Automation Audit Phase 1

The Automation Audit consists of 2 forms that will be used to produce a report on automation options that will benefit your firm. The options offered will be matched to your requirements and may include specialist databases, activity tracking and notification, document automation, client interfaces and reporting. After you have completed this form, you can use the Phase 2 form to gather information from practices and departments that would benefit from additional help.

Automation Audit Phase 1

The goal of the Automation Audit is to assess your current levels of automation and to identify projects that would benefit the firm. After you have completed this form, you can use the Phase 2 form to gather information from practices and departments that would benefit from additional help.

Workflow Strategy

Name of Organisation*

Contact Name?

Location?

Departments

Create a list of departments and the type of work they perform