Journeys & Workflows

Journeys are the heart of service delivery. They break complex legal services into manageable steps that both attorneys and clients can track.

Understanding Journey Steps

Each journey contains ordered steps. Steps come in two types:

Milestone Steps

• Discrete, one-time completion points
• Shows a checkmark when completed
• Example: "Initial Consultation Complete" or "Documents Signed"

Bridge Steps

• Iterative revision/feedback loops
• Allows multiple rounds of back-and-forth
• Example: "Trust Document Review" where client and attorney may go through several revisions
• Tracks iteration count and approval status from both parties

Creating a Journey Template

1. Go to Journeys in the sidebar
2. Click Create Journey
3. Enter:
   • Name: e.g., "Wyoming Asset Protection Trust Journey"
   • Description: Overview of the workflow
   • Associated Matter: Link to the service offering
   • Estimated Duration: Total expected days
   • Template: Check this to make it reusable
4. Click Create

Adding Steps to a Journey

1. Open your journey
2. Click Add Step
3. Configure the step:
   • Name: What this step accomplishes
   • Type: Milestone or Bridge
   • Responsible Party:
     • CLIENT: Client must complete
     • COUNCIL: Your staff completes
     • BOTH: Requires action from both parties
   • Expected Duration: Days for this step
   • Help Content: Instructions shown to the client
   • Allow Multiple Iterations: For Bridge steps
4. Click Save

Reordering Steps

Drag and drop steps to change their order in the journey.

Example: WYDAPT Journey

The pre-configured WYDAPT journey includes these steps:

Order	Step	Type	Responsible
1	Engagement & Initial Setup	Milestone	Both
2	Trust Formation - Review & Sign	Bridge	Both
3	Private Trust Company Setup	Milestone	Council
4	Special Purpose Trust (if applicable)	Milestone	Council
5	Investment Committee Formation	Milestone	Client
6	Asset Contribution Process	Bridge	Both
7	Distribution Management (Ongoing)	Bridge	Both

Monitoring Client Progress

From Journeys, you can see:

• All active client journeys
• Current step for each client
• Progress percentage
• Days in current step
• Priority level

Click into any journey to see detailed step-by-step status and take action.