Legal Practice Tools
Legal Workflow Automation ROI Calculator
See how much administrative capacity your legal practice may be able to recover by streamlining client intake and matter onboarding. Adjust the assumptions below to reflect your practice. The calculator provides an indicative estimate based on the information entered and does not represent guaranteed financial savings.
Calculator inputs
Estimate the average hourly employment cost of the people involved in onboarding, including salary or wages, superannuation and other employment on-costs. Do not use client charge-out rates.
Estimated Staff Time Currently Spent per New Matter
Include the combined time spent by reception, administration, lawyers, accounts and compliance staff.
Estimated Staff Time Required After Automation
This is the staff time expected to remain for review, judgement, approvals, exceptions and client interaction.
Indicative results
Time released per matter
3 hours and 30 minutes
Hours released per month
175 hours
Equivalent Monthly Capacity Released
Equivalent to approximately 1.1 full-time monthly workloads
Indicative Monthly Employment-Cost Capacity
$13,125
Indicative Annual Employment-Cost Capacity
$157,500
This represents estimated capacity, not a recommended reduction in staffing.
These results are indicative planning estimates based entirely on the assumptions entered. They represent the estimated employment-cost value of staff capacity that may be redirected to other work. They do not represent guaranteed savings, increased revenue, payroll reductions or a commitment that the calculated result can be achieved. Actual outcomes depend on the practice's workflows, systems, matter types, staffing, controls, implementation scope and adoption.
Want to identify where this capacity may be available in your practice?
Halcyon Networks can map your current client onboarding process, identify administrative bottlenecks and determine where automation can integrate with your existing systems while preserving legal and compliance approvals.
Book a Workflow ReviewLegal client onboarding workflow
The workflow solution configured by Halcyon coordinates information and workflow between people and supported systems while preserving configured human decision and approval points. Legal judgement, conflict outcomes, client acceptance, scope and costs approval, applicable higher-risk AML/CTF decisions and trust-account decisions remain with authorised personnel.
1. Initial enquiry
Enquiry captured via web form or email; acknowledgement sent automatically.
2. Preliminary matter screening
Halcyon surfaces relevant information; a team member confirms suitability.
3. Conflict information collection
Structured conflict-check questionnaire sent and responses collected automatically.
4. Conflict search and review
Where supported by the firm's systems, Halcyon can initiate and record the conflict search. Search results, possible matches and exceptions are reviewed and approved by an authorised person.
5. Client acceptance
Client acceptance decision remains with the responsible lawyer or principal.
6. Identity verification and applicable AML/CTF processes
Coordinate information collection and supported verification services while routing risk assessments, exceptions and required approvals to authorised personnel.
7. Client information and document collection
Configured document requests can be issued and tracked automatically, with reminders sent according to the approved workflow.
8. Scope and costs preparation
Halcyon pre-populates scope and cost templates; a lawyer reviews and approves before issue.
9. Engagement document generation and issue
Approved engagement documents can be generated and issued automatically using the firm's controlled templates and configured approval rules.
10. Electronic acceptance
Where supported by the approved electronic-signature process, client acceptance can be captured and recorded, and the workflow can progress according to configured rules.
11. Funds on account (where required)
Payment requests, reminders and receipt notifications can be automated. Trust-account handling, verification and required approvals remain subject to the firm's controls and applicable requirements.
12. Client and matter creation
Where supported by a supported practice-management system, an approved integration and completion of required onboarding gates, client and matter records can be created automatically.
13. Team allocation and task creation
Tasks, standard deadlines and allocation recommendations can be created automatically according to configured matter templates and firm rules. Staff retain oversight of final allocation and critical dates.
14. Commencement confirmation
Client notified of matter commencement and next steps automatically.
Receive your results and workflow review
Enter your details to receive a copy of your calculated results and information about arranging a no-obligation workflow review with Halcyon Networks.
Want to identify where this capacity may be available in your practice?
Halcyon Networks can map your current client onboarding process, identify administrative bottlenecks and determine where automation can integrate with your existing systems while preserving legal and compliance approvals.
Book a Workflow Review