Workflow Process Automation

In the increasingly competitive market where clients expect value for money as well quality of service, it is vital to ensure your day to day operations are as efficient as possible, with automation of the routine tasks to free up valuable resources to add value to the client delivery. It is equally important to track the time spent in order to highlight any inefficiencies and areas where improvements can be made.

AlphaPoint can help automate your processes to increase efficiency and ensure consistency and control through its advanced workflow capability. We can further record the time spent so that you can measure how much each matter and activity is taking to track the effectiveness of your procedures, and determine where the improvements could be made.

Workflow

From the simple to most complex processes, the workflow can be used to create new matters, define authorisation procedures, send standard notifications by email or text message. A number of standard workflows are provided, but the ‘drag and drop’ visual interface allows new workflows to be defined to meet the bespoke requirements of the firm and type of work.

The workflow can be used to encapsulate knowledge within the firm, allowing automation of much of the standard day to day work to be automated or carried out by more junior staff, freeing fee earners to work on more profitable activities.