Practice areas
Each practice area has its own documents, deadlines, and habits. Start with the workflows that match yours, then add more once the results are clear.
Pick the page that looks most like your firm. Each one shows the workflows, the review steps, and how a 30-day pilot would run.
Records arrive from many providers in many formats. The workflows turn them into organized files, chronologies, and demand-ready packages.
Forms, evidence, and deadlines leave little room for gaps. The workflows collect, check, and assemble each case packet.
Discovery volume grows faster than any team. The workflows sort productions, summarize testimony, and surface issues for attorney review.
Most of the delay sits between the planning meeting and the signed documents. The workflows keep that stretch moving.
The best first workflow is not the most impressive one. It is the one your team repeats often, that follows a clear format, and that takes real hours today.
Work that happens weekly or daily gives the pilot enough material to measure. A task that shows up twice a quarter will not prove much in 30 days.
Ask your team which tasks they could describe step by step in a short meeting. If they can, the workflow can likely be defined.
Reading, sorting, and summarizing are where most support hours go. Tasks with a clear input and a clear output, such as a stack of records and a chronology, are the easiest to define and the easiest to check.
Some work can run with light oversight, such as sorting and indexing. Some work needs a person to review it before it leaves the firm, such as drafts and client messages. Some decisions always stay with an attorney.
A good first workflow sits in the first two tiers, so the team can build trust before the stakes rise.
These four areas are where document-heavy, repeatable work is most common, so they are where we begin. Many other practices share the same patterns.
Tell us about your firm in a demo. The workflow assessment looks at your own matters and procedures, whatever the practice.
We start with practices where document-heavy, repeatable work is common. Other practices often share those patterns, such as intake, records review, and follow-up. The workflow assessment looks at your own matters, so we can tell you honestly whether a workflow fits before you commit.
A short session. Tell us how your firm handles its repeatable work, and we will show you where delegation could help first.
We will reply within one business day.