Resources Hub

Events

Where the L5 team shows up

Webinars

On-demand sessions

Whitepapers

Operating playbooks

• Modernizing IT Service Management

  Why most ITSM AI stalls after go-live, and the operating discipline that turns a deployment into outcomes you measure every week.

  PDF Download Whitepaper

• ACT: Accelerated Customer Transformation

  L5's methodology for closing the gap to Level 5 AI maturity. Assess, Onboard, Operate, with a Drive every week.

  PDF Download Whitepaper

Datasheets

What we run, per platform

• Zendesk. AI Operated.

  IT, HR, and Finance service delivery, configured, deployed, and operated by L5 on Zendesk. An operating partner, not a support contract.

  PDF Download

• ClickUp. AI Operated.

  Work management, AI agents, and marketing operations on ClickUp, run by L5 on a weekly Drive cadence.

  PDF Download

• Workday. Operated for Outcomes.

  HR service delivery, financial operations, and PSA automation on Workday, operated weekly so the system of record stays accurate.

  PDF Download

Blog Posts

Field notes from L5 Insights

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  Why Mid-Market IT is Done with ServiceNow

  ServiceNow was built for enterprises with platform teams and multi-year budgets. Mid-market IT pays the price. The right...

  May 17, 2026 Read
• 

  The PSA Gap: Why Professional Services Firms Run Projects in Spreadsheets

  Professional services firms have the platforms. They run projects in spreadsheets anyway. The PSA gap is an operations p...

  Mar 30, 2026 Read
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  What a ClickUp Diamond Partner Actually Does

  Diamond is the highest tier in the ClickUp partner program. Here is what separates a Diamond partner from the rest, and ...

  Feb 10, 2026 Read
• 

  ITSM Best Practices Should Not Require a Consultant Every Time

  Pre-configured ITSM workflows change the economics of going live. Incident, problem, change, and service catalog built b...

  Dec 16, 2025 Read
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  What AI-Operated IT Support Actually Looks Like

  AI-operated IT support is not a chatbot. It is AI agents that route, deflect, and remediate, governed by a human operato...

  Nov 6, 2025 Read
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  The Hidden Cost of Unoperated AI

  AI agents drift. Knowledge gaps accumulate. Routing breaks on untested edge cases. Unoperated AI is slow, invisible deca...

  Sep 19, 2025 Read
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  Implementing AI Is the Starting Line

  Most organizations have implemented AI. Fewer are operating it. The gap between deployed and operated is where outcomes ...

  Aug 2, 2025 Read
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  Are You Piloting, Implementing, or Operating AI?

  Three states of enterprise AI. Most organizations know which one they are in. Very few know what it costs to stay there,...

  Jun 15, 2025 Read
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  4 Powerful Automations for Streamlining the Flow of Information

  Set up 4 powerful ClickUp automations that route tasks, assign owners, and trigger updates automatically, so your team s...

  Apr 3, 2025 Read
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  Project Management Tools of 2024 for Best Results

  A practical guide to the best project management tools for teams, what each one does well, and how to match a tool to th...

  Apr 3, 2025 Read
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  LevelUp Automations: ClickUp and Make.com, a Dynamic Duo

  Connect ClickUp with Make.com for no-code automation across 1,000+ apps, from task triggers to multi-step workflows that...

  Apr 3, 2025 Read
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  3 Benefits of ClickUp Brain We Must Know About

  Explore 3 benefits of ClickUp Brain, the built-in AI that drafts updates, summarizes threads, and automates work across ...

  Apr 3, 2025 Read
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  The Power of ClickUp Templates: Save Time & Ensure Consistency Across Projects

  ClickUp templates standardize repeatable work, so teams launch projects faster and keep deliverables consistent without ...

  Apr 3, 2025 Read
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  Running Effective Project Meetings: Key Types, Strategies, & Tips for 2024

  Run project meetings that move work forward. The meeting types that matter, who to include, and a simple structure that ...

  Apr 3, 2025 Read
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  Why We Love ClickUp: Unlocking the Power of ClickUp Brain

  Why we love ClickUp Brain: the built-in AI that writes updates, summarizes long threads, and automates work right inside...

  Apr 3, 2025 Read
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  10 ClickUp Workflows for Non-Profits

  10 ClickUp workflows for non-profits, from fundraising and volunteer management to event planning, grant tracking, and d...

  Apr 3, 2025 Read
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  ClickUp for Professional Services

  ClickUp for professional services firms. Run client delivery, resourcing, and engagements in one workspace, with L5 to t...

  Apr 3, 2025 Read
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  ClickUp Implementation: Streamlining Expense Tracking

  How an accounting team streamlined expense tracking and reimbursement in ClickUp, with faster processing, fewer errors, ...

  Apr 3, 2025 Read
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  L5 and ClickUp: A Winning Combination

  Why L5 builds its own work on ClickUp, and what that daily use teaches us about running the platform well for customers.

  Apr 3, 2025 Read
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  Revolutionizing Marketing Operations in Insurance

  An insurance group rebuilt marketing intake, planning, and project management in ClickUp with L5. Scattered requests bec...

  Apr 3, 2025 Read
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  Enhancing Invoice Management with ClickUp

  How a manufacturer runs invoice management in ClickUp. Review and approval statuses keep every invoice moving, with fast...

  Apr 3, 2025 Read
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  Leveraging ClickUp for Accelerated Customer Transformation

  Accelerated Customer Transformation is the L5 delivery framework. See how L5 runs ACT on ClickUp to take customers live ...

  Apr 3, 2025 Read
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  Best Task Management with AI Tools in 2024

  The best AI task management tools and how they cut manual work, with smart scheduling, auto-prioritization, and reminder...

  Apr 3, 2025 Read
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  Common Challenges with ClickUp Implementations & Solutions

  ClickUp users often face several Common challenges with ClickUp implementations. However, knowing about them can help yo...

  Apr 3, 2025 Read
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  Insurance Group Optimizes Workload Balance and Tracks Key Metrics for Success

  How a large insurance group manages over 5,000 active tasks a week in ClickUp, balancing workload and tracking the metri...

  Mar 1, 2025 Read
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  Unlocking Success with ClickUp for Marketing Agencies

  Implementing ClickUp for marketing agencies means unlimited success. Having the right set of tools will help you strive ...

  Aug 1, 2024 Read
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  Boosting Collaboration and Efficiency with ClickUp: A Marketing Agency Success Story

  A marketing agency pulled requests from email, Slack, and web forms into one ClickUp intake workflow. Approvals moved fa...

  May 16, 2024 Read

Videos

L5 on camera

• Our Founders on Bloomberg

  L5 co-founders Bipin Paracha and Anu Bulusu on building L5, featured on The American Dream on Bloomberg TV.

  6 min Watch