FlowForma Case Studies Law Firm Makes Case for Digital Process Automation

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	Law Firm Makes Case for Digital Process Automation FlowForma

Law Firm Makes Case for Digital Process Automation

FlowForma

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration
Applicable Industries	Professional Service
Applicable Functions	Business Operation Human Resources
Use Cases	Inventory Management Predictive Maintenance
Services	System Integration Training
Challenge	McKinley Irvin, one of the largest divorce and family law firms in the US Northwest, was facing challenges with its paper-intensive processes. The firm was growing rapidly and needed a more efficient and cost-effective way to manage its processes. The firm's existing processes were slow and hard to track, diverting employees from focusing on clients. The firm was looking for an automation platform that could support office-type processes and replace manual tasks. Read More
About Customer	McKinley Irvin is one of the largest divorce and family law firms in the US Northwest. The firm has 120 people working across six offices in Washington State and Oregon. The firm is progressive in its outlook, leveraging the latest technologies to make processes more efficient in a notoriously paper-intensive business. A period of fast growth and a new recruitment drive has only increased the appetite for change. The firm already had SharePoint®, the document-sharing platform, as part of a Microsoft 365® deployment but was barely using it. Read More
Solution	McKinley Irvin decided on FlowForma Process Automation and bought the 250-seat license plan. The firm identified two internal processes that were ripe for automation. The first was a better way of managing client funds that McKinley Irvin spends on their behalf. The second was for new employee onboarding. The FlowForma Process Automation 'flows' provide an auditable record of exchanges that is much harder to achieve with a disparate collection of emails. The fact that it occurs inside SharePoint, part of a “trusted Microsoft application”, has helped mitigate risk. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration

Applicable Industries

Professional Service

Applicable Functions

Business Operation

Human Resources

Use Cases

Inventory Management

Predictive Maintenance

Services

System Integration

Training

Challenge

McKinley Irvin, one of the largest divorce and family law firms in the US Northwest, was facing challenges with its paper-intensive processes. The firm was growing rapidly and needed a more efficient and cost-effective way to manage its processes. The firm's existing processes were slow and hard to track, diverting employees from focusing on clients. The firm was looking for an automation platform that could support office-type processes and replace manual tasks.

About Customer

McKinley Irvin is one of the largest divorce and family law firms in the US Northwest. The firm has 120 people working across six offices in Washington State and Oregon. The firm is progressive in its outlook, leveraging the latest technologies to make processes more efficient in a notoriously paper-intensive business. A period of fast growth and a new recruitment drive has only increased the appetite for change. The firm already had SharePoint®, the document-sharing platform, as part of a Microsoft 365® deployment but was barely using it.

Solution

McKinley Irvin decided on FlowForma Process Automation and bought the 250-seat license plan. The firm identified two internal processes that were ripe for automation. The first was a better way of managing client funds that McKinley Irvin spends on their behalf. The second was for new employee onboarding. The FlowForma Process Automation 'flows' provide an auditable record of exchanges that is much harder to achieve with a disparate collection of emails. The fact that it occurs inside SharePoint, part of a “trusted Microsoft application”, has helped mitigate risk.

Impact #1	By starting to automate the large amounts of document generation that takes place in a legal practice, FlowForma Process Automation is providing McKinley Irvin with new efficiencies.
Impact #2	It liberates employees from process drudgery, enabling them to focus on the legal questions at hand, not on typing documents.
Impact #3	The payment flow accesses SharePoint lists in a seamless approval process.

Impact #1

By starting to automate the large amounts of document generation that takes place in a legal practice, FlowForma Process Automation is providing McKinley Irvin with new efficiencies.

Impact #2

It liberates employees from process drudgery, enabling them to focus on the legal questions at hand, not on typing documents.

Impact #3

The payment flow accesses SharePoint lists in a seamless approval process.

Benefit #1	The payment flow saves around one-and-a-half hours per request.
Benefit #2	The onboarding process saves several hours around each new hire.

Benefit #1

The payment flow saves around one-and-a-half hours per request.

Benefit #2

The onboarding process saves several hours around each new hire.

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Overview

Law Firm Makes Case for Digital Process Automation

Operational Impact

Quantitative Benefit