Measure
Contract-Workflow Baseline Kit
Measure one repeated workflow - volume, lawyer time, turnaround, corrections and write-offs - before any change.
Tools, guides and workbooks for law firms.
Score a workflow, read a guide or open a workbook. None of the tools or guides asks for an email address.
The tools, guides, code and PDFs open without an email address. The course is optional and requires separate confirmation.
Sixteen guides and worksheets
Read them as pages.
Every worksheet now reads on screen as well as in PDF. Each page keeps its original PDF edition linked and ends with a practical next step: measure, decide, evaluate, govern or operate. When the evidence says to talk, start with the readiness score or request a 20-minute call.
Open the page
Measure
Law Firm AI Opportunity Map
Three practical tests applied to six common workflows to choose where evidence gathering should start.
Measure
Strategic Intake Canvas
A four-part worksheet for testing the operating foundations around one proposed AI workflow.
Measure
Enterprise Data Foundation Brief
Understand the data route before evaluating or deploying an AI-enabled workflow.
Understand
Legal AI, without the hype
A practical guide to sensible use cases, data boundaries, verification and small controlled pilots.
Understand
Context-aware AI for lawyers
Boundary guide for source material, instructions, retrieval and review when output depends on matter context.
Understand
Legal workflow automation explained
What automation can and cannot do on one document route, with the evidence to collect first.
Decide
Workflow Decision Pack - a fictional example
A fictional worked example of a workflow decision: baseline, burden register, four choices and a six-week plan.
Decide
Fix, Buy, Pilot or Leave It Alone
One decision sheet comparing the four valid choices for a workflow using the same evidence.
Evaluate
Legal AI buyer’s due-diligence checklist
The questions to put to every supplier - and to the internal process option - before buying.
Evaluate
How to read legal tech trends reports
An evidence-appraisal worksheet for reading vendor and industry trends claims without swallowing them.
Govern
AI roles and supervision guide
Who reviews, who approves, who owns AI-assisted work - with a written supervision standard.
Govern
Solicitors’ PII renewal preparation checklist
Prepare the renewal evidence before the broker meeting; decisions stay with authorised advisers.
Operate
Modernising legal document workflows
Trace one document route from request to final record, then automate assembly supplier-neutrally.
Operate
Better legal documents in Microsoft Word
Practical Word techniques for cleaner, more consistent legal documents.
Operate
Starting a law firm - operational checklist
Authorisation, roles, insurance, operations and continuity controls for a new firm.
Fourteen original resource routes
Choose the job you need to do.
Each resource states its purpose and limits before you open it. Nothing on this page sends data to Margo Legal.
Evaluate
Legal Tools Library
Separate contract review, contract lifecycle workflows and practice management. Explore source-linked Spellbook, Juro and Clio profiles with practical checks and clearly unresolved questions.
Use it when the firm needs to define what to test before shortlisting a product.
Start Here
Open the baseline kitMeasure
Contract-Workflow Baseline Kit
Describe one workflow and freeze the five numbers needed to discuss it properly.
- workflow description
- five-number baseline
- supervision checklist
- evidence recovery plan
Understand
Legal AI, Without the Hype
A practical introduction to legal AI use cases, data boundaries, verification, supervision and small controlled pilots.
Use it when the firm needs a grounded starting point before discussing products.
Apply
Law Firm Guide Collection
63 original five-page guides covering legal AI, documents, people, evidence, growth, intake, software change, billing, security and law firm operations.
Use it when a specific workflow, technology or practice decision needs a practical working page.
Decide
Workflow Decision Pack
See how a made-up firm could compare fixing the process, buying a tool, running a small supervised pilot and leaving the workflow alone. The example is clearly labelled and is not presented as client evidence.
Use it when leadership needs to see the shape of a defensible decision.
Govern
Fix, Buy, Pilot or Leave It Alone
Compare the four choices against value, available evidence, who must sign off and the practical risks.
Use it when a preferred answer is arriving before the evidence.
Learn
Law Firm AI Opportunity Map
Compare common legal workflows by recurrence, measurability and the cost of qualified supervision.
Use it when the firm has many ideas but no starting workflow.
Nurture
AI Essentials for Lawyers
A permission-based seven-day course covering automation, confidentiality, extraction, verification, processors, capacity and controlled deployment.
Current status written and provider-ready, but not connected.
Map
Strategic Intake Canvas
Work through administrative bottlenecks, data readiness, security controls and recoverable value on one printable canvas.
Use it when the firm needs a shared first conversation before choosing a workflow.
Diagnose
Law Firm AI Systems Check
Ten browser-only questions across data storage, security, automation, verification and internal capability.
Use it when the organisation needs to test its foundations separately from workflow value.
Build Safely
Local Intake Triage Example
An MIT-licensed Python example for deterministic jurisdiction and risk-trigger routing with mandatory human review.
Use it when you need a small code example whose limitations are visible.
Govern
Enterprise Data Foundation Brief
A practical guide to storage, metadata, supplier evaluation, data movement and operating ownership.
Use it when a product discussion has started before the data route is understood.
Verify
Legal AI Evidence Index
A source-bound data collection where every number keeps its population, date and limitations.
Use it when an adoption or efficiency claim needs its boundaries attached.
Learn
Legal AI Operating Guides
Three practical guides on maturity, tool evaluation and choosing between rules, extraction and generated reasoning.
Use it when a broad AI discussion needs a concrete operating vocabulary.
Answer
Legal AI Workflow Questions
Eight direct answers covering baseline measures, workflow fit, ownership, review time, test data and stop conditions.
Use it when a specific operating question needs a short answer before a deeper guide.
Explain
AI contract review
What AI contract review does, where it fails and how UK firms should use it.
Explain
AI law firms and adoption partners
Three operating models - AI law firm, legal-tech vendor, adoption partner - and the decision between them.
Checklist
NDA review checklist
A practical NDA review checklist for UK businesses.
Put the answer to work
Which resource should we use when the operational bottleneck is unclear?
Separate demand, work time, elapsed time, rework and collected value. A full diary does not prove useful capacity. Measure avoidable waiting, rework and handoffs before assuming another hire is required. For an enquiry route, make checks, escalation and system updates explicit; for a website, review whether a suitable visitor can understand the service, evidence and next step.
These optional PDF worksheets are available without an email address or client data. They are operational aids, not legal advice.
- Law Firm Growth Without Extra Headcount (PDF): Find usable capacity before adding roles or technology.
- Client Intake and Onboarding for Legal Administrators (PDF): A role-based scorecard from enquiry to opened matter.
- Law Firm Website Scorecard (PDF): Review service clarity, required information, trust and enquiries.
Practical decision guides
- Law firm growth without extra headcount
- Law firm cost, spend and fixed-fee decisions
- Law firm payments and billing controls
- Client intake and onboarding for law firms
- Law firm marketing, websites and enquiry quality
- Remote and paperless legal work
- Technology, legal aid and billing control
- Law firm goal-setting, OKRs and KPIs
- AI role guides for paralegals and legal administrators
- Lawyer wellbeing and workload check-in