CLWM case studies

CLWM · Put your knowledge to work in context.

The Certified Legal Workflow Manager (CLWM) credential is designed for legal operations professionals, practice managers, paralegals, and attorneys who build and run the processes that move matters from intake to closure. It validates practical competence in process mapping, matter triage and onboarding, document and version control, legal project management and budgeting, workflow automation, practice management systems, compliance and ethics, data security and retention, performance metrics, and change adoption. The CLWM case studies are 5 cases and about 5,526 words.

Mapping a Conveyancing Workflow Before Buying Software

Harborline Legal is a 22-person firm in a regional city. Residential conveyancing generates 60% of revenue and runs through a 38-step process documented only in a two-page memo written in 2019.

1,091 words, about 5 min 2

Triage and Onboarding at an Employment Law Boutique

Rivergate Employment is a nine-lawyer boutique. It receives about 110 enquiries a month through a web form, a phone line and two partners' direct email addresses.

1,122 words, about 6 min 3

A Fixed-Fee Investigation Response Sliding Off Budget

Northbank Legal has agreed a fixed fee of £180,000 for a ten-month engagement responding to a regulatory investigation for a corporate client. The budget is phased: investigation and document review 40%, witness preparation 25%, submissions 25%, close-out 10%.

1,073 words, about 5 min 4

Mailbox Compromise, Automatic Destruction and a Departing Fee Earner

Calder & Mott is a 40-person litigation firm. On a Monday morning the IT manager discovers that a partner's mailbox has been forwarding client correspondence to an external address for 14 days, after the partner clicked a link in a fake delivery notice.

1,151 words, about 6 min 5

Low Adoption of a Matter-Opening Workflow

Meridian Legal rolled out a new matter-opening workflow in its practice management system across 130 users in four offices over six weeks. The workflow made client identification fields, a conflict-check confirmation and an engagement-letter date mandatory before a matter number could be issued.

1,089 words, about 5 min