Workflows Directory
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- Function: Analytics and reporting
- Function: Legal and contracts
- Business situation: Established businesses
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32 workflow templates, showing 25 to 32
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.
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
Range margin by channel review
When a wholesale offer or a promotion changes the economics of a range, the finance lead gets a margin worksheet for every product in every channel, showing which cost layers are in each figure and which gaps are still open. It invents no cost and changes no price.
- Starts it
- Finance lead
- Brings
- export, notes
- Gets
- 5 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.
Slow-moving stock and markdown plan
Before a seasonal reset, the merchandiser or store owner gets one plan from the sales and stock exports: each item's sell-through and weeks of cover, the cash tied up in dead and slow stock, and a markdown plan in dated steps with the margin each leaves and a date to stop. The owner decides every price.
- Starts it
- Merchandiser
- Brings
- export, notes
- Gets
- 5 outputs
Website findability audit
An owner or marketer asking why the website is not found gets a plain report from saved copies of their own pages: what stops each page being reached, read or understood, the fixes in order, and the checks only a live look can settle. No ranking is promised.
- Starts it
- Owner
- Brings
- notes, document
- Gets
- 7 outputs
Weekly status requests to outside counsel
Every Monday, in-house counsel has a draft status request for each outside firm that owes one: what has happened since the last update, the dates on record to confirm, decisions pending and spend against budget, plus the matters skipped and why. Counsel edits and sends each one.
- Starts it
- Legal operations manager
- Brings
- export, notes, document
- Gets
- 2 outputs
Prepares work for a lawyer. Not legal advice.
Win-loss review
Once a quarter your sales lead sees, from the deals you closed, where the losses ended, which kinds of deal you win and lose, what the largest deals show, and which findings rest on enough deals to act on. Actions are proposed in proportion to the evidence, and nothing in your sales system is changed.
- Starts it
- Sales lead
- Brings
- export, notes, document, pasted text
- Gets
- 8 outputs