Filestream & Array
Workflows
Filestream contains detailed workflows (called processes) which contain precedent documents, details for holding system information, and reminders. The processes prompt users to complete the necessary stages in any transaction. These are linked from each file to a central to do list to inform users (and their supervisors) of any activities which are due for completion, or are outstanding.
The processes are created through a firmwide content committee consisting of senior solicitors, claims handlers and secretaries on a monthly basis to ensure that they comply with the procedures required by the legal rules in the relevant areas.
To ensure compliance with service standards and internal risk assessment procedures relevant to do(s) are placed in each type of process including
- Monthly file review
- 6 month supervisor review
- Supervisor security
- Escalated to do(s)
- Client update reminders
These are reviewed by our compliance and audit team, which also has access to audit reports and exception reports to support their audit role.
The workflows available for Filestream users can be easily tailored and further developed for specific clients and projects.
Contact: Mark Savill