Law Firm: digital workflow guide

Start digitalizing Law Firm by making clear which record passes from whom to whom. Manage intake, conflict checks, responsible team, deadlines, and document versions with access control.

Workflow boundaries

Record fields and ownership

For Law Firm, link matter/parties, conflict check, and deadline/task records by a work or project ID. Define an owner, evidence, and completion condition at each step.

Pilot checklist

• Document current steps and owners.
• Choose one pilot and standardize fields.
• Test access, change history, and export.
• Document exceptions and manual fallback.

Auditable records

Manage intake, conflict checks, responsible team, deadlines, and document versions with access control. Reports should show date range, source, and treatment of cancelled/blank records. Limit personal or sensitive data to a defined purpose and authorized access.