Work arrives
Information comes from a person or an approved connection.
How it works
Tell ActorLattice the outcome.
Let the work move.
You define the outcome. Actors run the routine. Your people stay in control.
One process.
Clear steps.
You define the outcome and what counts as complete. Actors run the routine steps within your rules. People handle judgment, approvals and exceptions.
Find the case
Keep it with the right client and records.
Prepare the next step
Use the process rules and permitted actions.
Ask when needed
Bring questions and approvals to a person.
Record the result
Show what completed and what is still waiting.
Give each task
the right kind of help.
Rules can handle defined routine steps. AI can help interpret information. People decide where judgment is required.
A question or failure
should stay visible.
An unclear document waits for review. A failed message stays pending with a responsible person. Preparing a message is not sending it, and an attempted delivery is not a confirmed one. The next step depends on a confirmed result.
Follow the same document all the way through.
Illustrative example. Follow one document through receipt, review, permission to send and a confirmed handoff. The firm agrees the required documents, reviewers and approval rules before this process runs.
1. Receive
A client provides a file through a supported channel. It is associated with the correct case, not treated as a completed review.
2. Check
The checklist now shows three of four documents received. An unclear copy becomes a question, not an automatic acceptance.
3. Assign
The assigned lawyer sees the file, the question and the case. They accept it or explain what needs to change.
4. Prepare
If another copy is needed, a reminder is prepared using the case checklist. Preparing a message is not sending it.
5. Approve and send
The firm's rule decides who may send the reminder. An attempted delivery remains distinct from a confirmed delivery.
6. Hand off
The replacement is received and reviewed, and the remaining required document arrives. Once the agreed checklist is complete, the next person gets the case information and a confirmed handoff.
Now put your own document list in the example.
Bring the rules, people and tools your first process needs.
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