Process Mapping / Workflow Development

As ex-practitioners, we understand the issues you face with your workflow development and process mapping. With our experience, we are able to write and develop proper solutions for you.

We are uniquely placed to understand the bottlenecks that your firm faces.

Our team members have managed caseloads from inception to file closure, and what sets us apart is the unique communication skills that we have between IT developers and fee earners. Our co-founder, Clair Payne, has been both – and demystifies the process for the development team.

We write the necessary/desired alterations needed to your existing Case Management Software for any practice area, across all types of software. We also write and build bespoke workflows/case types.

We commonly work in the following practice areas:

Residential Property
Commercial Property
Litigation
Wills and Probate
Court of Protection
Family and Children law
Commercial Services
Construction
Planning
Corporate
Personal Injury and Clinical Negligence
Debt Collection
Crime

We will prepare and leave you with your own system bibles which document all the processes that have been built.

We also train your staff on the changes that we have created – and follow it up to ensure that they retain what they have been taught.

Does it matter which Case Management/ Practice Management System we have, for you to be able to help us?

No. We process map across all software and systems.
What differentiates you from other IT workflow developers and companies?

Our communication between the different languages of legal and IT development is seamless. Our Co-founders are lawyers, so we understand exactly what you are experiencing in your jobs, and the many demands on your time. We are also IT developers, which means you get a team who understand exactly what you want and need, and who will deliver solutions that work for you.

“Almost all quality improvement comes via simplification of design, manufacturing… layout, processes, and procedures”Tom Peters, Business Management Guru

"Sarah and Clair are well known and well respected for their quality of thinking and work. They are a no-nonsense team of problem solvers."
Chris Harris - Managing Director, Lawyer Checker
"The CS Partnership have developed our firm wide financial processes. They helped us formulate our process, developed our systems to reflect what had been decided, and then trained our staff across our offices on the changes. I have no hesitation in recommending them."
David Connor - Managing Partner, WHN Solicitors Ltd
"The CS Partnership have worked on Litigation, Property and Compliance projects for us so far, and continue to be instructed. They feel like part of our team, and go the extra mile to deliver a great service."
James Temple - Chief Operating Officer, Seddons Solicitors
"Sarah and Clair first started working with our residential property department who work in different ways across different locations. We had struggled historically to unite the teams centrally, and to engage them in the process of streamlining – there seemed to be a mismatch in what software the teams had available to them, and what they were actually using. Now they are happily engaged with great results, and we are instructing The CS Partnership across all work types. It is not just their experience and technical knowledge that matters but also their enthusiasm that takes an initially sceptical team with them."
Chris Bishop - Managing Partner, Slater Heelis LLP
"We really enjoyed working with The CS Partnership on the creation of the new website for NORFOX, the charity that aims to change children's lives in the North West. There was great rapport and understanding of the brief and the execution from start to finish was faultless. The eight Trustees of our charity also appreciated in full not only their commitment but also their donation of free time to help our work to raise funds for children's projects throughout the region."
Helen Thomas - MD, MTPR London & Manchester, On behalf of the Trustees of NORFOX

Our Blogs

CRM v CMS v PMS

There is no doubt that technology plays a crucial role in enhancing productivity and improving client service, and among the various tools available to legal professionals, three solutions are frequently...

- Clair Payne
Posted December 16, 2024

Making Change Part of the Furniture: Lessons from Paul O’Neill and Alcoa

Change is often perceived as a disruptive force, an unwelcome visitor that turns our routines and structures upside down. However, there are powerful examples from history that demonstrate how change,...

- Sarah Keegan
Posted September 30, 2024

Awards

Process Mapping / Workflow Development

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