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Workflows Directory

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64 workflow templates, showing 25 to 48

  • Estimate basis pack

    An estimator pricing a job from drawings, takeoffs and supplier quotes gets one worksheet: every figure with its quantity source, rate source and date beside it, each exclusion listed and every gap already written as a scope question. The estimator verifies; the bid lead decides the figure.

    Starts it
    Estimator
    Brings
    export, notes
    Gets
    4 outputs
    • Sales
    • Engineering firms (filtered by)
    • Established businesses (filtered by)

  • Evaluation unit trial review

    When a customer's evaluation reaches its review milestone, the account engineer and account owner get a trial-review agenda that sets the agreed use case beside the recorded results, setup changes and feedback, with every gap turned into a question and next-step options.

    Starts it
    Account engineer
    Brings
    export, notes
    Gets
    4 outputs
    • Sales
    • Energy (filtered by)
    • Established businesses (filtered by)

  • Executive week-ahead calendar review

    Before the week starts, the executive assistant hands the executive one brief: every clash, every journey or run of meetings with too little time, every meeting with no stated purpose or no preparation time, and proposed time for the week's priorities. Nothing is accepted, declined, moved or sent.

    Starts it
    Executive assistant
    Brings
    export, notes
    Gets
    7 outputs

  • Field service invoice evidence check

    When completed field work is ready for invoicing, the billing manager gets draft billing lines that tie the agreed rates to crew time, equipment use, mobilization and signed service tickets. Unsigned tickets, overlapping equipment days and unsupported extras are listed as exceptions.

    Starts it
    Billing manager
    Brings
    export, notes
    Gets
    6 outputs

  • 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.

  • 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.

  • 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.

  • 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

  • Offtake statement variance check

    When a buyer's offtake statement differs from the energy sales ledger, the settlement analyst gets one comparison: volumes, periods, prices and adjustments set against the metered-volume export and the agreed price inputs, each discrepancy traced to its source. Nothing is disputed or adjusted.

    Starts it
    Settlement analyst
    Brings
    export, notes
    Gets
    6 outputs

  • Outgoing work sign-off log

    Every item that needs a responsible attorney's sign-off before it leaves the firm sits in one log, in the order it has to go out: waiting, approved or returned, with the attorney's own note. Anything close to its date with no decision is flagged first. The log tracks status and never touches the legal substance.

    Starts it
    Operations manager
    Brings
    export, notes, pasted text
    Gets
    6 outputs

  • 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

  • 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

  • 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.

  • 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

  • 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

  • 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