Workflow and process review
How each team really works, turned into workflows your system can run.
Most firms either live with the default workflows their system shipped with, or copy old paper processes into new software. We sit with each team to understand how a type of matter really runs, agree the results that matter, and turn it into a clear specification your system can deliver, whichever system you use.
What it covers
- Reviews by team and matter type: what helps, what gets skipped, what is still on paper
- Process maps stage by stage, with keep, change and add decisions
- AI-assisted capture from plain-English conversations
- Diagrams and standard process files (BPMN) a workflow builder can work from
When firms ask us
- Workflows were set up at go-live and never revisited
- Different people run the same type of matter in different ways
- You are moving system and do not want to copy old habits across
- Supervisors cannot see where matters are stuck
Workflows that start with the results
For each team and each type of matter: what helps, what gets skipped and what is missing.
Keep
Steps that protect the client, the firm or the result, and work well today.
Nothing valuable lost
Change
Steps that are slow, duplicated, skipped or still on paper.
Less effort per matter
Add
Missing checks, warnings and handovers, and the steps worth automating.
Less left to memory
What you get
- Process mapsStage by stage, by team and type of matter.
- Standard filesDiagrams and BPMN files a workflow builder can work from.
- A plain-English briefFor partners, supervisors and your supplier.
Talk to us
Tell us a little about your firm and what you are trying to achieve. We will tell you honestly whether we can help.
Review your workflows