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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

Showing: Workflows

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

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

29Jul 2026
Workflows

Executive Workshop: Mapping Your First AI Agent Portfolio

Agentification maturity is not measured by agent count. Start with one high-value workflow, establish guardrails and governance early, and transition ownership to the function that runs it.

Kurt Fischman · Jul 29, 2026

08Jun 2026
Workflows

Making the Business Case for AI Agents

The business case for AI agents is the per-workflow analysis that decides whether an agent is worth building, measured as the manual-coordination cost a business stops paying minus the oversight.

Kurt Fischman · Jun 8, 2026

27May 2026
Workflows

Understanding Inbound Lead Response Agents

An AI agent for inbound lead response is a productized inbound workflow inside an AI Agent System for founder-led businesses where inbound volume has outgrown the team. The agent owns the path from...

Kurt Fischman · May 27, 2026

Let's get back tothe work of humans⁠1

Machine-like is the services layer that bridges frontier AI and business operations.