Workflow exploration / Solicitors
Prepare the admin.
Keep the judgement human.
A starting point for discussing administrative workflows in a solicitors’ practice. These are discovery use cases; a deployment needs an agreed scope and a review of the firm’s requirements.
Possible places to start
The work around the matter.
Choose an administrative task with a clearly defined output. Any legal interpretation, advice or filing decision stays with the responsible professional.
- Document finding
- Locate relevant material in specifically approved folders, with references for the person checking it.
- Meeting notes
- Prepare a summary, follow-up list and open questions from an authorised transcript.
- Drafting support
- Prepare an administrative reply or follow-up draft for a named reviewer.
- Task tracking
- Organise owners, dates and pending items from approved inputs. Any deadline must be checked by the responsible person.
Before a pilot
Review the setup together.
Agree authorised access, storage, model providers, review requirements and operational responsibilities before using client material. Private hosting does not by itself establish confidentiality or regulatory compliance. The firm must assess the proposed setup against its own obligations.
Read the deployment approach