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  • The brief
  • Start here
  • Idea portfolio
  • Effort vs impact
  • This week · 6
  • This quarter · 11
  • Big bets · 3
  • Wildcards · 3
  • How we can help
Generated Oct 23, 2026
  1. Programmable
  2. Playbooks
  3. PointOne
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growth playbook · Oct 23, 2026

pointone.com (opens in a new tab)

PointOne growth playbook

Diagnosis

PointOne is growing fast (Series A in April 2026, 250+ firms, revenue up over 17x in a year) and is hiring a Marketing Manager, a Brand Designer, SDRs and a strategy generalist to build its growth engine.

The building blocks are strong: 77 blog guides, a newsletter, conference guides, nine case studies with measured results and 18 integrations. The gaps are in connecting them: the newsletter signup is missing from the blog and the newsletter has slowed from weekly, 17 recent guides have blank page titles, comparisons are limited to one rival, and reviews and marketplace listings are thin.

This playbook fixes those first, then adds event meetings, partner listings, a calculator, a standard pilot, outbound by billing system and practice pages, with a data report and an AI ROI offer as big bets.

Growth Score

7/10

Biggest Opportunity

Turn existing content and customer results into owned channels and proof: newsletter subscribers from the blog, comparison and practice pages, reviews and a calculator built on real case study numbers.

Biggest Risk

Well-funded rivals such as Laurel, BigHand and Intapp, and billing systems adding their own AI capture, could set the category story first while PointOne's message varies from page to page.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Put the Attorney Intelligence signup on the 77 blog guides, and make the newsletter weekly again

    Add the beehiiv form to the ten most-read blog posts today.

    High impact First result in 1 month
  2. 2

    Give the 17 newest guides real page titles

    Fix the title on the ClioCon and pre-bill review posts first.

    High impact First result in 2 weeks
  3. 3

    Turn the billables.ai page into a comparison series: Laurel, BigHand, Intapp, Clio Duo and iTimekeep

    Write the Laurel page first, since it is the best-funded rival.

    High impact First result in 1 month

02

Your idea portfolio

23 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 8 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 3Big bets · 13Fill-ins · 5Reconsider · 2
Effort →

Showing 23 of 23 ideas

This week 6

Quick wins with a clear first action.

  • 01

    The Marketing Manager PointOne is hiring will be judged on a newsletter that "runs on a consistent cadence" and a growing subscriber base. Today the Attorney Intelligence page still promises issues "delivered weekly", but after 18 weekly issues in spring 2025 there have been nine since March 2026, the last on September 28. And the signup form lives only on the newsletter pages: the 77-post blog, the conference guides, the case studies and the homepage, where firm leaders actually arrive from search, have no way to subscribe.

    High impactLow effort First result in 1 month Marketing Manager

    First action

    Add the beehiiv form to the ten most-read blog posts today.

    How to measure it

    Monthly new subscribers from blog and guides

    Now
    –
    Target
    3x the current rate
    By
    90 days

    Steps

    1. 1

      Count the baseline

      Current subscribers and monthly signups from beehiiv.

      Marketing Manager 1 day

    2. 2

      Design one block

      Signup with a one-line promise and two sample issues.

      Brand Designer 2 days

    3. 3

      Place it

      Blog template, conference guides, case studies and footer in Framer.

      Content Lead 2 days

    4. 4

      Set the cadence

      Weekly short issue plus a longer essay every few weeks.

      Marketing Manager 1 week

    5. 5

      Fix the promise

      Make the page copy match the real rhythm.

      Marketing Manager 1 hour

    6. 6

      Segment

      Tag subscribers by the post they joined from (billing, timekeeping, events).

      Marketing Manager 1 week

    7. 7

      Measure

      Signups by placement and demos booked by subscribers.

      Growth Lead monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Marketing Manager

    Smallest test

    Place the form on the ten most-read posts for two weeks and count signups.

    Why it works

    Add one signup block to every blog post, conference guide and case study (end of article plus an inline block after the first section), and a footer field site-wide. Offer it as "the weekly brief on legal AI and the business of law" with two recent issues as examples. Then set a cadence the team can keep: a short weekly issue (one essay, three links, one customer number) instead of occasional long pieces, with essays every few weeks. If weekly is not realistic, change the promise on the page to the real rhythm. Track subscribers from each placement and the demos they book within 90 days.

    Readers who come for a guide on UTBMS codes or pre-bill review are exactly the operations and finance leaders PointOne sells to, and a newsletter keeps them close until they are ready to buy. A promise kept also builds the trust a legal audience expects.

    Ready to use

    ChecklistNewsletter placement list

    [ ] Inline block after the first section of every blog post
    [ ] End-of-article block on posts, guides and case studies
    [ ] Footer email field site-wide
    [ ] Page copy matches the real cadence
    [ ] Subscribers tagged by source post
    [ ] Welcome email with the three best past issues
    [ ] Monthly report: signups by placement, demos from subscribers

    Risks and how to handle them

    • Forms slow the page

      Load the embed only when it scrolls into view.

    • Weekly is too much for a small team

      Keep weekly issues short and reuse blog and customer material.

    Evidence

    • Your websiteAttorney Intelligence, "The PointOne Newsletter": the page says issues are "delivered weekly to your inbox" and carries a beehiiv signup form. The archive shows 18 issues between March 13 and July 17, 2025 (weekly), but nine issues since March 20, 2026: March 20, April 10, May 15, July 1, July 9, July 27, two on August 31 and September 28 (checked October 22, 2026).Source
    • Your websiteThe blog (77 posts in the sitemap, categories including Time Tracking, Billing & Compliance, Comparisons & Alternatives, Integrations & Ecosystem and Conference Guides) has no newsletter signup: none on the blog index, the sampled posts, the homepage, /customers, /product/time, an integration page or /demo. The signup appears only on the Attorney Intelligence pages (checked October 22, 2026).Source
    • HiringMarketing Manager (New York, posted September 30, 2026) owns "events, marketing newsletter, product launches and presence across software and integration marketplaces". Newsletter: "Grow and segment the subscriber base and test formats, subject lines and calls to action"; success means it "runs on a consistent cadence and develops into a meaningful owned channel". Marketplaces: keep profiles accurate and "Build programs to generate high-quality customer reviews"; familiarity with "G2, Gartner Digital Markets, TrustRadius" is a plus. Events are judged on "target-account concentration" and "influenced pipeline". The post mentions a content lead "who owns editorial content, SEO and customer stories".Source
  • 02

    Seventeen blog posts, mostly the newest ones, carry the page title " - PointOne" and the same empty title in link previews, including the ClioCon and Future Lawyer Canada guides and the "top AI pre-bill review software" post. Search results and LinkedIn shares then show a blank headline for the content PointOne just paid to produce.

    High impactLow effort First result in 2 weeks Content Lead

    First action

    Fix the title on the ClioCon and pre-bill review posts first.

    How to measure it

    Search clicks to the fixed posts

    Now
    –
    Target
    +50%
    By
    60 days

    Steps

    1. 1

      List the posts

      All 17 with their headlines.

      Content Lead 1 hour

    2. 2

      Write titles

      Keyword first, under 60 characters.

      Content Lead 2 hours

    3. 3

      Fix the template

      Map the CMS title field for new posts.

      Product Engineer 1 day

    4. 4

      Re-index

      Search Console requests.

      Content Lead 1 hour

    5. 5

      Check previews

      LinkedIn post inspector for each URL.

      Marketing Manager 1 hour

    6. 6

      Add a publish check

      Title and description required before a post goes live.

      Content Lead 1 day

    7. 7

      Measure

      Clicks and impressions per post.

      Growth Lead monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Content Lead

    Smallest test

    Fix three titles and watch their impressions for a week.

    Why it works

    Fill the title and social title for each of the 17 posts from its headline (under 60 characters, keyword first, "| PointOne" at the end). Find why the Framer template drops the title for new posts and fix the field mapping so it cannot recur. Request re-indexing in Search Console and check the previews in LinkedIn's post inspector.

    Titles are the strongest on-page search signal and the first thing a reader sees in a share; blank titles throw away the traffic the posts were written for.

    Risks and how to handle them

    • Old URLs already indexed with blank titles

      Re-indexing usually refreshes them within days.

