HIGHQ DEVELOPMENT & CONSULTANCY
HighQ workflow automation.
A clearer path through legal work.
Every hand-off needs a responsible person and a next step. We design HighQ workflows around those decisions, helping your team manage legal intake, approvals and recurring tasks with a clear process.
Discuss your projectStart with the process.
Then automate.
Automation is most useful when the underlying process is understood. A request may need information from a client, review by a particular team and an action before a deadline. Each transition needs a clear condition and a defined owner.
HighQ supports conditional rules that can act on records, tasks and documents. Oryon Legal helps law firms turn a process into a considered workflow: what starts it, what happens next, who receives an update and how exceptions are handled.
What we design
- Legal service intake. Define the information a request needs, the criteria for routing it and the point at which a person should review it. Avoid sending incomplete requests straight into downstream work.
- Approvals and hand-offs. Map who can approve an action, what happens after a decision and where the request goes if it needs clarification. Keep the current status understandable to everyone involved.
- Tasks and notifications. Use changes in records or documents to trigger appropriate actions. Define when a notification is useful, rather than sending an email for every update.
A PRACTICAL STARTING POINT
An intake workflow
worth testing carefully.
A team receives a new legal service request. It checks whether the required information is present, assigns a responsible person and tracks the request through review. Only agreed changes in status should move it to the next stage.
Before introducing automation, test a complete request, an incomplete request, a rejected request and a request that is reopened. Confirm that each action reaches the right person and that a correction does not trigger duplicate work. This is an illustrative process, not a claim about a delivered client project.
From scope to a working solution
- Map the decisions. Document the trigger, the required inputs, the people involved and the possible outcomes.
- Configure the rules. Build a manageable set of conditions and actions within the available HighQ configuration.
- Test the exceptions. Walk through rejection, resubmission, ownership changes and missing information before using the workflow in live work.
BEFORE WE BEGIN
Questions about HighQ workflow automation.
What can HighQ workflow automation do?
Conditional rules can respond to changes in data or documents and perform actions such as creating tasks, updating iSheet records and sending notifications. The available actions depend on your configuration and subscription.
Do we need to automate the whole process at once?
No. A sensible first scope might cover intake and assignment while keeping review decisions with your team. Additional stages can be considered once the initial workflow has been tested.
Will automation replace a lawyer’s judgement?
The workflow should make routine steps consistent and keep responsibility clear. Legal decisions and approval boundaries should remain with the appropriate people.
About the platform: HighQ capabilities from Thomson Reuters.
04 — CONTACT
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