What Counts as One Workflow?

Before discussing price everyone needs the same definition of a workflow.

Three Things Make a Workflow Clear

A starting event

Something begins the process. This might be a new lead or a records request.

A clear finish

You can tell when the work is complete.

One main record

The outcome is saved in an agreed system.

An Intake Example

A lead arrives. The team checks the details and makes contact. A consultation is booked or the lead is declined. The outcome is recorded.

Treatment gap monitoring is a separate workflow. It starts with a scheduled check and ends with a flag raised or cleared.

Why We Agree on Scope First

“Automate intake” may include several processes. We name the three workflows in writing before a deployment starts. Additional workflows are quoted separately during the audit.

How We Choose What to Build

The audit identifies processes that cost the firm time or opportunities. We define the most important workflows and connect them to the existing case management system. Critical steps include human review.

Clear scope gives everyone a shared view of the work and its completion.