    Evidence

    • Your websiteSeventeen of the 77 blog posts, mostly the newest, have the page title and social-preview title " - PointOne" with nothing before the dash, although the on-page headline is fine. They include the ClioCon 2026 guide, the Future Lawyer Canada 2026 guide, "top AI pre-bill review software" for 2027, the iTimekeep renewal post, the Filevine integration post and the post on proving an AI timekeeping vendor works before a firm-wide rollout (checked twice on October 22, 2026).Source
    • Your websiteThe blog (77 posts in the sitemap, categories including Time Tracking, Billing & Compliance, Comparisons & Alternatives, Integrations & Ecosystem and Conference Guides) has no newsletter signup: none on the blog index, the sampled posts, the homepage, /customers, /product/time, an integration page or /demo. The signup appears only on the Attorney Intelligence pages (checked October 22, 2026).Source
    • HiringMarketing Manager (New York, posted September 30, 2026) owns "events, marketing newsletter, product launches and presence across software and integration marketplaces". Newsletter: "Grow and segment the subscriber base and test formats, subject lines and calls to action"; success means it "runs on a consistent cadence and develops into a meaningful owned channel". Marketplaces: keep profiles accurate and "Build programs to generate high-quality customer reviews"; familiarity with "G2, Gartner Digital Markets, TrustRadius" is a plus. Events are judged on "target-account concentration" and "influenced pipeline". The post mentions a content lead "who owns editorial content, SEO and customer stories".Source
  • 03

    PointOne already wins comparisons: its own "10 best tools" post sizes up nine rivals, and /capture-more-billables compares PointOne with billables.ai. But that page is titled just "PointOne", and there is no page for the rivals mid-size and large firms meet most (Laurel, BigHand SmartTime, Intapp Time, Clio Duo, iTimekeep).

    High impactMedium effort First result in 1 month Content Lead

    First action

    Write the Laurel page first, since it is the best-funded rival.

    How to measure it

    Comparison-page demo requests

    Now
    –
    Target
    15 a month
    By
    90 days

    Steps

    1. 1

      Pick rivals

      Five most common in deals.

      Sales Development Representative 1 day

    2. 2

      Check facts

      Each rival's current product and pricing pages.

      Content Lead 3 days

    3. 3

      Write pages

      Fair tables and switching help.

      Content Lead 2 weeks

    4. 4

      Legal review

      Claims about rivals.

      Strategy & Operations 3 days

    5. 5

      Publish

      Own URLs and real titles.

      Content Lead 1 day

    6. 6

      Arm sales

      Links in SDR sequences.

      Sales Development Representative 1 day

    7. 7

      Refresh

      Quarterly fact check.

      Content Lead quarterly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Content Lead

    Smallest test

    Publish the Laurel comparison and track demos for a month.

    Why it works

    Give each comparison its own URL (/compare/pointone-vs-laurel and so on) with a fair table: capture method, OCG enforcement, billing systems supported, security certifications, deployment, and switching help. Retitle the billables.ai page. Link them from the "Comparisons & Alternatives" blog category and give the SDRs the links.

    Buyers search "X vs Y" before shortlisting, and fair comparison pages convert at a much higher rate than general guides.

    Risks and how to handle them

    • Out-of-date claims

      Date each page and cite the rival's own pages.

    Evidence

    • Your website/capture-more-billables is a comparison page ("Why firm consistently choose PointOne over billables.ai") with the page title just "PointOne". The sitemap has no other comparison pages.Source
    • Your websitePointOne's own "10 Best Tools" post compares PointOne with Ajax, Laurel ("focused largely on accounting firms"), Billables.ai, Clio Duo, BigHand SmartTime, Intapp Time, Lawgro MagicTime, WiseTime and Memtime.Source
    • Competitor researchRivals' own homepages: Laurel, "AI Timekeeping & Work Intelligence Platform"; BigHand, "Decision intelligence for law firms across support workflow, resourcing, pricing, and insight".Source
    • HiringMarketing Manager (New York, posted September 30, 2026) owns "events, marketing newsletter, product launches and presence across software and integration marketplaces". Newsletter: "Grow and segment the subscriber base and test formats, subject lines and calls to action"; success means it "runs on a consistent cadence and develops into a meaningful owned channel". Marketplaces: keep profiles accurate and "Build programs to generate high-quality customer reviews"; familiarity with "G2, Gartner Digital Markets, TrustRadius" is a plus. Events are judged on "target-account concentration" and "influenced pipeline". The post mentions a content lead "who owns editorial content, SEO and customer stories".Source
  • 04

    The demo form takes only a work email. PointOne integrates with 18 systems, and the first thing an SDR needs is whether the firm runs Aderant, Elite, SurePoint, Clio or something else.

    Medium impactLow effort First result in 2 weeks Sales Development Representat…

    First action

    Add the dropdown and compare completion for two weeks.

    How to measure it

    Demo show rate

    Now
    –
    Target
    +15%
    By
    60 days

    Steps

    1. 1

      Add the field

      Dropdown with the 18 systems plus Other.

      Product Engineer 2 hours

    2. 2

      Map content

      Integration page and case study per system.

      Marketing Manager 1 day

    3. 3

      Route

      To the SDR who knows that system.

      Sales Development Representative 1 day

    4. 4

      Instant email

      Matching integration page and story.

      Marketing Manager 1 day

    5. 5

      Watch completion

      Form starts vs submits.

      Growth Lead 2 weeks

    6. 6

      Report

      Pipeline by billing system.

      Strategy & Operations monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Sales Development Representative

    Smallest test

    Test the dropdown on half of visitors.

    Why it works

    Keep the form short but add one dropdown for the billing or practice system. Route the request to the SDR with that integration story, send an instant email with the matching integration page and case study, and show the right logo on the thank-you page.

    A tailored first reply raises show rates, and the answer tells sales which integrations drive pipeline.

    Risks and how to handle them

    • Fewer submissions

      Make the field optional if completion drops.

    Evidence

    • Your websiteThe /demo page asks only for a work email ("What's your work email?").Source
    • Your websiteEighteen integration pages: Clio, Aderant, Elite, SurePoint, Juris, Filevine, MyCase, TimeSolv, LeanLaw, QuickBooks, RingCentral, Webex, Microsoft 365, SharePoint, Harvey and others. The Harvey connector lets firms "compare AI-assisted and non-AI-assisted work" and "inform pricing". News also covers a ProfitSolv partnership and a SurePoint integration.Source
    • HiringSales Development Representative (posted October 10, 2026): PointOne "is the AI revenue platform for professional services", "has raised over $20M and grown revenue over 17x over the past 12 months". SDRs "Research and identify target law firm accounts", run "email, LinkedIn, and phone campaigns", and "Represent PointOne at conferences". OTE $110-130K.Source
  • 05

    The homepage mockups show sample time entries for "Sony, Inc", "Stripe, Inc", "Geico Insurance" and "Morgan Stanley". To a general counsel or a law firm's risk partner, real client names next to matter descriptions look like a confidentiality slip, even in a demo.

    Medium impactLow effort First result in 2 weeks Brand Designer

    First action

    List every real name used in site mockups and decks.

    How to measure it

    Real names left in mockups

    Now
    –
    Target
    0
    By
    2 weeks

    Steps

    1. 1

      Audit

      Site, decks, videos and app store screenshots.

      Brand Designer 1 day

    2. 2

      Create fictional set

      Ten clients and matters.

      Brand Designer 1 day

    3. 3

      Replace on site

      Homepage and product pages.

      Brand Designer 2 days

    4. 4

      Update decks

      Sales and launch decks.

      Brand Designer 2 days

    5. 5

      Add to brand kit

      Rule and the fictional set.

      Brand Designer 1 day

    6. 6

      Check before launches

      Part of every launch checklist.

      Marketing Manager ongoing

    First result
    2 weeks
    Cost
    Staff time only
    Owner
    Brand Designer

    Smallest test

    Replace the four names on the homepage.

    Why it works

    Swap every real name for clearly fictional firms and matters, apply the same rule in sales decks and videos, and add it to the brand kit the Brand Designer is building.

