Skip to content
BusyHive AI

Solutions

Four workflow areas for small firms

Each area is delivered as a simple, documented workflow shaped around your firm. We usually recommend starting with one, proving it works, then building from there.

Enquiry & Client Intake Automation

Recommended first step

The usual starting point, because delays here are the first thing a prospective client notices.

  • Bring enquiries from email, web forms and phone notes into one consistent place.
  • Acknowledge new enquiries promptly with your own wording.
  • Collect the information your firm needs before a matter is opened.
  • Route the enquiry to the right fee earner with a tidy summary.

Client Communication Support

Keep clients informed without a person writing every message from scratch.

  • Draft updates at recognised points in a matter, using your templates and tone.
  • Prepare answers to common administrative questions for review.
  • Keep a copy of what was sent against the matter record.

Matter Progress Monitoring

Notice quiet matters before a client has to chase.

  • Watch for matters with no recent activity.
  • Raise them with the responsible person, with context.
  • Create a clear follow-up task so ownership is obvious.

Administrative Record Keeping

Build a straightforward account of routine administrative steps as work happens.

  • Log administrative actions, updates and follow-ups automatically.
  • Keep supporting information together rather than scattered across inboxes.
  • Make it easier to show what was done and when.

Example workflow

No Client Left Waiting

An illustrative example of how a matter progress workflow can be arranged. Yours would be shaped around your systems and the way your firm prefers to work.

  1. Monitor matter activity across your existing systems

  2. Identify matters with no recent progress

  3. Alert the responsible fee earner

  4. Create a clear follow-up task

  5. A person reviews and decides what happens next

    Human step

  6. Send an appropriate client update once approved

  7. Record the action taken against the matter

Illustrative example only. Steps marked as a human step always require a person to review and approve before anything reaches a client.

None of these workflows give advice on a legal matter. They handle administrative and communication tasks; professional judgement stays with your solicitors.

Where is routine admin slowing your firm down?

Tell us about one repetitive process in your firm. We can explore whether a practical workflow could make it simpler, more consistent or easier to manage.

Book a 15-Minute Workflow ConversationContact BusyHive