Work delivered
A client intake form was built, the task list was reviewed, and training sessions were delivered. Staff were invited to comment before the task-list review.
The delivered work described here covers the form, task-list review and training. There is no measured intake-time saving.
Keep the first changes practical
The firm wanted to get more from its current practice-management system. NewLaw kept the engagement focused on practical customisation, intake and staff use.
The work produced a client intake form and continued through working sessions with the practice. It gave the team something concrete to use and review.
Give the team a say in the task list
The client asked to see the task list before the review meeting so staff could comment. Training and follow-up sessions accompanied the configuration work.
The practical lesson
Put the form and task list in front of the people who will use them. Their feedback belongs in the configuration work.