    In a profession built on confidentiality, the demo itself should model discretion; it removes a small doubt from enterprise buyers.

    Risks and how to handle them

    • Fictional names look generic

      Write realistic matters with invented names.

    Evidence

    • Your websiteHomepage: H1 "AI time entry, compliance, and analytics"; page title "AI Timekeeping and Bill Review for Law Firms"; "Trusted by 250+ firms"; six testimonials. The product mockups show sample time entries for well-known companies as clients (for example "Sony, Inc", "Stripe, Inc", "Geico Insurance" and "Morgan Stanley").Source
    • HiringBrand Designer (posted September 30, 2026): "define how we show up and build the creative engine behind our growth"; own the brand kit and templates; "Build a repeatable video engine, including short-form social content, product storytelling, customer interviews, event coverage and campaign films"; the brand "must make complex ideas clear, credible and memorable".Source
    • Your websiteCustomers page: 14 testimonials, including "PointOne has taken our firm's average weekly billables up by an average of 20% per user" (Chalumeau Law Group); sections for Am Law 200 firms (SOC 2 Type II, ISO 27001, GDPR and HIPAA; single-tenant deployments), "Leading regional firms" and "Boutique law firms" (firms can "sign up and onboard same day").Source
  • 06

    PointOne describes itself as "AI timekeeping and bill review" (homepage title), "AI time entry, compliance, and analytics" (H1), "the AI revenue platform for professional services" (SDR post) and "the time data layer for all knowledge work" (Strategy post). Buyers, candidates and AI assistants each get a different answer.

    High impactLow effort First result in 1 month Growth Lead

    First action

    Write three candidate lines and test them with five customers.

    How to measure it

    Branded search volume

    Now
    –
    Target
    +20%
    By
    2 quarters

    Steps

    1. 1

      Collect current lines

      Site, posts, LinkedIn, press.

      Growth Lead 1 day

    2. 2

      Draft options

      Three category lines.

      Growth Lead 2 days

    3. 3

      Test

      Five customer calls.

      Customer Success Manager 1 week

    4. 4

      Decide

      With the CEO.

      Co-founder & CEO 1 day

    5. 5

      Roll out

      Site, job posts, profiles, boilerplate.

      Marketing Manager 1 week

    6. 6

      Brief the team

      One-page messaging guide.

      Brand Designer 2 days

    First result
    1 month
    Cost
    Staff time only
    Owner
    Growth Lead

    Smallest test

    Align the homepage title, H1 and meta description first.

    Why it works

    Choose one category line and one supporting sentence, test them with five customers, and roll them across the homepage, meta descriptions, LinkedIn, job posts, the newsletter and press boilerplate. Keep the broader "time data layer" story for investors and recruiting pages.

    A consistent category line makes PointOne easier to remember and to recommend, and it helps AI assistants describe it the same way.

    Risks and how to handle them

    • Narrowing too early

      Keep the bigger vision for investors and recruiting.

    Evidence

    • Your websiteHomepage: H1 "AI time entry, compliance, and analytics"; page title "AI Timekeeping and Bill Review for Law Firms"; "Trusted by 250+ firms"; six testimonials. The product mockups show sample time entries for well-known companies as clients (for example "Sony, Inc", "Stripe, Inc", "Geico Insurance" and "Morgan Stanley").Source
    • HiringSales Development Representative (posted October 10, 2026): PointOne "is the AI revenue platform for professional services", "has raised over $20M and grown revenue over 17x over the past 12 months". SDRs "Research and identify target law firm accounts", run "email, LinkedIn, and phone campaigns", and "Represent PointOne at conferences". OTE $110-130K.Source
    • HiringStrategy & Operations (posted October 4, 2026): PointOne is "building the time data layer for all knowledge work", with "250+ firms relying on us worldwide". Recent projects for the role: "Strategy and outreach to leaders in a new vertical we're entering", "a novel recruiting event" and "Content and timing for a new product launch".Source
    • Your websiteSeries A announcement (April 21, 2026): $16 million led by 8VC with Bessemer Venture Partners, General Catalyst and Y Combinator, $20 million raised in total, from "a dozen people doing the work of a hundred". Other news: the Minnesota Attorney General's Office deploying PointOne statewide, SOC 2 and ISO 27001.Source

This quarter 11

The core plays for the next three months.

  • 07

    The Marketing Manager will own software review platforms and "programs to generate high-quality customer reviews". PointOne has measurable wins to point to (Baker Sterchi's 15-20% more billable hours, a firm reporting 20% more weekly billables per user) and 14 testimonials on its own site, so the raw material for reviews already exists.

    High impactMedium effort First result in 1 quarter Marketing Manager

    First action

    Ask the 14 customers quoted on the site for a review this month.

    How to measure it

    Reviews across platforms

    Now
    –
    Target
    50
    By
    2 quarters

    Steps

    1. 1

      Claim profiles

      G2, Capterra, legal tech directories.

      Marketing Manager 1 week

    2. 2

      Update profiles

      Screenshots, integrations, security.

      Marketing Manager 1 week

    3. 3

      Set triggers

      Adoption review, first month, renewal.

      Customer Success Manager 1 week

    4. 4

      Ask quoted customers

      The 14 on the customers page.

      Customer Success Manager 2 weeks

    5. 5

      Reply to reviews

      Within two days.

      Marketing Manager ongoing

    6. 6

      Show badges

      Customers and demo pages.

      Brand Designer 1 day

    7. 7

      Track

      Reviews and referral traffic.

      Marketing Manager monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Marketing Manager

    Smallest test

    Get five reviews from quoted customers.

    Why it works

    Ask for a review at three moments: after the 90-day adoption review, after a firm sees its first month of recovered hours, and after a renewal. Send a direct link to one platform per customer, rotate platforms, and reply to every review. Add the badges to the customers page and demo page.

    Buyers check review sites before shortlisting, and asking right after a measured win produces specific, credible reviews.

    Risks and how to handle them

    • Platform rules on incentives

      Follow each platform's review policy.

    Evidence

    • HiringMarketing Manager (New York, posted September 30, 2026) owns "events, marketing newsletter, product launches and presence across software and integration marketplaces". Newsletter: "Grow and segment the subscriber base and test formats, subject lines and calls to action"; success means it "runs on a consistent cadence and develops into a meaningful owned channel". Marketplaces: keep profiles accurate and "Build programs to generate high-quality customer reviews"; familiarity with "G2, Gartner Digital Markets, TrustRadius" is a plus. Events are judged on "target-account concentration" and "influenced pipeline". The post mentions a content lead "who owns editorial content, SEO and customer stories".Source
    • Your websiteNine case studies. Baker Sterchi (197-person litigation firm on SurePoint, published October 19, 2026): "15-20%" additional billable hours recorded and "~50%" adoption 90 days after rollout, starting with 15 attorney volunteers.Source
    • Your websiteCustomers page: 14 testimonials, including "PointOne has taken our firm's average weekly billables up by an average of 20% per user" (Chalumeau Law Group); sections for Am Law 200 firms (SOC 2 Type II, ISO 27001, GDPR and HIPAA; single-tenant deployments), "Leading regional firms" and "Boutique law firms" (firms can "sign up and onboard same day").Source
    • HiringCustomer Success Manager (open since February 2026): "Manage our pilot process to ensure we convert prospective customers into closed contracts", lead onboarding and training, own "retention, engagement, and satisfaction" and "Help turn our customers into champions".Source
  • 08

    PointOne Time has a 5.0 rating, but from just seven ratings. Attorneys who use it daily are the best source of public proof, and a mobile app with few ratings looks new.

    Medium impactLow effort First result in 1 month Product Engineer

    First action

    Add the prompt after a fully captured day.

    How to measure it

    iOS ratings

    Now
    –
    Target
    100
    By
    2 quarters

    Steps

    1. 1

      Pick the moment

      Full day captured.

      Product Engineer 1 day

    2. 2

      Add the prompt

      Native rating dialog.

      Product Engineer 2 days

    3. 3

      Limit frequency

      Once per quarter per user.

      Product Engineer 1 hour

    4. 4

      Link the store

      From /product/time.

      Content Lead 1 hour

    5. 5

      Reply to reviews

      Weekly.

