SES Workflow Management vs. BigHand Workflow Management

Developing a strategy for moving between phases in a workflow can be done in various ways: it may necessitate complete agreement from all participants, a majority decision, or allow any single person to approve the next step. Additionally, SES’s software provides multiple features for automating this workflow. Requests can be routed automatically based on user and staff-selected fields. With the Quick Assign Rules feature, the software can efficiently manage the workflow by automatically identifying the correct workflow and assigning tasks for routine requests and staff positions. Moreover, users can set up automatic email alerts to designate who should be notified about specific issues and at which stages; for instance, the department leader might only need updates when a new issue comes up and at the final decision point, whereas the Project Manager might want notifications at all stages. These customizable settings can be established with minimal effort, usually requiring just a few clicks. Once an email notification is received, recipients can use the provided link to access the pertinent record directly, depending on their permission level, enabling them to respond promptly. This integration not only improves collaboration but also guarantees that all parties remain informed throughout the entire process, ultimately increasing efficiency and responsiveness. The ability to tailor notifications and access enhances the overall effectiveness of the workflow management system.

BigHand Workflow Management acts as a highly effective tool for task delegation, ensuring that responsibilities are assigned to the right support staff at the most cost-efficient rate for the law firm, while also monitoring progress until tasks are finalized. Management can leverage detailed output reports to understand vital metrics such as types of work, workload volume, resource capacity, and productivity levels, aiding in strategic decisions concerning resource management. The platform features adaptable forms specifically designed to address the varied support task requirements of law firms, offering both single and multi-step workflows for efficient task assignment to the most cost-effective resources. Users have the ability to record concise voice notes, add comments, or attach pertinent files for transcription, enhancing communication and clarity. A dynamic feed displays all active support tasks, providing users the capability to sort and filter based on multiple criteria, including work type, assigned personnel, priority, due date, author, and matter. Every task completed by a support team member is automatically tracked for time management, ensuring precise documentation. Furthermore, the system presents real-time and historical analytics on backlogs, throughput, service quality, and overall support team efficiency, equipping law firms with the insights needed to enhance their operations and service provision. This all-encompassing tool not only boosts operational effectiveness but also promotes a culture of collaboration within the firm, ultimately driving better outcomes for clients. By integrating these features, law firms can achieve a higher level of productivity and service excellence.