Workflow and Automation are practical methods by which progressive organization leverage process and technology best practices to evolve their business. Hyperion’s Workflow and Automation practice focuses on leveraging workflow and automation technologies to integrate complementary systems and processes to transcend the leverage of individual systems’ information significantly beyond their insular purpose, to reach new audiences within and without the organization, and inspire them to work collaboratively in an Enterprise that puts all of the information relevant to the practitioner’s day-to-day work at his fingertips.

Workflow-based systems allow you to smartly leverage technology to realize exponential gains, from tactical, day-to-day operations – the “low-hanging fruit” that can present quick and meaningful success – to the most strategic levels of thought in the organization. Hyperion’s Workflow and Automation experts help our clients to address the challenges of their business, including:

• Leverage of staff – codify policies and procedures to route, manage, and audit your processes.

• Automate – leverage your systems to automate the generation and timing of your work product. You also don’t need to constantly re-invent the wheel with your work product – establish boilerplates and template that both automate your work and mitigate your risk.

• Delegate – use workflow to delegate work and establish rules for your staff that guide their work so that you can remove yourself from the process until necessary.

• Collaborate – codify your institutional knowledge and share it with colleagues, clients, and partners. Establish “self-service” processes that allow your constituency to initiate requests and participate in managing their own portfolios.

• Paperless processes – Workflow-based systems automate and manage the routing of information throughout the enterprise. Create electronic file wrappers associated with your matters, and relate your work product in the context in which it was created. You can create efficient processes that reduce or eliminate your reliance on paper and manual processes.

Using these guiding principles, we have developed and honed our Workflow and Automation methodologies to focus on bringing value to your organization through the following solutions:

New Business Intake Systems

No single workflow in a law firm is more critical, risky or complicated than the management of new business intake. NBI helps firm manage the most important component of any business – initiating new client relationships and new matter revenues. It also drives and triggers the internal processes of every major enterprise application in a law firm! Our NBI Implementation Services focus on three critical core competencies:

• Best Practice Process Management – for intake initiation, parallel-process information gathering, intuitive navigation, and conflicts of interest checking

• Technology Management – workflow system selections, requirements definition, cross-platform data point integrations, and streamlined deployment

• Risk Management – process and data auditing best practices to ensure with legal and policy responsibilities and requirements

Workflow Requirements Definition and System Selection

We help you define your requirements, document the process, and leverage our deep knowledge to navigate the complex world of integrated and stand-alone Workflow/BPM systems.

Business Process Management Implementations

We leverage our hands-on experience with the leading Worfklow/BPM systems on the market. Our subject matter experts, project managers, business analysts and technical specialists are trained in the complexities of workflow design – which we implement to match your business needs.

Automated Forms and Document Assembly

We believe that in today’s world, to operate efficiently, you should type something in once and never need to type it again. Data entry into enterprise systems must be able to be leverage to generate the forms and documents you need to conduct your business. We work with our clients to implement integrated processes with all of the leading legal forms and document assembly providers.