Client onboarding
Understand how prospective clients move through information gathering, checks, engagement and setup.
Understand what's creating pressure across your firm.
Legal work depends on more than legal judgement. Client onboarding, checks, matter opening, information collection, administration and billing all create recurring operational work around the matter.
WorkflowMind helps you see that work together.
Important work happens around every matter.
Legal work depends on more than legal judgement.
Clients need onboarding. Checks need completing. Matters need opening. Information needs collecting. Documents move between people. Systems need updating. Bills need preparing.
Much of this work happens across different roles, teams and systems.
WorkflowMind helps you see that operational layer together.
Start with recurring work across the firm.
Conflict checks
See the activities, people and systems involved in completing and resolving checks.
AML and KYC
Understand how information is collected, reviewed, approved and maintained.
Matter opening
See how matters move from instruction through setup and into active work.
Matter administration
Understand the recurring operational activity supporting fee earners and clients.
Billing
Map how completed work moves through review, billing, follow-up and collection.
See more than the process.
A process map can show you what happens. WorkflowMind connects that work to the operational information behind it.
People
Understand which roles perform the work and where responsibilities meet.
Systems
See which tools support activities and where information moves between them.
Time
Understand where employee and fee-earner time is being used.
Workload
See where recurring activity creates demand across teams and roles.
Handoffs
Understand where work passes between people, departments and systems.
Friction
Capture repetition, manual activity and other areas that make work harder to complete.
Understand what the operation genuinely needs.
A busy team may genuinely need more capacity. It may also be dealing with repeated activity, uneven distribution, process problems or system-created work.
WorkflowMind helps show what is shaping capacity and which areas deserve closer investigation before the firm decides how to respond.
Understand the work before deciding what to automate.
AI and automation can support many areas of legal work.
WorkflowMind helps you understand the activity, people, systems, workload and judgement involved before deciding whether automation is the right response.
What happens?
Who performs it?
How often?
How much time does it take?
Which systems are involved?
Where is human judgement required?
Where does the process create friction?
Useful when the firm is changing.
Growing
Understand what the operation needs as client and matter demand increases.
Merging
See where teams perform similar work differently across the combined firm.
Standardising
Build a clear view of current ways of working before introducing common processes.
Hiring
See where additional capacity is genuinely needed and what roles the work requires.
Changing systems
See which processes and people depend on technology before making a change.
Introducing AI
Find where automation could meaningfully increase capacity or improve flow while keeping human judgement visible.
Start with one meaningful part of your firm.
Choose a team, function or group of related processes.
We speak to the people doing the work, map what happens and build the operational picture behind it.
Choose the area
Agree what part of the firm you want to understand.
Speak to your team
Capture how the work actually happens from the people closest to it.
Build the picture
Connect processes to people, systems, time and workload.
Find what stands out
Identify where effort, repetition, handoffs and potential opportunities appear to be concentrated.
What you leave with.
A structured view of the work
See how recurring operational processes happen across the firm.
The context behind it
Understand the people, systems, time and workload connected to those processes.
A view of operational friction
See where manual activity, repetition and handoffs are making work harder.
Potential opportunities
Identify the areas that deserve deeper improvement or automation investigation.
A working WorkflowMind workspace
Keep what was discovered together and continue building on it.
An executive findings session
Review what stands out and discuss where it may be worth looking next.
WorkflowMind Operational Diagnostic for Law Firms
Choose one operational area.
We will build a structured picture of the work and show you where time, workload, friction and potential opportunities appear to sit.
Included
- —One agreed operational area
- —Processes and activities mapped
- —People, teams and systems captured
- —Time and workload captured where available
- —Potential people, process, system and automation changes identified for further investigation
- —WorkflowMind operational workspace
- —Executive findings session
Understand what your operation needs next.
Before hiring, redesigning a process, replacing a system or introducing automation, build a clearer picture of how the work happens today.