Workflow for law firms

What is workflow? Tips on how can it be applied in your law firm…

Although workflow originated in the manufacturing sector, where good processes are essential to the smooth running of a factory, it applies equally well to a law firm. Just thinking about your own firm. Are there many repeatable activities that happen in sequence occurring every time a new client is signed up, a new case is taken on or a new assignment is carried out?

Wikepedia says:

“A workflow consists of an orchestrated and repeatable pattern of business activity enabled by the systematic organization of resources into processes that transform materials, provide services, or process information”.

Legal firms

In some legal firms, processes may have been in place for decades. These may not actually reflect the most efficient way of working today. It might take a major change – perhaps a new case management or practice management system, new people heading up a team or an ISO audit – to question why things are done this way. Who’s ever heard someone say “but we’ve always done it this way”…


Once you start to look at your processes you may find that:

  • Manual and repetitive activities massively slow down your processes. This adds to the unkind image clients have of the dusty old offices of law firms.
  • Opportunities for cross-sell within the firm are missed because individuals are not aware of what other services the firm offers or who to talk to about them. This can negatively impact the firm’s overall profitability.
  • Compliance with policy management and insurance risk limits is difficult to manage and almost impossible to enforce. This can expose the firm to unnecessary risk. See our post here on how we’ve improved this for clients.
  • The firm could unwittingly be caught out by strengthened money laundering regulations from Whitehall. See our post here on how we can help mitigate this risk.

They say that knowledge is power, so how might you assess your processes?

You might follow a simple format.

  1. First, identify the process you want to focus on and clarify its primary objective.
  2. Call everyone involved in the process together. Sketch out a sequential definition. Include what is carried out; how it is done; when, where and why each activity is necessary; and who does what.
  3. Look at how much time it takes each person involved. Work out how much it costs (cost of their time x time spent plus any additional costs involved).
  4. Note down anything that could be cut out of the process – either to save time/costs or where it’s not really necessary. And what might be added to improve it.
  5. Ask where things sometimes “get stuck”, where errors tend to occur and where things are sometimes missed out.

Now you have a good view of the process and what is involved. So you can start to ask the questions: “Why do we do that? Do we still need to do that? Is there a better way to achieve that?”

Legal Technology

If you are using technology in the firm, or introducing technology into the firm, then a good workflow will help you to identify where you can improve efficiency, how you can make processes more responsive and how you can reduce errors.

For instance:

  • If documents and financial information could automatically be fed to the appropriate team, would that help improve budgeting and cash flow forecasting?
  • Would setting an alert to notify a Partner of documents requiring authorisation reduce delays?
  • Could automating of some of the important but manual and repetitive tasks reduce the current number of errors?

Armed with this information, you’re then in a better place to evaluate the new process to ensure that, in addition to its primary objective, it has:

  • improved efficiency
  • made it more responsive
  • reduced the propensity for errors

…And evaluate what impact that’s had on time and costs.

Where might this be applied?

Examples of some of the key benefits from various workflow improvements that we’ve made for clients:

  • A reduction in the degree of risk the firm is exposed to by enforcing compliance with firm’s protocols
  • The simplification and automation of processes such as introducing clients to other departments or teams for cross-sell purposes
  • An improvement in budget management, bill payment and cash flow forecasts by single entry sharing of information across systems and ledgers
  • Ensuring appropriate and correct information is included within client-facing documents and emails by automating document production rather than copying and pasting
  • Reducing the possibility of missing key dates, budgeted time limits or actions by setting of action alerts.
More information

To learn more about workflows and what they can do for your firm, take a look at the data sheet here.

If you’d like to discuss your own specific workflow requirements, then get in touch with us on 01243 859605 or email us at

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