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:

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).

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:

  1. Discuss & Brainstorm: Use the dedicated channels on our Discord Server. It's perfect for quick questions, sharing ideas, and working through problems together anytime.
  2. Reach Agreement: Finalize decisions or process steps within the Discord chat.
  3. 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!