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Workflows Directory

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168 workflow templates, showing 73 to 96

  • Filing package check

    Before a filing goes to the attorney for signature, the paralegal gets every item on the firm’s own checklist for that court and judge marked pass or open: caption against the docket, length and format, certificates, exhibits, signature blocks and service. The attorney decides and signs.

    Starts it
    Paralegal
    Brings
    export, notes, document, pasted text
    Gets
    5 outputs

    Prepares work for a lawyer. Not legal advice.

  • Funder report draft

    Before a funder report is due, the grants manager gets a draft written to the funder's own questions, with every number tied to a record, an index of the evidence behind each statement and a list of what is still unanswered. People verify it, approve it and submit it.

    Starts it
    Grants manager
    Brings
    export, notes, document
    Gets
    4 outputs

  • Headcount plan

    For a founder, people lead or finance lead preparing next year: every role and its cost by team, the new roles and backfills with their months, the fully loaded cost month by month against the budget, and what changes if revenue lands lower or higher. It plans roles and money, never decisions about named people.

    Starts it
    Finance lead
    Brings
    export, notes
    Gets
    5 outputs

  • Hearing preparation pack

    Before a set hearing, the arguing attorney has one draft pack: the hearing as the notice states it, the docket history, each order's directives quoted, each witness's prior statements with page cites, exhibit and checklist status as the firm records them, and an open-items list. The attorney decides every argument.

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

    Prepares work for a lawyer. Not legal advice.

  • Inbox triage

    The owner, or the assistant who keeps their inbox, starts the day knowing what needs a reply today, what can wait and until when, and what belongs to someone else, with a draft or a forwarding note for each. Nothing is sent, archived, deleted or moved, and no mailbox login is needed.

    Starts it
    Executive assistant
    Brings
    export, notes, pasted text
    Gets
    6 outputs

  • Incident investigation and corrective actions

    After an injury, near miss or property damage, the site, operations or safety manager gets the investigation written up from the evidence: a timeline, the immediate and underlying causes, actions with owners and dates, and a register that follows each action until a check shows it worked.

    Starts it
    Site manager
    Brings
    export, notes, document
    Gets
    8 outputs

  • Inherited campaign audit

    When an agency takes over an account or prepares a campaign health review, the media or analytics lead gets an inventory of what is running against the client's plan: mismatched offers, disagreeing destination pages, missing measurement evidence, and an owner for each follow-up.

    Starts it
    Media lead
    Brings
    export, notes
    Gets
    6 outputs

  • Inquiry handoff

    Every new inquiry reaches the firm’s conflict review and the responsible attorney as one complete packet on the day it arrives, with each missing item named and someone assigned to supply it.

    Starts it
    Intake coordinator
    Brings
    document, pasted text
    Gets
    7 outputs

  • IP ownership and licence question table

    Before an agreement or statement of work is signed, IP counsel gets one table of the ownership, assignment, licence, background-IP and confidentiality clauses, each quoted with its section, set against the company's own IP positions and led by whether the assignment words counsel expects were found.

    Starts it
    Contracts manager
    Brings
    notes, document
    Gets
    6 outputs

    Prepares work for a lawyer. Not legal advice.

  • Lead form field review

    When a client questions a long inquiry form or abandoned submissions, the conversion lead gets a field-by-field review: what each field is used for downstream, where people leave, and proposed labels, error messages and test questions. The lead and the client's data owner decide every change.

    Starts it
    Conversion lead
    Brings
    export, notes, document
    Gets
    6 outputs

  • Lead magnet plan

    A marketer or owner gets the plan for one free resource built on a question buyers really ask: who it is for, what it promises and delivers, a format the team can make in the hours it has, the outline section by section, and whether it needs a form at all.

    Starts it
    Marketing lead
    Brings
    export, notes, document
    Gets
    7 outputs

  • Lead quality pattern review

    When sales feedback or results raise a lead-quality concern, the acquisition lead gets a review of leads and their outcomes by source, page, location, device and timing, with cases to verify with sales and possible measurement faults listed.

