A complete form is not a correct answer
You still check the values and decisions that need judgment.
Not customer results. This is the process itself, before and after.
Opening a matter
The same checks, without a new email for each one.
Dropie handles the steps between collecting details and filing the signed copy. Your client gets one link.
Illustrative process example. Adapt the steps and approvals to your team.
Before
How the process runs today
A new client sends information across several emails. Your team collects the missing documents, copies details into the draft and waits for someone to check it.
The anatomy
Every handoff, and what sends it backwards
Read the last column first. That is where the chasing starts.
| # | Who | What happens | Where it waits | What sends it back |
|---|---|---|---|---|
| 1 | Your team | Sends a document list by email | The client's inbox | The list does not fit this client |
| 2 | Client | Sends some of the documents | Your team's inbox | Nobody can see what is missing |
| 3 | Your team | Checks the file and chases the rest | Until someone opens the file | A document is missing or unreadable |
| 4 | Your team | Copies the values into a draft | The drafting queue | A value cannot be traced to its source |
| 5 | Approver | Checks the draft and returns it by email | The approver's calendar | The wrong version reaches the next person |
What was built
The same process, with the chasing taken out
The highlighted rows still need a person. That is the point.
| # | What runs | What a human does | What the client sees |
|---|---|---|---|
| 1 | One link goes out with the list for this client. | Nothing | Their list and what is still outstanding |
| 2 | Required fields and documents are checked before submission. | Nothing | What is missing before they send |
| 3 | Values are read with confidence and page references. | Nothing | Their submission on the same link |
| 4 | The draft is filled from those values. | Nothing | The current document when shared |
| 5 | The draft reaches the approval queue with its sources. | Checks and approves | The approved document in their room |
Five steps. One of them is a person.
Functions used
Read the workflow as JSONThe run
Opening a matter
A diagram of these steps. Your approval points remain visible.
Opening a matterCompleted
- One link goes out with the list for this client.Completed
- Required fields and documents are checked before submission.Completed
- Values are read with confidence and page references.Completed
- The draft is filled from those values.Completed
- The draft reaches the approval queue with its sources.Human approvalChecks and approves
Human approval
The highlighted rows still need a person. That is the point.
Not customer results. This is the process itself, before and after.
What it refuses to do
What we would check before turning it on
The unreadable scan
The client still needs to send a readable copy. The process shows where that stops the file.
Related processes
In the same industry, or using the same functions.
Every business
Collecting client data
One link instead of the spreadsheet nobody understands.
See the process
Every business
Approving and signing
The right draft, the right approver, then the signature.
See the process
Accounting
Year end document collection
The work is the accounts. The year is the chasing.
See the process
One process is a good place to start
Choose one task you would like to stop chasing. Build it with your documents, on your terms.