Workflows Directory
Find your team’s next superpower.
- Function: Finance and accounting
- Industry: Engineering firms
- Industry: Government
- Industry: Law firms
- Industry: Software technology
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Results
21 workflow templates
Client billing summary
Before an invoice goes out, the billing coordinator has a summary the client can read: fees by timekeeper, task and phase, expenses and write-downs, tied to the pre-bill. Every entry that breaks the client's billing guidelines reaches the responsible attorney as a decision, with the amount at stake.
- Starts it
- Billing coordinator
- Brings
- export, notes, document
- Gets
- 5 outputs
Cloud spend variance bridge
When cloud or tooling costs move away from budget, the finance lead and the engineering manager get a bridge from budget to actual by service and cost owner, with usage beside each large move, the unallocated and shared costs, and the questions each side must answer.
- Starts it
- Finance lead
- Brings
- export, notes
- Gets
- 6 outputs
Discount request review
Before a price below list goes to a customer, whoever approves it gets one page: the discount and what it costs in margin, every clause of your own written policy met or missed, who approves and in what order, and what the customer gives in return. A person decides; nothing is sent.
- Starts it
- Sales lead
- Brings
- export, notes, document
- Gets
- 7 outputs
Engagement margin review
Midway or at close, the partner and finance lead get one worksheet for an engagement: recorded time, agreed fee, billed to date and supplied costs by workstream, the gaps that limit it, and the questions the team must answer. No cost rate is invented.
- Starts it
- Finance analyst
- Brings
- export, notes
- Gets
- 6 outputs
Estimate basis pack
An estimator pricing a job from drawings, takeoffs and supplier quotes gets one worksheet: every figure with its quantity source, rate source and date beside it, each exclusion listed and every gap already written as a scope question. The estimator verifies; the bid lead decides the figure.
- Starts it
- Estimator
- Brings
- export, notes
- Gets
- 4 outputs
Headcount plan
For a founder, people lead or finance lead preparing next year: every role and its cost by team, the new roles and backfills with their months, the fully loaded cost month by month against the budget, and what changes if revenue lands lower or higher. It plans roles and money, never decisions about named people.
- Starts it
- Finance lead
- Brings
- export, notes
- Gets
- 5 outputs
Investor update
Each month or quarter, the founder gets a drafted update for investors: the headline, key figures against plan and last period, cash and runway, wins, problems told plainly with what is being done, and specific asks. Every figure comes from the company's own reports. The founder approves and sends it.
- Starts it
- Founder
- Brings
- export, notes, pasted text
- Gets
- 3 outputs
Journal entry preparation
At month end, your bookkeeper hands the controller every proposed journal entry ready to review: balanced lines on accounts from your own chart, the arithmetic and the document behind each amount, whether it reverses, and who approves it. Nothing is posted until a person approves.
- Starts it
- Bookkeeper
- Brings
- export, notes, document
- Gets
- 4 outputs
Matter budget and status summary
The responsible partner sees one matter whole: scope, phases against their dates, the budget against fees to date and the projected total, a red, amber or green status with the rule behind it, risks and next actions with owners. Built from the time export and the matter plan, never a view on the merits.
- Starts it
- Matter lead
- Brings
- export, notes, document
- Gets
- 10 outputs
Matter closing checklist preparation
When the handling lawyer flags a matter for closure, the firm's closing checklist is filled from the matter record: final billing as recorded, open tasks, unreturned items and the handoffs billing and records must accept.
- Starts it
- Operations assistant
- Brings
- export, notes, document
- Gets
- 5 outputs
Matter-opening checklist preparation
Every accepted matter goes into setup and billing with one checklist: the fields each system needs, the terms that drive the first invoice, the documents on file and an owner for every open item.
- Starts it
- Firm administrator
- Brings
- document
- Gets
- 4 outputs
Month-end close checklist
Before the month ends, your controller holds the whole close on one page: every task with its owner, its date and what it waits on, the chain that sets the close date, and each gap already written as a question. Entries are prepared for approval, never posted.
- Starts it
- Controller
- Brings
- export, notes
- Gets
- 5 outputs
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.
Overdue-invoice follow-up preparation
Every overdue invoice gets a follow-up drafted in your firm’s tone for its age and addressed from the right person, and every invoice that should not be chased is held with the reason written down.
- Starts it
- Billing coordinator
- Brings
- export, notes, document, pasted text
- Gets
- 3 outputs
Prebill exception review
Before the billing attorney opens a prebill, the billing coordinator has every awkward entry marked: rates that differ from the firm's rate table, possible duplicates, entries outside the client's billing guidelines, unclear narratives and expenses without support, each sent to the person who acts next.
- Starts it
- Billing coordinator
- Brings
- export, notes, document
- Gets
- 5 outputs
Product pricing options
A product owner weighing how to price or package a product gets one options brief: what each customer group uses, the willingness-to-pay evidence held with stated kept apart from observed, what each option would bill every account, the uncertainties and the tests. It recommends no price.
- Starts it
- Product owner
- Brings
- export, notes
- Gets
- 6 outputs
Receivables exception review
The controller gets every short payment, unmatched or ambiguous receipt, possible duplicate and disputed invoice on one list, each with its evidence and a proposed next step, before anything is applied on a guess.
- Starts it
- Billing coordinator
- Brings
- export, notes, document
- Gets
- 3 outputs
Software subscription and vendor spend review
From a card statement or ledger export, the finance or operations lead gets every subscription on one register: what each costs a year, who owns it, what renews in the next 90 days, what looks unused, duplicated or orphaned, and the decisions to make. Nothing is cancelled or changed.
- Starts it
- Finance lead
- Brings
- export, notes
- Gets
- 9 outputs
SOP exception capture
Turn what your most experienced person does with the awkward cases into an exception register for one procedure. Once the owner approves it, every colleague handles those cases the way your best person does.
- Starts it
- Operations lead
- Brings
- notes, document
- Gets
- 2 outputs
Subscription billing exception sheet
Before a subscription billing run, or when a customer disputes a charge, the billing specialist gets a sheet tying each account's plan, quantity and invoice lines to the approved price mapping and the seat or usage records, with doubtful matches kept open.
- Starts it
- Billing specialist
- Brings
- export, notes
- Gets
- 7 outputs
Weekly receivables summary
The finance lead takes one page into each week’s management meeting: what came in, where every receivable stands, which exceptions are open and who owns them, and the decisions management must make. Every figure ties to the aging report.
- Starts it
- Billing coordinator
- Brings
- export, document
- Gets
- 4 outputs