How to choose the first guide to read
Start with the guide that matches your busiest practice area, not the most advanced one. Each guide follows the same plan: where the time goes today, which agents help, how the workflow runs and what to do first. They are written for partners and practice managers, not for technical staff. Read one through, then mark the steps your team already does well. Those are the ones to leave alone.
A simple way to use a guide with your team
Print or share the guide and ask each person who touches the workflow to underline one step that wastes their time. Compare notes in a short meeting. The overlap is usually your best candidate for a pilot agent. Treat the guide as a conversation starter. A practice manager can read it in a few minutes, then share one page with partners. If they disagree on a step, that is worth knowing before anything is built, and it is better to find out at this stage.
- Pick one practice area first
- Ask each team member to mark one pain point
- List the systems that hold the relevant records
- Bring the list to the discovery call
What the guides do not cover
The guides explain workflows and options in general terms. They do not replace the blueprint we write for your firm, and they are not legal, tax or financial advice. Your own rules, systems and risk appetite shape what is built, so treat the guides as preparation rather than a plan.