Step 3. Setting Law firm workflow

Create and use unique Workflow that meets specific requirements of your Law Firm

Main part of activities within law firms' workflow (such as fulfilment of various legal procedures, documents drafting and processing) is strictly regulated by governmental rules. However success and effectiveness of law firm is determined by professionalism of its lawyers, managerial capabilities of company direction and by practical organization of working processes. Usually workflows of law firms are organized according to generally accepted practices and influenced by business needs, attitudes and purposes of each specific law firm.
For example: Workflow of law firm may have Client and Process oriented structure, where each Client has one or several law cases. Law case is a process which consists of stages and tasks that lawyers should perform:

• Client 1
• Law case 1
• Stage 1
• Task 1
• Task 2

VIP Task Manager is task and time management groupware that allows creating flexible custom hierarchy of task groups in order to fit your business needs and represent unique workflow of your specific Law firm.

Create and Duplicate Templates of legal business processes to increase your performance

Normally Law firms use a lot of procedures and task-by-task processes, which are the same (or require some modification) for all clients. For example process of business entity formation, let's take Family Limited Partnership formation and consider task list:

1. Prepare Family Limited Partnership Formation Checklist
2. Check Name
3. Prepare form LP-1
4. When filed:  scan
5. When filed:  give copy to client

And so on.VIP Task Manager is team management groupware that allows creating and duplicating project and process templates. Each time when you need to perform certain standard procedure you can duplicate template, modify if required: change time parameters of tasks, assign tasks to executers, change order of tasks etc.

Track Status of tasks within workflow of your law firm
During working process law firm management need to control performance of lawyers and legal assistants, lawyers need to control their assistants and manage legal procedures, and both paralegals and attorneys need to report fulfilment of their tasks.VIP Task Manager provides instrument for quick and convenient task tracking and reporting. This is Task workflow - the sequence of statuses that task can accept from its beginning till completion. Owing to this you can easily track if task is "Created"," Completed", "Put on Hold", "Cancelled" etc.

Various tasks and business processes used within your law firm may require different set of statuses. There is standard set of statuses, however VIP Task Manager provides users with customizable workflow, so it can be configured according to your needs.
It is possible to create any number of workflows and statuses that can be applied regarding different types of tasks and task groups.

• Step 1. Choosing law firm software
• Step 2. Organizing legal company staff
• >> Step 3. Setting law firm workflow
• Step 4. Customizing law firm tasks
• Step 5. Planning law firm tasks
• Step 6. Sharing law firm tasks
• Step 7. Documenting law firm tasks
• Step 8. Tracking law firm tasks
• Step 9. Reporting law firm tasks
• Step 10 Managing law firm KPI