      Customer Success Manager weekly

    6. 6

      Track

      Ratings and installs.

      Product Engineer monthly

    First result
    1 month
    Cost
    Engineering time
    Owner
    Product Engineer

    Smallest test

    Turn on the prompt for one week.

    Why it works

    Add the standard in-app rating prompt after a positive moment (a full day captured, a week of entries approved), never during entry. Link the App Store page from the product page.

    A handful of prompts to satisfied daily users can lift the count quickly and reassure buyers checking the app.

    Risks and how to handle them

    • Annoying prompts

      Only after positive moments, rarely.

    Evidence

    • App StoreThe PointOne Time iOS app is rated 5.0 from 7 ratings (last updated August 25, 2026).Source
    • HiringProduct Engineer (posted October 8, 2026): "More than 225 law firms use PointOne today, and demand is growing faster than we can build for it"; each engineer is "the technical owner for a set of key firms". A Forward Deployed Engineer (posted October 10, 2026) will "Drive the success of strategic customer accounts" and "Regularly connect with and visit customers"; the post says PointOne delivers "hard ROI" and is "one of the stickiest tools in a law firm".Source
  • 09

    PointOne writes guides for ClioCon, Future Lawyer Canada, Legal Geek, Lex Summit, TLTF, Legal Innovators New York and ILTACON, and the Marketing Manager is judged on meetings and influenced pipeline. The guides end with a general "book a demo" link.

    High impactMedium effort First result in 1 quarter Marketing Manager

    First action

    Add a meeting form to the next event guide.

    How to measure it

    Pre-booked meetings per event

    Now
    –
    Target
    20
    By
    2 quarters

    Steps

    1. 1

      Pick events

      Score by target-account concentration.

      Marketing Manager 1 week

    2. 2

      Publish guides early

      Four weeks ahead.

      Content Lead per event

    3. 3

      Add meeting form

      Slots during the event.

      Marketing Manager 1 day

    4. 4

      Outreach

      Guide plus meeting ask to target accounts.

      Sales Development Representative 2 weeks

    5. 5

      Recap

      Post within a week.

      Content Lead 1 week

    6. 6

      Follow up

      Everyone met, within 48 hours.

      Sales Development Representative 2 days

    7. 7

      Report

      Meetings, opportunities, pipeline.

      Marketing Manager per event

    First result
    1 quarter
    Cost
    Event budget
    Owner
    Marketing Manager

    Smallest test

    Run the full play for one event.

    Why it works

    For each event: publish the guide four weeks ahead, add a "meet the team at the event" form with time slots, send the guide to target accounts with a meeting ask (SDRs), and publish a "what we heard" recap within a week with a follow-up offer to everyone met. Measure meetings and opportunities per event.

    Event guides already attract the right readers; asking for a specific meeting turns attention into pipeline.

    Risks and how to handle them

    • Guides go stale after the date

      Turn each into the recap after the event.

    Evidence

    • Your websiteConference guides on the blog: ClioCon 2026 (October 26-27, Boston; ends "Stop by PointOne" and "book a demo"), Future Lawyer Canada (November 24-25, Toronto), Lex Summit, TLTF Summit, Legal Geek, Legal Innovators New York and ILTACON 2026.Source
    • HiringMarketing Manager (New York, posted September 30, 2026) owns "events, marketing newsletter, product launches and presence across software and integration marketplaces". Newsletter: "Grow and segment the subscriber base and test formats, subject lines and calls to action"; success means it "runs on a consistent cadence and develops into a meaningful owned channel". Marketplaces: keep profiles accurate and "Build programs to generate high-quality customer reviews"; familiarity with "G2, Gartner Digital Markets, TrustRadius" is a plus. Events are judged on "target-account concentration" and "influenced pipeline". The post mentions a content lead "who owns editorial content, SEO and customer stories".Source
    • HiringSales Development Representative (posted October 10, 2026): PointOne "is the AI revenue platform for professional services", "has raised over $20M and grown revenue over 17x over the past 12 months". SDRs "Research and identify target law firm accounts", run "email, LinkedIn, and phone campaigns", and "Represent PointOne at conferences". OTE $110-130K.Source
  • 10

    PointOne has 18 integration pages, a ProfitSolv partnership and a SurePoint integration. The Marketing Manager will own presence "across software and integration marketplaces". Billing and practice-system vendors run app directories where their customers look for add-ons.

    High impactMedium effort First result in 2 quarters Marketing Manager

    First action

    List which of the 18 partners run app directories.

    How to measure it

    Partner-sourced demos

    Now
    –
    Target
    10 a month
    By
    2 quarters

    Steps

    1. 1

      Map directories

      Which partners have them.

      Marketing Manager 1 week

    2. 2

      Prepare listings

      Screenshots, copy, case study.

      Brand Designer 2 weeks

    3. 3

      Submit

      All directories.

      Marketing Manager 1 month

    4. 4

      Co-market

      One action per partner per quarter.

      Marketing Manager quarterly

    5. 5

      Track

      UTM links per listing.

      Growth Lead monthly

    6. 6

      Review

      Drop the ones that bring nothing.

      Marketing Manager quarterly

    First result
    2 quarters
    Cost
    Staff time only
    Owner
    Marketing Manager

    Smallest test

    Submit the Clio listing first.

    Why it works

    List PointOne in every partner directory that exists (Clio's app directory and others), with the same screenshots and a case study from that partner's users. Agree one co-marketing action per partner per quarter: a joint webinar, a newsletter feature or a customer story.

    Partner directories reach buyers already committed to a system PointOne fits, at the moment they shop for add-ons.

    Risks and how to handle them

    • Partners compete with features of their own

      Lead with what the partner does not offer.

    Evidence

    • Your websiteEighteen integration pages: Clio, Aderant, Elite, SurePoint, Juris, Filevine, MyCase, TimeSolv, LeanLaw, QuickBooks, RingCentral, Webex, Microsoft 365, SharePoint, Harvey and others. The Harvey connector lets firms "compare AI-assisted and non-AI-assisted work" and "inform pricing". News also covers a ProfitSolv partnership and a SurePoint integration.Source
    • HiringMarketing Manager (New York, posted September 30, 2026) owns "events, marketing newsletter, product launches and presence across software and integration marketplaces". Newsletter: "Grow and segment the subscriber base and test formats, subject lines and calls to action"; success means it "runs on a consistent cadence and develops into a meaningful owned channel". Marketplaces: keep profiles accurate and "Build programs to generate high-quality customer reviews"; familiarity with "G2, Gartner Digital Markets, TrustRadius" is a plus. Events are judged on "target-account concentration" and "influenced pipeline". The post mentions a content lead "who owns editorial content, SEO and customer stories".Source
    • Your websiteNine case studies. Baker Sterchi (197-person litigation firm on SurePoint, published October 19, 2026): "15-20%" additional billable hours recorded and "~50%" adoption 90 days after rollout, starting with 15 attorney volunteers.Source
  • 11

    PointOne's customers report 15-20% more billable hours (Baker Sterchi) and 20% more weekly billables per user. A firm leader wants to know what that means for their firm in dollars.

    High impactMedium effort First result in 1 quarter Content Lead

    First action

    Agree the formula and the range to use.

    How to measure it

    Calculator-to-demo rate

    Now
    –
    Target
    10%
    By
    1 quarter

    Steps

    1. 1

      Set the formula

      Range from case studies.

      Content Lead 2 days

    2. 2

      Design

      Three inputs, one result.

      Brand Designer 1 week

    3. 3

      Build

      Framer component.

      Product Engineer 1 week

    4. 4

      Cite sources

      Case studies under the result.

      Content Lead 1 day

    5. 5

      Connect the form

      Inputs into the demo request.

      Product Engineer 1 day

    6. 6

      Promote

      Newsletter and SDR sequences.

      Marketing Manager 2 weeks

    7. 7

      Measure

      Use and demos.

      Growth Lead monthly

    First result
    1 quarter
    Cost
    Engineering time
    Owner
    Content Lead

    Smallest test

    Put a static example table on the customers page.

    Why it works

    Build a calculator: timekeepers, average rate, hours per day, with the case study range applied, showing recovered revenue per year. Cite the case studies under the result, and offer a pilot to prove it. Pass the inputs to the demo form.

