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Workflows Directory

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64 workflow templates, showing 49 to 64

  • Outside-counsel invoice questions

    When a law firm’s invoice arrives, legal operations has one worksheet ready: every line set against the agreed rates, the approved matter budget and the company’s own billing guidelines, each difference written as a neutral question for the firm. Nothing is sent, paid or rejected until people decide.

    Starts it
    Legal operations manager
    Brings
    export, document
    Gets
    10 outputs

    Prepares work for a lawyer. Not legal advice.

  • Premortem before a decision

    Before your team commits to a plan that is hard to undo, such as a move, a launch or a new system, a short workshop pictures it a few months on, already failed. The record ranks the reasons, turns each top risk into a check, a warning sign and an owner, and leaves the go decision with the owner.

    Starts it
    Owner
    Brings
    notes
    Gets
    4 outputs

  • Presentation outline and talk track

    Anyone presenting to a board, a client or a conference gets a storyboard built on one message, then a spoken script for every slide, timed to the slot and true to their own speaker notes. Every fact comes from what the presenter supplied, and the presenter approves the message and the words.

    Starts it
    Presenter
    Brings
    notes, pasted text
    Gets
    4 outputs

  • Privilege log entry check

    Before a draft privilege log goes to review counsel, the paralegal gets an entry-by-entry check against counsel’s approved format and role map, and a list of logged documents’ attachments with no entry. It checks metadata only: review counsel makes every privilege call and writes or approves every description.

    Starts it
    Paralegal
    Brings
    export, notes, document
    Gets
    6 outputs

    Prepares work for a lawyer. Not legal advice.

  • Provider credentialing and re-credentialing tracker

    The credentialing coordinator keeps one tracker per clinician: each licence, registration, certification, insurance policy and payer enrolment, where it was verified, when it falls due, the day its renewal should start, and which files are not yet complete. A person contacts every board and payer.

    Starts it
    Credentialing coordinator
    Brings
    export, notes
    Gets
    4 outputs

  • Quality management review pack

    Before the periodic quality review, the quality lead gets one brief for senior leaders: where each measure stands, complaints and defects, audit findings, action status, and the decisions still open. The leaders decide; the brief claims no compliance with any standard.

    Starts it
    Quality lead
    Brings
    export, notes
    Gets
    8 outputs

  • Records request preparation check

    When a request for copies of records arrives, the records officer gets a checklist: what the request asks for, what the supplied authorization documents say, who the copies would go to, each set against the practice's own release procedure, with every gap listed. A person decides what, if anything, is released.

    Starts it
    Records officer
    Brings
    export, notes
    Gets
    3 outputs

  • Research plan for counsel

    Before an associate or paralegal starts on a partner's research question, they hold a one-to-two-page plan: the question split into sub-questions, the stated facts against each, the firm's own notes to read first, where to search and with what terms, and the gaps. Leads, not authorities: nothing is named from memory.

    Starts it
    Associate
    Brings
    export, notes, document
    Gets
    6 outputs

    Prepares work for a lawyer. Not legal advice.

  • Research summary brief

    An executive handed a pile of reports, articles or papers gets one brief: what each source found, where the sources agree and disagree, the limits of each, and exact quotations cited to the page. Built only from the documents supplied. What it means for the business stays the reader's call.

    Starts it
    Analyst
    Brings
    notes, document
    Gets
    7 outputs

  • Service provider evidence matrix

    When a material service provider needs approval or renewal, the vendor owner gets one matrix: the provider's evidence set against the firm's own review criteria, with self-attestations, dated reports and untested claims kept apart from independent evidence, and every unanswered question listed.

    Starts it
    Vendor owner
    Brings
    export, notes
    Gets
    4 outputs

  • Teaching tool vendor data questions

    Before a school or college adopts a teaching tool that would handle student or staff information, the privacy or procurement lead gets a scoped question pack on data flows, access, retention and subprocessors, with each supplied vendor document mapped to the questions and the gaps listed.

    Starts it
    Privacy lead
    Brings
    export, notes, document
    Gets
    5 outputs

  • Thirteen-week cash flow forecast

    The owner sees cash week by week for the next thirteen weeks: what comes in, what goes out, the lowest point and every week below the floor they set, with each assumption written on the page. The forecast informs the decision; the owner makes it, and nothing is paid or moved.

    Starts it
    Bookkeeper
    Brings
    export, notes
    Gets
    7 outputs

  • Vendor insurance certificate check

    For a property manager collecting insurance certificates from service vendors: each certificate's fields set beside the requirements the team already approved, every stated expiration date listed, and draft requests for what is missing. The manager reviews gaps with the insurance adviser before accepting anything.

    Starts it
    Property manager
    Brings
    export, notes, document, pasted text
    Gets
    9 outputs

  • Weekly owner business brief

    Each Monday the owner gets about one page built from the exports they supply: cash, last week's sales against the week before, pipeline movement, the week's commitments and a watch list, with one item to look at first. Every figure names its source, and every missing export is named.

    Starts it
    Owner
    Brings
    export, notes
    Gets
    8 outputs

  • Weekly status requests to outside counsel

    Every Monday, in-house counsel has a draft status request for each outside firm that owes one: what has happened since the last update, the dates on record to confirm, decisions pending and spend against budget, plus the matters skipped and why. Counsel edits and sends each one.

    Starts it
    Legal operations manager
    Brings
    export, notes, document
    Gets
    2 outputs

    Prepares work for a lawyer. Not legal advice.

  • Workflow fit check: is this piece of work ready for AI?

    Before you build anything, run one piece of work through six checks and get a straight answer on one short page: build it, build one part, do something simpler first, not yet, or leave it with your people. The owner decides what gets built first, with the reasons in front of them.

    Starts it
    Owner
    Brings
    notes, pasted text
    Gets
    6 outputs