New-client setup
Collect client details, request documents and assign the case.
Work your firm knows
Where does your team
lose time?
Start with the documents, reminders and handoffs that need the most attention.
Choose the work that costs your team time.
Start where repeated coordination has a clear cost.
A useful pilot begins with a routine your staff repeats every week, not a vague promise to use more AI. Choose the process, count the handoffs and agree what a useful result would change. That makes the benefit easier to evaluate before you expand.
- Less time collecting the same information twice.
- Fewer unclear handoffs between people and tools.
- A result your team can compare with today's work.
Choose a useful starting point.
Each process needs clear information, rules and responsibility.
Document collection
Track what arrived, what is missing and what needs review.
Team handoffs
Give the next person the task and the information they need.
Approvals
Show the proposed action and who can approve it.
Follow a client from
agreement to ready case.
A complete example makes the steps, questions and handoffs clear.
See the law-firm exampleWhich part of the work gets stuck?
Choose the first process with your team. We can then check its tools, rules and required result.
Explore the legal example