Client onboarding and checks
Follow information gathering, checks, engagement and setup.
Understand the operational work around every matter.
The people doing the work know where onboarding slows down, checks get repeated, information is chased and systems create extra administration. WorkflowMind turns that knowledge into evidence.
Follow how information, decisions and responsibilities move across onboarding, conflict checks, AML, matter opening, administration and billing before you add capacity, automate or change systems.
Operational work runs around every matter.
Client onboarding, conflict checks, AML and KYC, matter opening, information collection, administration, and billing all create recurring work across roles, teams, and systems.
Examine how information, decisions, approvals and responsibilities move between people and systems around a matter.
Matter opening and administration
See the recurring operational activity supporting fee earners and clients.
Information collection and review
Understand who collects, reviews, approves and maintains information.
Document and system handoffs
Trace how work and information move between people and tools.
Billing, follow-up and collection
Connect completed work to review, billing and collection activity.
Recurring work across teams
Compare how related activities are handled across roles or teams.
What becomes visible.
See how recurring work runs across matters, teams and systems.
Current workflows
Matter opening, checks, approvals, billing, and connected handoffs.
Workload concentration
Where work and reviews are concentrated across people and teams.
System dependencies
Which workflows rely on particular tools or shared data.
Manual workarounds
Where people bridge gaps in processes or systems.
Review bottlenecks
Where approvals or work queues hold up delivery.
Opportunities to change
Areas to simplify, rebalance or automate.
Start with one meaningful part of the firm.
For example, begin with matter opening and ask where work, handoffs or delays are accumulating.
Every Operational Diagnostic includes 12 months of WorkflowMind. After the included year, continue on a Business subscription.