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Standardizing Processes in an Expanding Legal Business: A Case Study of Potter Clarkson
技术
- 自动化与控制 - 人机界面 (HMI)
适用行业
- 建筑物
- 运输
适用功能
- 物流运输
- 质量保证
用例
- 库存管理
- 最后一英里交付
服务
- 云规划/设计/实施服务
- 测试与认证
挑战
Potter Clarkson 是一家快速发展的知识产权律师事务所，由于其在欧洲的扩张，面临着多项挑战。该公司每天必须管理大量新业务，每项新工作（例如专利请求或诉讼案件）都需要唯一的参考号。在中央记录管理系统中打开新案件并与指定律师和律师助理团队共享相关文件的过程可能需要长达三天的时间。不同团队处理此流程的方式也缺乏一致性。此外，由于知识产权法的性质，该公司每月必须对其核心事项记录进行约 6,000 次更改。该公司正在寻求一种标准化方法来提高这一流程的效率。最后，该公司每周收到 1,000 多封邮件，需要在员工和团队之间高效共享。手动分发这些文档非常耗时，并且随着业务的扩展变得更具挑战性。
关于客户
Potter Clarkson 是一家不断进取、提供全方位服务的知识产权律师事务所，在专利、商标、设计、诉讼、许可和相关咨询方面拥有专业知识。近年来，该公司发展迅速，从诺丁汉的一个办事处扩展到遍布四个欧洲国家的七个办事处。它还引入了新的咨询服务，增加了日常业务的工作量。在这个专业法律领域，速度和准确性至关重要。律师通常必须在截止日期前快速获得专利和商标，从而使客户能够从其创新中实现价值最大化。
解决方案
Potter Clarkson 采用 Nintex K2 Cloud 来自动化和标准化其业务流程。当提出新问题时，整个公司都会遵循标准流程，其中包括指导用户并帮助对问题进行分类的数字表格。然后，工作流程将请求发送给首席律师以获得批准，验证客户的信用，为工作分配事务参考，捕获相关文档，并通知相应的团队。这一过程将创建新事项所需的时间从三天减少到几个小时。该公司还将 K2 Cloud 与其现有的记录管理软件集成，使律师能够使用单一界面请求更改记录并监控其请求的进度。与之前的几个小时相比，现在可以在不到 30 分钟内完成更改。最后，该公司使用 K2 Cloud 数字化并加速其邮件分发流程。所有传入的邮件和下载的文件都被分配到临时文档存储中，进行分类，移动到适当的工作区，并在企业中路由。
运营影响
数量效益
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