    A dollar number for their own firm turns a general claim into a business case the managing partner can take to the committee.

    Risks and how to handle them

    • Overpromising

      Show a range and the source cases.

    Evidence

    • Your websiteNine case studies. Baker Sterchi (197-person litigation firm on SurePoint, published October 19, 2026): "15-20%" additional billable hours recorded and "~50%" adoption 90 days after rollout, starting with 15 attorney volunteers.Source
    • Your websiteCustomers page: 14 testimonials, including "PointOne has taken our firm's average weekly billables up by an average of 20% per user" (Chalumeau Law Group); sections for Am Law 200 firms (SOC 2 Type II, ISO 27001, GDPR and HIPAA; single-tenant deployments), "Leading regional firms" and "Boutique law firms" (firms can "sign up and onboard same day").Source
    • HiringCustomer Success Manager (open since February 2026): "Manage our pilot process to ensure we convert prospective customers into closed contracts", lead onboarding and training, own "retention, engagement, and satisfaction" and "Help turn our customers into champions".Source
  • 12

    The CSM role manages "our pilot process to ensure we convert prospective customers into closed contracts", and PointOne already blogs about how to prove an AI timekeeping vendor works before a firm-wide rollout. Baker Sterchi started with 15 volunteers.

    High impactMedium effort First result in 1 quarter Customer Success Manager

    First action

    Write the one-page pilot outline.

    How to measure it

    Pilots converted to contracts

    Now
    –
    Target
    70%
    By
    2 quarters

    Steps

    1. 1

      Write the template

      Length, group size, measures.

      Customer Success Manager 1 week

    2. 2

      Build the readout

      Standard report.

      Product Engineer 2 weeks

    3. 3

      Publish

      Pilot page on the site.

      Content Lead 1 week

    4. 4

      Train sales

      Use it in every deal.

      Sales Development Representative 1 week

    5. 5

      Run

      All new pilots.

      Customer Success Manager ongoing

    6. 6

      Review

      Conversion and reasons for losses.

      Strategy & Operations monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Customer Success Manager

    Smallest test

    Use the template in the next pilot.

    Why it works

    Package the pilot: 30 days, a set number of volunteer timekeepers, two agreed measures (recovered hours, entry time saved), a mid-point check and a final readout. Publish the outline on the site and use the same template in every deal.

    Clear success criteria shorten decisions and make the readout a ready-made business case.

    Risks and how to handle them

    • Small pilots miss the full effect

      Include a mix of heavy and light timekeepers.

    Evidence

    • HiringCustomer Success Manager (open since February 2026): "Manage our pilot process to ensure we convert prospective customers into closed contracts", lead onboarding and training, own "retention, engagement, and satisfaction" and "Help turn our customers into champions".Source
    • Your websiteNine case studies. Baker Sterchi (197-person litigation firm on SurePoint, published October 19, 2026): "15-20%" additional billable hours recorded and "~50%" adoption 90 days after rollout, starting with 15 attorney volunteers.Source
    • Your websiteSeventeen of the 77 blog posts, mostly the newest, have the page title and social-preview title " - PointOne" with nothing before the dash, although the on-page headline is fine. They include the ClioCon 2026 guide, the Future Lawyer Canada 2026 guide, "top AI pre-bill review software" for 2027, the iTimekeep renewal post, the Filevine integration post and the post on proving an AI timekeeping vendor works before a firm-wide rollout (checked twice on October 22, 2026).Source
  • 13

    SDRs research target accounts and run email, LinkedIn and phone campaigns. PointOne works on top of each major billing system, and each has its own case study or integration page.

    High impactMedium effort First result in 1 quarter Sales Development Representat…

    First action

    Build the SurePoint list and sequence first, using Baker Sterchi.

    How to measure it

    Outbound reply rate

    Now
    –
    Target
    2x the current rate
    By
    1 quarter

    Steps

    1. 1

      Build lists

      Firms by billing system.

      Sales Development Representative 2 weeks

    2. 2

      Match proof

      Case study per system.

      Content Lead 1 week

    3. 3

      Write sequences

      Four steps each.

      Sales Development Representative 1 week

    4. 4

      Launch

      One system at a time.

      Sales Development Representative 1 month

    5. 5

      Review calls

      Weekly with sales leaders.

      Sales Development Representative weekly

    6. 6

      Report

      Replies and meetings by system.

      Strategy & Operations monthly

    First result
    1 quarter
    Cost
    Data tools
    Owner
    Sales Development Representative

    Smallest test

    Send the SurePoint sequence to 50 firms.

    Why it works

    Build account lists by the billing system a firm uses (from job posts, case studies and public tech mentions), and write one sequence per system: the integration, a case study from a firm on the same system, and a pilot offer.

    A message that names the buyer's own system and a peer firm's result gets far more replies than a generic AI pitch.

    Risks and how to handle them

    • Wrong system data

      Confirm on the first call.

    Evidence

    • HiringSales Development Representative (posted October 10, 2026): PointOne "is the AI revenue platform for professional services", "has raised over $20M and grown revenue over 17x over the past 12 months". SDRs "Research and identify target law firm accounts", run "email, LinkedIn, and phone campaigns", and "Represent PointOne at conferences". OTE $110-130K.Source
    • Your websiteEighteen integration pages: Clio, Aderant, Elite, SurePoint, Juris, Filevine, MyCase, TimeSolv, LeanLaw, QuickBooks, RingCentral, Webex, Microsoft 365, SharePoint, Harvey and others. The Harvey connector lets firms "compare AI-assisted and non-AI-assisted work" and "inform pricing". News also covers a ProfitSolv partnership and a SurePoint integration.Source
    • Your websiteNine case studies. Baker Sterchi (197-person litigation firm on SurePoint, published October 19, 2026): "15-20%" additional billable hours recorded and "~50%" adoption 90 days after rollout, starting with 15 attorney volunteers.Source
  • 14

    The Brand Designer is hired to build "a repeatable video engine", including customer interviews. PointOne has nine case studies and 14 testimonials, all in text.

    High impactMedium effort First result in 1 quarter Brand Designer

    First action

    Ask three case study customers to film.

    How to measure it

    Demos influenced by films

    Now
    –
    Target
    20 a quarter
    By
    2 quarters

    Steps

    1. 1

      Pick customers

      Three with strong results.

      Customer Success Manager 1 week

    2. 2

      Brief

      Questions and shots.

      Brand Designer 1 week

    3. 3

      Film

      Remote or on site.

      Brand Designer 1 month

    4. 4

      Edit

      Long and short cuts.

      Brand Designer 2 weeks

    5. 5

      Publish

      Case studies, LinkedIn, sequences.

      Marketing Manager 1 week

    6. 6

      Measure

      Views and influenced pipeline.

      Growth Lead monthly

    First result
    1 quarter
    Cost
    Production budget
    Owner
    Brand Designer

    Smallest test

    Film one customer remotely.

    Why it works

    Film three customers on the day of a case study interview: a two-minute story, three 20-second clips for LinkedIn and one quote card. Put the films on the case study pages and in SDR sequences.

    Lawyers trust other lawyers; seeing a managing partner explain the result is more persuasive than any copy.

    Risks and how to handle them

    • Customers decline filming

      Offer audio with screen recordings.

    Evidence

    • HiringBrand Designer (posted September 30, 2026): "define how we show up and build the creative engine behind our growth"; own the brand kit and templates; "Build a repeatable video engine, including short-form social content, product storytelling, customer interviews, event coverage and campaign films"; the brand "must make complex ideas clear, credible and memorable".Source
    • Your websiteNine case studies. Baker Sterchi (197-person litigation firm on SurePoint, published October 19, 2026): "15-20%" additional billable hours recorded and "~50%" adoption 90 days after rollout, starting with 15 attorney volunteers.Source
    • Your websiteCustomers page: 14 testimonials, including "PointOne has taken our firm's average weekly billables up by an average of 20% per user" (Chalumeau Law Group); sections for Am Law 200 firms (SOC 2 Type II, ISO 27001, GDPR and HIPAA; single-tenant deployments), "Leading regional firms" and "Boutique law firms" (firms can "sign up and onboard same day").Source
  • 15

    PointOne enforces outside counsel guidelines and blocks rules like block billing, and its blog already covers billing for insurance defense and bankruptcy lawyers. The customers page splits buyers by size, not by practice.

