Checklist
Before automating anything, run this checklist. It'll show you what's missing and whether automation will actually help.
Process Guides
How to Stabilize a Process in 2 Weeks
Step-by-step guide to stabilize chaotic processes in 14 days. Document roles, fix handoffs, and build the foundation automation needs.