Workflows & Systems
Build the Firm You Want to Run.
Custom family law workflows designed around how you want your cases, your team, and your firm to operate. Your firm's processes should not depend on someone remembering what happens next.
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Family law cases involve hundreds of moving pieces, from opening the file and preparing initial pleadings to discovery, financials, mediation, hearings, trial preparation, finalization, and everything in between.
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When those processes are not clearly defined, important tasks can depend too heavily on individual memory, experience, or someone simply knowing what should happen next.
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Family Law Solutions works with Georgia family law firms to transform those recurring processes into detailed, repeatable workflows built around the way you want your firm to operate.
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Depending on the level of support you choose, we can design the workflows, build them directly into your case management software, and even integrate your firm's recurring forms and documents into the system.
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Your Firm Already Has Processes.
The Question Is Whether They Are Clearly Defined.
Every law firm has processes, even if no one has ever written them down.
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A new client hires the firm. Someone opens the file.
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Discovery comes in. Someone reviews it.
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A hearing gets scheduled. Someone starts preparing.
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A case settles. Someone prepares the final documents.
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The problem arises when the answers to who, when, how, and what happens next vary depending on which attorney, paralegal, or legal assistant is handling the matter.
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That can lead to inconsistent procedures, duplicated work, missed follow-up, unnecessary attorney involvement, inefficient training, and important institutional knowledge living almost entirely inside individual employees' heads.
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A strong workflow gets that knowledge out of people's heads
and into the firm's systems.
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More Than a Checklist.
A workflow is not simply a list of tasks.
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A well-designed workflow addresses the entire process surrounding a recurring event in the life of a case.
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What should happen?
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Who is responsible for it?
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When should it happen?
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What deadlines should be calendared?
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What documents need to be prepared?
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What information is needed?
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When does the attorney need to become involved?
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What happens if something does not occur as expected?
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What triggers the next step?
The goal is not to eliminate professional judgment.
The goal is to make routine processes predictable so your legal team can spend more time exercising judgment where it actually matters.
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Your Firm. Your Decisions.
Your Workflows.
There is no single right way to operate a family law firm.
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Different attorneys delegate differently. Firms use different case-management systems. Teams have different levels of experience. Some firms centralize certain responsibilities while others assign matters to attorney-paralegal teams.
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And some processes within your firm may already be working extremely well.
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That is why Family Law Solutions does not simply hand your firm a generic workflow manual and tell your team to follow it.
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We build the system with you.
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During the workflow-development process, we work through the decisions that determine exactly how your firm should operate.
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Family Law Solutions brings the family law knowledge, procedural experience, workflow-development framework, and practical perspective. You decide how you want your firm to operate. Together, we build the system that makes it happen.
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Workflows Built Specifically for Family Law
Generic law firm procedures are not enough.
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Family law has its own deadlines, pleadings, financial requirements, discovery procedures, client-management challenges, hearing preparation, trial preparation, and recurring case events.
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Family Law Solutions develops workflows based on more than 20 years of hands-on Georgia family law experience.
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Depending on the needs of your firm, workflow development may address new client intake and file opening; pleadings and initial filings; service; calendaring and deadline management; discovery issuance and responses; discovery supplementation and disputes; Domestic Relations Financial Affidavits; Child Support Worksheets; financial analysis; depositions and third-party records; mediation and settlement preparation; status conferences; motions; temporary hearings; trial preparation; finalization; post-judgment procedures; client communication; delegation between attorneys, paralegals, and legal assistants; quality control; and other recurring processes within the life of a Georgia family law case.
The goal is not simply to document what your firm does today.
The goal is to help determine how you want it done going forward.
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What the Workflow Development Process Looks Like
1. Understand Your Firm
We begin by learning how your firm currently operates.
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We discuss how cases move through the office, how work is delegated, which team members are responsible for particular tasks, how attorneys want information presented, what technology the firm uses, and where the team experiences frustration, inconsistency, or unnecessary duplication.
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2. Work Through the Decisions
Then we work through the recurring events that occur throughout your cases.
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This is where we answer the detailed questions that make a workflow useful.
Who does what? When? How? What gets calendared? What documents are prepared? What gets sent to the client? When does the attorney review it? What happens if there is no response? What happens next?
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These decisions are documented in a comprehensive Workflow Spreadsheet developed specifically for your firm.
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3. Build the System
Once the firm's procedures have been defined, the workflows can be translated into your case-management system.
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Depending on the package selected, your team can perform that implementation or Family Law Solutions can build the completed workflows directly into your case management system for you.
4. Launch the Workflows
A workflow only works if the team understands and uses it.
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For all packages, Family Law Solutions hosts a virtual Workflow Launch Meeting with your team to introduce the new system, explain how the workflows operate, and answer questions as your firm begins using them.
