00 - Welcome (Homepage)
Hey guys (Yi Xie, Leon, Claudia),
This space is our central hub for making our firm work better, together.
Purpose of this Vault:
- Clarity: To clearly document how we do things – from client intake to finalising cases. No more guessing!
- Efficiency: To create and refine streamlined processes that save us time and reduce busywork.
- Collaboration: To provide a shared space for planning improvements and making decisions.
- Consistency: To ensure we deliver high-quality service every time.
- Future-Proofing: To build a strong foundation for the firm's successful transition and future growth.
Think of it as our constantly evolving Firm Operating Manual + Improvement Hub.
How This Helps You (At a Glance)
| Need To... | Find it Here |
|---|---|
| Understand a Firm Process? | Check the 40.0 - Efficient Operations-Overview (Index) |
| Know Our Vision/Goals? | See 00.1 - Our Vision and Mission. |
| See Current Improvement Plans? | Look at the 50.0 - Transformation-Roadmap (Index) |
| Find a Template/Checklist? | Head to the 70.0 - Library-Hub (Index) |
| Discuss an Issue/Idea? | Use the linked Discord Channels in each page. |
| Understand Team Roles? | Review 00.2 - Our Team (Roles and Strengths). |
Navigating the Blueprint Sections
This vault is structured to guide our thinking from big picture to details:
| Section # | Folder Name | What's Inside |
|---|---|---|
| 00 | Foundations | Core agreements, vision, team roles, how we work together. |
| 10 | Diagnosis | Identifying current issues and pain points across the firm. |
| 20 | Ideal Client Journey | Defining the perfect client experience from start to finish. |
| 30 | Marketing & Client Development | Strategies for brining in new clients or developing relationships with existing clients |
| 40 | Firm Operations Design | Designing the internal systems (files, finance, admin, tech) that support us. |
| 50 | Transformation Plan | Planning & tracking specific projects to implement improvements. |
| 60 | Practice Playbooks | Detailed step-by-step guides for our core legal work (Litigation, Conveyancing). |
| 70 | Resource Library | Central place for templates, checklists, guides, and links. |
| 90 | Archives | A collection of past content and resolved pages and notes |
Tip: Each section's .0 note (e.g., 10.0 - Current Issues-Overview) is the main index/summary for that area.
Our Workflow: Getting Things Done (Obsidian + Discord)
Here’s our simple process for collaboration:
- Discuss & Brainstorm: Use the dedicated channels on our Discord Server. It's perfect for quick questions, sharing ideas, and working through problems together anytime.
- Reach Agreement: Finalize decisions or process steps within the Discord chat.
- Document the Outcome: Update the relevant note here in Obsidian (this vault). This becomes our official record and guide. (Let the team know on Discord when a note is updated).
Remember: Obsidian = Final Docs/Reference, Discord = Active Discussion.
(WhatsApp = Urgent/Quick informal syncs).
✔️ Quick Start Checklist / Where to Dive In:
Let's use this space to build a firm that works smarter, not just harder. Your input is crucial!