Verification workflow automation
Summary
Reduce manual verification work by implementing purpose-built verification process management software.
Score breakdown
Category score is the share of that category's criteria answered yes. Contribution is that score times the category weighting.
- Areas of focus0/1×5%0.0
- Clients1/3×10%3.3
- Expansion & global footprint0/3×25%0.0
- Increasing revenue & profitability2/2×25%25.0
- People & culture0/2×10%0.0
- Innovation & service delivery1/2×10%5.0
- Operational infrastructure0/3×15%0.0
Criteria
Areas of focus
- Improves growth in the areas of focus: no
Clients
- Improves client satisfaction scores: yes
- Improves client retention rate: no
- Improves net promoter score: no
Expansion & global footprint
- Supports expansion of regional offices: no
- Supports expansion into new countries: no
- Increases revenue from international markets: no
Increasing revenue & profitability
- Improves fee earner revenue: yes
- Improves utilisation rate: yes
People & culture
- Improves employee engagement scores: no
- Improves staff retention: no
Innovation & service delivery
- Improves efficiency through adoption of legal technology: yes
- Improves processes through automation: no
Operational infrastructure
- Reduces operational footprint through optimisation and automation: no
- Allows for risk mitigation: no
- Aligns with the technology roadmap and future plans: no
Benefits
Fee earner time savings. Shorter elapsed verification time; better client communication; more consistent quality.
Resources required
Enterprise architecture team; information security team; procurement and risk team; project manager; change and adoption team
Review note
Good idea. Worth understanding whether the administrative time saved can genuinely be redeployed to fee earning work. Also worth deciding whether this is strategic or functional, and if functional, how benefits get tracked, realised and published.
Position
33.3
Weighted score out of 100
#14
of 28
Facts
- Sponsor
- Rupert Aldridge — Partner, Corporate Finance
- Sponsor identified
- Yes
- Cost band
- £50–£150Kmidpoint £100k
- Benefits
- High tangible benefitsscore 3
- Complexity
- Lowscore 1
- Strategic alignment
- 26%
- Schedule
- Sep 2026 — Dec 20264 months
- Delivery team
- David Ashworth