    Starts it
    Acquisition lead
    Brings
    export, notes
    Gets
    5 outputs

  • Leadership meeting rhythm

    Your chief executive gets a proposed calendar of leadership forums and written reports, built from today's meetings and the decisions left waiting: each forum with its purpose, inputs, attendees, frequency and one decision owner, and the hours it gives back. The chief executive chooses; no calendar is changed.

    Starts it
    Chief executive
    Brings
    export, notes
    Gets
    7 outputs

  • Learning system access review

    At term end or after staff change roles, the system owner lays the learning system's user and access exports beside current staff, class assignments and the approved role matrix. Departed users, changed roles and dormant accounts come back as questions for the data owners. Nothing is changed.

    Starts it
    System owner
    Brings
    export, notes
    Gets
    7 outputs

  • Lender draw package index

    Before a monthly draw goes to the lender, the project finance lead has an index in the lender’s own order: every required document listed or missing, and every invoice set against the ledger. The lender decides funding; nothing is submitted.

    Starts it
    Project accountant
    Brings
    export, notes
    Gets
    5 outputs

  • Listing copy fact check

    The listing agent or marketing lead gets draft listing copy in which every statement is tied to the property sheet, a measurement or a photo, with unsupported descriptions marked and kept out. The listing broker approves; the designated reviewer checks advertising requirements.

    Starts it
    Listing agent
    Brings
    export, notes, document, pasted text
    Gets
    6 outputs

  • Lone work arrangements review

    For each task someone does alone, the manager gets the check-in method, the places where nobody could be reached, who responds when a check-in is missed and how soon, and alternatives. A competent person decides what is acceptable.

    Starts it
    Operations manager
    Brings
    export, notes
    Gets
    6 outputs

  • Matter budget and status summary

    The responsible partner sees one matter whole: scope, phases against their dates, the budget against fees to date and the projected total, a red, amber or green status with the rule behind it, risks and next actions with owners. Built from the time export and the matter plan, never a view on the merits.

    Starts it
    Matter lead
    Brings
    export, notes, document
    Gets
    10 outputs

  • Matter closing checklist preparation

    When the handling lawyer flags a matter for closure, the firm's closing checklist is filled from the matter record: final billing as recorded, open tasks, unreturned items and the handoffs billing and records must accept.

    Starts it
    Operations assistant
    Brings
    export, notes, document
    Gets
    5 outputs

  • Matter coverage plan for absences

    When leave or a staffing change takes someone away from active matters, the practice manager gets a draft coverage plan: a proposed cover for each matter, the attorney-confirmed dates in the absence, the access each cover needs and every handoff that is blocked. The practice lead and responsible attorneys decide.

    Starts it
    Practice manager
    Brings
    export, notes, document
    Gets
    8 outputs

    Prepares work for a lawyer. Not legal advice.

  • 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

  • Meeting agenda, notes and follow-ups

    Whoever runs the meeting walks in with an agenda where every topic has an outcome and a time, and walks out with a one-page record: what was decided, who owns each action and by when, and what is still open. Nothing reaches anyone until that person has read it and sends it.

    Starts it
    Team lead
    Brings
    notes
    Gets
    4 outputs

  • Missed milestone client reply

    When a client challenges a delay, a deliverable or an earlier commitment, the account director gets a draft reply and an internal action note that keep confirmed facts apart from proposed recovery steps and the decisions still needed. Nothing is sent.

    Starts it
    Account director
    Brings
    export, notes, document, pasted text
    Gets
    2 outputs

  • Month-end close checklist

    Before the month ends, your controller holds the whole close on one page: every task with its owner, its date and what it waits on, the chain that sets the close date, and each gap already written as a question. Entries are prepared for approval, never posted.

    Starts it
    Controller
    Brings
    export, notes
    Gets
    5 outputs