Runbook
Tasks tonight1,284
Result
Whitmore & Hale
Conflict check, engagement letter and the matter folder before the first call.
- 4 minfrom enquiry to open matter
- Onboarding
- 2025
Result
Whitmore & Hale
Conflict check, engagement letter and the matter folder before the first call.
- 4 minfrom enquiry to open matter
- Onboarding
- 2025
Result
Whitmore & Hale
Conflict check, engagement letter and the matter folder before the first call.
- 4 minfrom enquiry to open matter
- Onboarding
- 2025
The result · Result 05 / 06
4 min from enquiry to open matter0123456789 min
from enquiry to open matterThe story
Conflict check, engagement letter and the matter folder before the first call.
A new enquiry at this 22-fee-earner firm took two days to become a matter. The workflow runs the conflict check against the practice system, drafts the engagement letter from the right template, sends it for e-signature and creates the matter folder with the time code already open. The partner now joins the first call with the file in front of her, four minutes after the form was sent.
- Client
- Whitmore & Hale
- Sector
- Legal
- Workflow
- Onboarding
- Year
- 2025
What wewired.
- 01Week 1
Mapped the week
We sat with the people who do the work and drew every hand-off on one whiteboard: where a record is typed twice, where a reply waits, where a spreadsheet is rebuilt.
- 02Week 2
Wired the trigger
The workflow starts from the event the team already produces: a booking, a closed job, a form, a payment. Nobody has to remember to press anything.
- 03Week 3
Built the steps
Each step reads from the client's own systems and writes back to them under their own logins. Every run leaves a line in the log.
- 04Week 4
Ran it beside the team
Two weeks in parallel with the old way: the numbers were compared every morning, the edge cases added, and then the manual path was switched off.
Beforeand after.
- Admin hours a week
- Before: 38 h01234567890123456789 h
- After: 11 h01234567890123456789 h
- First reply
- Before: 2 days0123456789 days
- After: 4 min0123456789 min
- Records typed by hand
- Before: 100 %012345678901234567890123456789 %
- After: 0 %0123456789 %
In the client's words“A new enquiry becomes an open matter with the conflict check done and the engagement letter out in four minutes. Our previous record was two days. Every step is logged, which our regulator liked as much as we did.
The result · Result 05 / 06
4 min from enquiry to open matter0123456789 min
from enquiry to open matterThe story
Conflict check, engagement letter and the matter folder before the first call.
A new enquiry at this 22-fee-earner firm took two days to become a matter. The workflow runs the conflict check against the practice system, drafts the engagement letter from the right template, sends it for e-signature and creates the matter folder with the time code already open. The partner now joins the first call with the file in front of her, four minutes after the form was sent.
- Client
- Whitmore & Hale
- Sector
- Legal
- Workflow
- Onboarding
- Year
- 2025
What wewired.
- 01Week 1
Mapped the week
We sat with the people who do the work and drew every hand-off on one whiteboard: where a record is typed twice, where a reply waits, where a spreadsheet is rebuilt.
- 02Week 2
Wired the trigger
The workflow starts from the event the team already produces: a booking, a closed job, a form, a payment. Nobody has to remember to press anything.
- 03Week 3
Built the steps
Each step reads from the client's own systems and writes back to them under their own logins. Every run leaves a line in the log.
- 04Week 4
Ran it beside the team
Two weeks in parallel with the old way: the numbers were compared every morning, the edge cases added, and then the manual path was switched off.
Beforeand after.
- Admin hours a week
- Before: 38 h01234567890123456789 h
- After: 11 h01234567890123456789 h
- First reply
- Before: 2 days0123456789 days
- After: 4 min0123456789 min
- Records typed by hand
- Before: 100 %012345678901234567890123456789 %
- After: 0 %0123456789 %
In the client's words“A new enquiry becomes an open matter with the conflict check done and the engagement letter out in four minutes. Our previous record was two days. Every step is logged, which our regulator liked as much as we did.
The result · Result 05 / 06
4 min from enquiry to open matter0123456789 min
from enquiry to open matterThe story
Conflict check, engagement letter and the matter folder before the first call.
A new enquiry at this 22-fee-earner firm took two days to become a matter. The workflow runs the conflict check against the practice system, drafts the engagement letter from the right template, sends it for e-signature and creates the matter folder with the time code already open. The partner now joins the first call with the file in front of her, four minutes after the form was sent.
- Client
- Whitmore & Hale
- Sector
- Legal
- Workflow
- Onboarding
- Year
- 2025
What wewired.
- 01Week 1
Mapped the week
We sat with the people who do the work and drew every hand-off on one whiteboard: where a record is typed twice, where a reply waits, where a spreadsheet is rebuilt.
- 02Week 2
Wired the trigger
The workflow starts from the event the team already produces: a booking, a closed job, a form, a payment. Nobody has to remember to press anything.
- 03Week 3
Built the steps
Each step reads from the client's own systems and writes back to them under their own logins. Every run leaves a line in the log.
- 04Week 4
Ran it beside the team
Two weeks in parallel with the old way: the numbers were compared every morning, the edge cases added, and then the manual path was switched off.
Beforeand after.
- Admin hours a week
- Before: 38 h01234567890123456789 h
- After: 11 h01234567890123456789 h
- First reply
- Before: 2 days0123456789 days
- After: 4 min0123456789 min
- Records typed by hand
- Before: 100 %012345678901234567890123456789 %
- After: 0 %0123456789 %
In the client's words“A new enquiry becomes an open matter with the conflict check done and the engagement letter out in four minutes. Our previous record was two days. Every step is logged, which our regulator liked as much as we did.
Book a call
Tell us what eats your week. We'll automate it.
Pick what fits. On the call we map the first workflow, the tools it touches and the week it goes live.
Book a call
Tell us what eats your week. We'll automate it.
Pick what fits. On the call we map the first workflow, the tools it touches and the week it goes live.
Book a call
Tell us what eats your week. We'll automate it.
Pick what fits. On the call we map the first workflow, the tools it touches and the week it goes live.