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Your Case Management System Should Help Run the Firm
Having case-management software does not automatically mean a firm has a case-management system. ​Without thoughtfully designed workflows, even excellent software can become little more than an electronic filing cabinet.
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Family Law Solutions helps translate your firm's procedures into practical MyCase workflows so tasks, responsibilities, deadlines, reminders, case stages, and recurring processes work together.
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With the Workflows Complete package, we can take that integration even further by connecting recurring document templates to information already maintained within the matter.
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The goal is not simply to have software.
The goal is to make the software support the way your firm should operate.
Choose the Level of Support Your Firm Needs
Some firms have the internal resources to implement completed workflows themselves.
Others want Family Law Solutions to handle the build-out. And some firms want a comprehensive system that connects workflows, case information, and recurring documents.
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That is why Family Law Solutions offers three levels of Workflow development.
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WORKFLOWS
Design the System
Starting at $10,000
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The Workflows package focuses on developing a comprehensive operating framework for your family law cases. The engagement includes twice-weekly, two-hour workflow development meetings during which we work through how you want recurring processes handled throughout each stage of your firm's cases.
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Together, we identify responsibilities, procedures, deadlines, documents, decision points, attorney involvement, follow-up requirements, and the events that should trigger the next step.
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Those decisions are incorporated into a detailed Workflow Spreadsheet documenting how your firm wants its cases handled.
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Once the Workflow Spreadsheet is complete, it is provided to your firm for implementation by your team.
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Typical development period: approximately 3 to 4 months.
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Best for: Firms that want help designing comprehensive family law workflows and have internal resources available to implement them in their case management software.
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WORKFLOWS PLUS
Design It + Build It
Starting at $17,500
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Workflows Plus includes everything in the Workflows package, plus implementation of the completed workflow system directly into your firm's case management system.
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Once the workflow-development process is complete, Family Law Solutions builds the workflows into your firm's case management system so your team does not have to translate the Workflow Spreadsheet into the case-management system themselves.
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After implementation, Family Law Solutions hosts a virtual Workflow Launch Meeting with your legal team to introduce the new system, explain how the workflows should be used, and answer questions.
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Best for: Firms that want Family Law Solutions to design the workflow system and handle the implementation.
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WORKFLOWS COMPLETE
Design It + Build It + Automate It
Starting at $25,000
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Workflows Complete provides the most comprehensive level of workflow implementation. It includes everything provided through the Workflows and Workflows Plus packages, along with customization and integration of the recurring forms and document templates identified during the workflow-development process.
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Family Law Solutions personalizes those documents for your firm and builds them into your firm's case management system using appropriate autocompletion fields so information maintained within the individual matter can populate recurring pleadings, correspondence, and other documents more efficiently.
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The result is more than a collection of workflows.
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It is an integrated operational system connecting your firm's procedures, tasks, case information, and recurring documents.
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Best for: Firms that want Family Law Solutions to build a comprehensive system from workflow development through implementation and document integration.
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Compare Workflow Packages
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Final scope and investment are confirmed following an initial consultation.
Additional customization, document development, or services outside the agreed workflow scope may be quoted separately. Project timelines may vary depending on firm complexity, availability, and the scope of the systems being developed.
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Is Your Firm Ready for Better Workflows?
Workflow development may be particularly valuable when your firm is growing, hiring new team members, adding attorneys, changing case-management systems, or trying to create greater consistency across an existing team.
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It may also be time to examine your workflows if attorneys spend too much time answering recurring procedural questions, employees handle the same task differently, important processes depend on individual memory, team members are repeatedly trained verbally, your software is not being used to its full potential, or you know the firm's systems need improvement but do not have time to stop practicing law long enough to build them.
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You may already have great people.
They may simply need a better system.
Why Family Law Solutions?
Family Law Solutions workflows are not based solely on general business theory or generic law firm management principles.
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They are built from more than 20 years of hands-on Georgia family law experience and years spent training attorneys, paralegals, and legal assistants on what needs to happen throughout the life of a family law case.
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We understand the pleadings.
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We understand the deadlines.
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We understand discovery.
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We understand financials.
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We understand mediation, hearings, and trial preparation.
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We understand the handoffs between attorneys, paralegals, and legal assistants.
And we understand the question that drives every effective workflow:
What Happens Next?
Build the Firm You Want to Run.
Your firm already has processes. The question is whether those processes are clearly defined, consistently followed, easily taught, and working as efficiently as they could.
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Whether you need a comprehensive workflow system, help improving specific areas of your practice, case management software implementation, or a fully integrated workflow and document-automation system, Family Law Solutions can help.
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Stop relying on memory to run recurring processes.
Build a system your team can follow.
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SCHEDULE A WORKFLOW CONSULTATION
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