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Workflow automation can create operational efficiencies by turning time-consuming, repetitive tasks into automated, intelligent processes—dramatically reducing the time, effort and risk associated with manual work.
For virtually any process that you want to redesign, we offer a simple way to build conditional automation rules that trigger actions across the HighQ platform.
You also can use multiple rules to develop complex workflows that are individually simple but together create powerful, automated solutions.
Challenges with mapping existing processes, applying technology, creating new processes or implementing and adopting improved workflows can create innovation roadblocks. Discover how you can change the equation.Read the article
This no-code workflow capability enables you to quickly build rules that look for conditions in data and documents: to automatically create tasks, events, documents, and folders; send custom emails; update iSheet records; move, copy or delete files.
For example—using the ‘if this, then that’ no-coding approach—if you add a file to a specific folder, it could then automatically create a task, attach the file to that task, and assign it to a particular lawyer for review.
Use AI-enriched or other collected data as a trigger to send custom emails with information from a database record, create an event using a dynamic date value as the deadline, or use document automation to generate an NDA—all within the HighQ platform.
You can combine rules together to create multifaceted workflows that automate activities throughout the lifecycle of a matter or project.
Automate and streamline matter and legal service intake, client onboarding, self-service document assembly, contract reviews, post-transaction reviews and many other processes.
A client has a new legal matter that requires your firm’s services, so they use HighQ to submit a New Matter Instruction form.
HighQ automatically alerts the right team for that type of matter via email and assigns a task to complete a conflict check.
If the check is clear, HighQ automatically generates a draft engagement letter and sends it to the right partner for review.
If approved, the engagement letter is routed automatically to the matter partner and relevant client signatory for execution.
The signatories open the engagement letter and sign it using HighQ's integrated electronic signature feature.
HighQ circulates the signed engagement letter to the client, updates the live matter list, and electronically manages the file.
The status of the matter and all other matters associated with the client can be visualised at a glance in a dashboard.
Quickly create automated workflows that make tedious, manual processes obsolete.
Speed process cycle times and enable lawyers and staff to focus on higher-value work.
Increase operational efficiencies by building intelligent, automated processes.
Mitigate the risk of human error, ensuring quality and consistency throughout a process.
Deliver better legal services to clients faster, more consistently and more cost-effectively.
Ensure processes are strictly followed and that correct approval workflows are in place.