Process Design & Automation
Find the repetitive tasks someone on your team does every week, and build the systems that take them over. Intake workflows, document generation, recurring reports — if a person is doing it by hand again and again, it can run itself.
The repetitive tasks someone on your team does every week start doing themselves.
- Example — Weekly partner billable summaries pulled from Clio and delivered to Slack every Monday morning — no one rebuilds them by hand.
- Example — A new client comes in. The intake form, conflict check, onboarding, and engagement letter all happen without a person passing the file along.
- Example — Recurring reports that build themselves — no one stays late on Friday copy-pasting numbers into a deck.