A client has sent a new instruction and two attachments.
LEGAL & PROFESSIONAL SERVICES / THE OPERATING DAY
Automate the SOPs
that carry the matter forward.
Bring intake, documents, professional review and client delivery into one coordinated operating environment.
DEMO PRACTICE · NEW DELHIAll industries
daffyOS Demo practice · New Delhi / One connected enterpriseProject & Delivery / Matter DEMO-104
An instruction becomes organised work
Supporting recordLinked to the original instruction
ATTACHEDDaffyI’ve checked the instruction against the client playbook. The proposed scope and owner are ready for the project lead to review.
Acceptance and assignment are the next gate.
EventContextDecisionAction
DECISION OWNER / PROJECT LEAD
Accept the proposed scope and assign the work?The instruction, attachments and client playbook are linked. The project lead owns acceptance and the assignment.
Project lead · Approval requiredTARGET OUTCOME
Accept the proposed scope and assign the work?
The work is opened, its owner is assigned and an acknowledgement is prepared for the agreed client channel.
RECORD IN FOCUSMatter DEMO-104Project & Delivery SOP / Example
EXECUTION / SIMULATED
- Shared inbox DaffyEvidence captured
- 2Daffy Project leadAwaiting approval
- 3Project lead Matter recordAction pending
- 4Matter record Delivery teamDelivery team waiting
DECISION OWNER / PROJECT LEAD
Accept the proposed scope and assign the work?The instruction, attachments and client playbook are linked. The project lead owns acceptance and the assignment.
Project lead · Approval requiredWORKING NOTES
- No working notes yet.
ONE CONNECTED OPERATING DAY
What needs your attention?
Context follows this operation.
THE WORKSPACES BEHIND THE THREADS
Where your work
comes together.
Each workspace holds its part of the operation. Daffy coordinates the handoffs under the permissions you set.
ONE SOP TO START WITH
A client instruction becomes an owned matter.
A representative scoping example. Integrations, actions and approval rules are agreed for your deployment.
01 / THE TRIGGER
A new instruction arrives with supporting documents for intake review.
02 / THE HUMAN DECISION
Route the instruction through conflict, scope and engagement review?
03 / THE CONNECTED OUTCOME
The professional lead receives the instruction and evidence before accepting the work.
THE PEOPLE BEHIND THE PROCESS
Different teams.
One operating context.
01Corporate & M&A
02Civil Litigation
03Criminal
04Intellectual Property
05Matrimonial & Family
06Competition & Regulatory
07Client Intake
08Billing & Trust
09Knowledge & Precedent
10Practice Management
11Compliance
12Administration
THE OPERATING CYCLE
The handoffs that
make the business work.
Use this operating map to decide where a record is created, who takes responsibility and what must be checked before work moves.
- 01 / START THE RECORD
Query in
Capture the source instruction, evidence and responsible owner.
- 02 / CARRY THE CONTEXT
Triage & assignment
Link the triage & assignment record to the previous stage and the team responsible for the next handoff.
- 03 / CARRY THE CONTEXT
Conflict & engagement
Link the conflict & engagement record to the previous stage and the team responsible for the next handoff.
- 04 / CARRY THE CONTEXT
Research
Link the research record to the previous stage and the team responsible for the next handoff.
- 05 / CARRY THE CONTEXT
Drafting & review
Link the drafting & review record to the previous stage and the team responsible for the next handoff.
- 06 / CARRY THE CONTEXT
Send, track & follow up
Link the send, track & follow up record to the previous stage and the team responsible for the next handoff.
- 07 / CLOSE THE LOOP
Bill, trust & close
Retain the outcome, outstanding exceptions and decision history.
THE WORKSPACE MAP
The same brain.
Your industry’s vocabulary.
A workspace is shaped around the people and records it serves. These are starting points, with connected workflows between them.
Legal & Contracts
Matters, Drafting & Research
Draft the written submissions for this matter.
Explore workspace Lead Capture & EnrichmentClient Intake & Triage
Which enquiries have had no response today?
Explore workspace Treasury & TrustTrust & Client Accounting
What is the trust balance by client?
Explore workspace Billing & CollectionsTime Capture & Billing
What unbilled work is older than 90 days?
Explore workspace Documents & RecordsDocuments & Precedent
Find the precedent closest to this clause.
Explore workspace Client PortalClient Portal
Which clients have unread matter updates?
Explore workspace AI Calling DeskVoice Intake & Follow-up
How many after-hours enquiries were captured?
Explore workspace Compliance & AuditCompliance & Ethical Walls
Who has accessed this matter and when?
Explore workspace Project & DeliveryMatter Progression
Which matters have stalled?
Explore workspace Workforce CoreFee Earners & Teams
Who has capacity in the criminal team?
Explore workspace Goals & PerformanceProgression & Supervision
Which drafts are waiting on my review?
Explore workspace Attendance & ShiftsAttendance & Availability
Who is in court tomorrow?
Explore workspace Marketing & CampaignsBusiness Development
Which client alerts generated instructions?
Explore workspace Costing & ProfitabilityMatter Profitability
Which matters are below their costed rate?
Explore workspace Employee HelpdeskPractice Helpdesk
What is pending on my matters from admin?
Explore workspace Command CentreFirm Command Centre
What deadlines are approaching across the firm?
Explore workspace DAFFY Chat & AuthorityDAFFY Chat & Authority
What is due on my matters this week?
Explore workspaceAUTHORITY, IN CONTEXT
The right answer.
For the right person.
Agree access and action permissions before connecting operational data. The same question can require a different scope for each role.
“What is due on my matters this week?”
Own matters, own time, own drafts.
“Which drafts are waiting on my review?”
Their team’s matters and supervision queue.
“Which matters in my practice have stalled?”
Their practice, matters, realisation, capacity.
“What is the trust balance by client?”
All ledgers, invoices, trust balances and collections.
“Where is the firm leaking billable time?”
Whole firm, revenue, realisation, risk, capacity.
“Show me every trust movement this quarter.”
Read-only, complete trail, no exceptions.
START WITH ONE WORKFLOW
One SOP today.
A more connected company tomorrow.
Bring us the process, the people and the exceptions. We’ll map the first proof of value.