Every case handled the same careful way.
From new enquiry to closed file, wrk.wise gives every step an owner and keeps a record of who did what, and when.
The conflict check was “probably done.”
Firm procedures live in partners' heads and old emails. When work gets busy, steps get skipped, and nobody finds out until it matters.
A skipped step stays invisible until it's the one that matters.
Build it once and run it every case.
Your firm already has its procedures. In wrk.wise, the plan becomes the process: once someone starts it, wrk.wise creates the tasks, assigns them and moves the work from step to step. Here's what that looks like across one case.
New enquiry
The front office logs the enquiry. A conflict check task goes to the conflicts team before anyone replies to the client.
Steps in orderConflict check
If the check comes back clear, the engagement letter task starts. If there’s a possible conflict, it goes to the managing partner first.
If/Else routingEngagement
Every fee quote goes to a partner for approval before it reaches the client, with the scope and estimate attached.
Approvals with detailsThe work
New research requests are shared out by round robin, so one associate doesn’t carry every case.
Round robinReview and deadlines
Drafts show on the supervising partner’s Watchlist. The assignee gets a reminder before a step is due; moving a deadline needs a reason and an approval.
Reminders and WatchlistClosing the file
Every step is on record: who did it, and when. At review time, associates get credit for the work they actually did.
Work recordsWatch a new enquiry go from first call to engagement letter
Four steps. Each one on record.
Questions law firms ask about SOP software
What is SOP software for law firms?
It turns your firm's procedures into tasks with an owner, a deadline and a set order. In wrk.wise, the engagement letter task only starts once the conflict check before it is done, and every step keeps a record of who did it.
Does wrk.wise replace our practice management software?
No. Practice management software holds your cases, documents and billing. wrk.wise runs the firm's procedures around them: intake, conflict checks, approvals, reviews and deadlines. The two work side by side.
Who can see client information in wrk.wise?
Only the people you allow. wrk.wise has access controls, so you decide who can see tasks and the client details inside them.
Can partners approve from their phones?
Yes. wrk.wise has a mobile app, so partners can review and approve requests away from their desks.
Can we start with one practice area?
Yes. Start with the procedure that gets skipped most often, such as new client intake. Add more once it runs smoothly.
Your firm already has the right steps. Now make sure every one happens.
Start with new client intake.
Keep reading
SOPs in the Workplace: Turn Procedures Into Execution
Why most SOPs never leave the binder, and five steps to turn them into daily work.
Read the article Performance & AppraisalsWhy Fair-Looking Appraisals Still Feel Unfair
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