No one wants to re-invent the wheel. And yet, you might find yourself continually recreating a set of tasks, searching for the same documents, and re-explaining things to staff.
If this sounds familiar, automated workflows are the answer. They track deadlines, manage documents, and reduce time and errors.
Workflows are also a training tool for new staff and offer peace of mind. When one Smokeball client was in a serious bicycle accident, the firm kept his matters in motion thanks to workflows. Since his matters’ corresponding events, tasks, and forms were visible to other firm staff, they could reassign work and ensure nothing was missed in his absence.
Setting up these scalable processes can be time-intense, but you’ll see the return in time, accuracy, and staff growth.
Here are suggested workflows and checklists for several practice areas if you’re looking to dive in:
When you’re ready to create a workflow, this Smokeball workflow tutorial walks you through step by step.
If you’re already using workflows, I’d love to know what tips you’d offer someone getting started with them. Share below!
