Case workflow management system for an employment law firm
- Location
- New York, USA
- Year
- 2023
- Engagement
- Profitability Improvement: Reporting & Automation
Employment law firm in New York City suburb had trouble managing workflow of cases. High growth of cases had led to backlog at key steps, and lack of prioritization was impacting revenue collected.
Our team conducted working sessions with head lawyer and supporting staff to define stages for each case. Stages were linked to actions that had a specific owner. We identified KPIs and other information needed by the head lawyer to make decisions and manage performance.
Measurable impact
6 wk
Workflow tool was developed in 6 weeks and further refined in additional 4 weeks
Professional Services
Measurable impact
10
10 KPIs were developed and automated to calculate workflow parameters for 5 staff through 7 stages of case management
Professional Services
Case snapshot
Workflow tool instructions were developed to be included in staff onboarding
Professional Services