Workflows Directory

Operations and process improvement for acquisitions & integration at engineering firms

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1 workflow template

  • Matter-opening checklist preparation

    Every accepted matter goes into setup and billing with one checklist: the fields each system needs, the terms that drive the first invoice, the documents on file and an owner for every open item.

    Starts it
    Firm administrator
    Brings
    document
    Gets
    4 outputs
    • Operations and process improvement (filtered by)
    • Engineering firms (filtered by)
    • Acquisitions & integration (filtered by)