Workflow

Managing your workflows.

Legal Workflow chart icon

There are two sides to every coin. When it comes to legal workflow it’s a question of both ensuring that the service your clients receive is first class and building in measures to ensure the work is carried out efficiently and profitably.

LawWare incorporates tools to help you build your own workflows. You can set it up to deal with a range of worktypes where a systematic approach is the key:

  • Estate Agency
  • Conveyancing
  • Debt Recovery
  • Insurance Litigation
  • Licensing
  • Leasing
  • Wills
  • Probate / Executries
  • Trust Administration
  • Complaints and more…

As much or as little as you need.

Legal Workflow chart icon

When you configure your LawWare case management software you have the option to establish workflows as rigidly or as fluidly as you see fit.

The system will allow you to:

  • Completely automate routine tasks
  • Track tasks completed and work undertaken
  • Proactively prompt fee earners to complete tasks or move on to the next task
  • Post time and costs to the file to track WIP.

LawWare’s workflow management aims to tackle structured transactional work. We can work with you to help you set up your worlflows and, where available, we may be able to offer a starter template to help you create a bespoke workflow management system.

You can use workflows to help you improve consistency and reproduciblity and capture expert knowledge of how to do things.

More about workflows

Your firm may require an automated Workflow (sometimes called Case Management) system in addition to Matter Management. To cater for this, LawWare offers Workflow Case Manager. This featires the capture and production of all the information required to optimise the efficient processing of cases for the firm and its clients.

Legal Workflow chart icon
  • Full case details
  • A record of all actions carried out to date and time recorded
  • Copies of all documentation produced
  • Copies of all documentation received with document image processing
  • A schedule of tasks to be undertaken
  • Full automated Workflow capabilities

LawWare represents workflow/ case management technology for the legal office. LawWare stores case files in a ‘virtual’ filing cabinet. Each file effectively replicates the traditional paper case file.

Powerful search facilities allow the user to locate any file within the virtual filing cabinet using almost any piece of information. Once a case file is opened the user can prepare documents, record events or schedule further actions. The virtual file minimises the need for access to a ‘paper file’ thus providing a substantial time saving.

The task scheduler provides each user with a daily ‘to do’ list of scheduled tasks which have become current (or overdue). The user can action, reschedule, alter or forward the tasks from within the to-do list. Examples of tasks include the issue of reminders, the prompt to move to the next stage in a case, a supervisor file review, reminders to make telephone calls, and warnings of forthcoming key dates (e.g. limitation, completion dates).

  • Estate Agency
  • Conveyancing
  • Debt Recovery
  • Insurance Litigation
  • Licensing
  • Leasing
  • Wills
  • Probate / Executries
  • Trust Administration
  • Complaints

Some routine tasks can be automated entirely as if an ‘electronic secretary’ produces suggested output directly to the user’s printer.

A full history of tasks completed, contacts, and work undertaken is displayed, along with suggested documents still to be produced and tasks still to be carried out.

The system forward posts and thereby manages diary entries and sets tasks. Each stage allows you to post time and costs to the file for accurate tracking of work-in-progress.

This module is designed to maximise the volume of transactions that staff can administer. At the same time, it improves risk management and productivity for the firm.

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