Insights
Notes from the workshop.
Plain-spoken writing on running firms without spreadsheet sprawl, from the people who build the systems that replace it.
003 / Decisions
Off-the-shelf or built for you? How to decide, and when each is a mistake
One question settles most of it: is the way you operate part of why clients choose you? The failure cases of both routes, stated honestly.
2026-08-25 · Read the piece →
002 / Operations
Still running the firm on spreadsheets? What that actually costs, and what replaces them
The tool is not the problem. The job it has quietly taken on is. The real failure modes, the signs it is time, and how to move without a big bang.
2026-08-25 · Read the piece →
001 / Probate & property services
Running a probate property services firm without the spreadsheet sprawl
What the work actually involves, why generic case management software keeps failing it, and what a system built around the work looks like.
2026-08-25 · Read the piece →