Boutique lawWorkflow blueprint
Discovery request tracker for law firms
Split each discovery set into request-level rows with owners and internal due dates, flag admissions early, chase verifications and serve on time.
6 steps · Staff review
The workflow library
Start with a repeatable process. Understand the data path, the human checkpoint, and the evidence that it worked. Each workflow includes a free offline planning workbook; no vendor account is required for the resource.
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52 resources · Page 2 of 3
Boutique lawWorkflow blueprint
Production manifest QC checklist for law firms
Reconcile each production volume against the lawyer-approved set, check Bates ranges, withheld and redacted files and stamps, and release only on sign-off.
6 steps · Staff review
Boutique lawWorkflow blueprint
Privilege log workflow for law firms
Build privilege logs only from lawyer designations, draft descriptions to a standard, flag third parties and duplicates, and lock each served version.
6 steps · Staff review
Boutique lawWorkflow blueprint
Redaction QC checklist for law firms
Run every redacted filing or production file through text-layer, pattern and hidden-data checks plus a second-person review before a lawyer approves release.
6 steps · Staff review
Boutique lawWorkflow blueprint
Deposition scheduling workflow for law firms
Schedule each deposition from a lawyer-approved request, book reporter, video and interpreter against the served notice, and confirm it all at T-7 and T-2.
6 steps · Staff review
Boutique lawWorkflow blueprint
Witness interview prep checklist for law firms
Build each witness interview pack from a scope sheet, frozen Bates-indexed sources and a lawyer-approved outline, with the memo due two business days later.
6 steps · Staff review
Boutique lawWorkflow blueprint
Records request tracking for law firms
Track each records request by custodian, with authorization expiry dates, follow-ups on day 10, 20 and 30, and a completeness check when records arrive.
6 steps · Staff review
Boutique lawWorkflow blueprint
Expert witness onboarding for law firms
Onboard retained experts with a signed retention letter and protective-order acknowledgment before access, a materials log and access removed at the end.
6 steps · Staff review
Boutique lawWorkflow blueprint
Settlement offer log for law firms
Log every settlement offer and counteroffer the day it arrives, with source document, terms, expiry and client-communication date, so no offer lapses unseen.
6 steps · Staff review
Boutique lawWorkflow blueprint
Client authority confirmation for law firms
Record each client decision as a lawyer-drafted summary the client signs, tied to the exact document version, with limits, an expiry and a re-confirm rule.
6 steps · Staff review
Boutique lawWorkflow blueprint
Closing binder checklist for law firms
Turn the closing checklist into a verified closing binder: each executed document matched to its line, a tabbed index, QC, lawyer sign-off and delivery.
6 steps · Staff review
Boutique lawWorkflow blueprint
Matter closing checklist for law firms
Close each matter with a gated checklist: final bill, trust at zero, deadlines and holds cleared, originals returned, a closing letter and a retention date.
6 steps · Staff review
Boutique lawWorkflow blueprint
Returning client originals for law firms
Return original wills, deeds, notes and minute books from a custody log, with lawyer-approved release, identity checks, tracked delivery and a signed receipt.
6 steps · Staff review
Boutique lawWorkflow blueprint
File retention notices for law firms
Each quarter, screen closed matters due for retention review, get lawyer sign-off and send former clients a notice with a 60-day window to claim the file.
6 steps · Staff review
Boutique lawWorkflow blueprint
Vendor invoice matter allocation for law firms
Code court reporter, e-discovery and expert invoices to the right matter within 3 business days, with a lawyer chargeability call and posting before pre-bill.
6 steps · Staff review
Boutique lawWorkflow blueprint
Time entry narrative review for law firms
Fix vague and block-billed time narratives the week the work happens: rule checks, timekeeper edits, partner write-down decisions and a clean pre-bill.
6 steps · Staff review
Boutique lawWorkflow blueprint
LEDES e-billing exceptions for law firms
Check LEDES files before upload and work each e-billing rejection to closure: UTBMS code checks, approved-rate tables, owner routing and a resubmission log.
6 steps · Staff review
Boutique lawWorkflow blueprint
Billing guidelines checklist for law firms
Turn each client's outside counsel guidelines into a partner-approved checklist of staffing, rate, expense and narrative rules tied to a clause and version.
6 steps · Staff review
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