Our workflow management is powered by Microsoft Planner. You can assign a once-off task to an individual, or create workflows based on standard procedures.
Most lawyers have a series of tasks that they need to do at different stages in the case e.g. new clients need to be checked for Anti-Money Laundering and conflicts of interest. Create a workflow that covers all these tasks, and trigger it when a file hits a certain stage e.g. is created, or when a particular field is filled in. Everyone in the team then knows exactly what they need to do, and the deadlines they need to do it by. This cuts out confusion, unnecessary meetings and duplication of work.
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