Payroll / Delivered workflow
Clinic payroll from billing reports
Billing reports turned into each doctor's payroll workbook, ready to check.
Explore the workflowOur approach / In practice
Less repetition.
More room for judgement.
See practical ways AI and automation can improve everyday work, where people stay involved and what useful results can look like.
Our delivered work appears first. The remaining workflow examples show other practical ways AI and automation can assist a business. Client names are not published, and reported results are specific to the workflow described.
Start with something
you recognise.
Legal operations / Delivered workflow
New matters opened from Trello
A Trello card now opens a complete matter in Actionstep, returns the matter number and flags failures for follow-up.
Explore the workflowFinance / Delivered workflow
Preparing an accounts inbox for drafted replies
An owned knowledge base and tested accounting checks lay the groundwork for replies a person can review. First stage complete.
Explore the workflowFinance / Delivered workflow
A clearer process for debtor follow-up
The reminder process and templates are documented. Payment checks and reviewed reminder drafts are the next stage.
Explore the workflowLitigation support / Delivered workflow
A chronology from bulk documents
A sourced timeline built from a large document set.
Explore the workflowEstate planning / Delivered workflow
Will drafts from a questionnaire
Client instructions placed into the firm's own will precedent.
Explore the workflowDocument production / Delivered workflow
A house-style formatting skill
A reusable skill tackles the manual formatting that could take a lawyer 40 to 45 minutes on a 60-page contract, while flagging drafting defects.
Explore the workflowProperty / Delivered workflow
Contract and strata report review
A first-pass review of a contract for sale and strata records.
Explore the workflowDocument review / Workflow example
A first-pass contract review
Compare a document with an approved playbook and prepare questions for a lawyer.
Explore the workflowAdministration / Workflow example
Supplier invoices, ready for checking
Propose invoice fields and account codes, then queue them for approval.
Explore the workflowCustomer support / Workflow example
Drafted replies for a support inbox
Prepare a suggested response from approved information for a team member to review.
Explore the workflowField work / Workflow example
Job notes to draft invoices
Organise job notes into a draft that the person responsible can check.
Explore the workflowContent preparation / Workflow example
Property listing drafts
Turn an approved property fact sheet into copy for editorial checking.
Explore the workflowAdministration / Workflow example
Clinic administration triage
Explore routing routine administrative requests with explicit clinical escalation.
Explore the workflow
