Industry: Legal AI Tech

Our collaboration with a forward-thinking legal tech startup led to a transformative enhancement of their operational efficiency. We embarked on a comprehensive overhaul of their workflows and technological tools, resulting in significant improvements across the board. Here’s how we achieved these milestones:

Value Stream Mapping: Our initial step involved thoroughly analyzing the company's processes. By identifying workflow bottlenecks and pinpointing areas ripe for improvement, we laid the groundwork for streamlined operations.

Tool Optimization: Upon discovering that JIRA fell short in meeting the startup's needs—primarily due to its complex maintenance demands and insufficient traceability—we advised a strategic shift to Businessmap (formerly Kanbanize). This change ushered in improved task traceability, seamlessly linking high-level objectives to specific actionable items.

Enhanced Automation and Synergy: A pivotal move was automating agreements between the legal and customer support teams. This simplified the new customer onboarding process and significantly boosted collaboration across departments.

Strategic Operational Cadence: We supported the product team in refining their strategic outlook and establishing a more effective operational cadence. By leveraging action-oriented meetings and customizing their workflow within the Notion software, they achieved a harmonious balance between planning and execution.

The impact of our collaborative efforts was profound: within just six months, the startup saw a reduction in operational overhead, streamlined tool usage, bolstered inter-team cooperation, and overall enhancement in forecasting accuracy and data accessibility.

Our work underscores the transformative potential of strategic workflow optimization and the thoughtful integration of technological tools in the dynamic legal tech landscape.