    High impactMedium effort First result in 1 quarter Content Lead

    First action

    Write the insurance defense page from the existing blog post.

    How to measure it

    Practice-page demos

    Now
    –
    Target
    10 a month
    By
    2 quarters

    Steps

    1. 1

      Pick practices

      Three with the most rules.

      Strategy & Operations 1 week

    2. 2

      Find proof

      Customer in each practice.

      Customer Success Manager 2 weeks

    3. 3

      Write pages

      Problems, solution, proof.

      Content Lead 2 weeks

    4. 4

      Design

      Shared template.

      Brand Designer 1 week

    5. 5

      Publish and link

      From blog posts on the same practice.

      Content Lead 1 week

    6. 6

      Measure

      Traffic and demos.

      Growth Lead monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Content Lead

    Smallest test

    Publish the insurance defense page.

    Why it works

    Build landing pages for the practices where billing rules hurt most: insurance defense, litigation and bankruptcy. Each shows the typical guideline problems, how PointOne handles them, a case study from that practice and a pilot offer.

    Firms in heavily regulated billing practices feel rejected invoices directly, so a page that names their problem converts well.

    Risks and how to handle them

    • Thin pages

      Only publish where there is real proof.

    Evidence

    • Your websiteHomepage: H1 "AI time entry, compliance, and analytics"; page title "AI Timekeeping and Bill Review for Law Firms"; "Trusted by 250+ firms"; six testimonials. The product mockups show sample time entries for well-known companies as clients (for example "Sony, Inc", "Stripe, Inc", "Geico Insurance" and "Morgan Stanley").Source
    • Your websiteCustomers page: 14 testimonials, including "PointOne has taken our firm's average weekly billables up by an average of 20% per user" (Chalumeau Law Group); sections for Am Law 200 firms (SOC 2 Type II, ISO 27001, GDPR and HIPAA; single-tenant deployments), "Leading regional firms" and "Boutique law firms" (firms can "sign up and onboard same day").Source
    • Your websiteNine case studies. Baker Sterchi (197-person litigation firm on SurePoint, published October 19, 2026): "15-20%" additional billable hours recorded and "~50%" adoption 90 days after rollout, starting with 15 attorney volunteers.Source
  • 16

    The Minnesota Attorney General's Office deployed PointOne statewide. Government legal offices track time for cost recovery, grants and staffing, but almost no legal AI vendor markets to them.

    Medium impactMedium effort First result in 2 quarters Strategy & Operations

    First action

    Ask the Minnesota office for a case study.

    How to measure it

    Public-sector pipeline

    Now
    –
    Target
    5 offices
    By
    3 quarters

    Steps

    1. 1

      Case study

      Minnesota results.

      Customer Success Manager 1 month

    2. 2

      Public-sector page

      Security and procurement.

      Content Lead 2 weeks

    3. 3

      List targets

      State and local legal offices.

      Strategy & Operations 2 weeks

    4. 4

      Outreach

      Through associations.

      Strategy & Operations 1 quarter

    5. 5

      Procurement prep

      Contract vehicles and forms.

      Strategy & Operations 1 quarter

    6. 6

      Review

      Deal cycle and fit.

      Co-founder & CEO quarterly

    First result
    2 quarters
    Cost
    Staff time only
    Owner
    Strategy & Operations

    Smallest test

    Publish the Minnesota story.

    Why it works

    Write the Minnesota story as a case study, build a public-sector page (security, procurement, deployment), and reach out to other attorneys general and county and city legal offices through their associations.

    A reference from one statewide office is persuasive to peers, and public-sector deals are large and sticky.

    Risks and how to handle them

    • Slow procurement

      Run alongside faster private-firm sales.

    Evidence

    • Your websiteSeries A announcement (April 21, 2026): $16 million led by 8VC with Bessemer Venture Partners, General Catalyst and Y Combinator, $20 million raised in total, from "a dozen people doing the work of a hundred". Other news: the Minnesota Attorney General's Office deploying PointOne statewide, SOC 2 and ISO 27001.Source
    • Your websiteCustomers page: 14 testimonials, including "PointOne has taken our firm's average weekly billables up by an average of 20% per user" (Chalumeau Law Group); sections for Am Law 200 firms (SOC 2 Type II, ISO 27001, GDPR and HIPAA; single-tenant deployments), "Leading regional firms" and "Boutique law firms" (firms can "sign up and onboard same day").Source
    • HiringStrategy & Operations (posted October 4, 2026): PointOne is "building the time data layer for all knowledge work", with "250+ firms relying on us worldwide". Recent projects for the role: "Strategy and outreach to leaders in a new vertical we're entering", "a novel recruiting event" and "Content and timing for a new product launch".Source
  • 17

    Real visitors pass Core Web Vitals today, but the mobile lab test scores 52, with 5.2 MB of page weight, 2.4 MB of JavaScript (872 KB unused) and 19 third-party services. Every new form, video or tracking tool for the growth plan adds to that.

    Medium impactLow effort First result in 1 month Growth Lead

    First action

    List the 19 third-party services and their owners.

    How to measure it

    Mobile lab performance

    Now
    –
    Target
    70+
    By
    1 quarter

    Steps

    1. 1

      Inventory tags

      Owner and purpose for each.

      Growth Lead 1 week

    2. 2

      Remove duplicates

      Unused or overlapping tools.

      Growth Lead 1 week

    3. 3

      Lazy-load embeds

      Forms and videos.

      Product Engineer 1 week

    4. 4

      Compress images

      Hero and mockups.

      Brand Designer 2 days

    5. 5

      Set a budget

      Weight limit for new pages.

      Product Engineer 1 day

    6. 6

      Monitor

      Monthly PageSpeed check.

      Growth Lead monthly

    First result
    1 month
    Cost
    $0
    Owner
    Growth Lead

    Smallest test

    Remove one unused tag and re-test.

    Why it works

    List each third-party tool with its owner and purpose, remove duplicates and unused tags, load forms and videos only when they scroll into view, and set a weight budget for new pages.

    Speed stays a quiet advantage only if someone owns it as marketing adds tools.

    Risks and how to handle them

    • Losing tracking data

      Remove only tools nobody uses.

    Evidence

    • PageSpeedReal visitors pass Core Web Vitals on pointone.com (Chrome UX Report 75th percentile: LCP 0.8 s and improving, INP 92 ms, CLS 0). The mobile lab test scores 52 for performance: 5.2 MB over 201 requests, 2.4 MB of JavaScript (872 KB unused) and 19 third-party services.Source
    • HiringMarketing Manager (New York, posted September 30, 2026) owns "events, marketing newsletter, product launches and presence across software and integration marketplaces". Newsletter: "Grow and segment the subscriber base and test formats, subject lines and calls to action"; success means it "runs on a consistent cadence and develops into a meaningful owned channel". Marketplaces: keep profiles accurate and "Build programs to generate high-quality customer reviews"; familiarity with "G2, Gartner Digital Markets, TrustRadius" is a plus. Events are judged on "target-account concentration" and "influenced pipeline". The post mentions a content lead "who owns editorial content, SEO and customer stories".Source

Big bets 3

Larger plays that can change the trajectory.

  • 18

    PointOne calls itself the time data layer, and the Harvey connector lets firms compare AI-assisted with non-AI-assisted work. No one else can publish what share of lawyer time goes to email, drafting or review, and how AI is changing it.

    High impactHigh effort First result in 3 quarters Strategy & Operations

    First action

    Pick ten questions firm leaders ask most.

    How to measure it

    Report downloads

    Now
    –
    Target
    3,000
    By
    1 year

    Steps

    1. 1

      Pick questions

      Ten leader questions.

      Strategy & Operations 2 weeks

    2. 2

      Consent

      Opt-in from customers.

      Customer Success Manager 1 month

    3. 3

      Analyze

      Aggregated and anonymized.

      Product Engineer 2 months

    4. 4

      Review

      Privacy and accuracy.

      Strategy & Operations 1 month

    5. 5

      Design

      Report and charts.

