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Workflows Directory

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137 workflow templates, showing 73 to 96

  • Overdue-invoice follow-up preparation

    Every overdue invoice gets a follow-up drafted in your firm’s tone for its age and addressed from the right person, and every invoice that should not be chased is held with the reason written down.

    Starts it
    Billing coordinator
    Brings
    export, notes, document, pasted text
    Gets
    3 outputs

  • Pay application line check

    Before a progress billing goes on, the project accountant has every line compared with the schedule of values, the last certificate, the approved changes and the evidence supplied, with each arithmetic difference listed. The authorized certifier decides payment; nothing is certified.

    Starts it
    Project accountant
    Brings
    export, notes
    Gets
    3 outputs

  • Payroll preparation and timesheet review

    Before each payroll run, the owner gets one sheet built from the timesheet and roster exports: hours by person and type, every missing punch and odd entry raised as a question, and an estimated total. Nothing is keyed in, submitted or paid until a person approves.

    Starts it
    Payroll clerk
    Brings
    export, notes
    Gets
    7 outputs

  • Pilot acceptance-test preparation

    Go into every AI pilot with the test already written: the cases that matter, what good looks like for each and the rule your owner will use to decide.

    Starts it
    Pilot owner
    Brings
    notes, document
    Gets
    4 outputs

  • Prebill exception review

    Before the billing attorney opens a prebill, the billing coordinator has every awkward entry marked: rates that differ from the firm's rate table, possible duplicates, entries outside the client's billing guidelines, unclear narratives and expenses without support, each sent to the person who acts next.

    Starts it
    Billing coordinator
    Brings
    export, notes, document
    Gets
    5 outputs

  • Premortem before a decision

    Before your team commits to a plan that is hard to undo, such as a move, a launch or a new system, a short workshop pictures it a few months on, already failed. The record ranks the reasons, turns each top risk into a check, a warning sign and an owner, and leaves the go decision with the owner.

    Starts it
    Owner
    Brings
    notes
    Gets
    4 outputs

  • Privilege log entry check

    Before a draft privilege log goes to review counsel, the paralegal gets an entry-by-entry check against counsel’s approved format and role map, and a list of logged documents’ attachments with no entry. It checks metadata only: review counsel makes every privilege call and writes or approves every description.

    Starts it
    Paralegal
    Brings
    export, notes, document
    Gets
    6 outputs

    Prepares work for a lawyer. Not legal advice.

  • Process map and bottleneck review

    Map one process step by step: who does each step, how long work waits and how long it takes, where it is handed over and where it gets sent back. Then find the one step that caps how much gets finished, and what to try there first. The owner decides what changes.

    Starts it
    Operations lead
    Brings
    export, notes
    Gets
    7 outputs

  • Program outcome map

    Before an evaluation, the program and evaluation leads get one map linking each activity to the outcome it is meant to serve, with proposed measures, data sources, assumptions and the questions the evidence cannot yet answer. It claims no impact.

    Starts it
    Program lead
    Brings
    export, notes
    Gets
    8 outputs

  • Project experience sheet

    For one finished project and one proposal, turn the firm's approved project records into a one-page experience sheet: the firm's role, the scope it performed, partners' work kept apart, and the record behind each line. Names, images and permissions still to confirm are listed for sign-off.

    Starts it
    Proposal lead
    Brings
    export, notes, pasted text
    Gets
    6 outputs

  • Project handover readiness check

    When a finished deliverable is ready for the team that will run it, the project manager brings one checklist against that team's own requirements: acceptance evidence, instructions, access, training, support owners and open items. The receiving owner accepts or names the conditions still to meet.

    Starts it
    Project manager
    Brings
    export, notes
    Gets
    6 outputs

  • Project intake and capacity review

    When a new initiative is proposed, the portfolio owner sees it scored on the business's own criteria beside the projects already committed, the delivery days it would use month by month, and what it would crowd out or push later. The owner accepts, defers or rejects it.

