ZV / Automation
Which job eats the week?
The same thing gets typed twice, and paperwork gets chased by hand. The month takes days to close. Pick the loop you want gone.
- Pre-billPartners mark up paper. Somebody types the changes.Review happens on a printout, and the edits go back in by hand.
- WIPWork is done. Cash hasn't moved.Completed matter work sits unbilled, or billed and not yet collected.
None of those? About 3 minutes to run the numbers.
Run the numbersAutomation for law firms
Partners mark up paper. Somebody types the changes.
Review happens on a printout, and the edits go back in by hand.
Number to bringHow many hours a month does one attorney spend on pre-bills?
Work is done. Cash hasn't moved.
Completed matter work sits unbilled, or billed and not yet collected.
Number to bringRoughly how much completed work is sitting unbilled right now?
Bring those two numbers
About three minutes. You type the numbers; I do not invent them. The first conversation is next if the loop is worth mapping.
Work you want to stop doing by hand
- Inbound enquiry triageNew matter enquiries land in one queue, sorted by practice area and who should answer. A person still decides whether to take the matter.
- Document and invoice intakeFields come off the incoming document and into the system of record. Anything the extraction can’t identify stops in a queue for a named person.
- Stop double entry between systemsA matter gets one home. Billing and document management receive a controlled copy, and anything ambiguous waits for the person who owns it.
- Close preparationThe pre-bill cycle becomes a visible process with owners and blockers. Write-downs and fee judgment stay with the partner.
- Finish the workflow you already boughtCheck what the software you licence already does before building anything. Add only the part that is genuinely missing.
Worth reading
The language of business automation
13 minute read
What should your company automate—and when?
11 minute read
What happens to the workflows when someone leaves
4 minute read
A different kind of business
Next step
Tell me which one it is
The first conversation is free, and it’s genuinely fine to arrive without knowing what you need.