CX
DOJO
FIND WHAT
SLOWS YOU DOWN

LEGAL WORKFLOW
ANALYSIS

Many in-house legal teams are stuck in manual, document-heavy workflows. Routine contracts, repeated checks, proving ownership — all of this slows your team down. Our workflow analysis gives you a clear automation strategy based on your real operations.

We help you identify what can be automated, where efficiency is lost, and how to fix it. After analysis, we provide you with a ready-to-use plan of workflow automation steps, whether you build with us or with any provider of your choice.

KNOWING WHERE TO START
PAVES WAY TO

EFFICIENCY

Workflow Analysis Process

You’ll work directly with a lawyer who’s seen automation succeed inside legal departments and a tech lead who’s built those systems from the ground up.

 

Step 1: Discovery (Free Intro Call)

We start with a high-level conversation to understand your organization, legal processes, and where inefficiencies might be. This helps us see the big picture and confirm if a deeper analysis makes sense.

Step 2: Deep Dive Exploration

Once we begin, we conduct a series of focused interviews and observations with legal and operational team members. We analyze workflows in the context of tools, roles, bottlenecks, dependencies, and real-life usage to uncover how things actually work.

This is where we gather the critical insights needed to back the process optimization strategy.

Step 3: Workflow Mapping

Using insights from the deep dive, we build a workflow analysis diagram to visualize how work moves across your legal team and connected departments. We highlight friction points and manual loops.

Step 4: Evaluation

We assess the mapped processes for automation potential, using both legal logic and technical feasibility, identifying where technology can deliver the most value without disrupting your team’s existing routines.

Step 5: Prioritization

We score workflow optimization opportunities based on business impact, complexity, and speed-to-value. And then, we recommend a smart starting point that balances all three.

Step 6: Actionable Plan

You receive a detailed automation strategy with clear next steps, estimated benefits (like time savings and turnaround reduction), and a staged implementation roadmap. You’re free to implement it with us or on your own.

What’s in It for You

A clear understanding of where legal time is being wasted
Specific examples of workflow analysis related to contract review, intake, approvals, and cross-functional dependencies
A custom roadmap with prioritized changes — what to automate first and why
Real numbers: time saved, complexity reduced, impact gained
No obligation to build with us

FAQ: Common Questions Before Getting Started

1. Will business workflow analysis take a lot of my team’s time?

No — we keep their involvement light. A few short interviews and access to basic documents or tools are usually enough. The goal is to save your team’s time, not take more of it.

2. Do we need to sign an NDA before you start analyzing workflow?

We are open to it if necessary. We can sign a mutual NDA before starting the workflow analysis to protect your internal data, processes, and communications. Security and confidentiality are built into how we work.

3. We already use tools and templates — is legal automation still helpful?

Yes. Many in-house legal teams have CLMs or templates but still do too much manually. We help you see where things can be simplified or automated — even if your setup seems “modern.” This service uncovers how those are (or aren’t) being used effectively.

4. What if we’re not sure we want to automate legal processes yet?

That’s totally fine. The workflow analysis is about understanding what’s possible — not committing to build anything right away. You’ll get a clear picture and can decide later.

5. Will your workflow analysis findings be too technical for us to use internally?

Not at all. We deliver the results in plain English, with clear process visuals and step-by-step actions. Legal, ops, and leadership teams will all be able to understand and use it.

OUR RECENT PROJECTS

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  • On-premise deployment for full privacy
View all

Thinking of workflow analysis?

Most legal teams don’t need to work faster — they need to stop wasting time on repetitive tasks. Let us show you what’s possible with the right legal automation.
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Most legal teams don’t need to work faster — they need to stop wasting time on repetitive tasks. Let us show you what’s possible with the right legal automation.
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