Optimise operational efficiency with workflow

What is workflow?

Workflow platforms assist in streamlining and automating recurring tasks , minimising the chance of errors occurring and increasing the general daily efficiency in a legal practice.

Automating processes and utilising tools such as workflow in your legal practice enables your firm to easily manage multiple ongoing tasks and allows you to get the most out of your practice management and legal accounting software, saving valuable time and increasing productivity.

ATOM’s inbuilt workflow tool allows your firm to save time by setting up automated checklists, assigning tasks to fee earners or other office staff and seamlessly record time and fees in readiness for invoicing.

Using ATOM workflow is simple.

Create a workflow template

Create a list of events and tasks you can use on any matter in the future.

Build step-by-step templates that you and your staff can use to complete repetitive work efficiently.

Organise your processes to better track the progress of each ongoing matter.

Apply the workflow

Apply a template in one click and watch as tasks and events are automatically created.

Improve the client intake process with checklists that keep tasks, emails, and appointments in order and on track.

Streamline the client life cycle and optimise your processes.

Be proactive, not reactive

Monitor the workload of your staff and fee earners.

Identify upcoming completion dates for outstanding tasks.

Assign tasks to your staff and have visibility to see which tasks are complete or overdue.

Want to learn more?

If you want more information or would like to know how ATOM can streamline your business operations, visit our contact page.