Test a request handoff
Have one staff member prepare a practice request and another review it. Check whether the recipient, documents and instructions are clear without a separate explanation.
Review account boundaries
Verify which colleagues can see and update a matter. Confirm the intended access before uploading sensitive documents or inviting additional staff.
Follow the file through closeout
- Can staff distinguish an attempt, completion and nonservice?
- Can the reviewer locate the right return and identify a needed correction?
- Can billing match the invoice to the firm’s case reference?
Continue exploring
Paperwork with less retyping
Analyze & Prefill reads text PDFs and uses on-device OCR for scanned pages. Review and correct the suggested details before submission. English scanned-page reading supports up to 25 scanned pages per analysis. Difficult scans may need manual entry.
Received Date fills automatically. Plaintiff and service-target details are entered once in the target section. The original documents remain part of the job.