Workflow Automation and Reporting for Law Firm Scale

Join us for a focused product briefing on how Workstorm helps law firms standardize work, automate routine processes, and surface the metrics that matter. We’ll walk through Workstorm’s workflow automation and reporting capabilities, showing how Streams reduce manual handoffs and provide real-time visibility across matters. See how firms use dashboards and audit-ready reports to improve utilization, protect margins in fixed-fee work, and accelerate decision-making.

What you’ll learn:

• How to model common legal workflows as repeatable with role-based steps, rules, and checkpoints.
• Ways to reduce operational friction: automate assignments, enforce data completeness, and eliminate redundant approvals.
• How real-time dashboards and variance reports improve oversight and inform budget decisions.
• Best practices for measuring impact.
• Practical examples of scaling operations across matters while maintaining compliance, security, and client standards.

Who should attend:

• Practice leaders, legal operations, PMO, legal innovation teams, legal innovation teams, and IT leaders responsible for efficiency, profitability, and risk.

You’ll leave with a clear view of how Workstorm operationalizes workflows and reporting to drive consistent execution, stronger oversight, and scalable growth.

Speakers:

Katie Barr, Chief Strategy Officer, Workstorm