Get to the Next Level

WORKFLOW AND DOCUMENT AUTOMATION

A new approach to legal workflows and documents! Reduce the cost of automation and get to the next level.

Leverage our extensive legal and technical experience, and choose the level of advanced support, training or outsourcing that’s right for you.

Draw on our expertise to provide top level coding and design but also general advice and support on precedents and workflow procedures for your in-house administrators.

 

 

 

 

 

 

Workflow Sequences

If this, then that!!

Not all systems are created equal when it comes to designing workflow sequences. Some require writing code where others are more intuitively designed with graphical design interfaces. Regardless, knowing their capabilities, limitations and understanding how they can be adapted to your business can dramatically improve production time, accuracy and reduce the risk for missing key dates.

  Key Dates

 Pop Up Notifications

 Email and Document Production

 Looping Tasks

 Multiple Actions in Single Steps

  Activity Tracking and Fee Allocation

 


 

Forms & Precedents

Decent practice management software, but poor quality forms and precedents? Or vice versa perhaps?

The never ending battle for firms to maintain their own libraries of forms and precedents or look for quality “off-the-shelf” packages.

Quite often there is a combination of both! But what is best for your firm?

 

  Coding

 Integration with PM Systems

  Support, Guidance and Training

  Best Practice Advice

 


 

Support & Training

Take control of your content by investing in your people and existing resources and IP.

Delivering training and on demand support including weekly and fortnightly workshops, where our experts assist you to push past roadblocks and assist with advanced coding, design ideas, or training on new areas you wish to take control of.

 

  New User and Precedent Administrator Training

  Weekly and Fortnightly Support Workshops

  On Demand Support and Hands-On Improvements