      Brand Designer 1 month

    6. 6

      Launch

      Newsletter, events, press.

      Marketing Manager 1 month

    7. 7

      Use in sales

      Findings per segment.

      Sales Development Representative ongoing

    First result
    3 quarters
    Cost
    Analyst time
    Owner
    Strategy & Operations

    Smallest test

    Publish one chart from aggregated data.

    Why it works

    With customer consent and strict aggregation, publish a yearly report: time by task type, captured vs previously missed time, AI-assisted share by practice. Launch it through the newsletter, at ILTACON and in legal press.

    Original data earns press and links, and positions PointOne as the authority on the business of law.

    Risks and how to handle them

    • Client confidentiality

      Only aggregated data with consent; suppress small groups.

    Evidence

    • Your websiteEighteen integration pages: Clio, Aderant, Elite, SurePoint, Juris, Filevine, MyCase, TimeSolv, LeanLaw, QuickBooks, RingCentral, Webex, Microsoft 365, SharePoint, Harvey and others. The Harvey connector lets firms "compare AI-assisted and non-AI-assisted work" and "inform pricing". News also covers a ProfitSolv partnership and a SurePoint integration.Source
    • HiringStrategy & Operations (posted October 4, 2026): PointOne is "building the time data layer for all knowledge work", with "250+ firms relying on us worldwide". Recent projects for the role: "Strategy and outreach to leaders in a new vertical we're entering", "a novel recruiting event" and "Content and timing for a new product launch".Source
    • Your websiteAttorney Intelligence, "The PointOne Newsletter": the page says issues are "delivered weekly to your inbox" and carries a beehiiv signup form. The archive shows 18 issues between March 13 and July 17, 2025 (weekly), but nine issues since March 20, 2026: March 20, April 10, May 15, July 1, July 9, July 27, two on August 31 and September 28 (checked October 22, 2026).Source
    • HiringProduct Engineer (posted October 8, 2026): "More than 225 law firms use PointOne today, and demand is growing faster than we can build for it"; each engineer is "the technical owner for a set of key firms". A Forward Deployed Engineer (posted October 10, 2026) will "Drive the success of strategic customer accounts" and "Regularly connect with and visit customers"; the post says PointOne delivers "hard ROI" and is "one of the stickiest tools in a law firm".Source
  • 19

    The Strategy & Operations post mentions outreach to "a new vertical we're entering", the SDR post calls PointOne a platform "for professional services", and Laurel, a key rival, has focused largely on accounting firms.

    High impactHigh effort First result in 4 quarters Strategy & Operations

    First action

    Shortlist ten target firms in the vertical.

    How to measure it

    90-day adoption in pilot firms

    Now
    –
    Target
    Match law firms
    By
    4 quarters

    Steps

    1. 1

      Define the vertical

      Needs and billing rules.

      Strategy & Operations 1 month

    2. 2

      Adapt minimally

      Rules and integrations.

      Forward Deployed Engineer 1 quarter

    3. 3

      Recruit ten firms

      Pilots.

      Strategy & Operations 1 quarter

    4. 4

      Run

      Two quarters.

      Customer Success Manager 2 quarters

    5. 5

      Compare

      Against law firm metrics.

      Strategy & Operations 1 month

    6. 6

      Decide

      Go or no-go.

      Co-founder & CEO 1 month

    First result
    4 quarters
    Cost
    Pilot team time
    Owner
    Strategy & Operations

    Smallest test

    Interview ten firms in the target vertical.

    Why it works

    Run a pilot with ten firms in the new vertical, adapting the billing rules and integrations minimally. Measure capture accuracy, adoption and willingness to pay against law firms, and only then build a separate site section.

    A pilot answers the expansion question with data, without diluting the law firm message that is working.

    Risks and how to handle them

    • Distraction from law firms

      Keep the pilot small and separately staffed.

    Evidence

    • HiringStrategy & Operations (posted October 4, 2026): PointOne is "building the time data layer for all knowledge work", with "250+ firms relying on us worldwide". Recent projects for the role: "Strategy and outreach to leaders in a new vertical we're entering", "a novel recruiting event" and "Content and timing for a new product launch".Source
    • HiringSales Development Representative (posted October 10, 2026): PointOne "is the AI revenue platform for professional services", "has raised over $20M and grown revenue over 17x over the past 12 months". SDRs "Research and identify target law firm accounts", run "email, LinkedIn, and phone campaigns", and "Represent PointOne at conferences". OTE $110-130K.Source
    • Your websitePointOne's own "10 Best Tools" post compares PointOne with Ajax, Laurel ("focused largely on accounting firms"), Billables.ai, Clio Duo, BigHand SmartTime, Intapp Time, Lawgro MagicTime, WiseTime and Memtime.Source
  • 20

    The Harvey connector lets firms compare AI-assisted with non-AI-assisted work and inform pricing. Many firms have bought AI tools and are now asked by partners what they got for the money.

    High impactHigh effort First result in 3 quarters Forward Deployed Engineer

    First action

    Run the report for two existing customers that use Harvey.

    How to measure it

    New firms via ROI offer

    Now
    –
    Target
    15
    By
    3 quarters

    Steps

    1. 1

      Define the report

      Measures and format.

      Forward Deployed Engineer 1 month

    2. 2

      Build

      Data pipeline and view.

      Product Engineer 1 quarter

    3. 3

      Pilot

      Two customers.

      Forward Deployed Engineer 1 month

    4. 4

      Package

      Offer and pricing.

      Strategy & Operations 1 month

    5. 5

      Launch

      Newsletter and events.

      Marketing Manager 1 month

    6. 6

      Convert

      To full timekeeping.

      Sales Development Representative ongoing

    First result
    3 quarters
    Cost
    Product time
    Owner
    Forward Deployed Engineer

    Smallest test

    Produce one manual ROI report.

    Why it works

    Package an "AI ROI" report as an entry offer: connect the firm's AI tools and time data, show where AI reduced effort, and recommend pricing changes. Use it to land firms that are not yet ready to replace their timekeeping.

    It gives PointOne a second way in, tied to a question every firm leader is being asked.

    Risks and how to handle them

    • Data access limits

      Start with firms already connected.

    Evidence

    • Your websiteEighteen integration pages: Clio, Aderant, Elite, SurePoint, Juris, Filevine, MyCase, TimeSolv, LeanLaw, QuickBooks, RingCentral, Webex, Microsoft 365, SharePoint, Harvey and others. The Harvey connector lets firms "compare AI-assisted and non-AI-assisted work" and "inform pricing". News also covers a ProfitSolv partnership and a SurePoint integration.Source
    • HiringProduct Engineer (posted October 8, 2026): "More than 225 law firms use PointOne today, and demand is growing faster than we can build for it"; each engineer is "the technical owner for a set of key firms". A Forward Deployed Engineer (posted October 10, 2026) will "Drive the success of strategic customer accounts" and "Regularly connect with and visit customers"; the post says PointOne delivers "hard ROI" and is "one of the stickiest tools in a law firm".Source
    • Your websiteSeries A announcement (April 21, 2026): $16 million led by 8VC with Bessemer Venture Partners, General Catalyst and Y Combinator, $20 million raised in total, from "a dozen people doing the work of a hundred". Other news: the Minnesota Attorney General's Office deploying PointOne statewide, SOC 2 and ISO 27001.Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 21

    PointOne already partners with ProfitSolv and works with billing systems firms rely on. Legal billing consultants and law firm accountants advise exactly the operations leaders PointOne sells to.

    Medium impactMedium effort First result in 2 quarters Strategy & Operations

    First action

    List 20 legal billing consultancies.

    How to measure it

    Partner referrals

    Now
    –
    Target
    5 a month
    By
    2 quarters

    Steps

    1. 1

      List partners

      Consultants and accountants.

      Strategy & Operations 2 weeks

    2. 2

      Design offer

      Fees and kit.

      Strategy & Operations 2 weeks

    3. 3

      Build the kit

      Pilot outline, calculator, stories.

      Marketing Manager 2 weeks

    4. 4

      Recruit

      First ten partners.

      Strategy & Operations 1 quarter

    5. 5

      Brief

      Quarterly session.

      Marketing Manager quarterly

    6. 6

      Measure

      Referrals and closes.

