Case workflow: standardize stages and never skip a step

An experienced lawyer knows by heart everything that has to happen in a contract review action, a labor claim or a probate case. The problem is that this knowledge lives in their head. When someone else takes over the case, steps get skipped.

What a case workflow is

It's the standardized sequence of stages and tasks for each type of action. Example for a damages claim in a small-claims court:

1. Collect documents from the client (standard list);
2. Feasibility analysis and calculation of the claim value;
3. Fee agreement and power of attorney signed;
4. Complaint drafted and filed;
5. Conciliation hearing;
6. Judgment and possible appeal;
7. Enforcement and release of funds;
8. Accounting to the client.

Immediate benefits

• Consistent quality, no matter who handles the case;
• Faster training of new team members;
• Predictability for the client about the next steps;
• Measurement: how long each stage takes on average.

How to start

• Choose the firm's three most frequent types of action;
• Write down the stages with whoever knows the subject best;
• Assign an internal deadline and an owner to each stage;
• Review the workflow every quarter with the team.

How IntegraLegal solves this

IntegraLegal has a Case Workflow module: you define the stages for each type of action, apply the workflow to cases and track each one's progress. Combined with legal automations (automatic actions when a stage changes) and document templates, the partner's method becomes the whole team's routine.

Standardize your caseload: see the plans or try it free for 7 days.

Read also

• Case kanban: see your firm’s stages and bottlenecks on one screen
• Deadlines in Brazil’s Special Civil Courts: counting and precautions
• Document templates that fill themselves in: goodbye to copy and paste

Notice: this content is for information only. It does not replace a lawyer's analysis of the specific case. Always check the legislation, case law and rules in force on the date of your consultation.