Workflow & Automation Strategy

Now is the time to build and implement a comprehensive workflow strategy that includes policies, procedures, reporting, staff resources, and technology.

Technology Management

Process Management

Risk Management

A holistic approach to workflow strategy

Our proprietary methodologies and tools help law firms perform a strategic assessment of their needs and develop a roadmap for the path forward.

We help you focus on making the right choices – those critical to the operation of your firm and to the business you support with an emphasis on better use of technologies and platforms to realize significant transformation in tactical day-to-day operations and business processes.

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Technology Management

Ensuring the technology is flexible and dynamic enough to meet your business requirements including:

  • Workflow System Selection
  • Solution Design and Architecture
  • Requirements Definition
  • Cross-Platform Data Point Integration
  • Streamlined Deployment
  • Project Management

Process Management

Understanding and Innovating the complex process of engaging new business:

  • Flexible and Adaptable Processes including: serial, parallel, and ad-hoc routing
  • Preliminary Conflict Searching
  • Additional Related Party Requests
  • Conflicts Resolution Process
  • Special Rate / Alternative Fee Management
  • IP Multi-Filing Capability
  • Process Efficiency
  • Experience Innovation

Risk Management

Process and data auditing best practices to ensure compliance with legal and policy responsibilities and requirements.

  • Surfacing and Validation of Data
  • Business Rule Enforcement
  • User and Role Security
  • Compliance Auditing
  • Document and Process Archiving

Proprietary Methodologies and Tools

Our PracticeView Operational Assessment Program takes a defined and structured approach to collecting information, analyzing findings,  base-lining capabilities and developing recommendations. Importantly, we recognize that you likely already have professional staff and procedures in place for managing operations and technology, which is why we work closely with existing resources to leverage your prior work, knowledge and insights.

Our focus is on helping you realize more value from your existing investments.