Workflow automation readiness
Identify repetitive steps, exception paths, process owners and measurable outcomes before choosing automation tools.
Discuss your workflow ↗Practical planning resources for legal teams considering workflow automation, AI, websites and technology operations.
Identify repetitive steps, exception paths, process owners and measurable outcomes before choosing automation tools.
Discuss your workflow ↗Consider data sensitivity, source traceability, human review, error handling and accountability before deploying AI.
Plan an assessment ↗Write clear requirements, exclusions, dependencies, acceptance criteria and ownership into the project plan.
Review our process ↗These resources are intended to help law firms structure internal discussions, prepare a project brief and evaluate whether a proposed solution is suitable for their people, process and risk profile.
Document the trigger, inputs, owner, steps, exceptions, approvals, outputs and record-retention requirements for the workflow. Identify where work waits, gets re-entered, is returned for correction or relies on one person's memory. Establish a baseline before promising time or cost savings.
Start with a bounded use case and a defined risk assessment. Check the tool's data use, retention, access controls, source traceability, error modes, output export and vendor terms. Decide what must never be entered and who is responsible for reviewing outputs before use.
A useful brief describes the business problem, affected users, current systems, target outcome, constraints, dependencies, security needs, budget range and decision date. Include exclusions and acceptance criteria so vendors can propose comparable approaches rather than making broad promises.
Review target audiences, service information, accessibility, enquiry routing, analytics, ownership of content, consent practices and the process for keeping pages current.
Map the systems that hold client, matter, time, document and communication data. Confirm which system is authoritative, what integrations are supported and how permissions and auditability are maintained.
List devices, software, licences, suppliers, renewal dates, administrator accounts, support routes and recovery responsibilities. Prioritise gaps by business impact and exposure rather than replacing tools without a clear reason.
Share your objective and constraints. We can discuss an assessment or a defined project without requiring confidential case details.
Resources are general information only and may not reflect current legal, regulatory, vendor or technical requirements in every jurisdiction. Verify critical decisions with appropriate professionals and primary sources.