All case studies
Illustrative scenario

One matter, clear ownership

Several people can be working hard on a matter while a crucial handover waits. This design makes responsibility visible at the point where work moves between people.

  • Matter workflows
  • Adoption & control

Designed change

The proposed roadmap would connect each handover to an owner, an expected output and a clear acceptance step.

Illustrative scenario combining common practice needs. Software shown is a suggested stack.

Find where the work changes hands

The scenario begins by mapping a familiar matter process with the people who perform it. Each handover would identify what needs to arrive, who checks it and what allows the next task to begin. Supporting documents and instructions would be attached to the relevant step.

Give the exception an owner too

A task that arrives incomplete would return through a defined route, with the missing information recorded. Leave cover and reassignment would form part of the design. The matter owner would have a view of work awaiting acceptance, so a change of responsibility does not depend on someone remembering a conversation.

The practical lesson

Define what a handover contains and how the next person accepts it.

Recognise the problem?

Talk through the process, the constraints and what a useful change would look like.

Discuss your practice