The chain, then the three workflows an agent takes on first. Your team reviews and approves; Soren does the collecting, matching, routing, and tracking.
Fig. 01Systems the agent works across
Figures are illustrative.
01 / 04The chain
Overview
Starts at intake collection, where the work enters.
Runs matter setup inside the systems you already use.
Ends at billing setup, where your team signs off.
Connected to intake forms, practice management, document management, and billing and e-billing.
Your teamEvery decision stays with your people; the agent does the handling in between.
Fig. 01Systems the agent works across
02 / 04Workflow
Intake & matter setup
Collect intake forms and required details
Route submissions to the responsible team for review
Create matter records and billing profiles once approved
Your teamIntake team approves each new matter
Fig. 02Submissions checked and routed by practice group
03 / 04Workflow
Records administration
Organize matter files and apply naming conventions
Track missing documents
Maintain metadata across document and practice management systems
Your teamRecords staff confirm exceptions
Fig. 03Required fields by matter record
04 / 04Workflow
Billing & spend
Assemble billing inputs
Check invoices against approved rates and guidelines
