Law Firm Client Intake Automation: From Enquiry to Conflict Check
A law firm client intake automation workflow: structured enquiries, party lists ready for conflict searches, and clear summaries for the lawyer who decides.
Guides
Practical guides on websites, email, security and AI automation, picked for law firms.
A law firm client intake automation workflow: structured enquiries, party lists ready for conflict searches, and clear summaries for the lawyer who decides.
The HTTP security headers every site should send, what each one does, and ready-to-paste configs for Nginx, Apache and Cloudflare Transform Rules.
The ICO opened an agentic AI call for evidence on 8 October 2026, closing 20 November. What it means for UK businesses using AI agents, plus a checklist.
How to compare two text files for free: an in-browser diff checker, Windows fc, diff on Mac and Linux, git diff, VS Code and Word, and keeping data private.
What are AI agents? A plain-English guide for small businesses: agents vs chatbots and automations, real examples, the risks and how to start small.
How UK law firms can use AI for intake, conflict check prep, document review support and filing, in line with SRA guidance on confidentiality and privilege.
Email security for solicitors: how conveyancing payment fraud works, what the SRA and NCSC advise, and how SPF, DKIM, DMARC and staff checks protect clients.
How to open full email headers in Gmail, Outlook and Apple Mail, read the Received chain bottom-up, check SPF, DKIM and DMARC, and spot spoofing or delays.
A one-page email authentication checklist for small businesses: SPF, DKIM, DMARC, unsubscribe, MTA-STS, BIMI and parked domains, with the records to publish.
How to add two-factor authentication to WordPress, cPanel, your hosting account and registrar, with backup codes and passkeys so you never get locked out.
Stop scammers spoofing your email domain with SPF, DKIM and a DMARC policy of p=reject, plus lookalike domain monitoring. A step-by-step plan for any business.
Understand DMARC p=none, quarantine and reject, how SPF and DKIM alignment work, what changed in RFC 9989, and a step-by-step plan to reach enforcement safely.
Free checklist (PDF)
30 practical checks for law firms: website speed and mobile, Google Business Profile and reviews, email security, booking and enquiry handling, and AI search visibility. Each one says why it matters, and many link to a free tool that checks it.
Clients come to a lawyer because they need someone to understand their situation and take responsibility for it. The best use of automation in a law firm is quiet: it keeps the file in order and the dates in view, so that understanding and responsibility get the time they deserve.
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