workflow-graphWorkflow automation is in focus for most law firms, particularly given flexible working is likely to remain after lockdown.  Streamlined, more efficient internal process also underpins any plans firms have to develop ‘lawtech’ / digital solutions for their clients.

Many firms are looking at developing quick win, initial proof of concept workflows that can demonstrate a success to the rest of the practice and build from there. We would normally supply a contractor for these automation projects but the growing demand for, and increasing scarcity of, resources means firms are facing high costs and long delays from vendors and recruitment agencies. The changes in IR35 legislation means there is also increased risk from hiring individual contractors.

To overcome these challenges, we have partnered with Nimbe (, who have 15 years’ experience in the legal technology sector, to quickly deliver your proof of concepts, work with you to build broader roadmaps and best practice for product development and realise significant cost savings.workflow-graph

Workflow Automation Experience:
Client on-boarding – matter inception, due diligence, AML checks, conflicts check, internal approvals and risk mitigations

Supplier on-boarding – ABC checks, NDA and IP

Risk – Risk register to record Gift, hospitality and donations

Document Management – Contract review approvals and renewals, Document processing, IP filling and life cycle management
Case Management – Diary management, Client/Matter maintenance, Residual Client Balance, Matter file closure, Integration with other systems

HR – New starter, Leaver, Internal & External Workstation assessment, Maternity leaver, Maternity returner, Name change, Contract extension, Change of working hours, Re-organisation, job change

Recent Success:

800 user law firm: a number of employee processes (like new hire, leaver) client on boarding, matter file closure and other processes. Integration with Aderant, Intapp and Select HR. Implementation and support of intapp products

700 user law firm: we implemented KYC and client on-boarding solution(s) across 13 different locations (including UK, Europe, Singapore, Hong Kong etc). Integration with SharePoint and Elite Enterprise

300 user law firm: implemented a workflow solution to manage the life-cycle of filing of certain types of matter and integrating with SharePoint to manage the document management aspect

800 user law firm: an ongoing engagement to build processes related to property sales and conveyance, diary management etc. integrating with DPS, SharePoint and
Finance System


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