Practical planning considerations for this type of project. The scope and checks depend on the firm, its information and the systems involved.
Start with intake and matter stages
Map the information needed at the first conversation and the stages that follow. Assign responsibility for checking instructions and updating matter details, with a path for urgent or unusual requests.
Give repeated facts one owner
Define shared fields for party details and other repeated information before configuring precedents. Separate common facts from document-specific choices, and make missing information visible to the reviewer.
Verify the workflow in practice
Test a representative matter through intake, task allocation and document preparation. Include accounting and reporting requirements in specialist review where relevant, and train staff before making the workflow their normal process.