    Starts it
    Portfolio owner
    Brings
    export, notes, document
    Gets
    6 outputs

  • Project lessons review

    When a phase or a project ends, the project manager gets one blameless review: whether it achieved what it was for, how scope, schedule and budget moved and why, whether the success measures were the right ones, and practice changes for the team to choose, each with an owner and a follow-up date.

    Starts it
    Project manager
    Brings
    export, notes
    Gets
    8 outputs

  • Project scope baseline

    A project manager turns an approved brief into a draft scope baseline: the deliverables, what is excluded, the acceptance criteria for each deliverable, the constraints and the open questions for the sponsor. Nothing implied counts as scope until the sponsor says so.

    Starts it
    Project manager
    Brings
    export, notes, document
    Gets
    7 outputs

  • Project status report

    The lead of an internal project gets a status report the sponsor can read in two minutes: each workstream red, amber or green with the reason, what moved, who must clear each blocker, the decisions needed and the dates at risk. No milestone is called done without evidence, and the lead confirms every status.

    Starts it
    Project lead
    Brings
    export, notes, pasted text
    Gets
    7 outputs

  • Property diligence index

    The transaction lead gets a diligence room in order: every document indexed by workstream, every checklist item and request tracked, and every open finding tied to the report or request that raised it. Specialists judge the findings; nothing is valued or sent.

    Starts it
    Transaction coordinator
    Brings
    export, notes
    Gets
    5 outputs

  • Punch list consolidation

    The site manager gets the punch list for the next closeout walk as one list grouped by location and trade, with repeated entries merged, photographs attached and a proposed follow-up date for each open item. Nothing is assigned, closed or accepted.

    Starts it
    Site manager
    Brings
    export, notes
    Gets
    7 outputs

  • Reader correction request brief

    When a reader disputes a fact or reports a missing credit, the editor gets one internal note: the request, the published passage, the evidence supplied and the questions only an editor can answer. A draft acknowledgement waits for the audience lead's approval.

    Starts it
    Editor's assistant
    Brings
    notes, document, pasted text
    Gets
    3 outputs

  • Receivables exception review

    The controller gets every short payment, unmatched or ambiguous receipt, possible duplicate and disputed invoice on one list, each with its evidence and a proposed next step, before anything is applied on a guess.

    Starts it
    Billing coordinator
    Brings
    export, notes, document
    Gets
    3 outputs

  • Recorded sessions into articles

    A coach, trainer or consultant hands over transcripts of recent sessions and gets back article drafts in their own words: the subjects they actually taught, their key lines quoted word for word, no participant named, and a review sheet of what to check before publishing.

    Starts it
    Expert
    Brings
    notes, document
    Gets
    3 outputs

  • Reference check question plan

    After the interviews, the recruiter gets short reference calls aimed only at what the panel still could not establish, put to the referees the candidate named and agreed to, with a note sheet for each call that keeps the referee's own words. It gives no view on the candidate.

    Starts it
    Recruiter
    Brings
    export, notes, document
    Gets
    6 outputs

  • Referral source follow-up

    The day after a partner meets someone who sends the firm work, they have a follow-up draft and a list of every promise made at the table, by both sides. The draft uses only approved materials and nothing said in confidence; the partner checks it, chooses the next step and sends it.

    Starts it
    Partner
    Brings
    export, notes
    Gets
    5 outputs

  • Repeat incident pattern review

    A safety lead with a year of incident records and earlier actions gets them compared in groups: confirmed causes, what was done before, and where incidents recur, with questions for the team. A competent person judges what the pattern means.

    Starts it
    Investigation lead
    Brings
    export, notes
    Gets
    6 outputs

  • Research plan for counsel

    Before an associate or paralegal starts on a partner's research question, they hold a one-to-two-page plan: the question split into sub-questions, the stated facts against each, the firm's own notes to read first, where to search and with what terms, and the gaps. Leads, not authorities: nothing is named from memory.

    Starts it
    Associate
    Brings
    export, notes, document
    Gets
    6 outputs

    Prepares work for a lawyer. Not legal advice.