      Strategy & Operations monthly

    First result
    2 quarters
    Cost
    Referral fees
    Owner
    Strategy & Operations

    Smallest test

    Sign one consultancy.

    Why it works

    Offer consultants a referral fee and a partner kit (pilot outline, calculator, case studies), list them on a partner page and invite them to a quarterly briefing.

    Trusted advisers shorten sales cycles and bring firms PointOne would not reach by outbound.

    Risks and how to handle them

    • Partners recommend rivals

      Give them better tools and support.

    Evidence

    • Your websiteEighteen integration pages: Clio, Aderant, Elite, SurePoint, Juris, Filevine, MyCase, TimeSolv, LeanLaw, QuickBooks, RingCentral, Webex, Microsoft 365, SharePoint, Harvey and others. The Harvey connector lets firms "compare AI-assisted and non-AI-assisted work" and "inform pricing". News also covers a ProfitSolv partnership and a SurePoint integration.Source
    • Your websiteNine case studies. Baker Sterchi (197-person litigation firm on SurePoint, published October 19, 2026): "15-20%" additional billable hours recorded and "~50%" adoption 90 days after rollout, starting with 15 attorney volunteers.Source
  • 22

    The Marketing Manager will run dinners as part of the event calendar, and the newsletter covers the economics of legal AI. A topic-led dinner with eight managing partners or COOs turns readers into relationships.

    Medium impactLow effort First result in 1 quarter Marketing Manager

    First action

    Plan the first dinner in New York with a customer co-host.

    How to measure it

    Opportunities per dinner

    Now
    –
    Target
    2
    By
    2 quarters

    Steps

    1. 1

      Pick topics

      From top newsletter essays.

      Marketing Manager 1 week

    2. 2

      Pick cities

      Target-account concentration.

      Marketing Manager 1 week

    3. 3

      Invite

      Subscribers and target accounts.

      Sales Development Representative 3 weeks

    4. 4

      Host

      Customer co-host.

      Marketing Manager monthly

    5. 5

      Recap

      Next newsletter issue.

      Content Lead monthly

    6. 6

      Measure

      Meetings and opportunities.

      Marketing Manager monthly

    First result
    1 quarter
    Cost
    Dinner budget
    Owner
    Marketing Manager

    Smallest test

    Host one dinner.

    Why it works

    Host one dinner a month in a target city, built around a newsletter essay (for example AI and law firm pricing), with a customer co-host. Publish a short recap as the next issue.

    Small, topic-led events build trust with senior buyers better than booths.

    Risks and how to handle them

    • Low attendance

      Confirm a customer co-host first.

    Evidence

    • Your websiteAttorney Intelligence, "The PointOne Newsletter": the page says issues are "delivered weekly to your inbox" and carries a beehiiv signup form. The archive shows 18 issues between March 13 and July 17, 2025 (weekly), but nine issues since March 20, 2026: March 20, April 10, May 15, July 1, July 9, July 27, two on August 31 and September 28 (checked October 22, 2026).Source
    • HiringMarketing Manager (New York, posted September 30, 2026) owns "events, marketing newsletter, product launches and presence across software and integration marketplaces". Newsletter: "Grow and segment the subscriber base and test formats, subject lines and calls to action"; success means it "runs on a consistent cadence and develops into a meaningful owned channel". Marketplaces: keep profiles accurate and "Build programs to generate high-quality customer reviews"; familiarity with "G2, Gartner Digital Markets, TrustRadius" is a plus. Events are judged on "target-account concentration" and "influenced pipeline". The post mentions a content lead "who owns editorial content, SEO and customer stories".Source
    • Your websiteCustomers page: 14 testimonials, including "PointOne has taken our firm's average weekly billables up by an average of 20% per user" (Chalumeau Law Group); sections for Am Law 200 firms (SOC 2 Type II, ISO 27001, GDPR and HIPAA; single-tenant deployments), "Leading regional firms" and "Boutique law firms" (firms can "sign up and onboard same day").Source
  • 23

    PointOne Rules turns long outside counsel guidelines into structured billing rules. Billing teams struggle with exactly this, and the blog already ranks for OCG and billing-code guides.

    High impactMedium effort First result in 2 quarters Product Engineer

    First action

    Run the extractor on five public sample guidelines.

    How to measure it

    Checker leads

    Now
    –
    Target
    50 a month
    By
    2 quarters

    Steps

    1. 1

      Scope

      Rules shown for free.

      Product Engineer 2 weeks

    2. 2

      Build

      Upload and results page.

      Product Engineer 1 month

    3. 3

      Privacy

      Retention and deletion policy.

      Strategy & Operations 2 weeks

    4. 4

      Design

      Simple flow.

      Brand Designer 1 week

    5. 5

      Launch

      Blog and newsletter.

      Marketing Manager 2 weeks

    6. 6

      Follow up

      SDR outreach to users.

      Sales Development Representative ongoing

    First result
    2 quarters
    Cost
    Engineering time
    Owner
    Product Engineer

    Smallest test

    Offer the checker by request through a form first.

    Why it works

    Offer a free tool: upload one guideline, get back the extracted rules (block billing, task codes, rates), with a prompt to see them enforced in PointOne. Keep uploads private and delete them after processing.

    A useful free tool generates qualified leads from billing teams and shows the product working on their own document.

    Risks and how to handle them

    • Sensitive uploads

      Process and delete immediately; state it clearly.

    Evidence

    • Your websiteHomepage: H1 "AI time entry, compliance, and analytics"; page title "AI Timekeeping and Bill Review for Law Firms"; "Trusted by 250+ firms"; six testimonials. The product mockups show sample time entries for well-known companies as clients (for example "Sony, Inc", "Stripe, Inc", "Geico Insurance" and "Morgan Stanley").Source
    • Your websiteThe blog (77 posts in the sitemap, categories including Time Tracking, Billing & Compliance, Comparisons & Alternatives, Integrations & Ecosystem and Conference Guides) has no newsletter signup: none on the blog index, the sampled posts, the homepage, /customers, /product/time, an integration page or /demo. The signup appears only on the Attorney Intelligence pages (checked October 22, 2026).Source
    • Your websiteCustomers page: 14 testimonials, including "PointOne has taken our firm's average weekly billables up by an average of 20% per user" (Chalumeau Law Group); sections for Am Law 200 firms (SOC 2 Type II, ISO 27001, GDPR and HIPAA; single-tenant deployments), "Leading regional firms" and "Boutique law firms" (firms can "sign up and onboard same day").Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

ProgrammableInfo

Turn the research into a list you can act on

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ProgrammableTalk

Fill the events in this plan

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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 23, 2026, and cites them throughout. PointOne did not commission, review or endorse it, and Programmable is not affiliated with PointOne. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how PointOne runs its business.

Something wrong, or do you represent PointOne? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 306 ideas

    Newsletter signup and cadence, blank titles, comparison pages, demo form question, fictional mockup names and one positioning line.

  2. Days 31 to 6011 ideas

    Reviews, app ratings, event meetings, partner listings, the calculator, the pilot template, outbound by billing system, customer films, practice pages, public sector and site speed.

  3. Days 61 to 906 ideas

    Start the big bets and wildcards: the annual time report, the new-vertical pilot, the AI ROI offer, consultant referrals, dinners and the guidelines checker.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value capturing time that was never recorded before. The most cited problem: late or missing time entries.

  • Fewer hours spent on time entry and pre-bills
  • Rejected invoices from outside counsel guidelines
  • In their words: “billables”

Market

Competitive landscape

5 competitors compared: Laurel, BigHand, Intapp Time, Clio Duo and 1 more.

  • Gap to exploit: AI ROI measurement for firms that bought AI tools
  • Laurel: Recent focus on accounting firms
  • BigHand: Broad suite rather than AI-native capture

Hiring signals

PointOne is building its marketing engine after its Series A.

  • Marketing Manager: Newsletter cadence and subscribers, events, launches, review marketplaces. Ideas 1, 7, 9, 10.
  • Brand Designer: Brand system and a repeatable video engine. Ideas 5, 14.
  • Sales Development Representative: Target law firm accounts, multichannel outreach, conferences. Ideas 4, 13.

From the team that wrote this playbook

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  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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