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ArchiveSep 24, 2026Est. 2025

Field Notes.

A working archive of how Marshal thinks about AI agent systems, AI search, and the operating models that make companies hard to ignore.

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Field Notes Archive

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Glyph-field title card on dark carbon: dense workflows texture glowing purple, article title "Automate Legal Intake: From Inquiry to" on staggered dark slabs.
Workflows

Automate Legal Intake: From Inquiry to Attorney Review

When a prospective client contacts a law firm, the clock starts running immediately. In legal services, responsiveness often determines whether a firm signs a desirable matter or loses it to the...

Kurt Fischman, Founder of MarshalKurt FischmanSep 24, 2026
Glyph-field title card on dark carbon: dense aiAgents texture glowing purple, article title "How to Build an Honest AI Business Case" on staggered dark slabs.
AI Agents

How to Build an Honest AI Business Case

Most AI business cases presented to business owners are built on an accounting illusion. A vendor or internal advocate tallies up minutes saved across routine tasks, multiplies that time by an...

Kurt Fischman, Founder of MarshalKurt FischmanSep 22, 2026
24Sep 2026
Workflows

How to Automate Missing-Document Follow-Up Before Tax Season

Every accounting firm knows the January dread. Preparers sit ready at their dual monitors, practice management software is configured, and yet almost no actual tax preparation occurs. Instead, staff...

Kurt Fischman · Sep 24, 2026

24Sep 2026
Workflows

Automate Legal Intake: From Inquiry to Attorney Review

When a prospective client contacts a law firm, the clock starts running immediately. In legal services, responsiveness often determines whether a firm signs a desirable matter or loses it to the...

Kurt Fischman · Sep 24, 2026

22Sep 2026
AI Agents

How to Build an Honest AI Business Case

Most AI business cases presented to business owners are built on an accounting illusion. A vendor or internal advocate tallies up minutes saved across routine tasks, multiplies that time by an...

Kurt Fischman · Sep 22, 2026

21Sep 2026
AI Agents

Done-for-You AI: What Should Be Included?

When a founder signs a contract for a static website or an accounting software rollout, the finish line is straightforward. The pages render, the bank feeds sync, the invoices reconcile, and the...

Kurt Fischman · Sep 21, 2026

14Sep 2026
Playbooks

Why Your AI Tools Are Creating More Work

Over the past two years, almost every founder running a $1M to $10M company has handed generative AI tools to their staff. You bought seats for chat interfaces, added AI writing assistants to your...

Kurt Fischman · Sep 14, 2026

13Sep 2026
AI Agents

Marshal vs. Lindy: Which Fits Your Business?

When a founder-operator decides to automate core operations, the market presents two completely different paths masquerading under the same category label. One path offers a software subscription...

Kurt Fischman · Sep 13, 2026

13Sep 2026
Workflows

Stop Chasing Documents: Automate the Follow-Up

A sales call closes, the contract gets signed, and the client appears eager to get started. The sales team logs the win, marks the deal closed in the CRM, and hands off the account to operations. On...

Kurt Fischman · Sep 13, 2026

11Sep 2026
Workflows

AI Lead Follow-Up: From First Reply to Booked Meeting

In 2011, three researchers audited 2,241 U.S. companies by sending each one a web lead and timing the answer. Thirty-seven percent replied within an hour, 16% within one to 24 hours, and 24% took...

Kurt Fischman · Sep 11, 2026

09Sep 2026
AI Agents

Who Manages AI Agents for Small Businesses? A Selection Guide

Picture the ordinary version of the problem. It's a Friday evening. An AI agent your business bought in March, the one that answers inbound calls and books appointments, has just booked three jobs...

Kurt Fischman · Sep 9, 2026

09Sep 2026
AI Agents

25 Jobs You Can Hand Off to an AI Agent

Most lists of this kind fail the same way. They name a department, attach the word automation, and leave you guessing what the software actually does on a Tuesday afternoon. So every job here is...

Kurt Fischman · Sep 9, 2026

08Sep 2026
AI Agents

What Is Managed Agent Operations?

Search the phrase and you'll hit a product category first. In April 2026 Anthropic launched Managed Agents on Claude, which InfoQ described as a managed execution layer that separates agent logic...

Kurt Fischman · Sep 8, 2026

Let's get back tothe work of humans⁠1

Marshal is the execution layer that bridges frontier AI and your daily business operations.