Legal workflow

A complete record from first inquiry to monthly firm review.

LawWorks makes each handoff visible: who owns it, what happened, what is due next, and which client and case record it belongs to.

The main flow

The legal practice moves as one connected sequence.

01Client inquiry
02Consultation
03Client onboarding
04Case opened
05Documents collected
06Court dates scheduled
07Tasks assigned
08Billing managed
09Case report
Detailed workflow

Every handoff has a record and a next action.

The workflow is configured around the firm’s actual practice areas, team roles, court routines, document requirements, fee structure, and current tools.

  1. 01

    Inquiry to consultation

    A prospective client arrives through the website, WhatsApp, Google profile, advertisement, call, referral, or walk-in. The firm records the source, matter interest, contact details, assigned owner, and next follow-up.

  2. 02

    Consultation to client

    The consultation is scheduled, notes are recorded, documents are requested, the fee discussion is tracked, and an accepted matter becomes a client record.

  3. 03

    Client to case file

    The firm opens the case with its number, court, parties, category, assigned lawyer, status, dates, documents, tasks, notes, and billing structure.

  4. 04

    Documents to court dates

    Petitions, applications, affidavits, evidence, notices, contracts, and client documents are linked to the case. Hearings, deadlines, reminders, and preparation work are then coordinated.

  5. 05

    Tasks to billing

    Legal and administrative work is assigned by role. Case services, invoices, receipts, balances, and payment reminders remain visible against the same record.

  6. 06

    Billing to reports

    Case activity, client movement, court dates, workload, outstanding balances, and lead sources return to the firm owner through an organized report.

  7. 07

    Monthly firm review

    The team reviews operating gaps, digital lead performance, delayed follow-ups, document issues, workload, billing, and the next improvements to make.

01Capture02Review03ImproveLWMonthly loop
Continuous improvement

The firm’s digital operation gets clearer every month.

The team reviews LawWorks activity alongside website, CRM, campaign, content, inquiry, follow-up, and reporting data. Missed handoffs are identified and the system improves deliberately.

Professional responsibility

LawWorks records and coordinates work. Lawyers remain responsible for legal analysis, advice, court strategy, deadlines, filings, and professional judgment.

LawWorks demo

Map your current firm workflow with LawWorks.

Start with the way inquiries, consultations, case files, documents, hearings, tasks, billing, and reporting work inside your firm today.